» Click here to view the Wharton Future of Finance 2023 Highlight Video

Paradigm Shift: Powering with Innovation & Financial Technology
October 17-18, 2023

Note: This event is in person and closed to the public.

Tuesday, October 17, 2023
Speaker Dinner
The Study at University City

Forum Chair & Master of Ceremonies: Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Law School

5:45 PM – 6:15 PM: Arrival and Welcome Drink

6:15 PM – 6:20 PM: Welcome Remarks, Joao Gomes, Senior Vice Dean of Research, Centers, and Academic Initiatives at the Wharton School of the University of Pennsylvania

6:20 PM – 6:45 PM: Dinner

6:45 PM – 7:35 PM: Fireside Chat: The Future of Finance: Insights from the Standard-Bearer of the Financial Sector*
Speaker: H. Rodgin “Rodge” Cohen, Senior Chair of Sullivan & Cromwell LLP
Moderator: Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Law School

7:35 PM – 8:00 PM: Dessert and Closing Remarks

Wednesday, October 18, 2023

Forum Chair & Master of Ceremonies: Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Law School

7:45 AM – 8:15 AM: Registration and Light Breakfast

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

8:55 AM – 9:00 AM: Break

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 at 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

10:40 AM – 10:45 AM: Break

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 Centers of Excellence
• 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

12:05 PM – 12:10 PM: Break

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 U.S. Commodity Futures Trading Commission
• Timothy Massad, Research Fellow at the Kennedy School of Government at Harvard University, Former Chairman of the U.S. Commodity Futures Trading Commission
• Heath Tarbert, Chief Legal Officer and Head of Corporate Affairs at Circle, Former Chairman of the U.S. Commodity Futures Trading Commission

12:55 PM – 1:50 PM: Lunch

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 at the 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

2:35 PM – 2:40 PM: Break

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

3:30 PM – 3:35 PM: Break

3:35 PM – 4:00 PM: Fireside Chat with Commissioner Caroline Pham*
Speaker: Caroline Pham, Commissioner of the U.S. Commodity Futures Trading Commission
Moderator: Kevin Werbach, Liem Sioe Liong/First Pacific Company Professor, Professor & Chairperson of Legal Studies and Business Ethics at Wharton School of the University of Pennsylvania

4:00 PM – 4:10 PM: Break

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
• Naveen Parmar, Chief Counsel for U.S. Senator John Hickenlooper
• Chris Land, General Counsel for U.S. 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, Americas at the Singapore Economic Development Board

5:00 PM – 5:05 PM: Break

5:05 PM – 5:50 PM: Roundtable: The Future of Digital Payments
Moderator: David Musto, Ronald O. Perelman Professor in Finance, Faculty Director, Stevens Center for Innovation in Finance at the Wharton School of the University of Pennsylvania

Speakers:

• Matt Dill, Global Head of Strategic Partnerships & Venture at Visa
• Robert M. Hunt, 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

* Indicates that the event will be open to the public by livestream.

Wharton Future of Finance Forum would like to thank Penn Engineering for facilitating the robotics displays.

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