Luke Makai

Luke Makai

Executive Director, Treasury, SMBC Group

Luke Makai, CFA, is a seasoned finance professional with 13+ years of expertise across Finance, Treasury, and Risk. Currently an Executive Director at Sumitomo Mitsui Banking Corporation (SMBC), he oversees critical functions within Treasury Capital Management including capital stress testing, capital optimization & allocation, and related broader management initiatives for SMBC’s U.S. operations. A Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), Luke holds a Master’s in Risk Management from the NYU Stern School of Business and a B.S. in Quantitative Finance and Mathematics from James Madison University. Known for his strategic insights and quantitative expertise, Luke is passionate about financial risk management, predictive modeling, and fostering resilience in banking systems.

11:35 - 12:10

PANEL DISCUSSION

Optimizing Balance Sheet Resilience Through Scenario Planning and Capital Buffers

  • Aligning capital allocation with plausible stress outcomes
  • Testing interconnected risks across credit, liquidity and rates
  • Embedding reverse-stress testing into strategic planning
  • Balancing shareholder return with prudence and optionality