Markets in Motion:
Leading Through Uncertainty

WIFM Conference

June 25, 2026 | WilmerHale, New York City

Agenda*

*Agenda subject to change

Time

Description

11:30 AM

Pre-Event Networking & Lunch

12:00 PM

Welcome

  • Susan Schroeder, Partner, WilmerHale
  • Jackie Mesa, Chief Operating Officer and Senior Vice President, Global Policy, FIA

12:15 PM

Advancing to the Top: What It Actually Takes

Jennifer McCollum, President and CEO of Catalyst and author of In Her Own Voice: A Woman’s Rise to CEO, joins Tara Dziedzic for a fireside chat on what it takes to reach and lead at the highest levels. Drawing on her experience and advising companies on building more inclusive workplaces, Jennifer will share perspective on the decisions and moments that shape a career.  The conversation will focus on navigating senior leadership, making the calls that define a trajectory, and what it takes to advance and lead at the top.

Fireside Chat:

  • Jennifer McCollum, President and CEO of Catalyst and author of In Her Own Voice: A Woman’s Rise to CEO
  • Tara Dziedzic, Head of US Listings, New York Stock Exchange, Intercontinental Exchange

12:45 PM

Tokenization Changing Markets

Tokenization is beginning to move beyond pilots and into real-world application across select asset classes. But while momentum is building, fundamental questions remain around scalability, regulation, and institutional adoption. This panel brings together senior leaders at the forefront of digital asset innovation to examine how tokenization is challenging existing market structures, the operational and regulatory barriers that remain, and whether the industry is approaching a true inflection point or still in an extended phase of experimentation.

Speakers:

  • Marlee Burr, Executive Director and Head of Product, J.P. Morgan Asset Management
  • Jordan Dudeck, Head of Product Practice and Product Strategy, BNY
  • Sarah Wilson, General Counsel & Corporate Secretary, Circle

 

Moderator:

  • Tiffany Smith, Partner and Co-Chair of the Blockchain and Cryptocurrency Working Group, WilmerHale

1:30 PM

Networking Break

2:00 PM

A View from Washington: Policy, Politics, and Market Impact

As markets respond to shifting policy direction and evolving geopolitical dynamics, understanding the regulatory and legislative landscape remains critical. Jennifer Flitton will provide an outlook on key legislative and regulatory priorities, the state of financial policymaking, and how political dynamics are influencing market structure and investment risk.

Fireside Chat:

  • Jennifer Flitton, Global Head of Public Policy, Invesco
  • Samantha DeZur, Head of Public Policy, Millennium Management

2:30 PM

Commodity Markets in Turmoil

Commodity markets remain at the center of global volatility, shaped by geopolitical shocks, supply‑chain disruptions, and shifting trade flows. This panel will examine the drivers of current price volatility across energy, metals, and agriculture and how market participants are adjusting their approach to liquidity, pricing, and risk. The discussion will also address where risks may be underestimated in the current environment.

Speakers:

  • Suki Cooper, Managing Director, Global Head, Commodities Research, Standard Chartered Bank
  • Elise Backman, Managing Director and Commodities Portfolio Manager, Wellington Management
  • Amy Gasca, Senior Director of Business Development, S&P Global

 

Moderator:

  • Alicia Crighton, Partner, Global Co-Head of Futures and Head of OTC and Prime Clearing Business, Goldman Sachs

3:15PM

Networking Break

3:45 PM

Inside the Decision Room: Sponsorship, Advocacy, and Advancement

Joe Latini, Chief Commercial Officer at MUFG Investor Services and recipient of WIFM’s Male Ally of the Year award, joins Angie Karna in conversation for a discussion on how senior leaders evaluate talent and make decisions that shape careers.

Drawing on his experience leading teams and building organizations, Joe will share what he looks for in leaders, how sponsorship and advocacy show up in practice, and specific examples of the actions and contributions that lead to advancement.

Fireside Chat:

  • Joe Latini, Chief Commercial Officer, MUFG Investor Services
  • Angie Karna, Managing Director and Head of Wholesale Legal, Americas, Nomura Securities

4:15 PM

Private Markets: Where Capital is Moving

Private markets have entered a period of sharp contrast—characterized by rapid expansion in some areas and notable contraction in others. Shifting interest rates, tighter financial conditions, evolving investor expectations, and regulatory scrutiny are reshaping how capital is raised, deployed, and returned across private equity, private credit, real assets, and venture capital.

This panel will explore where capital is actively being deployed, where its being pulled back, and how managers and allocators are adjusting to a more nuanced environment.

Speakers:

  • Stephanie Drescher, Partner, Chief Client and Product Development Officer, Apollo
  • Meg McClellan, Chief Financial Officer, Onex

 

Moderator:

  • Jill Schwartz, Global Head of Financial Sponsors Group and Executive Vice Chairman within Global Corporate and Investment Banking, Bank of America

5:00 PM

Closing

  • Karen Wares, Managing Director, Strategic Relationship Management, BofA Securities

5:10 PM

Happy Hour

6:30 PM

Event Ends

Our Speakers*

*Confirmed speakers only

Elise Backman

Managing Director and Commodities Portfolio Manager | Wellington Management

Marlee Burr

Executive Director and Head of Product | J.P. Morgan Asset Management

Suki Cooper

Managing Director, Global Head, Commodities Research | Standard Chartered Bank

Alicia Crighton

Partner, Global Co-Head of Futures and Head of OTC and Prime Clearing Business | Goldman Sachs

Samantha DeZur

Head of Public Policy | Millennium Management

Stephanie Drescher

Partner, Chief Client and Product Development Officer | Apollo

Jordan Dudeck

Head of Product Practice and Product Strategy | BNY

Tara Dziedzic

Secretary
Head of US Listings | New York Stock Exchange, Intercontinental Exchange

Jennifer Flitton

Global Head of Public Policy | Invesco

Amy Gasca

Senior Director – Commercial | S&P Global Energy

Angie Karna

Managing Director and Head of Wholesale Legal, Americas | Nomura Securities

Joe Latini

Chief Commercial Officer | MUFG Investor Services

Meg McClellan

Chief Financial Officer | Onex

Jennifer McCollum

President & CEO | Catalyst

Jacqueline Mesa

Chief Operating Officer and Senior Vice President, Global Policy | FIA

Jill Schwartz

Global Head of Financial Sponsors Group and Executive Vice Chairman within Global Corporate and Investment Banking | Bank of America

Tiffany J. Smith

Partner, Co-Chair, Blockchain & Cryptocurrency Working Group | WilmerHale

Karen Wares

President & CEO
Managing Director, Strategic Relationship Management | BofA Securities

Sarah Wilson

General Counsel & Corporate Secretary | Circle

TICKET REFUND POLICY

Full refunds, minus processing fees, will be issued for conference registrations only if a written cancellation request is received at [email protected] by Thursday, June 18, 2026, at 5:00 PM ET.

 

No refunds will be issued after this deadline. Conference registrations are non-transferable and may not be reassigned to another individual.

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