Presenting Partner

Everfi

Partner

Ripple

Future of Finance: Technology and Transformation

The financial sector is confronting massive changes in the form of game-changing technologies, including AI and blockchain, and unprecedented political shifts. That’s why Fortune is bringing together executives from the industry’s most important companies to discuss how they are confronting the biggest issues of the day. The invite-only audience will also hear firsthand from industry leaders on how they are using the timeless values of trust and transparency to prepare their staff and customers for the future. Financial leaders may not be able to control every aspect of this fast-changing world but Future of Finance will help ensure they can understand it.

Fortune’s Future of Finance summit will welcome to the stage everyone from senior Wall Street executives to leaders of the next generation of finance. This exclusive gathering at New York’s elegant Park Hyatt hotel will also feature interactive round-table discussions, networking forums and intimate meals with keynote speakers. Attendees will come away with a deeper understanding of where finance is going and new ideas to help their companies make sense of the trends and technologies that are transforming the industry.

Speakers

Robert Goldstein

Senior Managing Director and Chief Operating Officer; Member, Global Executive Committee; Co-chair, Global Operating Committee

BlackRock

Adrienne Harris

Superintendent

The New York State Department of Financial Services

KC McClure

Chief Financial Officer

Accenture

Tal Cohen

President

Nasdaq

Agenda

* All items are in America/New_York time. Click on the agenda items to find out more.
10 - 10:15 AM
BlackRock and the Future of Finance

BlackRock is the world’s largest asset manager and, with more than $10 trillion of investor capital under management, must balance safeguarding funds with staying on the cutting edge of investing. A prominent BlackRock executive shares how the company is preparing for the future and how the next generation of technology—including AI and its own Aladdin platform—will shape the future of the finance industry.
Robert Goldstein, Senior Managing Director and Chief Operating Officer; Member, Global Executive Committee; Co-chair, Global Operating Committee, BlackRock
Moderator: Lee Clifford,  Executive Editor, Enterprise, Fortune

10:15 - 10:30 AM
New York State of Mind: A Conversation with NYDFS Superintendent Adrienne Harris

New York remains the center of the world’s financial industry, which makes the state’s Department of Financial Services first among equals when balancing consumer protection with Wall Street’s preeminence as a destination for money and deals. In a one-on-one interview, Superintendent Adrienne Harris will discuss the Empire State’s unique role in shaping financial regulation.
Adrienne A. Harris, Superintendent, New York State Department of Financial Services
Moderator: Leo Schwartz, Reporter, Fortune

10:30 - 10:40 AM
The Future of Banking After Silicon Valley Bank

Republic First Bank failed in April. Are there more to come? A Columbia professor will give insight as he draws from his research on lessons learned from the Silicon Valley Bank crisis. The declining importance of banks in lending, financial stability risks, and future of banking and bank regulation will be covered.
Tomasz Piskorski, Edward S. Gordon Professor of Real Estate, Finance Division, Columbia Business School

10:40 - 11:00 AM
Future Areas of Growth in Private Credit

Many private equity firms have turned to private credit as a way to diversify. Apollo Global Management is one of the biggest players in the space with about $480 billion in assets under management. In this panel session, we'll discuss why credit has boomed in the past 10 years, how firms have transitioned to credit, and what issues they are facing. As the direct lending market grows and matures, we’ll also dig into what is next on the horizon, what are other markets where private capital could grow.
Joshua Easterly, Co-Chief Investment Officer and Co-president, Sixth Street
Carey Lathrop, Partner, Chief Operating Officer, Credit, Apollo
Moderator:
Shawn Tully, Senior Editor-at-Large, Fortune

11 - 11:10 AM
SWITCH BREAK
11:10 AM - 12:00 PM
ROUNDTABLE SESSIONS

Investing in Our Communities
Hosted by EVERFI from Blackbaud
For the first time since 1995, The Community Reinvestment Act is in the midst of a major review. These updates include new reporting structures and metrics that are meant to increase investment in the U.S.’s underserved communities. In this session, we will be joined by CRA leaders for a conversation on navigating the evolving regulatory landscape as we all adapt and prepare for future requirements.
Lloyd Brown,,Bank Regulatory Senior Advisor,  Brown Management Group
Tom Davidson, Founder and President, EVERFI from Blackbaud
Jesse Van Tol, President and CEO, National Community Reinvestment Coalition
Moderator: Lee Clifford, Fortune

The Next Generation of Investing
Boomers are set to give more than $50 trillion to their heirs over the next few decades–many of these new investors will be women, millennials, and Gen Zers. What does this mean for the future of investing? How are banks and organizations looking to appeal to the recipients of this wealth transfer?
Ali Hamed, Co-founder and Partner, Crossbeam Venture Partners
Liza Landsman, Chief Executive Officer, Stash
Ben Miller, Co-founder and CEO, Fundrise
Evangelos Perros, Chief Financial Officer, Pagaya
Stephen Sikes, Chief Operating Officer, Public.com
Moderator: Luisa Beltran, Finance Reporter, Fortune; Co-chair, Fortune Future of Finance

Building an AI Workforce
As new cases for AI emerge, many workers holding roles in the financial sector will need to adapt and reskill their firm’s personnel to work with this new technology. How are they going to do this?
Eran Agrios, Senior Vice President and General Manager, Financial Services, Salesforce
Raphael Ouzan, Founder and CEO, A.Team
Fernando Sandoval, Co-founder and CFO, Kapital
Jason Sharples, Senior Vice President and Unit Chief Information Officer, Global Merchant and Network Services, American Express
Moderator: Jeff John Roberts, Finance and Crypto Editor, Fortune; Co-chair, Fortune Future of Finance

12 - 12:10 PM
SWITCH BREAK
12:10 - 1:30 PM
Lunch and Keynote: The Next Wave of Financial Disruption

The story of modern finance has been one of major technological innovations—from ATMs to day trading to fintech—that reshaped how consumers approach banking and investing. This pattern is only going to accelerate in the coming 5 years. Who will be the winners and losers? In a 1:1 keynote, a founder of one of the biggest fintechs shares insights into how he’s preparing for the future.
Mike Cagney, Founder, Figure; Co-founder and former CEO, SoFi
Moderator: Diane Brady, Executive Director, Fortune Live  Media, Fortune

1:30 - 1:40 PM
SWITCH BREAK
1:40 - 2:30 PM
ROUNDTABLE SESSIONS

The Future of Lending
The 2008 financial crisis exposed weakness in risk management and helped move organizations toward simpler and more transparent financial products.
Matt Brewster, Chief Financial Officer, Hello Alice
Chris Hansen, General Manager, Cash Atlas Solutions, Nova Credit
Jamison Hill, Managing Director, Sustainable Investing, Goldman Sachs
Brooke Major-Reid
, Chief Capital Officer, Affirm
Jordan Miller, Co-founder and CEO, Yendo
Moderator: Lee Clifford, Fortune

Navigating ESG Reporting Challenges
Stakeholders are requesting more and more data and metrics surrounding their ESG efforts. In order to successfully report on this information, many CFOs are working more closely with their Impact teams to ensure  proper reporting systems for tracking data and regulation standards are in place.
Emily Pierce, Chief Global Policy Officer and Associate General Counsel, Persefoni
Ramya Ravishankar, General Counsel, HowGood
Anya Solovieva, Global Commercial Lead, Climate Solutions, Morningstar Sustainalytics
Moderator: Shawn Tully, Fortune

Fraud Prevention in the Digital World
In the rapidly evolving digital landscape, financial leaders have a unique challenge: advancing their organization’s technological future, while safeguarding it against fraud and cybercrimes. How are leaders assessing these security challenges?
Doriel Abrahams, Principal Technologist, Forter
Meg Anderson, Vice President and Chief Information Security Officer, Principal Financial Group
Jason Chen, Executive Director and CEO, MACH37 Cyber Accelerator; Chief Executive Officer, VentureScope
Ranjita Iyer, Executive Vice President, Security Solutions & Processing, North America, Mastercard
Moderator: Jeff John Roberts, Fortune

 

2:30 - 2:40 PM
SWITCH BREAK
2:40 - 3:00 PM
How AI is Shaping the World of Finance

CTOs and CFOs are increasingly exploring the value propositions of AI such as driving strategic, decision-making and improving productivity. In this panel session, they will discuss how AI technologies like machine learning, predictive analysis, and large language models are revolutionizing the finance function. They will explain real-world applications and best practices for leveraging AI, and explore how AI will shape future finance roles.
Tracy Kerrins, Senior Executive Vice President, Head of Technology, Wells Fargo & Company
KC McClure, Chief Financial Officer, Accenture
Moderator:
Sheryl Estrada, Senior Writer, CFO Daily, Fortune; Co-chair, Fortune Future of Finance

3 - 3:15 PM
The Allure of Alternative Investments

Fine Art. Collectables. Energy. Infrastructure. Digital assets. Moving far beyond stocks and bonds, clients seek innovative investments for diversification. We look at the latest ways wealth and asset managers are finding new and personal forms of value for their clients.
Andrew Shapiro, Managing Director, PJT Partners
Tripp Shriner
, Managing Partner, Point72 Private Investments

Moderator: Diane Brady, Fortune

3:15 - 3:35 PM
Preparing the Next Generation for Financial Success

Millions of unbanked and underbanked households, an anemic personal savings rate, automated spending. Improving the infrastructure to support financial capability is a crucial issue for many Americans, especially younger generations. This session will explore how to tackle the problem, with private sector support, by giving young people financial education, equitable access to financial services, and career-focused opportunities.
Tom Davidson, Founder and CEO, EVERFI from Blackbaud
David Nason
, Senior Executive Vice President and Chief Operating Officer, TIAA; President, TIAA Wealth Management
Vanessa Okwuraiwe, Principal, Edward Jones
Moderator: Diane Brady, Fortune

3:35 - 3:55 PM
What’s Next for Real Estate in the Era of High Interest Rates

News reports about the real estate industry are grim: the commercial sector is reeling from sky-high vacancy rates, millions of middle-class Americans say owning a home is out of reach, and a bombshell court ruling has brokers on the ropes. Is it as bad as it looks? Two leading real estate experts, representing the commercial and residential sectors, break it down.
Sean Dobson, Chairman, CEO, and Chief Investment Officer, Amherst
Julie Ingersoll, Chief Investment Officer, Americas Direct Real Estate Strategies, CBRE Investment Management
Moderator: Shawn Tully, Fortune

3:55 - 4:15 PM
Playing It Safe: Navigating Risks and Rewards of Latest Technologies

As companies leverage emerging technologies, compliance leaders need to ensure global financial markets and U.S. banks have resilient infrastructures and robust risk management systems. We dive into the challenges and opportunities the industry faces as it navigates the  latest technologies such as artificial intelligence and new forms of trading.
Tal Cohen, President, Nasdaq, Inc.
Katherine Wetmur, Managing Director and Chief Information Officer, Cyber, Data, Risk and Resilience, Morgan Stanley
Moderator: Luisa Beltran, Fortune

4:15 - 4:40 PM
NETWORKING COFFEE BREAK
4:40 - 5:00 PM
Crypto in a Post-ETF World

When the SEC approved a wave of Bitcoin ETFs, they outstripped all expectations, helping drive the price above $70,000 and bringing in millions of first-time buyers. The question is what happens next? The wall between crypto and traditional finance has come down, but questions remain about regulators’ ongoing hostility and whether crypto can find its exclusive killer use case.
Dave LaValle, Senior Managing Director, Global Head of ETFs, Grayscale Investments
Pegah Soltani, Head of Payments Products, Ripple
Brett Tejpaul,
Head, Institutional, Coinbase

Moderator:
Jeff John Roberts, Fortune

5 - 5:20 PM
Is ESG Dead?

With increased polarization around ESG, many organizations have stopped using the term. But many firms haven’t stopped their investment strategies for assessing environmental, social and governance issues; they’ve just rebranded. In this conversation we’ll hear from investors on how they’re managing the ESG backlash, while still providing returns to their stakeholders through supporting social and environmental initiatives.
Lorenna Buck, Managing Director, Ariel Alternatives
Ron Homer, Chief Strategist, U.S. Impact Investing, RBC Global Asset Management
Roy Swan, Director, Mission Investments, Ford Foundation
Moderator: Lee Clifford, Fortune

5:20 - 5:40 PM
Navigating the Future: The Evolving Role of the CFO

Modern chief financial officers are tasked with not only managing financial performance but also driving strategic initiatives that shape the future of their organizations. This discussion will explore the dynamic landscape of modern finance and the evolving role of CFOs. Our panelists will delve into key topics including operational efficiencies, growth strategies, regulatory and compliance matters, risk management, and the use of technology.
Yanela Frias, Chief Financial Officer, Prudential
Xihao Hu, Chief Financial Officer, TD Securities
Wetteny Joseph, Chief Financial Officer, Zoetis
Moderator: Sheryl Estrada, FORTUNE

5:40 - 6:00 PM
The Next Era of Fintech

At the outset of the pandemic, nimble fintech companies—with their user-friendly design and mobile-first strategies—were on the top of the world. Then came high interest rates and the return to dominance by big banks that fintech was supposed to disrupt. Now, the story is shifting again as fintechs mature and learn to leverage their tech skills and loyal customer base to carve out a path to the future.
Frank Keller, Executive Vice President, Large Enterprise and Merchant Platform, PayPal
Steve Quirk, Chief Brokerage Officer, Robinhood Markets
Tamara Romanek, Global Head of Partnerships, Plaid
Moderator: Luisa Beltran, Fortune

6 - 7:00 PM
RECEPTION
7 - 9:00 PM
DINNER AND KEYNOTE: Biden, Trump and What the 2024 Election Means for Finance

The U.S. economy is holding up but threats lurk, from recurrent inflation to soaring deficits to geopolitics. The next president will have a complex task managing the economy—and the finance industry that is one of its biggest engines. In this lively dinner panel, two figures who have walked the highest corridors of power will share what we can expect as the American people get ready to choose their leaders.
Anthony Scaramucci, Founder and Managing Partner, Skybridge Capital
Andrew Yang, Co-chair, Forward Party
Moderator: Jeff John Roberts, Fortune

Future of Finance Co-Chairs

Luisa Beltran

Co-chair, Future of Finance; Finance Reporter

Fortune

Sheryl Estrada

Co-Chair, Future of Finance; Senior Writer, CFO Daily

Fortune

Jeff John Roberts

Co-chair Future of Finance; Finance and Crypto Editor

Fortune

Venue

The Park Hyatt New York
153 West 57th Street, New York, New York, 10019

 

Contact Us

For Speaker Inquiries:
Please click here to complete the form to nominate a speaker.

For Participation:
Registration is by invitation only and subject to approval.  The registration fee of $1,650 covers the complete event and meals.
Email: FutureFinance@Fortune.com

For Press Inquiries:

Patrick Reilly
Tel: 917-379-3555
E-mail: patrick.reilly@fortune.com

For Sponsorship Inquiries:

North America & Canada
Elizabeth Parks,  Executive Director Partnerships, Fortune Conferences
Monica Sembler, VP Partnerships, Fortune Conferences
E-mail: fortunesponsorships@fortune.com

UK/Europe/Africa
Jim Jacovides, Managing Director Europe
Jim.Jacovides@fortune.com

Asia
Khoon-Fong Ang, SVP Sales & Marketing Asia
Khoon-Fong.Ang@fortune.com