WEBINAR
Gaze into the Wall Street/Washington Crystal Ball
Sponsored by Ernst & Young LLP
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Wall Street faced rising social forces in 2020, in addition to sudden monetary and fiscal policy changes aimed to stimulate the pandemic economy. Financial services institutions encountered investor, employee and societal concerns about wealth inequality and racial injustice, as well as the consequences of business shutdowns.
Market participants are now preparing to navigate a new business environment that addresses these social concerns. Many observers anticipate a shift to creating longer-term value for stakeholders, including customers, suppliers, employees and communities, beyond creating shareholder value.
As financial institutions await the administration's plans for regulatory, economic, and tax policy, consider what lies ahead and the possible impacts to financial markets. Review how industry participants will address these changes and how such changes may meld with their broader, value-based strategies.
Please email your questions to ncalif@100women.org by Monday, January 11, 2021, or you may submit them during the webinar.
Produced by the 100WF Northern California Committee.
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11:30 AM N America West Coast
2:30 PM N America East Coast
7:00 PM London
6:00 AM Sydney (15 Jan)
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The program will begin promptly. |
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PARTICIPANTS
Adam Francis
Ernst & Young LLP
Jonathan Lewis
Phi Beta Kappa Society and Foundation
Stephanie Link
Hightower
Ruchi Bhowmik
Moderator
Ernst & Young LLP
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Adam Francis
Principal, Washington Council, Ernst & Young LLP
Adam is a member of Ernst & Young LLP’s Washington Council Ernst & Young (WCEY) practice where he focuses on tax policy issues and provides guidance on legislative procedure and strategy in the US Congress. Prior to joining WCEY in 2011, Adam spent more than 14 years on Capitol Hill serving as a senior advisor to two members of the U.S. House of Representatives and working closely with the House Ways and Means Committee. In addition to his official positions on Capitol Hill, Adam has had extensive involvement in campaign and political action committee activities and delivers in-depth experience in the politics of public policy. Adam received a BA in International Studies from Stonehill College in Easton, Massachusetts.
Jonathan Lewis
Treasurer, Phi Beta Kappa Society and Foundation
Jonathan Lewis is the Treasurer of the Phi Beta Kappa Society and Foundation. In that role he serves on the executive committee, and chairs the foundation investment committee. He recently led Phi Beta Kappa to become a UN PRI Signatory. He is the former Chief Investment Officer of Fiera Capital Inc. in the United States, a $24 billion asset manager and UN PRI Signatory. He led the firm's ESG integration and engagement strategy and built the firm's governance structure. He is the co-founder and former CIO of Samson Capital Advisors, an asset management firm he started in 2004 and which managed $7.5 billion at the time of its sale to Fiera. An elected Trustee of the Scarsdale Board of Education, and the Village of Scarsdale, he has been deeply involved in local governance on a range of issues including education, security, and public infrastructure. A candidate for the United States Congress in 2018, Jonathan came in second in a 4 person Democratic primary. He is the co-author of CIA Deputy Director Richard Bissell's memoirs, Reflections of a Cold Warrior, and the author of Spy Capitalism, both published by Yale University Press. He earned his MBA from Columbia University, his MA in history from NYU, and a BA in history from the University of North Carolina at Chapel Hill.
Stephanie Link
Chief Investment Strategist and Portfolio Manager, Hightower
Stephanie Link joined Hightower in June 2020 as Chief Investment Strategist and Portfolio Manager. Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities Research at Nuveen. She also served as Chief Investment Officer at TheStreet, Co-Portfolio Manager of Jim Cramer’s Charitable Trust, and Managing Director of Institutional Sales and Director of Research at Prudential Equity Group. With over 27 years of experience managing money, Ms. Link’s insights are frequently sought after for industry events and by the media and is a CNBC contributor for several shows, including The Halftime Report, Closing Bell and Squawk Box.
Ruchi Bhowmik
Global Public Policy Vice Chair, Ernst & Young LLP
Ruchi Bhowmik is Global Vice Chair - Public Policy at EY and has responsibility for the firm’s public policy operations in more than 150 countries. As Global Vice Chair, Ruchi focuses on shaping the firm’s strategic direction and position on public policy and leads a team which engages with a broad range of stakeholders around the world, contributes to policy debates and provides insights and perspectives on issues across audit, tax, corporate reporting and corporate governance and increasingly digital innovation, data privacy, cybersecurity and the future of work. She previously served as the Senior Vice President for Global Public Policy and Government Affairs for PepsiCo where she led the company’s efforts to protect and promote its product portfolio and innovation initiatives. Between 2013 and 2017, she was at EY, serving as Director of Strategic Initiatives in the Office of the Global Chairman. In this role, she worked closely with then-EY Global Chairman and CEO Mark Weinberger in developing global policy initiatives and positions. She spearheaded EY’s involvement with the Coalition for Inclusive Capitalism to develop the Embankment Project for Inclusive Capitalism. Prior to entering the private sector, Ruchi served in multiple senior-level roles in the United States government, including serving as President Barack Obama’s Deputy Cabinet Secretary and Special Assistant to the President for Policy in the Office of the Chief of Staff. During her time at the White House, she was a member of the White House Council on Women and Girls and led White House policy proposals and public-private partnerships for a broad range of issues including innovation, manufacturing, and workforce development. She previously served as the Legislative Director and Counsel for then-Senator Obama and Judiciary and Education Counsel for Senator Ron Wyden - advising on issues like intelligence and national security, privacy, civil liberties, and cybersecurity. As a litigator, early in her career, she focused on international trade and gun violence prevention, including working with the Brady Center to Prevent Gun Violence and the Legal Action Project. Ruchi is on the board of the DC Public Library Foundation. She previously served on the boards of the World Policy Institute and the Women’s Hi-Tech Coalition. She was honored by the South Asian American Bar Association as the Legal Professional of the Year in 2012. She holds a B.A. in History from Yale University and received her J.D. from the University of Virginia. Ruchi lives in Washington DC with her husband and two daughters.
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Ernst & Young LLP
We understand the importance of asking great questions. It’s how you innovate, transform and achieve a better working world. One that benefits our clients, our people and our communities. Finance fuels our lives. No other sector can touch so many people or shape so many futures. That’s why globally we employ 26,000 people who focus on financial services and nothing else. Our connected financial services teams are dedicated to providing assurance, consulting, strategy, tax and transaction services to the banking and capital markets, insurance, and wealth and asset management sectors. It’s our global connectivity and local knowledge that ensures we deliver the insights and quality services to help build trust and confidence in the capital markets and in economies the world over. By connecting people with the right mix of knowledge and insight, we are able to ask great questions. The better the question. The better the answer. The better the world works.
EY is a global leader in assurance, tax, strategy, transaction and consulting services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy.
For more information about our organization, please visit ey.com.
100WF's 20th Anniversary
Throughout 2021, 100 Women in Finance will celebrate its twentieth year of operations with special events and recognition of the member volunteers who have built 100WF into today’s leading organization dedicated to the advancement of women in the global finance industry. Since its founding in 2001, 100WF’s pillars of Education, Peer Engagement and Impact have established a foundation of purpose, achievement and confidence that will guide the organization's future growth and focus on attaining its 30x40 Vision in the next twenty years.
100 Women in Finance
100 Women in Finance's near 20,000 registered members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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