Agenda | Greenwich Economic Forum

8:25 AM EST – 8:30 AM EST ǀ OPENING REMARKS

Bruce McGuire, co-chair, Greenwich Economic Forum

8:30 AM EST – 8:50 AM EST ǀ FIRESIDE CHAT SESSION: THE NEW WORLD ORDER

Moderator: Rachana Shanbogue, finance editor, The Economist.
Ray Dalio, founder, Co-CIO & Co-Chairman, Bridgewater Associates.

8:50 AM EST – 9:10 AM EST ǀ FIRESIDE CHAT SESSION: THE POST-ELECTION ECONOMY

Moderator: Rachana Shanbogue, finance editor, The Economist.
Jack Lew, former secretary of the treasury, United States.

9:10 AM EST – 9:55 AM EST ǀ PANEL: THE POST-ELECTION ECONOMY

It’s an election year like no other, and global markets have been anticipating the results of the US election for months. In this panel taking place days after the election results, we will discuss the economic outlook post-election, and look at some of the potential impacts of the result on global markets and international trade.

Moderator: Henry Curr, Economics Editor
Jay Bryson, chief economist, Wells Fargo
Catherine Mann, global chief economist, Citi
Mick Mulvaney, former White House Chief of Staff

10:25 AM EST – 11:10 AM EST ǀ PANEL: CORONAVIRUS ACROSS THE WORLD

Governments and central banks have moved mountains to provide unprecedented support to businesses and ordinary citizens during the coronavirus pandemic. Why was this response so necessary, and what is the outlook for the coming months and years? In this panel, we hear from global central bankers and governments on their work in recent months, and what the future holds.

Moderator: Henry Curr, economics editor, The Economist
Zainab Ahmed, Minister of Finance, Nigeria
Dilhan Pillay, chief executive, Temasek
Roberto Campos Neto, governor, Central Bank of Brazil

11:10 AM EST – 11:55 AM EST ǀ SPOTLIGHTS: INVESTING IN THE UNDERINVESTED

Social movements such as Black Lives Matter, as well as the coronavirus pandemic, have highlighted enduring inequalities in many countries across the world. The investing community is no different, and many in the industry are agitating for change, hoping to funnel more investment to those communities who have lacked the investment required to spur growth. In this series of spotlights, we talk to experts in BAME investing, gender lens investing, the ESG landscape, and microfinancing, to discuss how to catalyse real change.

Spotlight: Women’s financial inclusion for growth (15 minutes)

Moderator: Avantika Chilkoti, international correspondent, The Economist
Mary Ellen Iskenderian, President and Chief Executive Officer, Women’s World Banking

Spotlight: Sustainable investing and ESG (30 minutes)

Moderator: Miranda Johnson, deputy executive director, The Economist
Afsaneh Beschloss, RockCreek Group

11:55 AM EST – 12:40 PM EST ǀ SPOTLIGHT: INCLUSION AS A GLOBAL INVESTMENT IMPERATIVE

The Covid pandemic has highlighted and magnified deeply rooted inequalities in societies across the world.

In the US, Black communities have long suffered from a lack of investment in their social services, infrastructure, and businesses. The resulting gaps in wealth as well as education and health outcomes have rendered these communities highly vulnerable to economic shocks.

Systemic racism is at the root of our tolerance for inhumanity and a driver for the persistent gaps across social and economic outcomes. We need truth, healing, reconciliation and a disruption of racist capitalism to get the American economy fully able to maximize its potential and serve as a model for the world.

A direct and highly effective way to close social, economic and health gaps is to invest in talented Black entrepreneurs and fund managers. We must also change the conditions in government, commerce and community that prevent innovation, growth, exchange and more. If we remove these barriers, reckon with our past, and partner across industries and ideals, we will generate extraordinary financial and social returns that will benefit us all.

In this session, we will explore how to achieve this goal, by bringing together a group of social capitalist, influencers of culture in entertainment, and business-building platforms that share this vision. Indeed, could Inclusion become the next big global investment imperative?

Moderator: Dr. Indranil Ghosh, chief executive officer, Tiger Hill Capital
Melissa Bradley, co-founder, Ureeka
Marcus Hunter, Scott Waugh Endowed Chair in the Division of the Social Sciences, associate professor in sociology, and chair of the department of African American Studies
JaNay Nazaire, chief strategy officer, Living Cities
Willie “Prophet” Stiggers, chief executive officer, 50/50 Music Group

12:40 PM EST – 12:45 PM EST ǀ CLOSING REMARKS

Jim Aiello, co-chair, Greenwich Economic Forum

8:25 AM EST – 8:30 AM EST ǀ INTRUDUCTORY REMARKS

Jim Aiello, co-chair, Greenwich Economic Forum

8:30 AM EST – 8:50 AM EST ǀ FIRESIDE CHAT SESSION: CHINA’S OPENING UP: RESILIENCE AND SUSTAINABILITY

How can the world’s second largest economy achieve sustainable growth in the next decade, and continue the opening up that has characterised the past few years? How can global investors navigate between the de-coupling rhetorics and increasing global capital inflows into Chinese stock and bond markets?

Moderator: Simon Cox, emerging markets director, The Economist
Thomas Fang, head of China Global Markets, UBS

8:50 AM EST – 9:35 AM EST ǀ PANEL: A NEW DYNAMIC: OPPORTUNITIES BETWEEN CHINA AND THE WEST

China’s new place in the world economy has created new opportunities for investment across the world, despite the tailwinds that 2020 has brought. What is the outlook for relations between the West and China, and how will this translate into the investment landscape?

Moderator: Simon Cox, emerging markets editor, The Economist
Kevin Rideout, managing director, Hong Kong Exchange
Eric Robertsen, global head of research, Standard Chartered
Patrick Springer, managing director, Huatai Securities (USA)
Chenxi Zhai, chairman, Tianfeng Securities

10:05 AM EST – 10:25 AM EST ǀ KEYNOTE ADDRESS: DAVID RUBENSTEIN

10:25 AM EST – 11:10 AM EST ǀ PANEL: INDUSTRY OUTLOOK: LEADERS AND LAGGARDS

2020 has been a tough year for the world economy, but some sectors have fared better than others. While staying at home bruised our retail and tourism sectors, home-working has seen technology stocks rise to unprecedented highs. In this session, we hear from business leaders and investors about a variety of industries – and what the future holds as we emerge into the “new normal.”

Orlando Bravo, co-founder, managing partner, Thoma Bravo
Kipp de Veer, head of credit group, Ares Management
Robin Hayes, chief executive officer, JetBlue

11:10 AM EST – 12:10 PM EST ǀ SPONSORED ROUNDTABLES

ROUNDTABLE 1: The institutionalization of cryptocurrencies, and why the time is now

Presented by Grayscale and Genesis

Grown-up, matured, institutionalized – crypto as an asset class has arrived for institutional investors and it’s here to say. Told from the perspectives of the leading asset manager, the leading prime broker, and an investor making allocations to crypto today, this roundtable explores the rapid development of the industry and why 2020 represents a true inflection point. In no uncertain terms, the opportunity is now.

ROUNDTABLE 2: The inside view on cryptocurrencies – a conversation about regulatory clarity

Presented by Grayscale and Genesis

Lack of regulatory clarity, or at least a sense of it, has long been a hurdle for institutional investors interested in the asset class. So what’s the regulatory view of crypto really, and where is it going? This session brings together Craig Salm, head of legal for Grayscale Investments, the world’s largest digital currency asset manager, for an in depth conversation with the current Acting Comptroller of the Currency, Brian Brooks.

ROUNDTABLE 3: Investors, Politics & Pandemics: How to Choose the Right Fund Domicile

Presented by Jersey Finance

Against the backdrop of fast-moving developments in the funds industry and the wider world, this session will look at key issues affecting investors, managers and advisors when deciding where to domicile funds. As well as looking at the findings of recent research into the future of funds domiciliation, topics for discussion will include the COVID-19 crisis and its impact on conducting business, changes in investor demands, and political and regulatory developments affecting the industry.

ROUNDTABLE 4: Accessing China Using Iron Ore and CNH

Presented by SGX (Singapore Exchange)

China’s economic recovery post-pandemic is beating expectations, supported by infrastructure and real estate investment as a key growth pillar. This has translated into a robust demand for iron ore, making it one of the best performing commodities in 2020 to-date. In this panel, we will discuss the emergence of iron ore as Asia’s first global commodity, and its role as a macro proxy for China’s economic cycle. In addition, the panel will discuss the progress on the internationalization of CNH, market outlook and opportunities arising from the heightened uncertainties from recent geopolitical development

12:10 PM EST – 12:55 PM EST ǀ PANEL: VIEW FROM THE DEALMAKERS: PRIVATE EQUITY AND VENTURE CAPITAL OUTLOOK

In this panel, we ask a number of dealmakers about trends in private equity and venture capital investing. What are some of the key trends to look out for as we look to 2021 and beyond?

Moderator: Alice Fulwood, US Finance Correspondent
Steve Case, founder, Revolution
Jill Granoff, chief executive officer, Eurazeo Brands

8:40 AM EST – 9:00 AM EST ǀ FIRESIDE CHAT SESSION – PRIVATE EQUITY FOR SOVEREIGN WEALTH FUNDS

Daniel Adamson, senior managing director, Wafra
Angela Rodell, chief executive officer, Alaska Permanent Fund

9:00 AM EST – 9:45 AM EST ǀ PANEL: INSTITUTIONAL INVESTOR OUTLOOK

In this panel, we hear from the world’s most influential institutional investors on their views on the investing outlook for the coming year.

Moderator: Alice Fulwood, US finance correspondent, The Economist
Alain Carrier, head of international, CPP Investments
Jeffrey Jaensubhakij, Group Chief Investment Officer, GIC

10:35 AM EST – 11:00 AM EST ǀ IN CONVERSATION WITH: INDRA NOOYI

Moderator: Anne McElvoy, senior editor, The Economist
Albert Ko, Yale School of Medicine

11:00 AM EST – 11:45 AM EST ǀ PANEL: HEALTHCARE FROM CORONAVIRUS AND BEYOND

This year has seen the healthcare industry in the spotlight like never before, as the world awaits a coronavirus vaccine and healthcare systems come under strain. What does this mean for healthcare firms and investors worldwide, and has this increased interest been good for business?

Peter Kolchinsky, founder, RA Capital
Annie Lamont, co-founder and managing partner, Oak HC/FT
Sir Mene Pangalos, head of R&D, biopharmaceuticals, AstraZeneca
Michael Leuchten, Managing Director, Head of European Pharmaceutical Research UBS

11:45 AM EST – 12:05 PM EST ǀ FIRESIDE CHAT: DIGITAL CURRENCIES JOIN THE MAINSTREAM

Digital currencies have continued their inexorable rise in 2020, spurred on by increased economic uncertainty and advancements in digital technology. As a result, investors are turning to digital currencies as traditional assets lose their shine. What does the year ahead hold, as digital currencies become increasingly institutionalised?

Moderator: Alice Fulwood, US finance correspondent, The Economist
Michael Moro, chief executive officer, Genesis
Michael Sonnenshein, managing director, Grayscale Investments

12:05 PM EST – 12:50 PM EST ǀ THE WORLD IN 2021

From politics to economics, East to West, 2020 has seen enormous upheaval across the world. In this panel, a group of business leaders, leading thinkers, and policymakers imagine what lies ahead in 2021

Moderator: Daniel Franklin, executive and diplomatic editor, The Economist
Dambisa Moyo, global economist and author
Janet Henry, global chief economist, HSBC
Michael Seitz, chief executive officer, Russell Investments
Rajiv Shah, president, Rockefeller Foundation

12:50 PM EST – 12:55 PM EST ǀ PRESENTATION OF GEF LEADERSHIP AWARD BY JIM AIELLO AND BRUCE MCGUIRE

12:55 PM EST – 1:15 PM EST ǀ SPECIAL FIRESIDE CHAT: PERSONAL DISCOVERY

Ray Dalio, co-founder, Bridgewater Associates
Arianna Huffington, founder, Thrive Global

1:35 PM EST – 1:40 PM EST ǀ CLOSING REMARKS

Jim Aiello, co-chair, Greenwich Economic Forum
Bruce McGuire, co-chair, Greenwich Economic Forum

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