2023 Wharton Future of Finance Forum

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

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

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Schedule

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.