A one-day, invitation-only summit focusing on the opportunities and challenges for the Financial Services industry.

This event will include senior representation from government, regulators and operators from banking, insurance, asset management and more. Discussion will center around economic policy, technology, the changing nature of customers, regulatory coherence and London & New York after Brexit.

This one-day gathering will also provide an opportunity for senior people from all aspects of the industry to meet and talk both inside and outside the conference hall.

Harvard Hall, The Harvard Club, NYC
Tuesday, June 11th, 2019
8:00 AM to 5:00 PM

REGISTER

Transatlantic Finance Forum Agenda

(Timing and sessions subject to change)

8:00 – 8:30 A.M. - Networking Breakfast
8:30 – 8:35 A.M. - Welcome and Introduction
8:35 – 9:00 A.M. - Trump, Trade, The Fed and Brexit: A World of Uncertainty +

Featuring:

Gerard Baker, Editor at Large, Wall Street Journal

9:00 – 9:40 A.M. - Financial Services in an Era of Exponential Change +

Laying out major themes for the day.

Featuring:

Onur Erzan, Senior Partner, New York, McKinsey

Martin Gilbert,Chairman, Aberdeen Standard Investments

 

Moderated by: Will Lewis, CEO, Dow Jones & Company

9:40 – 10:00 A.M. - Coffee Break
10:00 – 11:00 A.M. - London After Brexit +

Is London still the natural European home for US financial institutions?

Featuring:

William C. Caccamise, General Counsel and Managing Director, Global Banking, Global Markets, & International, Bank of America Merrill Lynch

Karl Dasher, CEO, Schroders

Clare Lebecq, CEO, London Market Group

Jeavon Lolay, Head of Economics & Market Insight, Commercial Banking, Lloyds Bank

 

Moderated by: Miles Celic, CEO, TheCityUK

11:00 – 11:30 A.M. - The City of London: A European, Global Financial Center +

Featuring:

J. Christopher Giancarlo, Chairman, United States Commodity Futures Trading Commission

 

Moderated by:

Ken Bentsen, President & CEO, SIFMA

11:30 – 11:45 A.M. - Break
11:45 A.M. – 12:30 P.M. Finance Disrupted: The Race to Innovate +

Will tech innovation strengthen or replace incumbents? Are institutions capable of dealing with the pace of technological change or will new companies own the interface with the customer?

Featuring:

Mike Fossaceca, North America Head of Treasury & Trade Services, Citi

John Tuttle, Chief Operating Officer, New York Stock Exchange

 

Moderated by: Rajesh Venkatraman, Director, IBM WW Payment Solutions, IBM

12:30 – 1:30 P.M. - Networking Lunch +

Seated lunch with speakers, partners and guests.

1:30 – 2:30 P.M. - The Evolving Nature of Customers +

How are today’s customers different, and how must institutions adapt to satisfy them? What does this mean for internal culture and leadership of Financial Institutions? And who is doing it well?

Featuring:

Nikhil Lele, Principal in Digital Enterprise Transformation, Financial Services, EY
Clayton Ruebensaal, Executive Vice President Global B2B Marketing, American Express

Anush Prabhu, Chief Strategy Officer, Mediacom US

Gavin Michael, Head of Global Consumer Banking Technology, Citi

Moderated by: Jill Kaplan, President of New York & New Jersey, United Airlines

 

2:30 – 2:45 P.M. - Coffee Break
2:45 – 3:45 P.M. - Regulatory Coherence: Balancing Risk and Freedom +

What form of regulatory co-operation or coherence between the UK and US is desirable or possible? What is the right balance between the management of risk and the freedom to do business?

Featuring:

Rhydian Cox, Senior Executive Vice President and Chief Risk Officer, HSBC

Nausicaa Delfas, Executive Director of International, Financial Conduct Authority (FCA)

Thomas Leonardi, Executive Vice President of Government Affairs, Public Policy & Communications, AIG

Jim Wiener, Chief Risk Officer, BNY Mellon

 

Moderated by: Catherine McGuinness, Chair of the Policy and Resources Committee, The City of London Corporation

3:45 – 4:15 P.M. - Looking Forward: The Future of Financial Services +

Featuring:

Douglas Elliot, Partner, Finance & Risk/Public Policy Practice, Oliver Wyman

 

Moderated by: Gerry Baker, Editor at Large, Wall Street Journal

4:15 – 4:20 P.M. - Closing Remarks by BAB
4:20 – 5:00 P.M. - Reception

Attendees are welcome to network over cocktails and light bites.

Title Sponsor

Presenting Sponsor

Content Partners

About

A one-day, invitation-only summit focusing on the opportunities and challenges for the Financial Services industry.

This event will include senior representation from government, regulators and operators from banking, insurance, asset management and more. Discussion will center around economic policy, technology, the changing nature of customers, regulatory coherence and London & New York after Brexit.

This one-day gathering will also provide an opportunity for senior people from all aspects of the industry to meet and talk both inside and outside the conference hall.

Harvard Hall, The Harvard Club, NYC
Tuesday, June 11th, 2019
8:00 AM to 5:00 PM

REGISTER
Agenda

Transatlantic Finance Forum Agenda

(Timing and sessions subject to change)

8:00 – 8:30 A.M. - Networking Breakfast
8:30 – 8:35 A.M. - Welcome and Introduction
8:35 – 9:00 A.M. - Trump, Trade, The Fed and Brexit: A World of Uncertainty +

Featuring:

Gerard Baker, Editor at Large, Wall Street Journal

9:00 – 9:40 A.M. - Financial Services in an Era of Exponential Change +

Laying out major themes for the day.

Featuring:

Onur Erzan, Senior Partner, New York, McKinsey

Martin Gilbert,Chairman, Aberdeen Standard Investments

 

Moderated by: Will Lewis, CEO, Dow Jones & Company

9:40 – 10:00 A.M. - Coffee Break
10:00 – 11:00 A.M. - London After Brexit +

Is London still the natural European home for US financial institutions?

Featuring:

William C. Caccamise, General Counsel and Managing Director, Global Banking, Global Markets, & International, Bank of America Merrill Lynch

Karl Dasher, CEO, Schroders

Clare Lebecq, CEO, London Market Group

Jeavon Lolay, Head of Economics & Market Insight, Commercial Banking, Lloyds Bank

 

Moderated by: Miles Celic, CEO, TheCityUK

11:00 – 11:30 A.M. - The City of London: A European, Global Financial Center +

Featuring:

J. Christopher Giancarlo, Chairman, United States Commodity Futures Trading Commission

 

Moderated by:

Ken Bentsen, President & CEO, SIFMA

11:30 – 11:45 A.M. - Break
11:45 A.M. – 12:30 P.M. Finance Disrupted: The Race to Innovate +

Will tech innovation strengthen or replace incumbents? Are institutions capable of dealing with the pace of technological change or will new companies own the interface with the customer?

Featuring:

Mike Fossaceca, North America Head of Treasury & Trade Services, Citi

John Tuttle, Chief Operating Officer, New York Stock Exchange

 

Moderated by: Rajesh Venkatraman, Director, IBM WW Payment Solutions, IBM

12:30 – 1:30 P.M. - Networking Lunch +

Seated lunch with speakers, partners and guests.

1:30 – 2:30 P.M. - The Evolving Nature of Customers +

How are today’s customers different, and how must institutions adapt to satisfy them? What does this mean for internal culture and leadership of Financial Institutions? And who is doing it well?

Featuring:

Nikhil Lele, Principal in Digital Enterprise Transformation, Financial Services, EY
Clayton Ruebensaal, Executive Vice President Global B2B Marketing, American Express

Anush Prabhu, Chief Strategy Officer, Mediacom US

Gavin Michael, Head of Global Consumer Banking Technology, Citi

Moderated by: Jill Kaplan, President of New York & New Jersey, United Airlines

 

2:30 – 2:45 P.M. - Coffee Break
2:45 – 3:45 P.M. - Regulatory Coherence: Balancing Risk and Freedom +

What form of regulatory co-operation or coherence between the UK and US is desirable or possible? What is the right balance between the management of risk and the freedom to do business?

Featuring:

Rhydian Cox, Senior Executive Vice President and Chief Risk Officer, HSBC

Nausicaa Delfas, Executive Director of International, Financial Conduct Authority (FCA)

Thomas Leonardi, Executive Vice President of Government Affairs, Public Policy & Communications, AIG

Jim Wiener, Chief Risk Officer, BNY Mellon

 

Moderated by: Catherine McGuinness, Chair of the Policy and Resources Committee, The City of London Corporation

3:45 – 4:15 P.M. - Looking Forward: The Future of Financial Services +

Featuring:

Douglas Elliot, Partner, Finance & Risk/Public Policy Practice, Oliver Wyman

 

Moderated by: Gerry Baker, Editor at Large, Wall Street Journal

4:15 – 4:20 P.M. - Closing Remarks by BAB
4:20 – 5:00 P.M. - Reception

Attendees are welcome to network over cocktails and light bites.

Speakers
Partners

Title Sponsor

Presenting Sponsor

Content Partners

For more information on The Transatlantic Finance Forum, please contact Holly Luu at hluu@babinc.org.