Taking the Next Leap:
The Future of Financial Markets

WIFM Conference

February 29, 2024 | WilmerHale, New York City

Igniting Leadership, Innovation and Connections

The WIFM Conference 2024 brought together over 150 women from across the financial markets for a day of thought-provoking leadership discussions and networking. Attendees engaged in panels on key topics such as “Driving Innovation in Finance,” “Promoting Diversity and Inclusion in Leadership,” and “Navigating the Future of Financial Markets.” The energy continued with a networking reception, where participants were excited to connect, exchange ideas, and celebrate their shared goals of advancing women in financial markets. The event was a resounding success, leaving attendees inspired and empowered.

Agenda

Time

Description

11:30 AM

30 Minutes

Pre-Event Networking

12:00 PM

10 Minutes

Welcome

12:10 PM

40 Minutes

Ready for What’s Next: A Fireside Chat with Anu Aiyengar

Fireside chat with Anu about how she overcame, and indeed mastered, challenges in her professional journey, while providing insights on how to prepare for today’s unpredictable financial markets.

12:00 PM

10 Minutes

Table Talk Networking Break

12:50 PM – 1:50 PM

1 Hour(s)

Preparing for the Future of Finance

Conversation about key trends in the financial markets including the evolution of financial institutions, the impact of macroeconomic developments, and the intersection between finance and technology.

1:50 PM

20 Minutes

Break

2:10 PM – 3:00 PM

50 Minutes

Breakout #1: Technology in Finance Revolution

Discussion about how technologies and innovations such as blockchain, artificial intelligence and robotics are transforming the financial markets.

Breakout #2: Market Structure Evolution

Discussion about the changing roles of intermediaries, new products and services, and investor expectations in a rapidly changing world.

3:00 PM

10 Minutes

Break

3:10 PM

20 Minutes

Table Talk Networking Break

3:30 PM – 4:15 PM

45 Minutes

Equity Capital Markets Roundtable

Interactive discussion with thought leaders in equity capital markets and the investment community, highlighting trends and opportunities in 2024, and uncovering catalysts that drive increased global capital market activity.

4:15 PM – 4:45 PM

30 Minutes

Mastering Turbulent Waters: A Fireside Chat with Kirthiga Reddy

Fireside chat with Kirthiga about her dynamic and daring professional journey as a CEO, founding partner, manager of a $5B portfolio, and much more. nteractive discussion with thought leaders in equity capital markets and the investment community, highlighting trends and opportunities in 2024, and uncovering
catalysts that drive increased global capital market activity.

4:45 PM

15 Minutes

Closing

5:00 PM – 6:30 PM

90 Minutes

Happy Hour

6:30 PM

Event Ends

Our Speakers

Robin Li

Operating Partner | GGV Capital U.S.

Ellen Zentner

Chief US Economist | Morgan Stanley

Jenny Xiao

Managing Director | BlackRock

Tamira Treffers-Herrera

Vice-Chair and Co-Head North America Wholesale Coverage | Rabobank

Alice Takhtajan

Managing Director, TMT Equity Capital Markets | J.P. Morgan

Lisa Schirf

Managing Director and Global Head of Data & Analytics | Tradeweb Markets

Julie Ruvolo

Head of Venture Capital | NYSE

Sandra Ro

Chief Executive Officer | Global Blockchain Business Council

Tina Reich

Board Member | Santander Holdings USA and Santander Bank, NA | Bill Holdings and Altus Power

Anne Nisenson (Mathias)

Business Strategy & Development | Milken Center for Advancing the American Dream

Kirthiga Reddy

Chief Executive Officer | Virtualness

Laura Chepucavage

Managing Director, Global Financing and Futures | Bank of America

Keena Byrd, PhD

Senior User Research Researcher | UiPath

Molly Breen

Head of Capital Markets, Americas | Permira

Anu Aiyengar

Managing Director, Global Head of Mergers & Acquisitions | J.P. Morgan

Kyle Brandon

Managing Director, Head of Derivatives Policy | SIFMA

Tara Dziedzic

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

Jacqueline Mesa

Chief Operating Office and Senior Vice President Global Policy | FIA

Lona Mozumder

Director of Commercial Strategy | Cloudburst Technologies

Cassandra Seier

President & CEO
Head of International Capital Markets | New York Stock Exchange

Bari Trontz

Global Head of Marketing & External Communications | MUFG Investor Services

Petal Walker

Managing Director, Risk & Financial Advisory, Regulatory & Legal Support | Deloitte & Touche LLP

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