AGENDA OVERVIEW


The program is currently in progress, please check back for more information.


Wednesday, June 19, 2019

8:00 AM
RECREATIONAL ACTIVITIES

8:00 AM – 10:00AM
CARDIO, CORE AND RESTORE
HIIT FITNESS CLASS AND YOGA, CHALLENGING

Energize with a series of strength and cardio workout segments, then relax and restore your body with a yoga class. (Available separately)

8:00 AM – 11:00 AM
STAND UP PADDLE BOARD TOUR ON LAKE MONTAUK
Experience Lake Montauk while you will focus on SUP skills such as balance, paddling techniques, and navigating the water. A great work out and you will most likely go swimming!

8:00 AM – 11:00 AM
CATAMARAN SAILING EXCURSION
Board a 65′ x 29′ open bridge deck catamaran, inspired by traditional Polynesian double-canoe and enjoy a two hour sail from Gurney’s Yacht Club, out and back, through the harbor and sound.

8:30 AM – 10:30 AM
MONTAUK LIGHTHOUSE HIKE
Hikers will traverse Point Woods Trail before reaching cliffs overlooking historic Montauk Lighthouse, the Atlantic Ocean and Block Island. The hike descends into Turtle Cove at the base of the Lighthouse.

8:30 AM – 10:30 AM
MOUNTAIN BIKING
Within Hither Hills Park wilderness, riders will cross Redmond’s Path to Fort Pond Bay Overlook with views of Culloden Point, and then descend to Lawson’s Beach and the “The Keyhole”.

2:00 PM
MAINSTAGE SESSIONS

Sessions Include:

WELCOME AND INTRODUCTION
Jen Wieczner, Co-chair, Brainstorm Finance; Senior Writer, FORTUNE

BANKING ON CHANGE
A decade after the financial crisis, Bank of America’s profits are at record highs, yet persistently low interest rates and rising recession fears pose risks. Meanwhile, online challengers and new technologies such as A.I. have pushed it to raise the bar on modern banking. A conversation with the head of one of America’s top banks about leading in uncertain times.
Brian Moynihan, Chairman and CEO, Bank of America
Moderator: Shawn Tully, Senior Editor-at-Large, FORTUNE

MAKING MONEY MOVE
Mobile payments and blockchain have challenged the status quo of cross-border money transfers, putting pressure on traditional players. Yet money can be stubbornly hard to move, and the old systems hard to improve upon. A conversation between the leader of Zelle, a bank-owned mobile payments app that has eclipsed Venmo in transactions, and the CEO of 168-year-old Western Union, a leader in cross-border, cross-currency money movement and payments.
Lou Anne Alexander, Group President, Payment Solutions, Early Warning Services
Hikmet Ersek, President and CEO, Western Union
Moderator: Robert Hackett, Co-chair, Brainstorm Finance; Co-founding Editor, The Ledger; Senior Writer, FORTUNE

THE WORLD WIDE “WHEN?”
Emerging markets represent some of the world’s most important economic regions in the world. How soon will they ascend the global stage? Hear from the financiers and businesspeople greasing the gears of social mobility from Latin America to Southeast Asia.
Reuben Lai, Senior Managing Director, Grab Financial
Paulo Passoni, Managing Investment Partner, Innovation Fund, SoftBank
Shivani Siroya, Founder and CEO, Tala
Moderator: Alan Murray, Chief Executive Officer, FORTUNE

NOT TO BE DISCOUNTED
Schwab’s relentlessly cost-conscious approach has helped it attract $3.6 trillion in assets and forced larger rivals to slash fees and cater more to middle-class traders. The discount broker’s CEO talks about his strategy for staying competitive, even as upstarts vie for market share touting fee-free trading.
Walt Bettinger, President and CEO, The Charles Schwab Corp.
Interviewer: Jen Wieczner, FORTUNE

THE MILLENNIAL EFFECT: BANKING A NEW GENERATION
Traditional banks have little hold over younger people who have turned instead to digital-first companies to save, trade, pay and borrow. What is the secret to attracting these customers—and to keeping them?
Amit Jhawar, General Manager, Venmo
Andy Rachleff, Co-founder and CEO, Wealthfront
Moderator: Jen Wieczner, FORTUNE

LIVING IN TOMORROW’S MATERIAL WORLD
As technology continues to advance, so will everything from access to credit to the way we pay for purchases. A look at what impact this evolving payments industry will have on customers and businesses of all sizes.
Patrick Gauthier, Vice President, Amazon Pay
Margaret Keane, Chief Executive Officer, Synchrony
Moderator: Jeff Roberts, Co-chair, Brainstorm Finance; Editor, The Ledger; Senior Writer, Law & Policy Reporter, FORTUNE

SECURING THE VAULT
Asked why he robbed banks, legendary 20th century thief Willie Sutton reputedly replied “because that’s where the money is.” Today the financial industry faces a diverse array of threats from nation states to cybercriminals. With limited resources and heightened risks, how can financial institutions protect themselves?
Amy Chang, Head, Strategic Intelligence & Cybersecurity Operations, JPMorgan Chase
Adenike Cosgrove, Cybersecurity Strategist, International, Proofpoint
Moderator: Robert Hackett, FORTUNE

DECENTRALIZATION REVOLUTION
New technology makes it possible to move money and assets without banks or exchanges. Does this mean massive disruption for the financial services industry? Or will blockchain-based businesses play more supporting roles in the existing system, rather than replace it?
Jeremy Allaire, Chief Executive Officer, Circle
Amber Baldet, Chief Executive Officer, Clovyr
Barry Silbert, Chief Executive Officer, Digital Currency Group
Moderator: Jeff Roberts, FORTUNE

THE FUTURE OF IPOS
A long-anticipated stampede of unicorns rushing into the market has begun. Will this year’s jam-packed IPO calendar be a last hurrah for major market debuts? And will more upstarts follow the lead of Spotify and Slack in sidestepping underwriters through direct listings?
Joseph Mecane, Head of Execution Services, Citadel Securities
Leslie Pfrang, Partner, Class V Group
John Tuttle, Vice Chairman and Chief Commercial Officer, NYSE Group
Moderator: Robert Hackett, FORTUNE

6:00 PM
NETWORKING RECEPTION
7:00 PM
DINNER INTERVIEW

THE NEW MASTER OF COIN’S TWO CENTS
What does our financial future hold? Who better to ask than Kathryn Haun, Bitcoin’s top sheriff-turned-elite venture capitalist. As the first female partner at maverick Silicon Valley firm Andreessen Horowitz, Haun has been co-leading the most prestigious cryptocurrency fund in the industry. She’s also had a front row seat to Andreessen’s bang-up year, which featured the public debuts of Lyft, Pinterest and—soon?—Slack and Airbnb. A must-attend session for anyone piqued by the wedding of web and wealth.
Kathryn Haun, General Partner, Andreessen Horowitz
Interviewer: Adam Lashinsky, Executive Editor, FORTUNE

7:30 PM
DINNER ON THE BEACH
9:00 PM
ADJOURN

Thursday, June 20, 2019

7:30 AM
BREAKFAST ROUNDTABLES

Choose one of three

MOBILE WALLETS AND THE FUTURE OF PAYMENTS
Global mobile wallet transactions are estimated to reach more than $138 billion by 2023. How are mobile payments reshaping businesses of all sizes—from global chains to local food vendors—and what will customers expect at the checkout counter as the payment space continues to transform?
Mike Abbott, Digital Lead, Accenture Financial Services, North America
Guillaume Bouvard, Co-founder, COO and CMO, Extend Enterprises
Keala Kendall Gaines, Head of Global Payments Strategy, eBay, Inc.
Rene Reinsberg, Co-founder, Celo
Moderator: Rey Mashayekhi, Reporter, FORTUNE

BEYOND THE BLOCKCHAIN HYPE
Hosted by Accenture
In 2017, blockchain was poised to disrupt finance, supply chains, and much more. Two years later, interest in crypto has drooped and some say blockchain is more marketing than reality. A look at some of the companies putting blockchain tech to work in the real world today.
Introduction: Sharon Biran, Senior Management Consulting Executive, Accenture
Kathleen Breitman, Co-founder, Tezos
Alesia Haas, Chief Financial Officer, Coinbase Global Inc.
Amar Kuchinad, Chief Strategy Officer, Trumid
Sarah Olsen, Managing Director, Gemini Trust Co., LLC
Tory Reiss, Co-founder, TrustToken
Moderator: Polina Marinova, Editor, Term Sheet, FORTUNE

CHINA’S FINTECH REVOLUTION
More than half a billion people in China have risen from extreme poverty since the 1980s. The country has become a hotbed for financial innovation, rewriting the rules when it comes to banking fees, partnerships, and payments. What can we expect from China’s fintech revolution? And will the rest of the world follow suit?
Daqing “David” Ye, Chief Executive Officer, Rong360/Jianpu Technology
Zhou Jing, President, Pintec Technology Holdings
Edith Yeung, Partner, 500 Startups
Moderator: Lucinda Shen, Reporter, FORTUNE

8:45 AM
SWITCH BREAK
9:00 AM
IN THE KNOW: MAINSTAGE SESSIONS

BANKING THE NEXT GENERATION OF UNICORNS
Even the most well-funded startups often struggle to get banks to do business with them, forcing founders to rely on their personal credit to open a corporate card. A look at the companies taking a chance to give startups some credit, the unique needs and risks involved, and the potential upside.
Greg Becker, President and CEO, SVB Financial Group; Chief Executive Officer, Silicon Valley Bank
Henrique Dubugras, Co-founder and CEO, Brex
Dana Settle, Co-founder and Partner, Greycroft Partners
Moderator: Polina Marinova, FORTUNE

BREAKING UP THE WALL STREET BOYS’ CLUB
Despite progress, women still represent fewer than one in five positions in the financial services C-suite—below the national average in other sectors. A candid conversation about the economic case for diversity, achievements and struggles in pursuing it, and challenges remaining in the quest for gender parity as finance enters a new digital era.
Sallie Krawcheck, Chief Executive Officer, Ellevest
Raymond McGuire, Chairman, Banking, Capital Markets, and Advisory, Vice Chairman, Citigroup
Penny Pennington, Managing Partner, Edward Jones
Moderator: Kristen Bellstrom, Deputy Digital Editor, FORTUNE

TOMORROW’S TECH LEADERS
Seventeen-year-old Ananya Chadha has created her own cryptocurrency and is using blockchain to help people share their genetics anonymously. Fortune’s legendary finance reporter Shawn Tulley asks where it’s all going.
Ananya Chadha, Brain-Computer Interface (BCI) Developer
Interviewer: Shawn Tully, FORTUNE

DOES CRYPTO HAVE A PLACE IN REAL WORLD BANKING?
Ripple is sitting on a vast stash of XRP, the world’s third-largest cryptocurrency, and has ambitious plans to make it an integral part of global money transfers. But will anyone actually use it?
Brad Garlinghouse, Chief Executive Officer, Ripple
Interviewer: Clifton Leaf, Editor-in-Chief, FORTUNE

CORPORATE FINANCE IN THE AGE OF CRYPTO
Virtual currency is appearing on the balance sheet of a growing number of companies, including traditional retailers and financial institutions. Yet cryptocurrency’s rollercoaster volatility means new challenges for handling everything from payments to taxes, and more. The CFO of America’s biggest virtual currency exchange and a blockchain-evangelizing e-commerce pioneer offer an inside account.
Patrick M. Byrne, Founder and CEO, Overstock.com
Alesia Haas, Chief Financial Officer, Coinbase Global Inc.
Moderator: Adam Lashinsky, FORTUNE

THE DIGITAL DOLLAR
Fortune 500 companies and central bankers alike have seized upon one area of promise for blockchain: digital currency backed by government-issued fiat, known as stablecoins. We hear from two major companies already putting the concept into practice.
Christine Moy, Executive Director, Blockchain Program Lead, JPMorgan Chase
Marie Wieck, General Manager, Blockchain, IBM
Moderator: Robert Hackett, FORTUNE

WILL BANKS MATTER IN THE FUTURE?
Fintech startups known as challenger banks are finally giving the big Wall Street institutions a literal run for their money. A discussion about how these tech-driven, online-only upstarts aim to compete with their traditional predecessors, and what it means when so many companies suddenly want to be banks.
Introduction: Andrei Cherny, Chief Executive Officer, Aspiration
Chris Britt, Founder and CEO, Chime
Kenneth Lin, Founder and CEO, Credit Karma
Luvleen Sidhu, Co-founder, President, and Chief Strategy Officer, BankMobile
Moderator: Jen Wieczner, FORTUNE

EVERLEDGER’S BLOCKCHAIN DIAMONDS
Selling diamonds has long involved paper certificates to attest to the gems’ origins and authenticity. Everledger is not only transforming that process with blockchain but also making it faster and more secure. The same technology is poised to transform the tracking of art and fine wine.
Leanne Kemp, Founder and CEO, Everledger

FROM WALL STREET TO MAIN STREET: GOLDMAN’S BIG PIVOT
After shunning retail banking for more than a century, mighty investment bank Goldman Sachs has, since the Great Recession, begun courting the consumer—with online banking services and its very first credit card in partnership with Apple. A conversation with the head of Goldman’s internal “startup” Marcus, which has garnered more customers than any fintech firm around.
Harit Talwar, Marcus by Goldman Sachs, Goldman Sachs
Interviewer: Adam Lashinsky, FORTUNE

12:30 PM
CONCURRENT LUNCHES

Choose one of four

THE NEW FACE OF LENDING
When banks tightened their purse strings after the Great Recession, a pathway opened for a new generation of lenders to provide credit in innovative ways. A look at how these new companies have changed the experience of being a borrower.
Jason Brown, Co-founder and CEO, Tally Inc.
Nima Ghamsari, Co-founder and CEO, Blend
Kathryn Petralia, Co-founder and President, Kabbage, Inc.
Ryan Williams, Co-founder and CEO, Cadre
Anu Shultes, Chief Executive Officer, LendUp
Moderator: Kristen Bellstrom, FORTUNE

INVESTING IN FINTECH, WHERE VCs SHOULD PLACE THEIR BETS
Hosted by Citi
Investors poured almost $40 billion into fintech startups in 2018, and the ranks of unicorns in financial services are swelling. Startups are transforming age-old Wall Street practices. A conversation about where VCs should place their bets in the digital age of finance.
Introduction: Rick Diamond, Global Head of FinTech and Information Services, Citi
Sam Englebardt, Co-head, Principal Investments, Galaxy Digital
Lisa Marchese, Executive Vice President, Head of Strategy and M&A, American Express
Angela Strange, General Partner, Andreessen Horowitz
Moderator: Polina Marinova, FORTUNE

CAN BLOCKCHAIN BUILD A BETTER BANK?
Bitcoin burst onto the scene with a promise: be your own bank. A decade later, financial middlemen are stronger than ever and banks have adapted the technology to suit their own ends. Will decentralization ever prevail?
Amber Baldet, Co-founder and CEO, Clovyr
Vinny Lingham, Co-founder and CEO, Civic Technologies
Sarah Olsen, Managing Director, Gemini Trust Co., LLC
Adam White, Chief Operating Officer, Bakkt
Moderator: Jeff Roberts, FORTUNE

A.I. AND THE FUTURE OF MONEY
Hosted by Refinitiv
Artificial intelligence is transforming financial services, bringing new opportunities for consumers and businesses. But A.I. is also fraught with ethical and security risks, with machines potentially making decisions on everything from credit scores to trading to lending.
Introduction:  Tim Baker, Global Head of Applied Innovation, Refinitiv
Colin Beirne, Co-founder and Partner, Two Sigma Ventures
Matthew Granade, Chief Market Intelligence Officer, Point72 Asset Management; Managing Partner, Point72 Ventures
Douglas Merrill, Co-founder and CEO, ZestFinance
Rania Succar, Vice President and Business Leader, QuickBooks Payments and Capital, Intuit
Moderator: Matt Heimer, Features Editor, FORTUNE

1:45 PM
SWITCH BREAK
2:00 PM
IN THE KNOW: MAINSTAGE SESSIONS

WALL STREET VS. SILICON VALLEY: WHERE WILL INNOVATION COME FROM?
A common criticism of big banks is that they can’t innovate as fast as smaller, more nimble startups—and yet they have far more capital to invest in tech. A discussion between a “unicorn” founder who counts top banks as clients, a Wall Streeter tasked with transformation, and the head of the personal finance startup so hot that Goldman Sachs bought it.
Adam Dell, Head of Product, Marcus by Goldman Sachs; Founder and CEO, Clarity Money
Zach Perret, Co-founder and CEO, Plaid
Sigal Zarmi, Managing Director and Head, Technology Transformation, Morgan Stanley
Moderator: Matt Heimer, FORTUNE

BIG TECH TAKES FINANCE
From AI to data analytics and the cloud, a look at the most important tech trends disrupting financial services and revolutionizing banking for financial giants, the unbanked, and everyone in between.
Ulku Rowe, Technical Director Financial Services, Google Cloud

PUTTING CHAINS ON THE BLOCKCHAIN
Early blockchain advocates envisioned a technology that operated beyond the control of governments. And in some cases that’s come true: Think of autonomous investment contracts and decentralized currency. Meanwhile, the SEC is flexing its regulatory muscles like never before, creating a tension between innovation and control.
Introduction: Aaron Wright, Associate Clinical Professor of Law, Cardozo Law School; Co-founder, OpenLaw
Perianne Boring, Founder and President, Chamber of Digital Commerce
Timothy Massad, Former Chairman, U.S. Commodity Futures Trading Commission
Adam White, Chief Operating Officer, Bakkt
Moderator: Jeff Roberts, FORTUNE

GENERATION DEBT
For the majority of millennials and others, debt is a harsh reality that delays life goals, such as buying a house. How are new lenders and payment models helping cash-strapped generations achieve their dreams?
Anand Cavale, Business Head, Consumer Lending, SoFi
Hugh Frater, Chief Executive Officer, Fannie Mae

FINANCE IN 2030
Technology is transforming finance at breakneck speed, and the pace is only accelerating. Meanwhile, financial incumbents and upstarts are crossing borders as never before. The CEO of America’s most global big bank shares his thoughts on what this means and what the industry—and personal banking—will look like ten years down the road.
Michael Corbat, Chief Executive Officer, Citigroup
Moderator: Adam Lashinsky, FORTUNE

3:30 PM
CLOSING RECEPTION

Hosted by Citi

4:00 PM
ADJOURN