BY INVITATION ONLY

 

GLOBAL MACRO SESSIONS

Registration and Welcome Breakfast

(8:00-8:25)

Opening Remarks

(8:25-8:30)

• Marc Uzan, Executive Director, Reinventing Bretton Woods Committee

Session 1- The Dollar, China, Europe and the World’s Savings: A New Balance of Power?

(8:30-9:30)

• Moderator:Arend Kapteyn, Head of Economics & Strategy, UBS
• Gian Maria Milesi Ferretti, Senior fellow in the Hutchins Center on Fiscal and Monetary Policy, The Brookings Institution
• Martins Kazaks, Governor, Central Bank of Latvia
• Axel Weber, President Center for Financial Studies, G7 Member Expert Group on global imbalances 
• Zhang Liqing, Professor and Director School of Finance, Center for International Finance Studies

Session 2- Power, Tariffs, and Critical Minerals in the New Global Economy

(9:35-10:30)

• Moderator: Abigail Watt, US Economist, UBS

• Veronica Frisancho, Chief Economist, CAF

• Laura Alfaro, Chief Economist, IADB
• Debora Revoltella, Chief Economist, European Investment Bank

Session 3- US Monetary Policy: A Conversation with Stephen Miran

(10:35-11:15)

• Moderator: Shahab Jalinoos, Head of FX Strategy, UBS
• Stephen Miran, Member of the Board of Governors of The Federal Reserve System 

Session 4- The Eurozone: A Conversation with Olli Rehn

(11:15-11:35)

• Moderator: Reinout de Bock, Head of European Rates Strategy, UBS
• Olli Rehn, Governor, Central Bank of Finland

Session 5- Monetary Policy Challenges

(11:40-12:40)

• Moderator: Arend Kapteyn, Head of Economics And Strategy, UBS

• Patrick Harker, Rowan Distinguished Professor at Wharton, Former President, Reserve Bank of Philadelphia 

• Philip Lane, Member of the Executive Board, European Central Bank 

• Alan Taylor,  External Member of the Bank of England, Monetary Policy Committee

Session 6- The US Economy, A Conversation with Pierre Yared

(12:45-13:30)

• Moderator: Jonathan Pingle, Chief US Economist, UBS

• Pierre Yared, Acting Chairman, The Council of Economic Advisers

Session 7- US Politics: The Path to the Midterm Elections

(13:40-14:40)

• Moderator: Jonathan Pingle, Chief US Economist, UBS

• George Pollack, Senior Analyst for US Policy, Signum Global Advisors
  

• James Johnson, Founder & Political Strategist, JL Partners

Session 8- Supply Shock and its Meaning for Emerging Economies

(14:45-15:45)

• Moderator: Massimiliano Castelli, Managing Director, UBS Asset Management

• Hernando Vargas, Deputy Governor, Central Bank of Colombia

• Helano Borges Dias, Head of Public Debt Operations Office, National Treasury, Brazil

• Rashad Cassim, Deputy Governor, Reserve Bank of South Africa

Session 9- The Middle East

 (15:45-16:20)

• Moderator: Dominik Treek, Partner, Oliver Wyman

• Michael Rubin, Senior Fellow, American Enterprise Institute

• Reuel Marc Gerecht, Middle East Expert

• Josh Cartin, Partner, TD International and Nonresident Senior Fellow, Atlantic Council

Session 10- China Panel

 (16:20-17:00)

• Moderator:Yu Song, Managing Director and Chief China Economist, UBS  

• Joerg Wuttke, Albright Stonebridge Group, Former Chief Representative of BASF China and president of the European Chamber of Commerce in China

• Erik Berglof, Chief Economist, AIIB

• Xi Zhang, Counselor, The Embassy of the People’s Republic of China in the Unites States