2023 Future of Finance Forum
Wednesday, October 18, 2023
The University of Pennsylvania
8:15 AM – 8:30 AM: Welcome
Joao Gomes, Senior Vice Dean of Research, Centers, and Academic Initiatives at the Wharton School of the University of Pennsylvania
8:30 AM – 8:55 AM: Current Issues in Finance: From Fragility to Technology
Speaker: Itay Goldstein, Joel S. Ehrenkranz Family Professor, Professor of Finance, Professor of Economics (Secondary), Chair, Finance Department at the Wharton School of the University of Pennsylvania
9:00 AM – 9:50 AM: Roundtable: Banking, Liquidity, and the New Financial Ecosystem
Moderator: Itay Goldstein, Joel S. Ehrenkranz Family Professor, Professor of Finance, Professor of Economics (Secondary), Chair, Finance Department at the Wharton School of the University of Pennsylvania
Speakers:
- Arthur J. Murton, Deputy to the Chairman for Financial Stability at Federal Deposit Insurance Corporation
- Sharon Yang, Managing Director and Head of Regulatory Affairs of JP Morgan Chase & Co., Former Deputy Assistant Secretary for International Affairs at US Treasury
- Amias Gerety, Partner at QED Investors, Former Assistant Secretary for Financial Institutions at US Treasury
- Eric Boughner, Chairman, BNY Mellon Pennsylvania and Senior Client Executive Global Client Management at BNY Mellon
- Richard Vague, Managing Partner of Gabriel Investments, Former Secretary of Banking and Securities for Pennsylvania
- Richard Green, Executive Chairman of the Board of Firstrust Bank
- Jelena McWilliams, Partner, Corporate at Cravath, Swaine & Moore LLP, and Former Chair of the Federal Deposit Insurance Corporation
9:50 AM – 10:00 AM: Break + Wharton Cypher Announcement
10:00 AM – 10:40 AM: Fireside Chat: State, Regional, and Global Financial Regulation
Speaker: Adrienne Harris, Superintendent of the New York Department of Financial Services
Moderator: Burcu Esmer, Academic Director, Harris Family Alternative Investments Program, Academic Director, Wharton-AltFinance Institute, Senior Lecturer of Finance at the Wharton School of the University of Pennsylvania
10:45 AM – 12:05 PM: Roundtable: Capitalizing on the Potential of Artificial Intelligence
Co-Moderator: Christopher Geczy, Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School of the University of Pennsylvania
Co-Moderator: Cary Coglianese, Edward B. Shils Professor of Law and Professor of Political Science, Director of the Penn Program on Regulation at the Wharton School of the University of Pennsylvania
Speakers:
- Shanker Trivedi, Senior Vice President, Enterprise Business at NVIDIA
- Sameer Gupta, Head of Data Solutions for Point72 and Head of Data Solutions at the New York Mets
- Kai Zenner, Office of Member of European Parliament, Negotiator on the EU AI Act
- Kate Griffin, Director of Programs at the Aspen Institute Financial Security Program
- Dietrich Chen, EY-Parthenon Managing Director and Member of the Task Force on Generative AI, Commercial Strategy at Ernst & Young LLP
- Nimrod Barak, Managing Director and Global Head of Citi’s Innovation Labs & Emerging Technologies CoEs
- Philipp Hacker, LL.M., Chair for Law and Ethics of the Digital Society at European University Viadrina in Frankfurt
- Bill Hinman, Senior Advisor to Simpson Thacher & Bartlett LLP and Advisory Partner of Andreessen Horowitz, Former Director of the Division of Corporation Finance of the U.S. Securities and Exchange Commission
- Juan M. Lavista Ferres, Vice President, Chief Scientist and Lab Director at Microsoft AI for Good Research Lab
- Michael Demissie, Managing Director, BNY Mellon AI Hub
12:10 PM – 12:55 PM: Special Event: Fireside Chat with Former Chairmen of the US Commodity Futures Trading Commission
Moderator: Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Law School
Speakers:
- J. Christopher Giancarlo, Co-Chair of the Digital Practice at Willkie Farr & Gallagher LLP and Executive Chairman of The Digital Dollar Project, Former Chairman of the US Commodity Futures Trading Commission
- Timothy Massad, Research Fellow at the Kennedy School of Government at Harvard University, Former Chairman of the US Commodity Futures Trading Commission
- Heath Tarbert, Chief Legal Officer and Head of Corporate Affairs at Circle, Former Chairman of the US Commodity Futures Trading Commission
1:50 PM – 2:35 PM: Fireside Chat with Richard Sandor: TIME Hero of the Planet
Speaker: Richard Sandor, Inventor of the Interest Rate Futures Contract, Carbon Trading, and Ameribor Alternative to LIBOR, Chairman of the Board & CEO of Environmental Financial Products (EFP), Chairman Emeritus of the American Financial Exchange (AFX), and the Aaron Director Lecturer in Law & Economics for University of Chicago Law School
Moderator: Joao Gomes, Senior Vice Dean of Research, Centers, and Academic Initiatives at the Wharton School of the University of Pennsylvania
2:40 PM – 3:30 PM: Fireside Chat: Transforming Money and Energy with Technology
Moderator: Andrew Marino, Senior Managing Director and Head of Corporate Private Equity at Generate, Former Managing Director and Co-Head of Global Infrastructure Investing at Carlyle
Speakers:
- Ethan Zindler, Climate Counselor to the US Treasury Secretary and Head of the US Treasury Climate Hub
- Bob Litterman, Founding Partner of Kepos Capital and the Chairman of the Kepos Capital Risk Committee
- Sandra Lee, Deputy Assistant Secretary at the Financial Stability Oversight Council, Former Executive Officer of the Federal Reserve Bank of New York
- Christine Hommes, Partner, Private Equity at Apollo Global Management
3:35 PM – 4:00 PM: Fireside Chat with Caroline Pham
Speaker: Caroline Pham, Commissioner of the Commodity Futures Trading Commission
Moderator: Kevin Werbach, Liem Sioe Liong/First Pacific Company Professor, Professor & Chairperson of Legal Studies, and Business Ethics at The Wharton School of the University of Pennsylvania
4:05 PM – 5:00 PM: Roundtable: Charting the Path for Digital Assets
Sahel Ahyaie Assar, Chair of Blockchain Digital Asset Practice Group and International Tax Counsel at Buchanan Ingersoll & Rooney PC
Speakers:
- Ari Redbord, Global Head of Policy and Government Affairs at TRM
- Sandy Kaul, Senior Vice President, Head of Digital Asset & Investor Advisory Services at Franklin Templeton
- Chris Perkins, Managing Partner and President at CoinFund
- Chris Land, General Counsel for Senator Cynthia Lummis
- Lewis Cohen, Founder at DLx Law
- Sandra Ro, CEO of the Global Blockchain Business Council
- Ananya Kumar, Associate Director of Digital Currencies at the GeoEconomics Center of the Atlantic Council
- Sian Nee Ho, Regional Director for the Americas of the Singapore Economic Development Board
- Naveen Parmar, Chief Counsel for U.S Senator John Hickenlooper
5:05 PM – 5:50 PM: Roundtable: The Future of Digital Payments
Moderator: David Musto, Ronald O. Perelman Professor of Finance at the Wharton School of the University of Pennsylvania, Faculty Director of the Stevens Center for Innovation in Finance
Speakers:
- Matt Dill, Global Head of Strategic Partnerships & Venture at Visa
- Robert M. Hunt, PhD, Senior Vice President, and Associate Director of the Consumer Finance Institute of the Federal Reserve Bank of Philadelphia
- Melissa Netram, Head of Bitcoin and Crypto Policy at Block Inc.
- David Josephs, Senior Vice President, Card Processing Product and Solutions at FIS
- Dave Fortney, Executive Vice President, Product Development and Management for The Clearing House
5:50 PM – 6:00 PM: Closing Remarks
Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Law School
6:00 PM – 7:00 PM: Cocktails + Networking