Wharton Future of Finance Forum
December 9, 2024
The Wharton School will gather leading thinkers in academia, practice, and government for the second annual Future of Finance Forum in Washington, DC. Hosted by the Harris Program and the Rodney White Center, this event will delve into pivotal themes shaping finance’s future: the primacy of the U.S. dollar, AI’s transformative impact, advances in digital assets, the future of the banking sector, and cybersecurity.
Attendees will gain insights from world-renowned Wharton faculty and an impressive roster of thought leaders, including top executives from JP Morgan, the IMF, Fidelity, and Microsoft, as well as senior regulators from the SEC and the Department of Homeland Security.
This event is in person and by invitation only. If you are interested in learning more, contact finance-centers@wharton.upenn.edu.
Schedule
Monday, December 9, 2024
Forum Chair & Master of Ceremonies: Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Carey Law School
8:30 AM – 9:00 AM: Registration and Light Breakfast
9:00 AM – 9:15 AM: Welcome Remarks
Zeke Emmanuel, Vice Provost for Global Initiatives and the Diane v.S. Levy and Robert M. Levy University Professor at the University of Pennsylvania
Joao Gomes, Senior Vice Dean of Research, Centers, and Academic Initiatives at the Wharton School of the University of Pennsylvania
Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Carey Law School
9:15 AM – 9:55 AM: Tidal Wave in Finance – Dual Banking, Operation Choke Point, and Loper v. Raimondo
Speakers:
Rodge Cohen, Senior Chair of Sullivan & Cromwell
Amias Gerety, Partner at QED Investors
Kermit Roosevelt, David Berger Professor for the Administration of Justice at the University of Pennsylvania Carey Law School
Moderator:
Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Carey Law School
9:55 AM – 10:10 AM: Break
10:10 AM – 10:50 AM: Fortifying the Banking System and Architecting a Resilient Financial Future
Speakers:
Kieran Fallon, Chief Risk Officer of the PNC Financial Services Group
Brendan Reilly, Managing Director and Head of Regulatory Affairs and Public Policy at Barclays
Moderator:
Aaron Klein, Miriam K. Carliner Chair and Senior Fellow in Economic Studies at the Brookings Institution
10:50 AM – 11:15 AM: Fireside Chat: The New Lending Frontier: Unlocking Opportunities in Private Credit
Speaker:
Brian Stewart, Head of Private Credit at Fortress
Moderator:
David Nemecek, Partner at Kirkland & Ellis
11:15 AM – 11:30 AM: Break
11:30 AM – 11:55 AM: Fireside Chat: Views on Innovation in Finance from a Titan of Industry
Speaker:
Derek Waldron, Firmwide Chief Analytics Officer at JP Morgan Chase & Co.
Moderator:
Jessica Renier, Managing Director of the Digital Finance Department at the Institute of International Finance
11:55 AM – 1:00 PM: Break for Lunch
1:00 PM – 1:40 PM: Digital Assets Implementation: Opportunities and Challenges
Speakers:
Cynthia Lo Bessette, Head of Fidelity Digital Asset Management at Fidelity Investments
Sigal Mandelker, General Partner at Ribbit Capital
Katherine Martin, Managing Director at Rock Creek Global Advisors
Moderator:
Sahel Assar, Blockchain and Digital Asset Practice Group Leader at Buchanan
1:40 PM – 1:55 PM: Break
1:55 PM – 2:25 PM: Fireside Chat: Financial Regulators Leading in the Digital Age
Speaker:
Summer Mersinger, Commissioner of the Commodity Futures Trading Commission
Mark Uyeda, Commissioner of the Securities Exchange Commission
Moderator:
Rick Levin, Chair of the FinTech and Regulation Practice at Nelson Mullins
2:25 PM – 2:50 PM: Protecting the Homeland
Speaker TBA
2:50 PM – 3:30 PM: The Future of the US Dollar in a Tumultuous Geopolitical Environment
Speakers:
Tobias Adrian, Financial Counsellor and Director of the Monetary and Capital Markets Department at the International Monetary Fund
Bill Dudley, Chair of the Bretton Woods Committee
Heath Tarbert, Chief Legal Officer and Head of Corporate Affairs at Circle
Moderator:
Josh Lipsky, Senior Director of the Atlantic Council’s GeoEconomics Center
3:30 PM – 4:10 PM: AI in Capital Markets: Transformative Opportunities in Strategic Deployment
Speakers:
James Boudreault, Global Head of Data Science at the Chicago Mercantile Exchange
Rochak Lamba, Head of Innovation for Financial Services at Google
Stuart Levi, Partner, Intellectual Property and Technology; Artificial Intelligence; Web3 and Digital Assets at Skadden, Arps, Slate, Meagher & Flom LLP
Moderator:
Jennifer Schulp, Director of Financial Regulation Studies, Center for Monetary and Financial Alternatives at the Cato Institute
4:10 PM – 4:20 PM: Break
4:20 PM – 5:00 PM: The Great Threat of Our Time: Cyber Incidents, Cyber Attacks, and the Role of Generative AI
Speakers:
Carrie Cordero, Robert M. Gates Senior Fellow and General Counsel at the Center for a New American Security
Patricia Ephraim Eke, Director, Cybersecurity and Emerging Tech Policy at Microsoft
Michael McLaughlin, Principal, Government Relations and Cybersecurity and Data Privacy Practice Group Co-Leader at Buchanan, Ingersoll, & Rooney PC
Moderator:
Sasha Cohen O’Connell, Senior Director of the Cybersecurity Programs at the Aspen Institute
5:00 PM – 5:05 PM: Closing Remarks
Sarah Hammer, Executive Director at the Wharton School and Adjunct Professor at the University of Pennsylvania Carey Law School
5:05 PM – 6:00 PM: Cocktail Reception
Location
The Wharton Future of Finance Forum will be held at Penn Washington
101 Constitution Ave. NW
Washington, DC 20001
Contact Us
Email: finance-centers@wharton.upenn.edu
LinkedIn: https://www.linkedin.com/showcase/whartonfinance
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