Agenda

  • Day 1: October 20
  • Day 2: October 21

10:30am – 10:40am

Welcome Remarks

Bryan N. Corbett, President & Chief Executive Officer, Managed Funds Association

Bryan Corbett is MFA’s President and CEO. He is a veteran of Washington and Wall Street. For the past 12 years, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and Head of the firm’s OneCarlyle Global Investment Resources Group. In this role, Mr. Corbett and his team provided strategic and operational support to investment teams and portfolio companies across segments.

For the first half of his Carlyle tenure, Mr. Corbett managed U.S. government and regulatory issues affecting Carlyle, its investments and the industry. In this role, he developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, Mr. Corbett started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the U.S.

Prior to joining Carlyle, Mr. Corbett served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.

Mr. Corbett earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review, and earned his BA from University of Notre Dame.

10:40am – 11:15am

Keynote

The Big Picture on Economics

Lawrence A. Kudlow, Assistant to the President for Economic Policy and Director of the National Economic Council

Lawrence A. Kudlow serves as Assistant to the President for Economic Policy and Director of the National Economic Council. He leads the coordination of President Donald J. Trump’s domestic and global economic policy agenda.

During President Trump’s campaign, Mr. Kudlow served as a tax and economic advisor.

Prior to the White House, Mr. Kudlow was a CNBC Senior Contributor and host of CNBC’s primetime show “The Kudlow Report.” He also served as chief economist and senior managing director of Bear Stearns & Company.

During President Reagan’s first term, Mr. Kudlow was associate director for economics and planning at the Office of Management and Budget, where he was engaged in the development of the Administration’s economic and budget policy.

He started his career at the Federal Reserve Bank of New York.

Mr. Kudlow has been a nationally syndicated columnist. He was a senior editor of National Review magazine, as well as a columnist and economics editor for National Review Online. He is also the author of “JFK and the Reagan Revolution: A Secret History of American Prosperity” and “American Abundance: The New Economic and Moral Prosperity.”

He previously served as the president of St. Patrick’s Church Parish Council in Redding, Connecticut and on the Fordham University Board of Trustees. Mr. Kudlow has won numerous awards, including the Bishop’s Humanitarian Award from the Catholic Charities of Brooklyn & Queens, the New York Police Department Holy Name Society’s Lifetime Achievement Award, and the Ambassadors for Mission Award from the Pontifical Mission Societies of the United States.

Mr. Kudlow was educated at the University of Rochester and Princeton University’s Woodrow Wilson School of Public and International Affairs.

Interviewed by:

Catherine L. Mann, Global Chief Economist, Citi

Dr. Catherine L. Mann is the Global Chief Economist at Citibank since February 2018 where she is responsible for thought leadership, research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed-income, and equities.  Prior to this position, she was Chief Economist at the OECD, where she also was Director of the Economics Department and was Finance Deputy to the G20 (2014-2017).  Prior to the OECD, she held the Barbara ’54 and Richard M. Rosenberg Professor of Global Finance at the International Business School, Brandeis University, where she also directed the Rosenberg Institute of Global Finance (2006-2014).  She spent 20-plus years in Washington, DC (1984-2006) where her positions included Senior Fellow at the Peter G. Peterson Institute for International Economics; Economist, Senior Economist, and Assistant Director in the International Finance Division at the Federal Reserve Board of Governors; Senior International Economist on the President’s Council of Economic Advisers; and Adviser to the Chief Economist at the World Bank.  Dr. Mann received her PhD in Economics from the Massachusetts Institute of Technology and her undergraduate degree is from Harvard University.

In research, Dr. Mann’s work has addressed the US trade deficit, international capital flows, and the dollar; and a global-markets perspective on information technology, services trade, and employment dynamics.  Her research guidance at the OECD focused on macro and structural policies for globalization, productivity, and financial crises considered through the lens of different income groups, firms of different sizes and sectoral characteristics, and regional exposures and disparities.   Her research guidance at Citi focuses on the interaction between financial market decision-making and real-side consumer and business investment decision-making using a global lens, and both macro top-down and micro bottom-up analysis that draws on the detailed data and capabilities of Citi’s global research teams.

Her published work includes Is the US Trade Deficit Sustainable? (1999), Global Electronic Commerce: A Policy Primer (2000), Accelerating the Globalization of America:  The Role for Information Technology (2006) and  notable articles including: “Managing Exchange Rates: Evidence of Global Re-balancing or Global Co-dependency?” Business Economics (2004) and “Perspectives on the US Current Account Deficit and Sustainability,” Journal of Economic Perspectives (2002).   “Assessing the Potential Benefit of Trade Facilitation: A Global Perspective,” World Economy (2005), “The US Current Account, New Economy Services, and Implications for Sustainability,” Review of International Economics (2004), and “Has Quantitative Easing Affected the U.S. Treasury Auction Market?,” Atlantic Economic Journal (2014) .

She has authored or co-authored seven books, 60-plus articles, and numerous shorter pieces and testimony.  She frequently appears on Bloomberg, CNBC, and public broadcasting, and has been quoted in Businessweek and The Economist among other media and publications.  She has delivered key-note speeches and engaged in consulting projects on technology, and macro and structural policy in numerous countries ranging from China, Vietnam, Tunisia, South Africa, and Brazil, to Australia, Finland, France, and Germany, among others.

Introduced by:

Joe Wiggins, Partner and U.S. Leader, Alternatives Funds Practice, PwC

Joe joined PwC in 1991 and has specialized in financial services. Prior to 2010, Joe spent his entire career working in the New York Asset Management Practice. At that time, Joe moved to the Chicago Financial Services practice to be one of the financial services assurance partners and the regional leader for Asset Management. In 2018, Joe was appointed to lead the PwC US Alternatives Practices. Joe has 30 years of experience, serving as the engagement partner and business advisor to alternatives investment clients, including investments partnerships, hedge and offshore funds, private equity funds, and their related investment advisors.

Joe is a frequent presenter at industry events as well as PwC sponsored conferences. Joe currently serves as the MFA Treasurer and Secretary. Joe also serves as a member of the Midwest Chapter of Hedge Fund Cares charity organization and serves as a member of the American Institute of Certified Public Accountants Education. He earned his Bachelor of Business Administration in Accounting at the University of Iowa.

11:15am – 11:50am

Keynote

The 2020 Election Through the Congressional Looking Glass

Joseph Crowley, Former U.S. Congressman, Senior Policy Advisor, Squire Patton Boggs

Congressman Crowley represented people of New York’s 14th congressional district, including his hometown of Woodside, Queens, in the US Congress for nearly 20 years. He served in the House Democratic leadership for six years, first as Vice-Chair and then as Chairman of the Caucus. He was also a member of the prestigious House Committee on Ways and Means, where he worked to protect Social Security and Medicare, championed efforts to make healthcare more affordable and advocated cutting taxes for middle class Americans and small businesses. He successfully helped shepherd legislation to reform laws that unfairly taxed foreign investment in US commercial real estate and was a key voice in discussions on how reform should be designed to benefit working men and women.
Congressman Crowley was on the frontline of efforts to pass the Affordable Care Act, enact marriage equality in New York State and protect women’s rights and human rights. He was also a three-time co-chair of the Congressional Caucus on India and Indian-Americans, co-chair of the Ad Hoc Committee on Irish Affairs and an active member of the Friends of Ireland Caucus, Chair of the New Democrat Coalition, and co-founder of both the Bangladesh Caucus and Rare
Diseases Caucus.
Congressman Crowley’s rise in the Democratic Party leadership is indicative of his tireless work to elect Democrats at every level of government. He mentored colleagues and candidates and earned the respect of other Members of Congress with whom he served. Before entering national politics, Congressman Crowley served in the New York State Assembly from 1987 to 1998.

Peter J. Roskam, Former U.S. Congressman, Partner, Sidley Austin LLP

PETER ROSKAM, a former six-term U.S. Representative from Illinois, provides strategic counsel and guidance to clients whose business needs involve law, government, media and public policy. He also serves on the firm’s COVID-19 Task Force. Peter held some of the most significant positions in the U.S. House of Representatives during his tenure (2007–2019). In addition to serving in the House Leadership as the Chief Deputy Whip, he chaired three major subcommittees of the House Ways and Means Committee. As Chairman of the Subcommittee on Tax Policy, he was a chief architect of the historic 2017 overhaul of the nation’s tax code. As Chairman of Subcommittee on Health, he began the “Medicare Red Tape Relief Project,” led a series of hearings addressing the opioid crisis and authored several bills to make opioid addiction treatment more accessible. In addition, as the Chairman of the Subcommittee on Oversight, he spearheaded efforts to increase supervision of the Internal Revenue Service and championed efforts to overhaul the IRS’s civil asset forfeiture program.
Peter also served on the House Financial Services Committee, including the Capital Markets, Insurance and Government Sponsored Enterprises Subcommittee and the Domestic and International Monetary Policy, Trade and Technology Subcommittee. He was a member of the Select Committee on Events surrounding the 2012 Terrorist Attack in Benghazi, Libya.
He chaired the U.S. House Democracy Partnership, a bipartisan commission supporting emerging democracies abroad and co-chaired the Korea Caucus, the India Caucus, the Bipartisan Task Force to Combat Anti-Semitism and the Republican Israel Caucus.
Before his work on Capitol Hill in Washington, Peter represented Chicago’s western suburbs for 13 years in the Illinois House of Representatives and the Illinois State Senate where he developed a close working relationship with then-state Sen. Barack Obama. During his tenure in the state legislature he also was in the private practice of law in Illinois.

Moderated by:

Alyssa Marois, Vice President, Federal Government Relations, JPMorgan Chase & Co.

Alyssa Marois is Vice President of Federal Government Relations in JPMorgan Chase & Co.’s Corporate Responsibility function.

She joined the team directly from Capitol Hill and is responsible for representing the firm’s interests in Washington, D.C., specifically focused on Consumer and Community Banking priorities.

Prior to joining JPMorgan Chase & Co., Alyssa served as Legislative Director to now U.S. Senator Kyrsten Sinema of Arizona, where she handled a broad range of legislative issues, but primarily worked to advance Sinema’s financial services policy priorities.

Alyssa has also served as Vice President of Government Affairs at PNC Financial Services Group, Inc., and as Legislative Assistant to former U.S. Senator Ben Nelson of Nebraska. She received her Bachelor’s degree from the University of Florida and currently resides in Washington, D.C.

11:50am – 12:25pm

Keynote

Keynote Principals’ Panel: The Post COVID-19 Investment Landscape – Lessons Learned and the Forecast Ahead

Jeffrey H. Aronson, Co-Founder and Managing Principal, Centerbridge Partners, L.P.

Jeff cofounded Centerbridge Partners in October 2005 with Mark T. Gallogly. Together, they oversee and have ultimate responsibility for the Firm’s investment activities and serve as members of the Management Committee.

Jeff has been active in alternative investments, including credit, distressed strategies & special situations, private equity and real estate, for more than 30 years, and has been deeply involved in many U.S. and overseas restructurings. Prior to cofounding Centerbridge, Jeff was a Partner at Angelo, Gordon & Co., where he led that firm’s distressed securities and leveraged loan efforts. Before joining Angelo, Gordon & Co. in 1989, Jeff served as Senior Corporate Counsel at L.F. Rothschild & Co. He began his career as a securities attorney with the law firm of Stroock & Stroock & Lavan LLP.

Jeff is the former Chair and a current member of the Board of Trustees of Johns Hopkins University and also serves as a member of the Board of Trustees of Johns Hopkins Medicine and New York University School of Law.

Rebecca Patterson, Director, Investment Research, Bridgewater Associates

Rebecca Patterson joined Bridgewater in January 2020 and is a Director of our Investment Research group, where she is responsible for identifying and exploring areas of research across geographies and asset classes.

Rebecca has more than 20 years of investment management experience, and prior to joining Bridgewater, Rebecca served as Chief Investment Officer of Bessemer Trust, overseeing $85 billion in client assets. During her time there, Rebecca was a member of the firm’s Management Committee, and helped launch their Diversity & Inclusion Committee. Before joining Bessemer in 2012, she spent 15 years at J.P. Morgan. There she worked as a researcher in the firm’s investment bank in Europe, Singapore and the U.S. She also served as a Chief Investment Strategist in the asset management arm of the firm, and ran the private bank’s global currency and commodity trading desk.

Additionally, Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York. She previously served on the New York Federal Reserve’s Foreign Exchange Committee, and later the Investor Advisory Committee for 6 years, and has served on the University of Florida’s Investment Corporation’s Advisory Board for 7 years, including 3 years as Chair. She holds an M.B.A. from New York University, an M.A. in International Relations from The Johns Hopkins University School of Advanced International Studies, and a B.S. in Journalism from the University of Florida. She was included in American Banker’s list of Most Powerful Women in Finance for 6 consecutive years before joining Bridgewater. She is married and has two teenage girls.

Moderated by:

Paul Galietto, Global Head of Equities Sales and Trading & Co-Head of Global Trading Solutions, Credit Suisse

Paul Galietto is the Global Head of Equities Sales and Trading, the Co-Head of Global Trading Solutions, and a member of Credit Suisse’s Investment Bank Management Committee based in New York.

Paul joined the Bank in 2017 and was Credit Suisse’s Global Head of Prime Services and Head of America Equities, previously. Prior to Credit Suisse, Paul spent five years with UBS, where he held the roles of Global Head of Prime Brokerage and Head of Equities in the Americas.

Before that, Paul spent over twenty years with Merrill Lynch & Co. in New York and held senior management positions, including Global Head of Securities Financing and Services Division and Head of Non-Dollar Equity Sales and Trading.

Paul is a member of the Board of Trustees for Providence College, and served on the Advisory Board of The Guardian Funds and on the Board of Directors for the Key Employee Capital Appreciation Limited Partnership (KECALP).

Paul attended The United States Military Academy at West Point, Harvard Business School Executive Development Program, and received a bachelor’s degree in business management from Providence College.

12:25pm – 1:00pm

Keynote

Global Political Risk: Strategy and Analysis

ADM James Stavridis, USN (Ret.), NATO’s 16th Supreme Allied CDR Europe and 15th CDR of the U.S. European Command ('09-'13); Head of U.S. Southern Command ('06-'09)

NATO’s 16th Supreme Allied Commander Europe and 15th Commander of the U.S. European Command (2009-2013); Head of U.S. Southern Command (2006-2009); Dean of The Fletcher School of Law and Diplomacy at Tufts University (2013-2018); Chief International Security Analyst for NBC News; Operating Executive, The Carlyle Group; Chair, Board of Counselors of McLarty Global Associates A Florida native, Jim Stavridis attended the US Naval Academy at Annapolis, and spent 37 years in the Navy, rising to the rank of 4-star Admiral. Among his many commands were four years as the 16th Supreme Allied Commander at NATO, where he oversaw operations in Afghanistan, Libya, Syria, the Balkans, and counter piracy off the coast of Africa. He also commanded US Southern Command in Miami, charged with military operations through Latin America for nearly three years. He was the longest serving Combatant Commander in recent US history. Following his military career, he served for five years as the 12th Dean of The Fletcher School of Law and Diplomacy at Tufts University. In the course of his career in the Navy, he served as senior military assistant to the Secretary of the Navy and the Secretary of Defense. He led the Navy’s premier operational think tank for innovation, Deep Blue, immediately after the 9/11 attacks. He won the Battenberg Cup for commanding the top ship in the Atlantic Fleet and the Navy League John Paul Jones Award for Inspirational leadership, along with more than 50 US and international medals and decorations, including 28 from foreign nations. He also commanded a Destroyer Squadron and a Carrier Strike Group, both in combat. In 2016, he was vetted for Vice President by Secretary Hillary Clinton, and subsequently invited to Trump Tower to discuss a cabinet position with President Donald Trump. He earned a PhD from The Fletcher School at Tufts, winning the Gullion prize as outstanding student in his class in 1983, as well as academic honors from the National and Naval War Colleges as a distinguished student. He speaks Spanish and French. Admiral Stavridis has published eight books on leadership, the oceans, maritime affairs, and Latin America, as well as hundreds of articles in leading journals. An active user of social networks, he has tens of thousands of connections on the social networks. His TED talk on 21st century security in 2012 has had over 800,000 views. He tweeted the end of combat operations in the Libyan NATO intervention. His memoir of the NATO years, The Accidental Admiral, was released in October 2014, and he had two books out in 2017: The Leader’s Bookshelf: 50 Books That Make Us Better Leaders in March and Sea Power: The History and Geopolitics of the Oceans in June. Admiral Stavridis is also the Chair of the Board of the US Naval Institute, the professional association of the Nation’s sea services: Navy, Marine Corps, Coast Guard, and Merchant Marine. He is a monthly columnist for TIME Magazine and Chief International Security Analyst for NBC News. He is happily married to Laura, and they have two daughters – one working at Google and the other a Registered Nurse and former naval officer, both married to physicians.

ADM William H. McRaven, USN (Ret.), CDR of U.S. Special Ops Command ('11-'14); CDR of U.S. Joint Special Ops Command ('08-'11); CDR of U.S. Special Ops Command Europe; Director of NSCC ('06-'08)

Admiral William H. McRaven is a retired U.S. Navy Four-Star admiral and the former Chancellor of the University of Texas System. During his time in the military, he commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. His career included combat during Desert Storm and both the Iraq and Afghanistan wars. He commanded the troops that captured Saddam Hussein and rescued Captain Phillips. McRaven is also credited with developing the plan and leading the Osama bin Laden mission in 2011. As the Chancellor of the UT System, he led one of the nation’s largest and most respected systems of higher education. As the chief executive officer of the UT System, McRaven oversaw 14 institutions that educated 220,000 students, and employed 20,000 faculty and more than 80,000 health care professionals, researchers, and staff. McRaven is a recognized national authority on U.S. foreign policy and has advised Presidents George W. Bush, Barack Obama, and other U.S. leaders on defense issues. He currently serves on the Council on Foreign Relations (CFR), the National Football Foundation, and the Board of Directors of CoconoPhilips. McRaven has been recognized for his leadership numerous times. In 2011, he was the first runner-up for TIME magazine’s “Person of the Year.” In 2012, Foreign Policy magazine named McRaven one of the nation’s “Top 10 Foreign Policy Experts.” In 2014, Politico magazine named McRaven one of the “Politico 50,” citing his leadership as instrumental in cutting though Washington bureaucracy. In 2015, he received the Intrepid Freedom Award for his distinguished service in defending the values of democracy. In 2016, McRaven was named the recipient of the Ambassador Richard M. Helms Award by the CIA Officers’ Memorial Foundation and in 2018, he received the Judge William H. Webster Distinguished Service Award for a lifetime of service to the nation. McRaven graduated from The University of Texas at Austin in 1977 with a degree in Journalism, and received his master’s degree from the Naval Postgraduate School in Monterey in 1991. McRaven is the author of three books including, SPEC OPS: Case Studies in Special Operations Warfare and Make Your Bed: Little Things That Can Change Your Life and Maybe the World, based on his 2014 UT Commencement Speech that received worldwide attention. Using personal narratives drawn from his extraordinary experiences he imparts to his audiences lessons in team work, personal accountability, resilience and leadership. His third book, Sea Stories: My Life in Special Operations, released in May 2019, is a remarkable memoir full of inspiring and action-packed stories from McRaven’s life in the special operations world. He met his wife, Georgeann, while they were students at UT Austin, and they have three grown children. McRaven is now a leadership consultant and stays active with his writing, speaking, and board commitments.

Moderated by:

Judy Woodruff, Anchor and Managing Editor, PBS NewsHour

Broadcast journalist Judy Woodruff is the anchor and managing editor of the PBS NewsHour. She has covered politics and other news for more than three decades at CNN, NBC and PBS. In April of 2017, Arizona State University’s Cronkite School of Journalism and Mass Communication announced it would be honoring Woodruff and the late Gwen Ifill with the 2017 Walter Cronkite Award for Excellence in Journalism. When Woodruff and Ifill were announced as co-anchors of the PBS NewsHour in 2013, it marked the first time that an American network broadcast would be coanchored by two women. For 12 years, Woodruff served as anchor and senior correspondent for CNN, where her duties included anchoring the weekday program, Inside Politics. At PBS from 1983 to 1993, she was the chief Washington correspondent for The MacNeil/Lehrer NewsHour. From 1984-1990, she also anchored PBS’ awardwinning weekly documentary series, Frontline with Judy Woodruff. In 2011, Woodruff was the principal reporter for the PBS documentary Nancy Reagan: The Role of a Lifetime. And in 2007, she completed an extensive project on the views of young Americans called Generation Next: Speak Up. Be Heard. Two hour-long documentaries aired on PBS, along with a series of reports on the NewsHour with Jim Lehrer, NPR and in USA Today. In 2006, Woodruff was a visiting professor at Duke University’s Terry Sanford Institute of Public Policy. In 2005, she was a visiting fellow at Harvard University’s Joan Shorenstein Center on the Press, Politics and Public Policy. From 2006-2013, she anchored a monthly program for Bloomberg Television, Conversations with Judy Woodruff. At NBC News, Woodruff was White House correspondent from 1977 to 1982. For one year after that she served as NBC’s Today show chief Washington correspondent. She wrote the book, This is Judy Woodruff at the White House, published in 1982 by Addison-Wesley. Woodruff is a founding co-chair of the International Women’s Media Foundation, an organization dedicated to promoting and encouraging women in communication industries worldwide. She serves on the boards of trustee of the Freedom Forum, the Newseum, the Duke Endowment, The Carnegie Corporation of New York and the Urban Institute. She is a former member of The Knight Foundation Commission on Intercollegiate Athletics. Woodruff is a graduate of Duke University, where she is a trustee emerita. She is the recent recipient of the “Cine Lifetime Achievement Award”, a Duke “Distinguished Alumni Award”, the Edward R. Murrow “Lifetime Achievement Award in Broadcast Journalism/Television”, the University of Southern California “Walter Cronkite Award for Excellence in Journalism”, the “Al Neuharth/University of South Dakota Award for Excellence in Journalism” and the “Gaylord Prize for Excellence in Journalism and Mass Communications” from the University of Oklahoma, among others. She lives in Washington, DC, with her husband, journalist Al Hunt, and they are the parents of three children: Jeffrey, Benjamin and Lauren.

Introduced By:

Mick Murphy, Head of Alternatives, BNY Mellon

Mick Murphy is the Head of the Alternatives Business within BNY Mellon’s Asset Servicing business.  Mick is responsible for development of the strategy, product development and commercial activity. Prior to his current role, he led the Hedge Fund business within the Alternatives business.

During his time at BNY Mellon Mick has also led the Investment Management and Insurance segments in EMEA within BNY Mellon’s Global Client Management Division.

Prior to joining BNY Mellon in August 2001 Mick spent 16 years with HSBC where he held Management roles in Retail and Enterprise Banking. Mick also spent 2 ½ years leading a team within HSBC’s Securities Servicing business responsible for clients across the Insurance, Investment Management & Fund Services sectors.

Mick is a Non-Executive Director on the board of BNY Mellon’s Irish Fund Servicing business, as well as a Company Nominated Trustee on the BNY Pension Plan.

12:50pm – 1:00pm

Welcome Remarks

Bryan N. Corbett, President & Chief Executive Officer, Managed Funds Association

Bryan Corbett is MFA’s President and CEO. He is a veteran of Washington and Wall Street. For the past 12 years, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and Head of the firm’s OneCarlyle Global Investment Resources Group. In this role, Mr. Corbett and his team provided strategic and operational support to investment teams and portfolio companies across segments.

For the first half of his Carlyle tenure, Mr. Corbett managed U.S. government and regulatory issues affecting Carlyle, its investments and the industry. In this role, he developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, Mr. Corbett started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the U.S.

Prior to joining Carlyle, Mr. Corbett served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.

Mr. Corbett earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review, and earned his BA from University of Notre Dame.

1:00pm – 1:35pm

Keynote

Financial Regulation Update

Keynote To Be Announced: For Attendees Only

Moderated by:

Bryan N. Corbett, President & Chief Executive Officer, Managed Funds Association

Bryan Corbett is MFA’s President and CEO. He is a veteran of Washington and Wall Street. For the past 12 years, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and Head of the firm’s OneCarlyle Global Investment Resources Group. In this role, Mr. Corbett and his team provided strategic and operational support to investment teams and portfolio companies across segments.

For the first half of his Carlyle tenure, Mr. Corbett managed U.S. government and regulatory issues affecting Carlyle, its investments and the industry. In this role, he developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, Mr. Corbett started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the U.S.

Prior to joining Carlyle, Mr. Corbett served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.

Mr. Corbett earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review, and earned his BA from University of Notre Dame.

Introduced by:

Jennifer S. Tribush, State Street Global Head of Product -Alternatives, State Street

Jennifer Tribush is a Senior Vice President and the Global Head of Product for the Alternatives Segment. Ms. Tribush is responsible for developing the product strategy as well as supporting the management of our relationships throughout the industry.  Her near term product development priorities include  advancing  the Alternatives data strategy, replatforming our hedge fund business and to capture the  growth in  private  markets. In her previous role, she was the NA Head of Alternatives Sector Solutions and was a Relationship Manager for the firm’s premier hedge fund and private equity clients.  Prior to moving to State Street Corporation in 2005, Ms. Tribush was a Vice President at Brown Brothers Harriman & Co. (BBH) serving as a Global Relationship and Sales Manager for Investor Services.  During her eight years at BBH, Ms. Tribush also managed the custody operations for some of the firm’s largest and most complex client relationships.

Ms. Tribush began her career at PricewaterhouseCoopers in their International Financial Advisory Services, specializing in expatriate tax and compensation equalization.

Ms. Tribush received a Bachelor of Arts in Economics and Spanish from Villanova University and an MBA with a concentration in finance from Babson College.  She holds the Chartered Alternative Investment Analyst (CAIA) designation and the Series 7 & 63 securities designations. Ms. Tribush serves on CAIA’s Boston board and the executive board of BUILDBoston, whose mission is to use entrepreneurship to ignite the potential of youth from under-resourced communities and propel them to high school, college and career success.

1:35pm – 2:10pm

Keynote

Reading the Tax Tea Leaves

George A. Callas, Former Senior Tax Counsel, Office of Speaker Paul D. Ryan, U.S. House of Representatives and Chief Tax Counsel, Committee on Ways and Means/ Managing Director, Gov't Affairs and Public Policy, Steptoe & Johnson LLP

George Callas advises national and multinational corporations and partnerships on tax policy matters, particularly issues related recent tax reform legislation, including opportunity zones, global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII), the new Base Erosion Anti-abuse Tax (BEAT), interest and business income deductions, and the tax aspects of cross-border transactions. Drawing on 15 years of experience on Capitol Hill, most recently as Senior Tax Counsel to Speaker Paul D. Ryan in the US House of Representatives, George unites substantive tax knowledge with a deep understanding of tax policy and the political environment.

As Senior Tax Counsel to Speaker Ryan, George was a lead House Republican staff negotiator on three major tax packages enacted into law: The Protecting Americans against Tax Hikes (PATH) Act of 2015; The Tax Cuts and Jobs Act (TCJA), including the “Big Six” negotiations that preceded the TCJA; and, most recently, the tax title of the Bipartisan Budget Act (BBA) of 2018. Clients benefit from his expansive knowledge of the technical and policy elements of tax legislation and regulations, and the intent behind recent tax legislation, coupled with an understanding of the political implications of tax provisions and the procedural requirements necessary to succeed in making law.

Prior to joining the Office of the Speaker, George served for seven years as senior tax staff, including Chief Tax Counsel and Staff Director for the Subcommittee on Select Revenue Measures, on the House Ways and Means Committee, where he worked closely with three chairmen (Dave Camp, Paul Ryan, and Kevin Brady). During his tenure as Chief Tax Counsel, George worked on the revenue aspects of several pieces of trade legislation. While working on the Hill, he also served as Counsel to the US House of Representatives Committee on the Budget, was Legislative Director and Senior Advisor to Senator George Voinovich.

Cathy Koch, Global Tax Policy Network Leader, Global Sustainability Tax Leader, Americas Tax Policy Leader, EY

Cathy Koch re-joined EY in February as Americas Tax Policy Leader and was appointed Global Tax Policy Network Leader and Global Sustainability Tax Leader in 2019. She previously worked for the firm at Washington Council EY from 2000 to mid-2004.

Prior to joining EY, Cathy served as Chief Policy Advisor to the Senate Majority Leader for Tax and Economics. She also led business outreach for the Leader and the Democratic Caucus. In this role, Cathy led all tax and economic policy initiatives for the Leader’s office and was central to strategy and communications on a broad spectrum of issues. She was deeply involved in almost every Congressional tax and budget measure during her tenure in Senator Reid’s office.

Cathy’s prior experience on the Hill included three and a half years on the Finance Committee, first as Staff Director for the Finance Subcommittee on Energy, Natural Resources and Infrastructure, and then as the Tax Chief of the full committee. As the chief tax policy staffer on the Finance Committee, Cathy led the Committee’s tax policy legislative efforts, and she coordinated all communications and negotiations regarding tax issues with the Administration, Republican and Democrat Leadership and tax-writing committees in the House.

Key among the issues Cathy worked on while on the Hill were energy and sustainability tax policies.

In addition to her experience on Capitol Hill, Cathy spent two years as the Director of U.S. Tax Policy for General Electric. She also served as a Director of Global Government Affairs at Amgen, Inc. where she was involved in site selection negotiations. Cathy began her private sector career working on tax policy at PricewaterhouseCoopers.

Cathy started her tax career as an economist at the Joint Committee on Taxation.

Moderated By:

Joe Bianco, Tax Principal, EY

Joseph Bianco is a Principal in the New York Financial Services Organization of Ernst & Young LLP.  Joe has over 25 years of experience at EY focusing on asset management clients and is the Technical Leader of EY’s Financial Services Asset Management tax practice.

Joe’s experience includes significant involvement at both the fund and fund manager level with structuring, strategy development, tax planning, transaction due diligence and offshore and cross border issues, as well as coordinating and supervising EY’s delivery of tax compliance services.  Among Joe’s clients are domestic and offshore hedge funds, registered investment advisers and investment companies, private equity funds, and fund of funds investment vehicles.

Joe has presented for the NYSSCPA Financial Products Division as well as the Managed Funds Association on issues related to the taxation of financial products and has had articles published in several asset management industry publications.  Joe is an active member of the Managed Funds Association Tax Committee.  Additionally, Joe is a frequent instructor at EY and industry seminars dealing with the taxation of financial products and investment partnerships.

Joe has been admitted to the NYS Bar and holds a J.D. from the New York University School of Law.  Joe is also a graduate of the University of Notre Dame.

2:10pm – 2:45pm

Keynote

Pioneering with Vaccines and Immune Medicines: A Revolution in Health Security 

Noubar Afeyan, Chief Executive Officer, Flagship Pioneering / Co-founder and Chairman, Moderna

Dr. Noubar Afeyan is founder and CEO of Flagship Pioneering, an enterprise where entrepreneurially minded scientists invent pioneering solutions to challenges facing human health and sustainability. Dr. Afeyan is a lecturer at Harvard Business School; and from 2000 to 2016 was a senior lecturer at MIT’s Sloan School of Management where he taught courses on technology-entrepreneurship, innovation, and leadership. He teaches and speaks around the world on topics ranging from entrepreneurship, innovation, and economic development to biological engineering, new medicines, and renewable energy.

Dr. Afeyan has co-founded and helped build over 40 life science and technology startups during his career as an inventor, entrepreneur, and CEO.

He was founder and CEO of PerSeptive Biosystems, a leader in bio-instrumentation that grew to $100 million in annual revenues. After PerSeptive’s acquisition by Perkin Elmer/Applera Corporation in 1998, he became senior vice president and chief business officer of Applera, where he initiated and oversaw the creation of Celera Genomics.

Noubar currently serves on the boards of a number of public and private Flagship companies, including Moderna (NASDAQ: MRNA), where he is chairman, Rubius Therapeutics (NASDAQ: RUBY), CellarityOmega TherapeuticsTessera Therapeutics, and others. Previously, Noubar was a member of the founding team, director and investor in several highly successful ventures including Chemgenics Pharmaceuticals (acquired by Millennium Pharmaceuticals), Color Kinetics (acquired by Philips), Adnexus Therapeutics (acquired by Bristol-Myers Squibb) and Affinnova (acquired by AC Nielsen).

Dr. Afeyan is a member of the Corporation of MIT (the Institute’s governing body) and a member of the board of trustees for the Boston Symphony Orchestra. .

Together with his partners, Noubar has launched philanthropic projects including the IDeA FoundationUWC Dilijan School100 LIVES, and the Aurora Prize for Awakening Humanity to raise awareness of the world’s most pressing humanitarian problems. A passionate advocate of the contributions of immigrants to economic and scientific progress, Noubar received the Golden Door Award in 2017 from the International Institute of New England, in honor of his outstanding contributions to American society as a U.S citizen of foreign birth. He was also awarded a Great Immigrant honor from the Carnegie Corporation in 2016, received a Technology Pioneer award from the World Economic Forum in 2012, and was presented with the Ellis Island Medal of Honor in 2008.

In 2020 Dr. Afeyan has started clinical trials of a novel coronavirus vaccine in Seattle, Washington.

Walter Isaacson, Professor of History, Tulane University;  Author, “The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race” (Forthcoming)

Walter Isaacson is a Professor of History at Tulane. He has been the editor of Time Magazine, the CEO and Chairman of CNN, and the CEO of the Aspen Institute. He is an advisory partner at Perella Weinberg, a financial services firm based in New York City, a cohost of the PBS show Amanpour & Co., a contributor to CNBC, and host of the podcast “Trailblazers, from Dell Technologies.”

He is the author of Leonardo da Vinci (2017), The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution (2014), Steve Jobs (2011), Einstein: His Life and Universe (2007), Benjamin Franklin: An American Life (2003), and Kissinger: A Biography (1992), and coauthor of The Wise Men: Six Friends and the World They Made (1986).

Isaacson was born on May 20, 1952 in New Orleans. He is a graduate of Harvard College and Pembroke College of Oxford University, where he was a Rhodes Scholar. He began his career at The Sunday Times in London and then New Orleans’ Times-Picayune. He joined TIME in 1978 and served as a political correspondent, national editor, and editor of digital media before becoming the magazine’s 14th editor in 1996. He became chairman and CEO of CNN in 2001, and then president and CEO of the Aspen Institute in 2003.

He is chair emeritus of Teach for America. From 2005-2007 he was the vice-chair of the Louisiana Recovery Authority, which oversaw the rebuilding after Hurricane Katrina. He was appointed by President Barack Obama to serve as the chair of the Broadcasting Board of Governors, which runs Voice of America, Radio Free Europe, and other international broadcasts of the United States, a position he held from 2009 to 2012.

He is a member of the American Academy of Arts and Sciences, the Royal Society of the Arts, and the American Philosophical Society. He serves on the board of United Airlines, Halliburton Labs, the New Orleans City Planning Commission, the New Orleans Tricentennial Commission, Bloomberg Philanthropies, the Society of American Historians, and My Brother’s Keeper Alliance.

Interviewed By:

Larry Williamson, Managing Director and Senior Banker, Head of Healthcare Coverage, Société Générale

Larry Williamson is a Managing Director and Head of Healthcare Corporate and Investment Banking Coverage for Societe Generale in the Americas, based in New York. In his role Larry and team members work with major companies in the Healthcare sector including pharmaceutical, biotech, medical technology and other healthcare firms.

Prior to joining Societe Generale in 2018, Larry covered the healthcare sector as a Managing Director at both Deutsche Bank and JPMorgan. Larry has been involved in many of the large scale and landmark transactions in the sector.

Before his engagement in the healthcare sector, Larry worked in structured and project finance at JPMorgan and its predecessor firm Chase Manhattan Bank. In this role Larry completed project and infrastructure financings in numerous regions including Asia, Africa, the Mid-East, and Europe and across multiple industry sectors including aerospace, agriculture, energy, metals and mining, and public infrastructure. Larry’s initial professional experience was as a coverage banker in the aerospace sector at Chase Manhattan Bank following completion of its credit and management training program.

Larry has been a speaker at various conferences and forums including the NeuGroup Life Sciences Treasurers Peer Group, US Chamber of Commerce, and the Aviation Finance Conference.

Larry was a founding member of the Lehigh University Wall Street Club and served as one of its officers.  Larry is also a member of the US Coast Guard Auxiliary and is authorized to conduct Coast Guard patrol missions as an Aircraft Commander.

Larry graduated Phi Beta Kappa and summa cum laude from Lehigh University.

2:45pm – 3:20pm

Keynote

The Election Forecast

Amy Walter, National Editor, The Cook Political Report

For more than 20 years, Amy Walter has built a reputation as an accurate, objective, and insightful political analyst with unparalleled access to campaign insiders and decision-makers.

Walter is national editor of the Cook Political Report and a frequent on-air analyst. She appears weekly on “Politics Monday” on the PBS NewsHour and hosts WNYC’s nationally syndicated public radio news program, “The Takeaway Fridays.” In addition, she is a regular Sunday panelist on NBC’s “Meet the Press” and CBS’s “Face The Nation” and appears frequently on “Special Report with Bret Baier” on FOX.

Since 1998, Walter has provided election night coverage and analysis. She is the former political director of ABC News and the former editor-in-chief of The Hotline. Named one of the “Top 50 Journalists” by Washingtonian magazine, Walter was dubbed one of the most powerful people in politics in George magazine. She also won The Washington Post’s Crystal Ball Award for her spot-on election predictions.

Walter graduated summa cum laude from Colby College, honored with an honorary PhD and as a Trustee Emeritus. She is also a member of the Board of Advisors for the University of Chicago’s Institute of Politics.

Moderated By:

Edouard Matitia-Cohen, Global Head of Equity Financing Distribution, Bank of America

Edouard Matitia-Cohen is a Managing Director and Global Head of Equity Financing Distribution at Bank of America, based in New York.

In his role, he is responsible for all sales globally across Prime Brokerage and Equity Synthetics and Stock Loan, ensuring the delivery of an integrated coverage and distribution strategy worldwide. He joined the firm in 2012 and was previously Americas Head of Equity Sales.

Prior to joining Bank of America, Matitia-Cohen was the European Head of Equity Derivatives, Convertibles and Delta One sales at Credit Suisse, based in London. He was a member of Credit Suisse’s European Equity Management Committee and Global Equity Management Committee.

Previously, Matitia-Cohen worked at Morgan Stanley for over 11 years and held various roles including the Head of U.S. Capital Structure and Special Situations business in New York, and a member of the Equity Derivatives trading team in London.

He holds a B.A. (Hons.) in economics from ICADE University in Madrid and Ecole Superieure de Commerce in Reims, France. Matitia-Cohen is a term corporate member of the Council of Foreign Relations (CFR) and a board member of the Managed Fund Association (MFA).