ABOUT

Transatlantic 
Finance
Forum
2020

A senior-level gathering of the most influential people in the Financial Services sector from the US and the UK. This summit aims to address opportunities and challenges affecting the sector.

ABOUT

Transatlantic 
Finance
Forum
2020

ABOUT

A senior-level gathering of the most influential people in the Financial Services sector from the US and the UK. This summit aims to address opportunities and challenges affecting the sector.

AGENDA & REGISTRATION

NOVEMBER 16

|   DAY 1

Framing the Themes of the Conference

9:00 – 9:05 AM EST
2:00 – 2:05 PM GMT

WELCOME & INTRODUCTION
Duncan Edwards, CEO, BritishAmerican Business

9:05 – 9:30 AM EST
2:05 – 2:30 PM GMT

OPENING KEYNOTE
The Role of Banks in the 21st Century

9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT

PANEL
Upcoming Challenges & Opportunities in US-UK Transatlantic Trade

How is the trade relationship between the US & the UK changing? Will London remain a nexus for financial services and global trade going forward? What are the opportunities/areas for collaboration between the US & the UK to shape trade policies?

    • Clare Woodman, Head of EMEA, CEO, Morgan Stanley
    • Antony Phillipson, Her Majesty’s Trade Commissioner, UK Government
    • Alisa King, Chief Client Officer, Marsh UK

Moderator: Miles Celic, CEO, TheCityUK

11:00 – 11:30 AM EST
4:00 – 5:00 PM GMT

FIRESIDE CHAT
A Fundamental Reshaping of Finance
Featuring: Larry Fink, Chairman and Chief Executive, BlackRock

Moderator: Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, the Financial Times

9:00 – 9:05 AM EST
2:00 – 2:05 PM GMT
WELCOME & INTRODUCTION
Duncan Edwards, CEO, BritishAmerican Business


9:05 – 9:30 AM EST

2:05 – 2:30 PM GMT
OPENING KEYNOTE
The Role of Banks in the 21st Century
Featuring: Michael Corbat, CEO, Citi


9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT
PANEL

Upcoming Challenges & Opportunities in US-UK Transatlantic Trade

How is the trade relationship between the US & the UK changing? Will London remain a nexus for financial services and global trade going forward? What are the opportunities/areas for collaboration between the US & the UK to shape trade policies?

    • Clare Woodman, Head of EMEA, CEO, Morgan Stanley
    • Antony Phillipson, Her Majesty’s Trade Commissioner, UK Government
    • Alisa King, Chief Client Officer, Marsh UK

Moderator: Miles Celic, CEO, TheCityUK


11:00 – 11:30 AM EST
4:00 – 5:00 PM GMT
FIRESIDE CHAT

A Fundamental Reshaping of Finance
Featuring: Larry Fink, Chairman and Chief Executive, BlackRock

Moderator: Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, the Financial Times

NOVEMBER 17

|   DAY 2

The Future of US-UK Trade & Regulation

9:00 – 10:00 AM EST
2:00 – 3:00 PM GMT

PANEL
Financial Services Regulation: A Chance to Re-Set Global Standards?
A global regulatory overview, with a focus on the US and the UK, and the future of financial services regulation. What opportunities and challenges face leading institutions to reform our regulatory framework & standards to promote financial stability?

    • Jeremy Amias, Americas Vice Chairman, Standard Chartered
    • Nausicaa Delfas, Executive Director, International, FCA
    • Julio Jimenez, Tax Principal, Marks Paneth LLP
    • Suyash G. Paliwal, Director of the Office of International Affairs (OIA), U.S. Commodity Futures Trading Commission

Moderator: Catherine McGuinness, Chair of the Policy & Resources Committee, City of London Corporation

10:00 – 10:30 AM EST
3:00 – 3:30 PM GMT

KEYNOTE
Re-Shaping the Future of Global Trade and Finance
Featuring: John Glen, Economic Secretary to the Treasury and City Minister, UK Treasury

11:00 AM – 12:00 PM EST
4:00 – 5:00 PM GMT

EXCLUSIVE FOLLOW-ON ROUNDTABLE
Innovation, Adaptation and Growth in the Post-COVID Era
In Partnership with JobsOhio
By invitation only

9:00 – 10:00 AM EST
2:00 – 3:00 PM GMT
PANEL
Financial Services Regulation: A Chance to Re-Set Global Standards?
A global regulatory overview, with a focus on the US and the UK, and the future of financial services regulation. What opportunities and challenges face leading institutions to reform our regulatory framework & standards to promote financial stability?

    • Jeremy Amias, Americas Vice Chairman, Standard Chartered
    • Nausicaa Delfas, Executive Director, International, FCA
    • Julio Jimenez, Tax Principal, Marks Paneth LLP
    • Suyash G. Paliwal, Director of the Office of International Affairs (OIA), U.S. Commodity Futures Trading Commission

Moderator: Catherine McGuinness, Chair of the Policy & Resources Committee, City of London Corporation


10:00 – 10:30 AM EST
3:00 – 3:30 PM GMT
KEYNOTE
Re-Shaping the Future of Global Trade and Finance
Featuring: John Glen, Economic Secretary to the Treasury and City Minister, UK Treasury


11:00 AM – 12:00 PM EST
4:00 – 5:00 PM GMT
EXCLUSIVE FOLLOW-ON ROUNDTABLE
Innovation, Adaptation and Growth in the Post-COVID Era
In Partnership with JobsOhio

NOVEMBER 18

|   DAY 3

Climate Action, ESG Investing, Stakeholder Value

9:00 – 9:30 AM EST
2:00 – 2:30 PM GMT

FIRESIDE CHAT
The Triple Bottom-Line: People, Planet, Profit
Featuring: Douglas Peterson, President & CEO, S&P Global

9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT

PANEL
The Unstoppable Rise of ‘Moral Money’
Can business leaders re-shape the world’s approach to sustainability through climate-impact investments? Can investors help move the global economy towards a lower carbon path?

    • Richard Kassel, Group Leader of Clean Energy & Sustainability, Capalino
    • Val Smith, Chief Sustainability Officer, Citi
    • Euan Stirling, Global Head of Stewardship and ESG Investment, Aberdeen Standard Investments

Moderator: Carl Hess, Head of Investment, Risk and Reinsurance, Willis Towers Watson

11:00 AM – 12:00 PM EST
4:00 – 5:00 PM GMT

EXCLUSIVE FOLLOW-ON ROUNDTABLE
Climate Action + Business
By invitation only

9:00 – 9:30 AM EST
2:00 – 2:30 PM GMT
FIRESIDE CHAT
The Triple Bottom-Line: People, Planet, Profit
Featuring: Douglas Peterson, President & CEO, S&P Global


9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT
PANEL
The Unstoppable Rise of ‘Moral Money’
Can business leaders re-shape the world’s approach to sustainability through climate-impact investments? Can investors help move the global economy towards a lower carbon path?

    • Richard Kassel, Group Leader of Clean Energy & Sustainability, Capalino
    • Val Smith, Chief Sustainability Officer, Citi
    • Euan Stirling, Global Head of Stewardship and ESG Investment, Aberdeen Standard Investments

Moderator: Carl Hess, Head of Investment, Risk and Reinsurance, Willis Towers Watson


11:00 AM – 12:00 PM EST

4:00 – 5:00 PM GMT
EXCLUSIVE FOLLOW-ON ROUNDTABLE

Climate Action + Business

NOVEMBER 19

|   DAY 4

Future Forward in Finance

9:00 – 9:30 AM EST
2:00 – 2:30 PM GMT

FIRESIDE CHAT
A Revolution in Banking

9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT

PANEL
Future Forward in Fintech: What’s Next?
What does the “fourth industrial revolution” – which introduced evolving business models and shifted investments towards new technologies – mean for Financial Services? And what are the upcoming big developments to pay attention to?

    • Jeremy Balkin, Head of Innovation, HSBC
    • Charlotte Crosswell, CEO, Innovate Finance
    • Susan Chapman-Hughes, EVP, Global Head of Digital Capabilities, Transformation and Operations, GCS, American Express
    • Jeremy Takle, Co-Founder and CEO, Pennyworth

10:30 – 11:00 AM EST
3:30 – 4:00 PM GMT

CLOSING REMARKS

Featuring: Mark Tucker, Group Chairman, HSBC Holdings plc

11:00 AM – 12:00 PM EST
4:00 – 5:00 PM GMT

EXCLUSIVE FOLLOW-ON ROUNDTABLE
Investing in the UK
Featuring: Lord Grimstone of Boscobel Kt , Minister for Investment, Department for International Trade and the Department for Business, Energy & Industrial Strategy, UK Government  

By invitation only

9:00 – 9:30 AM EST
2:00 – 2:30 PM GMT
FIRESIDE CHAT
A Revolution in Banking


9:30 – 10:30 AM EST
2:30 – 3:30 PM GMT
PANEL
Future Forward in Fintech: What’s Next?
What does the “fourth industrial revolution” – which introduced evolving business models and shifted investments towards new technologies – mean for Financial Services? And what are the upcoming big developments to pay attention to?

    • Jeremy Balkin, Head of Innovation, HSBC
    • Charlotte Crosswell, CEO, Innovate Finance
    • Susan Chapman-Hughes, EVP, Global Head of Digital Capabilities, Transformation and Operations, GCS, American Express
    • Jeremy Takle, Co-Founder and CEO, Pennyworth


10:30 – 11:00 AM EST
3:30 – 4:00 PM GMT
CLOSING REMARKS

Featuring: Mark Tucker, Group Chairman, HSBC Holdings plc


11:00 AM – 12:00 PM EST
4:00 – 5:00 PM GMT
EXCLUSIVE FOLLOW-ON ROUNDTABLE
Investing in the UK
Featuring: Lord Grimstone of Boscobel Kt , Minister for Investment, Department for International Trade and the Department for Business, Energy & Industrial Strategy, UK Government  

SPEAKERS

Jeremy Amias

Vice Chairman, Americas

Standard Chartered Bank

Jeremy Balkin

Head of Innovation

HSBC

Miles Celic

CEO

TheCityUK

Susan Chapman-Hughes

EVP/GM Global Digital Capabilities, Transformation, and Operations, Global Commercial Services

American Express Company

Charlotte Crosswell

CEO

Innovate Finance

Nausicaa Delfas

Executive Director of International

Financial Conduct Authority

Larry Fink

Chairman & CEO

BlackRock

John Glen MP

Economic Secretary to the UK Treasury

Lord Grimstone of Bobscobel Kt

Minister for Investment

Department for International Trade
Department for Business, Energy and Industrial Strategy

Julio Jimenez

Tax Principal

Marks Paneth LLP

Richard Kassel

Group Leader

Capalino+Company

Kunal Khatri

Deputy Her Majesty’s Trade Commissioner for the USA

UK Government

Ailsa King

Chief Client Officer, UK and Ireland

Marsh

Catherine McGuinness

Chair, Policy & Resources Committee

City of London Corporation

Suyash G. Paliwal

Director of the Office of International Affairs (OIA)

U.S. Commodity Future Trading Commission

Douglas Peterson

President & CEO

S&P Global

Antony Phillipson

British Consul General in New York, Her Majesty's Trade Commissioner for North America (HMTC)

UK Government

Val Smith

Chief Sustainability Officer

Citi

Michael Spellacy

Senior Managing Director, Global Leader

Accenture

Euan Stirling

Global Head of Stewardship and ESG Investment

Aberdeen Standard Investments

Carl Hess

Head of Investment, Risk and Reinsurance

Willis Towers Watson

Jeremy Takle

Co-Founder and CEO

Pennyworth

Mark Tucker

Group Chairman

HSBC Holdings plc

Gillian Tett

Chair of the Editorial Board and Editor-at-Large, US

the Financial Times

Clare Woodman

Head of EMEA and CEO

Morgan Stanley & Co. Int’l Plc

CONTENT PARTNERS

CONTENT PARTNERS

CONTACT

CONTACT

Holly Luu
Senior Manager, Policy & Programs
+1 212 661 4062
hluu@babinc.org

Nikolina Cubric
Program Manager
+1 212 663 2925
ncubric@babinc.org