Agenda Reimagining Financial Security: Managing Risk and ...

[Pages:3]Agenda

Reimagining Financial Security: Managing Risk and Building Wealth in an Era of Inequality

July 15-17, 2015 The Aspen Institute

Aspen, Colorado

WEDNESDAY, JULY 15 REGISTRATION AND OPENING RECEPTION................................................................. ...... 5:00PM-6:00PM Doerr-Hosier Center, Barksdale Lobby

KEYNOTE: PATHWAYS TO CREATING WEALTH FOR ALL AMERICAN FAMILIES........................... 6:00PM-7:30PM Doerr-Hosier Center, McNulty Room

Former Senator Tom Harkin, President of the Urban Institute Sarah Rosen Wartell, and former Deputy Director of the National Economic Council Lily Batchelder, with Aspen President Walter Isaacson. Subjects will include: how to expand savings and wealth for all American families, the role of place in determining economic success, prospects for progress in a sharply divided Congress, and the role that inequality and opportunity are likely to play in the 2016 Presidential campaign.

DINNER......................................................................................................................8:00PM Doerr-Hosier Center, McNulty Room

THURSDAY, JULY 16 BREAKFAST.......................................................................................................7:00AM-8:00AM Full breakfast available at Meadows Restaurant or Continental breakfast available at Doerr-Hosier, Barksdale Lobby

SUMMIT WELCOME AND INTRODUCTIONS....................................................................8:00AM-9:00AM Doerr-Hosier Center, McNulty Room

SESSION 1: CONVERGING ON A NEW VISION FOR FINANCIAL SECURITY & WELL BEING.... .9:00AM-10:30AM Doerr-Hosier Center, McNulty Room

A conversation on the emerging consensus on what American families need to thrive financially. What constitutes "financial wellbeing" for households across the income spectrum, and what are the main components that lead to wellbeing?

Featuring:

Ray Boshara, Federal Reserve Bank of St. Louis Matt Fellowes, HelloWallet/Morningstar Gail Hillebrand, CFPB Mauricio Lim Miller, Family Independence Initiative Moderator: Ida Rademacher, Aspen Institute

BREAK...........................................................................................................10:30AM-11:00AM

SESSION 2: THE CHANGING NATURE OF WORK ...........................................................11:00AM-12:30PM Doerr-Hosier Center, McNulty Room

What are the dimensions of risk that workers face as traditional forms of employment continue to evolve? What are the implications to financial wellbeing, especially for low- and moderate income households?

Featuring:

Aparna Mathur, American Enterprise Institute Katherine Newman, University of Massachusetts Amherst Noel Poyo, National Association for Latino Community Asset Builders Lata Reddy, Prudential William Spriggs, AFL-CIO Moderator: Maureen Conway, Aspen Institute

LUNCH ..........................................................................................................12:30PM-2:00PM Meadows Restaurant

SESSION 3: INCOME VOLATILITY AND ECONOMIC SHOCKS .......................................................2:00PM-3:30PM Doerr-Hosier Center, McNulty Room

A presentation of recent research and discussion on the how families are coping with what can be dramatic shifts in monthly income. How are households coping, and what impact does volatility have on the ability to build wealth over the long term?

Featuring:

Fiona Greig, JPMorgan Chase Institute Jonathan Morduch, New York University

Discussants:

Amy Brown, Ford Foundation J. Michael Collins, University of Wisconsin Center for Financial Security Garry Reeder, Blackrock Solutions Rachel Schneider, CFSI Moderator: Josh Barro, The New York Times

EVENING RECEPTION AND CONVERSATION..................................................................6:00PM-7:45PM Meadows Restaurant

Jared Bernstein will discuss his latest book The Reconnection Agenda: Reuniting Growth and Prosperity, which explores a set of policy solutions designed to restore the critical link between economic growth and a vibrant and growing middle class. Followed by a moderated panel discussion:

Discussants:

David Blitzer, Dow Jones Indices Jason Fichtner, Mercatus Center Maya Rockeymoore, Global Policy Solutions Eugene Steuerle, Urban Institute Moderator: Jamal Simmons, The Raben Group

DINNER...................................................................................................................8:00PM Meadows Restaurant

FRIDAY, JULY 17 BREAKFAST.......................................................................................................7:00AM-8:30AM Full breakfast available at Meadows Restaurant or Continental breakfast available at Doerr-Hosier, Barksdale Lobby

A ROUND TABLE CONVERSATION FEATURING THE HONORABLE THOMAS E. PEREZ, SECRETARY OF LABOR, WITH INTRODUCTORY REMARKS FROM THE HONORABLE TOM HARKIN, FORMER SENATOR, IOWA. .....................................................................................................................8:30AM-10:30AM Doerr-Hosier Center, McNulty Room

This session will feature an introduction from former Senator Tom Harkin as well as keynote remarks from Secretary Perez. His remarks will be followed by a moderated roundtable dialogue with the discussants below and the full group of participants. The theme for the session is "Innovative Solutions for Expanding Access to Saving--the Federal and State Policy Landscape." Topics for discussion will include: state retirement programs, the Department of Labor's proposed rule on fiduciary duty, tax incentives for savings, managing funds in retirement, and the role of market-based solutions to expand retirement security.

Discussants:

Yvette Butler, Capital One John Chiang, California State Treasurer Karen Elinski, TIAA-CREF J. Mark Iwry, U.S. Department of the Treasury Jamie Kalamarides, Prudential Tobias Read, State Senator, Oregon Steve Utkus, Vanguard Debra Whitman, AARP Moderator: Ida Rademacher, Aspen Institute

BREAK..............................................................................................................10:30AM-11:00AM

SESSION 4: THE FUTURE OF FINANCIAL INNOVATION, INCLUSION & SHARED PROSPERITY......... 11:00AM-12:30PM Doerr-Hosier Center, McNulty Room

What financial innovations are likely to emerge over the next several years that will have the greatest impact on household finances? What can be done to foster innovations that promote financial inclusion--those that will allow working families to access affordable financial services, manage volatile sources of income, and build wealth to access the American Dream. Are there policies in place to facilitate this process?

Featuring:

Alex Benke, Betterment Janis Bowdler, JP Morgan Chase & Co Robert Friedman, CFED Joshua Gotbaum, The Brookings Institution Mary John Miller, former Under Secretary for Domestic Finance, U.S. Department of the Treasury Maya Rockeymoore, Global Policy Solutions Moderator: Michael Fletcher, The Washington Post

CLOSING REFLECTIONS........................................................................................................12:30-1:00PM Doerr-Hosier Center, McNulty Room

Lunch will be served following the event in the Doerr-Hosier Center Barksdale Lobby and Patio

CLOSING RECEPTION.................................................................................................5:30-7:00PM Hotel Jerome

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download