The FORTUNE CEO Initiative is dedicated to helping members find ways to promote social progress as part of their core business strategies.

The FORTUNE CEO Initiative

Fortune Most Powerful Women Dinner 2024

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, Chief Operating Officer; Member, Global Executive Committee; Co-chair, Global Operating Committee, BlackRock

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, Chief Operating Officer; Member, Global Executive Committee; Co-chair, Global Operating Committee, BlackRock

BlackRock and the Future of Finance

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

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

New York State of Mind: A Conversation with NYDFS Superintendent Adrienne Harris

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.

Josh Easterly, Co-president and Co-founding Partner, Sixth Street 

James Zelter, Co-president, Apollo Global Management

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. 
Josh Easterly, Co-president and Co-founding Partner, Sixth Street 
James Zelter, Co-president, Apollo Global Management

Future Areas of Growth for the Booming Credit Market

SWITCH BREAK

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.

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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?

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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?

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.
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?
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?

ROUNDTABLE SESSIONS

LUNCH AND KEYNOTE

The Future of Lending
 The 2008 financial crisis exposed weakness in risk management 
 and helped move organizations toward simpler and more
 transparent financial products.

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.

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?

The Future of Lending 
 The 2008 financial crisis exposed weakness in risk management and helped move organizations toward simpler and more transparent financial products.
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.
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?

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 EVP, Head of Technology, Wells Fargo &amp; Company
 KC McClure, Chief Financial Officer, Accenture 
Additional speaker TBA

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 EVP, Head of Technology, Wells Fargo &amp; Company 
 KC McClure, Chief Financial Officer, Accenture 
Additional speaker TBA

How AI is Shaping the World of Finance

Session to be Announced

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.  

Ray Martinez, Co-founder and President, EVERFI

David Nason, Senior Executive Vice President and Chief Operating Officer, TIAA; President, TIAA Wealth Management

Vanessa Okwuraiwe, Principal, Edward Jones

Additional speaker TBA

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. 
Ray Martinez, Co-founder and President, EVERFI 
David Nason, Senior Executive Vice President and Chief Operating Officer, TIAA; President, TIAA Wealth Management 
Vanessa Okwuraiwe, Principal, Edward Jones 
Additional speaker TBA

Preparing the Next Generation for Financial Success

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.

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Sean Dobson, Chairman, CEO, and Chief Investment Officer, Amherst

Julie Ingersoll, Chief Investment Officer, Americas Direct Real Estate Strategies, CBRE Investment Management

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

How Bad is the Real Estate ‘Crisis’?

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 regulatory dynamics related to the latest technologies such as artificial intelligence.
Tal Cohen, Co-president, Nasdaq, Inc.
Additional speaker TBA

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 regulatory dynamics related to the latest technologies such as artificial intelligence. 
Tal Cohen, Co-president, Nasdaq, Inc. 
Additional speaker TBA

Playing It Safe: Navigating Risks and Rewards of Latest Technologies

NETWORKING COFFEE BREAK

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, Finance and Crypto Editor, FORTUNE; Co-chair, Fortune Future of Finance

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, Finance and Crypto Editor, FORTUNE; Co-chair, Fortune Future of Finance

Crypto in a Post-ETF World

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 their support of social and environmental initiatives.  Speakers:
 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

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

Is ESG Dead?

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
 Additional speaker TBA

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 
 Additional speaker TBA

Navigating the Future: The Evolving Role of the CFO

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.
 Speakers:
 Frank Keller, Executive Vice President of Large Enterprise and Merchant Platform, PayPal
Steve Quirk, Chief Brokerage Officer, Robinhood Markets
 Tamara Romanek, Head of Partnerships, Plaid

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. 
 Speakers: 
 Frank Keller, Executive Vice President of Large Enterprise and Merchant Platform, PayPal 
Steve Quirk, Chief Brokerage Officer, Robinhood Markets 
 Tamara Romanek, Head of Partnerships, Plaid

The Next Era of Fintech

RECEPTION

DINNER AND KEYNOTE

Fortune’s Future of Finance summit will bring together everyone from Wall Street titans to the next generation of industry.

Upcoming Conferences

The FORTUNE CEO Initiative

COMING SOON

Fortune Most Powerful Women Dinner 2024

MAY 14, 2024 | New York City

Fortune Future of Finance

MAY 16, 2024 | New York, NY

Robert Goldstein

KC McClure

Tal Cohen

Sean Dobson