Global Finance

Lurking Beneath the Surface: Risks Ahead for Global Finance

Founding Partner

Date: Thursday, April 18, 2024
Location: Gallup Great Hall
Doors Open & Networking: 8:00 a.m.
Programming: 9:00 a.m. – 12:20 p.m.

While the global fight against inflation is starting to pay off, geopolitical risks seem to be escalating at a time when new economic norms are still unclear. What does that mean for the stability of the global financial system, which is undergoing its own changes? And what are the known unknowns that executives and policymakers are keeping a close eye on?

Speakers

Julie Su

Acting U.S. Secretary of Labor

David Rubenstein

Co-Founder & Co-Chairman, The Carlyle Group

Henry M. Paulson, Jr.

Former U.S. Secretary of the Treasury

Lael Brainard

White House National Economic Advisor

Sen. Ron Wyden

(D) Oregon

Sim Tshabalala

CEO, Standard Bank

John E. Waldron

President & COO, Goldman Sachs

Daniel Pinto

President, JPMorgan

John Williams

President & CEO, Federal Reserve Bank of New York

Kevin Warsh

Former Member, Federal Reserve Board of Governors

Karen Karniol-Tambour

Co-CIO, Bridgewater

Rep. Patrick McHenry

(R) North Carolina; Chairman, Financial Services Committee

Adam Posen

President, Peterson Institute for International Economics

Hosts

Justin B. Smith

CEO and Co-Founder, Semafor

Ben Smith

Editor-in-Chief and Co-Founder, Semafor

David Rubenstein

Co-Founder & Co-Chairman, The Carlyle Group

Penny Pritzker

Former U.S. Commerce Secretary

Phil Mattingly

Anchor and Chief Domestic Correspondent, CNN

Steve Clemons 

Founding Editor-at-Large, Semafor

Gina Chon 

Senior Editor, Semafor

Liz Hoffman

Business & Finance Editor, Semafor

Agenda

Opening Remarks
Featuring: Justin B. Smith, Semafor Co-Founder & CEO

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Fireside Chat: Risks and Opportunities
A scan of global markets to root out lurking pitfalls and under-the-radar openings


Featuring: David Rubenstein, Co-Founder, Carlyle Group
In conversation with: Penny Pritzker, Former U.S. Commerce Secretary

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Fireside Chat: An Update from the Inflation Battlefield
Progress has been made on bringing down prices but several fights
remain


Featuring: John Williams, President & CEO, Federal Reserve Bank of New York
In conversation with: Gina Chon, Senior Editor, Semafor

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Fireside Chat: All Politics is Global
How geopolitical tensions are affecting regional economies

 

Featuring: Sim Tshabalala, CEO, Standard Bank 
In conversation with: Gina Chon, Senior Editor, Semafor

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Fireside Chat: Voting with Their Capital
How companies are allocating investments given rising geopolitical
tensions


Featuring: John Waldron, President, Goldman Sachs
In conversation with: Liz Hoffman, Business and Finance Editor, Semafor

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Fireside Chat: Rising Labor Movements
Organized workers have been scoring wins. What does that mean
for policymakers?

 

Featuring: Julie Su, Acting U.S. Labor Secretary    
In conversation with: Ben Smith, Editor-in-Chief, Semafor

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Fireside Chat: Carrots and Sticks
How taxes and tax credits should be used to steer the U.S economy


Featuring: Sen. Ron Wyden (D) Oregon 
In conversation with: Steve Clemons, Founding Editor-at-Large, Semafor

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Fireside Chat: China and Beyond
The economic headwinds in the world’s second-largest economy and its consequences


Featuring: Henry M. Paulson, Jr., former U.S. Secretary of the Treasury 
In conversation with: Justin Smith, CEO and Co-Founder, Semafor

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Fireside Chat: Policing U.S. Financial Cops
Assessing financial watchdogs and their impact on the global economy


Featuring: Rep. Patrick McHenry, (R) North Carolina, Chair of the U.S. House Financial Services Committee
In conversation with: Liz Hoffman, Business and Finance Editor, Semafor

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Panel: Making the Grade
A Performance Review of Central Bank Chiefs and Finance Ministers


Featuring: Adam Posen, President, Peterson Institute, Kevin Warsh, Former Member, Board of Governors, Federal Reserve, Karen Karniol-Tambour, Co-CIO, Bridgewater
In conversation with: Jon Hilsenrath, Author

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Fireside Chat: The State of Global Finance
How banks are dealing with higher for longer interest rates and what that means for financial stability

 
Featuring: Daniel Pinto, President, JPMorgan
In conversation with: Gina Chon, Senior Editor, Semafor

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Fireside Chat: Balancing Act
The state of the U.S. economy amid industrial policies and increasing competition with China


Featuring: Lael Brainard, White House National Economic Advisor
In conversation with: Phil Mattingly, Anchor and Chief Domestic Correspondent, CNN

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Closing Remarks and Program Adjournment
Featuring: Justin B. Smith, CEO & Co-Founder, Semafor

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