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Banking and Capital Markets

FT US Banking Forum 2019

Building resilience for a new decade

New York |
Speakers include:
Teron Douglas

Teron Douglas

Bank of America

Lu Cao

Lu Cao

J.P. Morgan

Jackie Vanderbrug

Jackie Vanderbrug

Bank of America Global Wealth & Investment Management


The tentative growth that banks and businesses have enjoyed in the last decade is slowing, and there are indications that the global economy is on the cusp of a downturn. Central banks around the world are predicting the slowest growth rates since 2009, retreating from previous plans for multiple interest rate rises in an effort to combat decelerating global growth. 

At the same time, banks, insurers and major players from across the financial ecosystem face a variety of newer, less cyclical risks. The pressure of digital transformation is complicated by the ongoing risk of cyber attack, confusion over tech regulation, and unexpected costs of digital implementation. Competition in the sector remains stiff, with customer-centric challenger banks, agile fintech start-ups and even technology companies from outside the financial sector vying for talent, investment and customer attention.

As the sector looks towards a new decade, questions remain for US banks. What will cause the next crisis, and what will it look like? How will banks navigate recession in a time of geopolitical uncertainty, technological disruption and ethical upheaval? Will enormous investment into technology continue into the 2020s?

Join the Financial Times to discuss the place that US banks hold in the global financial ecosystem, and how we expect this to change over the next decade. We will explore the threats that still simmer beneath the surface and the enduring trends that will shape the banking industry worldwide.

fallback Add to my Calendar 10/24/2019 08:00:0010/24/2019 17:35:00trueFT US Banking Forum 2019The tentative growth that banks and businesses have enjoyed in the last decade is slowing, and there are indications that the global economy is on the cusp of a downturn. Central banks around the world are predicting the slowest growth rates since 2009, retreating from previous plans for multiple interest rate rises in an effort to combat decelerating global growth. At the same time, banks, insurers and major players from across the financial ecosystem face a variety of newer, less cyclical risks. The pressure of digital transformation is complicated by the ongoing risk of cyber attack, confusion over tech regulation, and unexpected costs of digital implementation. Competition in the sector remains stiff, with customer-centric challenger banks, agile fintech start-ups and even technology companies from outside the financial sector vying for talent, investment and customer attention.As the sector looks towards a new decade, questions remain for US banks. What will cause the next crisis, and what will it look like? How will banks navigate recession in a time of geopolitical uncertainty, technological disruption and ethical upheaval? Will enormous investment into technology continue into the 2020s?Join the Financial Times to discuss the place that US banks hold in the global financial ecosystem, and how we expect this to change over the next decade. We will explore the threats that still simmer beneath the surface and the enduring trends that will shape the banking industry worldwide.FT-US-Banking-Forum-2019abaa0a5636d3ed738b20e2641dbbbf2aMM/DD/YYYY

2018 Photos

View the 2018 event photos here

US Banking Photos


Agenda - 24th Oct

  • 8:00am
    Registration and Breakfast
  • 9:00am
    Opening Remarks

    Laura Noonan, US Banking Editor, Financial Times

  • 9:05am
    Leadership Dialogue: A New Decade of US Banking

    Since the financial collapse in 2008, the US financial sector has surged back stronger than ever. Wall Street’s top groups have established a seemingly unshakeable dominance in global corporate and investment banking – but are cracks starting to appear? Can the outsize profitability of the US market – in everything from consumer banking to investment banking – continue?

    Jon Pruzan, CFO, Morgan Stanley

    Christiana Riley, CEO, Deutsche Bank USA Corp

    Bruce Van Saun, CEO, Citizens Financial Group

    Moderated by Laura Noonan, US Banking Editor, Financial Times

  • 9:45am
    European Banks: Falling Short on Wall Street?

    Will there be any European banks left in the US in a meaningful way in a decade’s time?

    Joe McGrath, Global Head of Banking, Barclays

    Scott Powell, CEO, Santander US

    Moderated by Laura Noonan, US Banking Editor, Financial Times

  • 10:25am
    The Macroeconomic Overview

    New tariffs, protectionism and a looming election: what are the biggest themes driving US politics, business and markets, and how can financial institutions across the nation navigate this uncertain landscape?

    Sarah Bloom Raskin, Former Deputy Secretary of the US Department of Treasury

    in conversation with

    Silvia Pavoni, Economics Editor, The Banker, Financial Times Group

  • 10:50am
    Morning Refreshments
  • 11:20am
    The Battle For China

    China has enjoyed one of the longest credit booms in history, and is widely viewed as an engine of global economy – but economists worry that it is vulnerable to sharp decline. European banks, especially the Swiss, have invested harder in China than their American counterparts. Will US banks catch up? How are they balancing risk and return in this unpredictable region?

    Lu Cao, Executive Director, Corporate & Investment Bank, J.P. Morgan

    Catherine Mann, Chief Economist, Citi

    Jason Yang, Head of Corporate and Institution Coverage, Americas, ICBC Standard Securities

  • 12:05pm
    Monetary Policy Fireside Chat

    What policy measures are in place to maintain the stability of the US financial system into the 2020s? Should the financial sector count on central banks as a backstop in the next crisis? How much of a dilemma does slowing global growth pose for central banks already pursuing loose monetary policy?

    Donald Kohn, Former Vice Chair, Federal Reserve and current member of the Financial Policy Committee, Bank of England

    in conversation with

    Silvia Pavoni, Economics Editor, The Banker, Financial Times Group

  • 12:30pm
    Moral Money Live

    The race is underway among financial groups to deliver returns to investors while also creating positive social and environmental impacts. How can banks, insurers and other major players in the financial system align ethics with business growth strategies? What do customers, ratings agencies and investors consider valuable? Which risks are still plaguing this new wave of “responsible investing”?

    Audrey Choi, Head of Institute for Sustainable Investing, Morgan Stanley

    Susan Gray, Global Head of Sustainable Finance Business and Innovation, S&P Global Ratings

    Anne van Riel, Head Sustainable Finance Americas, ING

    Jackie VanderBrug, Head of Sustainable and Impact Investment Strategy, Bank of America

    Moderated by Gillian Tett, Chairman Editorial Board and US Editor-at-Large, Financial Times

  • 1:15pm
  • 2:30pm
    Panel Discussion: The Coming Storm
    • What new technologies are emerging to assist banks and major financial players with a holistic approach to risk? How can risk management practices be integrated into audit and compliance functions?
    • Cyber security remains an urgent priority for the banking sector, and attacks continue to grow in number, size, and sophistication. How can senior leaders ensure that their risk management practices are evolving to fight the new “known unknowns”?
    • Banks across the world are also tasked with tackling money laundering, terror financing and cross-border financial crime. What do they need to mitigate these risk effectively? Are initiatives like the Bank Secrecy Act a help or hindrance?

    Beth Davy, Partner, Financial Services, Sullivan & Cromwell LLP

    Adam Fletcher, CISO, Blackstone Group

    Jake Frazier, Head of Information Governance, Privacy & Security, FTI Consulting

    Moderated by Rob Armstrong, US Economics Editor, Financial Times

  • 3:10pm
    The Scale Game: Dual Interview on Banking Consolidation

    The fixed costs of running a bank continue to grow. Remaining compliant with snowballing regulatory requirements, investing in new technology, attracting new talent, assessing and mitigating evolving risks; consolidation is a smart strategy for absorbing these costs, as well as achieving growth and strengthening market position. Does increasing in size mean increased exposure to risk? What are the obstacles? Will recent high-profile mergers kick off a wave of banking consolidation?

    Vinnie Badinehal, Head of Financial Institutions, Global Investment Banking, RBC

    Rodgin Cohen, Senior Chairman, Sullivan & Cromwell LLP

    Moderated by Laura Noonan, US Banking Editor, Financial Times

  • 3:40pm
    Due Diligence Live: The Fintech Edition

    Much of the last decade has been marked by the idea that banks are in direct competition with agile fintech start-ups – but in recent months the relationship has shifted from threat to partnership. Incumbent financial institutions now face a choice: build out their own tech products to supplement traditional banking operations; plan “acqui-hires” to obtain the technological capabilities of smaller fintechs; or buy their fintech rivals outright and combine into existing operations.

    What are the pros and cons of acquired vs organic growth? Can expertise in M&A broaden banks’ capability for profit, as well as provide access to new technology? What are the obstacles to fintech M&A for US banks and financial institutions?

    For legacy banks and financial services institutions, replacing or rebuilding core technology systems is costly and time inefficient. What new opportunities are there to fast track innovation through technology acquisition rather than in-house development? How can digital experts identify exemplary fintech companies and capabilities, and evaluate them according to existing digital strategy? What is the ideal balance between avoiding unnecessary disruption and cost, and implementing enough new technology to ensure seamless user experience?

    Teron Douglas, Managing Director, Chief Digital Executive, Bank of America

    Nima Ghamsari, CEO, Blend                                              

    Braden More, Executive Vice President, Head of Partnerships and Industry Relations, Wells Fargo

    Roman Regelman, Head of Digital, BNY Mellon

    Moderated by Rob Armstrong, US Economics Editor, Financial Times

  • 4:25pm
    Closing Remarks

    Laura Noonan, US Banking Editor, Financial Times

  • 4:30pm
    Drinks Reception
  • 5:30pm

Speakers (23)

Teron Douglas

Teron Douglas

Chief Digital Executive
Bank of America

Teron Douglas is a Managing Director in Bank of America’s Consumer and Small Business Banking division, where he serves as Chief Digital Executive – Preferred Banking. Teron leads the team responsible for digital acquisition and relationship deepening, client development, retention, marketing, offers, servicing, forecasting and reporting within the preferred segment. He previously held the role of Head of Merrill Edge digital channels and investing capabilities, with a goal of creating the most engaging, empowering, and streamlined digital investing and trading experiences in the industry. He and his team focused on the continued development of the Merrill Edge online and mobile client experiences, trading and investing capabilities, as well as the associate platforms and tools to ensure a world class client experience regardless of the client’s channel preference.

Teron joined Bank of America from E*TRADE in 2015, where he was Senior Vice President and COO of Investor Services. During his 17 years at E*TRADE he held a myriad of leadership positions in Product Development, Sales, Service, Technology, and Operations. Teron began his career at Wells Fargo, where he worked in mortgage underwriting supporting their early digitisation efforts. Teron has a BSc in Economics and an MBA from the University of Wyoming.

Lu Cao

Lu Cao

US Head of Corporate Banking for Chinese Multinationals
J.P. Morgan

Lu Cao is an Executive Director in the Corporate and Investment Bank providing corporate banking relationship coverage for the North American business of large foreign multinational companies. She leads the China Desk effort at the Global Corporate Bank in North America
focusing on corporates with global headquarters in Greater China across a number of sectors including TMT, transportation/shipping, natural resources, consumer, healthcare, and other diversified industries.

Lu has been with J.P. Morgan for more than 16 years. Before joining the Global Corporate Bank, Lu was with J.P. Morgan’s Private Bank in Hong Kong from 2008-2010 providing private banking relationship coverage for ultra high net worth clients in Greater China, prior to
which she worked at the Investment Bank in New York City, and began her career with the firm’s investment banking analyst program. Lu has a Bachelor of Arts degree in Economics and International Relations from Colgate University.

Jackie Vanderbrug

Jackie Vanderbrug

Managing Director and Head of Sustainable & Impact Investment Strategy
Bank of America Global Wealth & Investment Management

Jackie VanderBrug is a Managing Director and Head of Sustainable & Impact Investment Strategy for the Chief Investment Office, within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, she is responsible for defining and executing investment strategies for Merrill Lynch Wealth Management and US Trust, Bank of America Private Wealth Management focusing on impact investing initiatives across all asset classes. She is a regular contributor of the Impactonomics publications with topics on sustainability, millennials and corporate strategy that align with investment strategies for high net worth individuals, families and foundations. She speaks frequently at conferences including the Nantucket Project, Clinton Global Initiative, Aspen Ideas Festival, and FT Investing for Good.

Prior to joining US Trust, Jackie was managing director at Criterion Ventures, a hybrid consulting firm where she worked with high net worth individuals and large nonprofits on impact strategies and led the development of the field of Gender Lens Investing; she also led the Business Development of the start-up team at iBasis; and co-founded WORK IN PROGRESS, a nonprofit social enterprise focused on career development for underprivileged youth. She started her career as a domestic policy analyst for the US Congress and as a strategy consultant for Fortune 500 firms. Jackie received her MBA from the Ross School of Business at the University of Michigan and her BSc in Mathematics from Calvin College. Jackie is an Aspen Institute First Mover Fellow and serves on the Board of Trustees of the Donations. She also serves on the board of directors for US SIF (The Forum for Sustainable and Responsible Investment). She co-authored the 2016 book Gender Lens Investing: Uncovering Opportunities for Growth, Returns, and Impact.

Joe McGrath

Joe McGrath

Global Head of Banking
Sarah Bloom Raskin

Sarah Bloom Raskin

Former Deputy Secretary of the Treasury, US Government

Sarah Bloom Raskin served as the Deputy Secretary of the US Department of the Treasury, a position for which she was appointed by President Barack Obama and confirmed by the United States Senate, becoming “the highest-ranking woman in the history of the Treasury Department” (NY Times). Deputy Secretary Raskin served in that capacity from 2014 to 2017. As the second-in-command at Treasury, Deputy Secretary Raskin oversaw the entire Department and its various agencies.
Immediately prior to her confirmation as Deputy Secretary, the Honorable Sarah Bloom Raskin served as a Governor of the Federal Reserve Board where she helped steward the nation’s monetary policy to promote financial stability. As Governor of the Federal Reserve Board, she was also a permanently voting member of the Federal Open Market Committee. She was confirmed to the Federal Reserve by the United States Senate in 2010 and served until 2014. Before joining the Federal Reserve Board, Ms Raskin served as the Commissioner of Financial Regulation for the State of Maryland from 2007 to 2010. As Commissioner, she led an agency responsible for regulating Maryland’s financial institutions.
Throughout her career, Ms. Raskin has worked across public and private sectors in both legal and regulatory capacities. Her work has centered on financial institutions, financial market utilities, and consumer protection issues. Ms. Raskin’s private sector experience includes having served as Managing Director at the Promontory Financial Group, General Counsel of the WorldWide Retail Exchange, and General Counsel of Columbia Energy Services Corporation. Earlier in her career she served as Banking Counsel for the United States Senate Committee on Banking, Housing, and Urban Affairs.
Ms Raskin’s academic affiliations include Duke University, the University of Maryland School of Law and Stanford University Graduate School of Business. She is a trustee and member of the Board of Directors of the Vanguard Funds and Vanguard Group. Her governance responsibilities also include being a member of the Board of Directors of i(x) Investments, a member of the Board of Directors of the Reserve Trust Company, a trustee of Amherst College, and a trustee of the Folger Shakespeare Library. She is a graduate of Amherst College and Harvard Law School.

Jon Pruzan

Jon Pruzan

Chief Financial Officer
Morgan Stanley

Jon Pruzan is Executive Vice President and Chief Financial Officer of Morgan Stanley and Head of Corporate Strategy. He also serves as a member of the Firm’s Operating and Management Committees and as a member of the Morgan Stanley/MUFG Global Steering Committee. 

Prior to becoming CFO in 2015, Mr. Pruzan spent his entire career in Investment Banking focused on Financial Institutions, advising clients and governments globally on a broad range of issues including mergers and acquisitions, restructurings and capital raising. 

After joining the Firm in 1994, Mr. Pruzan served in a variety of roles in the Financial Institutions Group and was named Co-Head of the Global Financial Institutions Group in 2010. He was Co-Head of North America FIG M&A from 2008-2009 and was Head of the U.S. Bank Group from 2006-2008. Prior to joining the Firm, Mr. Pruzan was in the Financial Institutions Group at PaineWebber from 1990-1994.

Mr. Pruzan is Vice Chairman of the Board of Summer Search New York, a board member of the Peterson Institute for International Economics and a member of the Economic Club of New York. He received an undergraduate degree from Tufts University.

Vinnie Badinehal

Vinnie Badinehal

Head of Financial Institutions, Global Investment Banking
Audrey Choi

Audrey Choi

Chief Sustainability Officer
Morgan Stanley
H. Rodgin  Cohen

H. Rodgin Cohen

Senior Chairman
Sullivan & Cromwell

H. Rodgin Cohen is Senior Chairman of Sullivan & Cromwell LLP. The primary focus of Mr Cohen’s practice is regulatory, enforcement, acquisition and securities law matters for US and non-US banking and other financial institutions and their trade associations, and corporate governance matters for a wide variety of organizations.

Mr Cohen advises the financial services industry on the full range of regulatory, compliance, enforcement and merger and acquisition matters, including multiagency investigations relating to compliance with anti-money laundering and sanctions issues. He frequently works with all the bank regulatory agencies, as well as multiple other governmental agencies. Key recent matters include the Volcker Rule, numbers other provisions of the Dodd-Frank Act, international capital and liquidity standards, and resolution planning. He provides corporate governance advice to a large number of financial and non-financial institutions, both regular clients and as special assignments, and is also a frequent advisor on the rise of strategic and corporate governance activism. An increasing part of Mr Cohen’s advice to senior management, banks and trade associations has related to cybersecurity. 

Mr Cohen is or has been a member of the FDIC Systemic Resolution Advisory Committee, the National Security Agency Cyber Awareness Panel, the Treasury Advisory Committee on the Auditing Profession and The New York State Commission to Modernize the Regulation of Financial Services. He is or has also been Vice Chairman, Economic Studies Council of Brookings Institution and a member of the Bipartisan Policy Center Financial Regulatory Reform Initiative, The Pew Financial Reform Project, the IIF Special Committee for a Strategic Dialogue for Effective Regulation and The Financial Services Roundtable’s Blue Ribbon Commission on Enhancing Competitiveness.

Beth Davy

Beth Davy

Sullivan & Cromwell

Beth Davy is a partner in the Financial Services and Financial Services Litigation and Investigations Groups, and is co-head of the Economic Sanctions and Financial Crime Group. Her practice focuses on bank regulation and supervision, regulatory enforcement matters and internal investigations. Ms Davy is widely recognized as a leading expert in the areas of anti-money laundering (AML) and economic sanctions compliance and enforcement. She has represented numerous financial institutions in high profile global investigations involving multiple US government agencies, as well as public and non-public regulatory enforcement matters.

Ms Davy represents various financial institutions in the formation of industry utilities to enhance AML compliance. She has also worked with trade associations and industry representatives on establishment of industry standards and guidelines in the AML and sanctions compliance area and in the evolution of heightened transparency in the international payments system. She is a frequent speaker on issues relating to AML and economic sanctions. Prior to her work at Sullivan & Cromwell, Ms Davy was a senior officer of the Federal Reserve Bank of New York’s Legal Department and Bank Supervision Group involved in regulatory and enforcement matters. While at the Federal Reserve, she served as Secretary to the Financial Markets Lawyers Group. She also served as Deputy Superintendent and Counsel of the New York State Banking Department from 1991 to 1994.

Adam Fletcher

Adam Fletcher

Blackstone Group

Adam Fletcher is the Chief Information Security Officer for Blackstone, one of the world’s leading investment managers. As a cybersecurity professional with nearly 20 years of experience, Adam has worked with global cybersecurity organisations large and small including McAfee, Nokia, VeriSign, ISS and Accuvant. Adam built a technical foundation through roles in security technology implementation and security architecture design, which has been complemented by management experience gained from roles leading consulting engagements and global teams of information security professionals. Prior to joining Blackstone, Adam led the International Security team for Equifax, coordinating a global security program across 14 countries, each with different business, regulatory, and privacy requirements.

Jake Frazier

Jake Frazier

Head of Information Governance, Privacy & Security
FTI Consulting

Jake Frazier is a Senior Managing Director at FTI Consulting and heads the Information Governance, Privacy & Security practice within the Technology segment. Mr Frazier helps legal, records, information technology and information security departments to identify, develop, evaluate and implement in-house electronic discovery and information governance processes, programs and solutions. These solutions are designed to produce the largest return on investment while simultaneously reducing risk. He regularly participates in thought leadership activities, including as a founding member of the Electronic Discovery Reference Model (EDRM), a member of the Sedona Conference, faculty director of the Compliance Governance and Oversight Council (CGOC) and as an Advisory Cabinet Member of the Masters Conference.

Prior to joining FTI Consulting, Mr Frazier was the Information Lifecycle Governance Practice Lead for IBM. He also served as Senior Director of e-Discovery and archiving at EMC Corporation, and previous to that held the position of Vice President at RenewData Corporation.

Nima Ghamsari

Nima Ghamsari


Nima Ghamsari is CEO and co-founder of Blend, a Silicon Valley technology company propelling consumer lending into the digital age. He leads the company's corporate and product strategy toward the vision of a more frictionless, compliant, and accessible consumer finance ecosystem. Nima in currently focused on expanding the Blend platform both in breadth and depth, bringing a seamless process to more consumers across more of their financial lives. He is also spearheading a number of the company's initiatives around emerging technologies and how to implement them. Prior to founding Blend, Nima was one of the first employees of the commercial group at Palantir Technologies. He is a graduate of Stanford University where he earned a BSc in computer science.

Susan Gray

Susan Gray

Global Head of Sustainable Finance Business and Innovation
S&P Global Ratings

Susan Gray is Global Head of Sustainable Finance Business and Innovation, and leads S&P Global Ratings’ sustainable finance business strategy and initiatives. She joined S&P Global in 2015 to lead the Global Infrastructure Practice, before her role expanded to Global Corporates, Infrastructure and Sustainable Finance in 2017, where she led a team of 540 analysts providing credit opinions on around 5000 companies and $15t of debt. In this role, Susan led the development of S&P’s Green Evaluation and ESG Evaluation sustainability assessments.

Susan has 20 years global investment banking experience with Macquarie Capital in America, Asia and Australia focused on infrastructure, M&A, investment, financing and capital raising. As Head of Infrastructure Sponsor Coverage and Head of Airports for the Americas, she led growth of Macquarie’s third party advisory business with institutional investors. She established Macquarie’s infrastructure business in Indonesia and led major transport and airport transactions in Australia. Previously, Susan was a senior policy advisor to an Australian Federal Government Cabinet Minister on trade and industry policy. Susan graduated from the University of Sydney. Susan has been an active not for profit Director of publicly owned authorities and cultural institutions for almost 20 years, and is a National Association of Corporate Directors Leadership Fellow.

Donald Kohn

Donald Kohn

Financial Policy Committee, Bank of England and former Vice Chair, Federal Reserve
Catherine Mann

Catherine Mann

Managing Director and Global Chief Economist

Catherine L. Mann joined Citi as Global Chief Economist in February 2018.  Her most recent position was Chief Economist at the Organization for Economic Cooperation and Development where she also worked closely with the G7 and G20.  Prior to the OECD, she served in policymaking institutions (at the Federal Reserve Board, Council of Economic Advisors, and World Bank); and engaged in both research and teaching (at the Peterson Institute for International Economics and as the Rosenberg Professor of Global Finance at Brandeis University).


At the OECD, she guided cross-country research on productivity and wage diffusion gaps; synergies between fiscal, monetary, and structural policies; the complexity of relationships between technological change, globalization, and economic conditions; the potential tradeoffs between financial regulation, crises, inequality, and growth, and the risks and consequences of disconnects between financial and real economic performance. 

At Citi, she hopes to further explore these topics; in particular the effect on industries, regions, and income groups of cross-border spillovers and individual vs. collective action.  Her previous research focused on two specific topics in this vein:  US external imbalances, trade, international capital flows and the dollar; and information technology and services trade in global markets.

Dr. Mann received her PhD in Economics from the Massachusetts Institute of Technology and her undergraduate degree is from Harvard University.  Her written work includes more than 85 scholarly articles and seven books. 

Braden More

Braden More

Head of Partnerships
Wells Fargo
Scott  Powell

Scott Powell

Santander US

Scott Powell is CEO of Santander US and Santander Bank. Since joining in 2015, he has been responsible for overall US strategy and management, overseeing Santander's US and Puerto Rico business units, as well as strategy and performance of Santander Bank. Previously, Mr Powell held a variety of senior positions at JP Morgan Chase & Co., including Head of Banking and Consumer Lending Operations, CEO of Consumer Banking and Retail Investments, Head of Consumer Lending, as well as Chief Risk Officer, Consumer. He also spent 14 years at Citi in a variety of risk management roles. Most recently, Mr Powell was Executive Chairman of National Flood Services. Mr Powell holds a BA from the University of Minnesota and an MBA from the University of Maryland. He currently serves on non-profit boards for both the Phipps Houses and The End Fund in New York City.

Roman Regelman

Roman Regelman

Head of Digital
BNY Mellon

Roman Regelman is a Senior Executive Vice President and Head of Digital for BNY Mellon, and is a member of the firm’s Executive Committee. He sets the strategic direction of the firm’s digital future and investments in client and internal digital capabilities, including data management, analytics, artificial intelligence, machine learning, robotics, and oversees the BNY Mellon’s overarching fintech strategy. He oversees a global digital team across BNY Mellon, developing and attracting top digital talent, and working with business unit partners to understand how to best serve clients as a digitally-focused organization.

Mr Regelman brings over 25 years of international experience in digital, operations and management consulting and launched several fintechs. Most recently, he was a Partner and Managing Director at Boston Consulting Group (BCG) where he co-led their Financial Institutions Digital business. Prior to BCG, he drove Booz and Company’s Transformation business in financial services. He is a frequent author and commentator on leading financial services industry trends. He holds a BSc in applied mathematics from St Petersburg University in Russia, and an MBA from Babson College.

Christiana Riley

Christiana Riley

Deutsche Bank USA Corp
Anne van Riel

Anne van Riel

Head Sustainable Finance Americas

Anne van Riel is Head of Sustainable Finance in the Americas. She is responsible for promoting sustainable transactions and expanding green financing and KPI-linked loan products in the region. Anne has extensive experience in project finance, advisory, structuring and executing debt and private equity transactions in the United States and Latin America. In her previous roles at ING, she was responsible for client relations and executing transactions in the mining and infrastructure sectors. Prior to joining ING, Anne worked for the Dutch Development Bank FMO, where she was part of the Private Equity team actively investing in sustainable businesses in developing countries. Anne has been featured in the Financial Times, Bloomberg, Fast Company and Yahoo Finance. She holds an MSc in International Business Studies from Maastricht University in the Netherlands.

Bruce Van Saun

Bruce Van Saun

Chairman and CEO
Citizens Financial Group

Bruce Van Saun is Chairman and Chief Executive Officer of Citizens Financial Group. He joined CFG in 2013 – after serving as Group Finance Director and as an executive director on the RBS Board from 2009 to 2013 – and led Citizens to a successful initial public offering in 2014, and full independence from RBS in 2015. He has more than 30 years of financial services experience. From 1997 to 2008, he held a number of senior positions with Bank of New York and later Bank of New York Mellon, including Vice Chairman and Chief Financial Officer. Earlier in his career, he held senior positions with Deutsche Bank, Wasserstein Perella Group and Kidder Peabody & Co.

Van Saun has served on a number of boards in both the U.S. and the U.K. He is currently a director of Moody’s Corporation, sits on the Federal Reserve Bank of Boston board, and is a board member for the Bank Policy Institute. He is also a board member of the Partnership for Rhode Island and Jobs for Massachusetts.

Jason Yang

Jason Yang

Head of Americas Corporate and Institution Coverage
ICBC Standard Securities

Zhiyong Yang (Jason) is managing client coverage and ICBC business integration in ICBC Standard Securities, New York. He joined ICBC Head Office in 1999 and led Capital Markets, Futures and Non-Banking Financial Intuition business at ICBC Head Office until 2014. Later, he was a key member of M&A team for the new ICBC Standard Bank. After the acquisition, he led the ICBC franchise and the Asian Capital Markets business in London before coming to New York. He has strong financial market experience in US, UK, China and Hong Kong. Zhiyong holds an MBA from University of Chicago Booth School of Business. 


FT Chair & Contributors (6)

Laura Noonan

Laura Noonan

US Banking Editor
Financial Times

Laura Noonan is the FT’s US Banking Editor, having recently been the Investment Banking Correspondent, where she writes on some of the world’s biggest banks and on industry trends. Before joining the FT in 2015, she covered European banking for Reuters, and the Irish banking crisis for the Irish Independent. She is also a CFA charterholder.

Robert  Armstrong

Robert Armstrong

US Finance Editor
Financial Times

Robert Armstrong is US Finance Editor at the Financial Times, having previously been the FT’s Chief Editorial Writer and prior to that, Head of the FT’s Lex column, which has been dispensing pithy, pungent and analytically informed financial commentary for nearly 80 years. Before joining the FT, Robert was a columnist at Dow Jones and an analyst at Seminole Capital, a long/short hedge equity fund. He is a Chartered Financial Analyst and has a PhD in Philosophy from Columbia University.

Gillian Tett

Gillian Tett

Chair, Editorial Board, and Editor-at-large, US
Financial Times

Gillian Tett is Chair, Editorial Board, and Editor-at-large, US at the Financial Times. She previously served as US Managing Editor, leading the Financial Times’ editorial operations in the region across all platforms. She writes weekly columns for the FT, covering a range of economic, financial, political and social issues throughout the globe. Ms Tett served as Assistant Editor, US Managing Editor from 2010 to 2012, and prior to this Assistant Editor responsible for the FT’s markets coverage. Other roles at the FT have included Capital Markets Editor, Deputy Editor of the Lex column, Tokyo Bureau Chief, Tokyo Correspondent, London-based economics reporter and a reporter in Russia and Brussels.

In 2014, she was named Columnist of the Year in the British Press Awards and also received the Royal Anthropological Institute Marsh Award. She is the author of The Silo Effect: Why Putting Everything In Its Place Isn't Such A Bright Idea (Simon & Schuster, 2015), New York Times bestseller Fool’s Gold: How Unrestrained Greed Corrupted a Dream, Shattered Global Markets and Unleashed a Catastrophe (Little Brown, UK and Simon and Schuster, US, 2009), and Saving the Sun: A Wall Street Gamble to Rescue Japan from Its Trillion Dollar Meltdown (Harper Collins, 2003). Before joining the FT in 1993, Ms Tett was awarded a PhD in Social Anthropology from Cambridge University, where she also earned her Bachelor’s degree.

Edward Luce

Edward Luce

Washington Commentator
Financial Times

Edward Luce is the Washington columnist and commentator for the Financial Times. He writes a weekly column, FT’s leaders/editorials on American politics and the economy and other articles. Mr Luce has worked for the FT since 1995 as Philippines correspondent, capital markets editor, South Asia bureau chief in New Delhi and Washington bureau chief between 2006 and 2011.

Silvia Pavoni

Silvia Pavoni

Economics Editor
The Banker

Silvia Pavoni is the Economics Editor of The Banker, a publication of the Financial Times group, for which she writes a monthly column on environmental, social and governance principles and sustainable finance, as well as overseeing the Bracken and Viewpoint opinion pages and the Americas coverage. She is also an honorary fellow in the department of economics at City University of London and an adviser to not-for-profit organisation WILL, Women in Leadership in Latin America.

Since joining the Financial Times in 2005, Silvia has been on assignment to over two dozen countries, reporting with both written and filmed pieces. She regularly interviews government officials, policy makers and finance professionals at the highest level and chairs and presents at conferences and panel discussions in the UK, where she is based, and overseas. Silvia holds a BSc in Economics and Finance from Ca' Foscari University of Venice.

Ortenca Aliaj

Ortenca Aliaj

Due Diligence Reporter
Financial Times

Who Attends?

FT Live has a reputation for delivering very senior board level audiences to attend a wide range of world class thought-leadership events across the globe for nearly 40 years.

The FT US Banking Forum will be attended by senior banking professionals with job titles including:

  • Chief Executive Officer
  • Chief Information Officer
  • Chief Information Security Officer
  • Chief Risk Officer
  • Chief Operating Officer
  • Chief Compliance Officer
  • Chief Financial Officer
  • Chief Technology Officer
  • General Counsel
  • Heads/Directors/VPs of Operations, Strategy, Planning, Performance, Investment, Relationship Management, Corporate Development
  • Heads/Directors/VPs of Digital, Mobile, Payments, Transactions, Technology
  • Heads/Directors/VPs of Financial Crime, Risk, Finance, Legal & Compliance, Policy, Regulation
  • Treasury executives

Places will also be made available to senior representatives of professional service firms, law firms, technology and payments companies, government officials and business consultancies.


Why Attend?

  • Gain timely insights into how the current economic, political and regulatory landscape is impacting the industry outlook.   
  • Discuss key challenges and opportunities for banks as they manage the impact of new technologies, emerging risks, and increased competition from nonbanks.
  • Hear how bank leaders are prioritizing investments for the future, particularly with respect to technology innovation and other drivers of long-term, sustainable growth.
  • Network with senior peers from across the US banking ecosystem, including current and former regulators, C-suite executives, Board members, stakeholders, and senior journalists from the Financial Times

Presented by (2)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. Providing essential news, comment, data and analysis for the global business community, the FT has a combined paid print and digital circulation of 840,000. Mobile is an increasingly important channel for the FT, driving more than half of total traffic.

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. It leads the debate on all the issues surrounding the global banking industry, providing in-depth news and analysis, exclusive interviews with senior industry figures and definitive regional bank listings, including the internationally acclaimed Top 1000 World Banks.

Strategic Partner (1)

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients worldwide. The firm advises on major domestic and cross-border M&A, finance and corporate transactions, significant litigation and corporate investigations, and complex regulatory, tax and estate planning matters. Sullivan & Cromwell’s Financial Institutions Group is at the vanguard of the critical issues and developments affecting global financial institutions, including U.S. and non-U.S. banking organizations, insurance companies, investment funds and asset managers. Sullivan & Cromwell comprises approximately 875 lawyers who conduct a seamless, global practice through a network of 13 offices located in key financial centers in Asia, Australia, Europe and the United States.

Lead Sponsor (1)

FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional. With more than 4,700 employees located in 28 countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges and make the most of opportunities. The company generated $2.03 billion in revenues during fiscal year 2018. For more information, visit and connect with us on Twitter (@FTIConsulting)Facebook and LinkedIn.

Associate Sponsor (1)

At S&P Global, we don’t give you intelligence—we give you essential intelligence. The essential intelligence you need to make decisions with conviction. We’re the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering deep data and insights on critical business factors including ESG. Our divisions include S&P Global Ratings, S&P Global Market Intelligence, S&P Dow Jones Indices and S&P Global Platts. For more information, visit

Media Partner (1)

Nikkei is a trusted media brand in Asia, known for its quality journalism and capability in providing business news and information. Founded as a market news media in Japan in 1876, Nikkei has grown to be one of the largest media conglomerates with 37 foreign editorial bureaus and approximately 1500 journalists worldwide, with another global media brand, the Financial Times, joining in our group in 2015. Nikkei are continually deploying new technology to find new ways to deliver news as a reliable source of information for the global community.


Convene - Times Square
151 West 42nd Street
New York 10036

United States of America


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Contact Us

Jordan Harries
Senior Content Editor
Financial Times
Tim Powell
Sponsorship Opportunities
Financial Times
Simon Carkeek
Sponsorship Opportunities
Financial Times
Chandni Saberwal
Marketing, Media Partner & Press Inquiries
Financial Times