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
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