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 Interest Here

Transatlantic Finance Forum Agenda

(Timing and sessions subject to change)

8:00 – 8:30 A.M. - Breakfast Networking

Light continental breakfast.

8:30 – 8:35 A.M. - Welcome and Introduction
8:35 – 9:00 A.M. - UK Economic Policy +

Session on the current state of affairs of UK Economic Policy, and the importance of Financial Services to the prosperity agenda of the UK.

9:00 – 10:00 A.M. - Exclusive Fireside Chat +

Laying out major themes for the day, including the major issues their businesses are grappling with, including emerging opportunities and threats.

Featuring:

Martin Gilbert, Chairman, Aberdeen Standard Investments

10:00 – 10:30 A.M. - Coffee Break
10:30 – 11:30 A.M. - London After Brexit +

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

Featuring:

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

 

11:30 – 11:45 A.M. - Break
11:45 a.m. – 12:30 P.M. - Tech Disruption +

Panel: 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:

John Tuttle, Chief Operating Officer, New York Stock Exchange

Additional speakers to be confirmed

12:30 – 1:45 P.M. - Lunch Keynote: US Economic Policy +

Seated lunch featuring a discussion on economic policy and the importance of Financial Services to the prosperity agenda of the United States.

1:45 – 2:30 P.M. - The Evolving Nature of Customers in Financial Services +

Moderated panel: 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, Principle in Digital Enterprise Transformation, Financial Services, EY

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

 

Additional speakers to be confirmed

2:30 – 2:45 P.M. - Coffee Break
2:45 – 3:45 P.M. - Regulatory Coherence +

Moderated Panel: 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:

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. - Closing Policy Keynote
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 Interest Here

Agenda

Transatlantic Finance Forum Agenda

(Timing and sessions subject to change)

8:00 – 8:30 A.M. - Breakfast Networking

Light continental breakfast.

8:30 – 8:35 A.M. - Welcome and Introduction
8:35 – 9:00 A.M. - UK Economic Policy +

Session on the current state of affairs of UK Economic Policy, and the importance of Financial Services to the prosperity agenda of the UK.

9:00 – 10:00 A.M. - Exclusive Fireside Chat +

Laying out major themes for the day, including the major issues their businesses are grappling with, including emerging opportunities and threats.

Featuring:

Martin Gilbert, Chairman, Aberdeen Standard Investments

10:00 – 10:30 A.M. - Coffee Break
10:30 – 11:30 A.M. - London After Brexit +

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

Featuring:

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

 

11:30 – 11:45 A.M. - Break
11:45 a.m. – 12:30 P.M. - Tech Disruption +

Panel: 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:

John Tuttle, Chief Operating Officer, New York Stock Exchange

Additional speakers to be confirmed

12:30 – 1:45 P.M. - Lunch Keynote: US Economic Policy +

Seated lunch featuring a discussion on economic policy and the importance of Financial Services to the prosperity agenda of the United States.

1:45 – 2:30 P.M. - The Evolving Nature of Customers in Financial Services +

Moderated panel: 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, Principle in Digital Enterprise Transformation, Financial Services, EY

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

 

Additional speakers to be confirmed

2:30 – 2:45 P.M. - Coffee Break
2:45 – 3:45 P.M. - Regulatory Coherence +

Moderated Panel: 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:

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. - Closing Policy Keynote
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.