BY INVITATION ONLY

 

GLOBAL MACRO SESSIONS

PROGRAM SUBJECT TO POSSIBLE CHANGES

Registration and Welcome Breakfast

(7:45-8:15)

Opening Remarks

(8:15-8:20)

• Marc Uzan, Executive Director, Reinventing Bretton Woods Committee

Session 1- In Conversation with the Brazil Central Bank

(8:20-8:55)

• Chair: Alexandre de Ázara, Chief Brazil Economist, UBS

In conversation with:

• Nilton David, Deputy Governor, Brazil Central Bank

Session 2- The US Economy: Prospects

(9:00-9:40)

• Chair: Jonathan Pingle, Chief US Economic, UBS 

Speakers:

Session 3-Navigating the Implications of Tariffs for the Global Economy

(9:40-10:35)

• Chair: Abigail Watt, US Economist, UBS

Speakers:

• Tristan Reed, Senior Economist, The World Bank
• Brad Setser, Senior Fellow, Council on Foreign Relations
• Kelly Ann Shaw, Partner, Akin Gump

COFFEE BREAK

(10:35-10:45)

Session 4- Monetary Policy Challenges

(10:45-11:45)

• Chair: Arend Kapteyn,, Global Chief Economist, UBS

Speakers:

• Catherine Mann, Member of the Monetary Policy Committee, Bank of England
• Martin Kocher, Governor, Central Bank of Austria (OENB)
• Axel Weber, President, Center for Financial Studies
• James Bullard, Dr. Samuel R. Allen Dean of the Mitchell E. Daniels, Jr. School of Business, Distinguished Professor of Service and Professor of Economics, Special Advisor to the President Purdue University

Session 5- Financial Stability Risks and Monetary Policy

(11:45-12:15)

• Chair: Reinout De Bock, Strategist, UBS

In conversation with:

• Klaas Knot, Former Chairman, Financial Stability Board

LUNCH

(12:15-13:15)

Session 6- Another Turbulent Year Ahead for US Politics?

(13:15-14:15)

• Chair: Jonathan Pingle, US Chief Economist, UBS 

Speakers:

• John Duncan, Co-Founder and Principal, Meridian Research Group
• Bruce P. Mehlam, Partner, Mehlam Consulting
• Charles Myers, Chairman and Founder, Signum Global

Session 7- Emerging Markets, Tariffs, and Future Patterns of K Flows

(14:15-15:00)

• Chair: Maximiliano Castelli, Managing Director, UBS Asset Management

Speakers:

• Daniel Leal, Under Secretary of Public Debt, Brazil
• Moritz Schularick, President, Kiel Institute for the World Economy
• Jason Wu, Assistant Director, Global Markets Analysis Division, IMF

Session 8- The Rise of Stable Coins and its Meaning for the Global Financial System

(15:00-15:45)

• Chair: Dominik Weh, Partner, Oliver Wyman

Speakers:

• Peter Curley, Head of Global Regulatory Affairs, Ondo Finance
• Daniel Coheur, Global Head of Digital Assets and Fund Distribution, Apex Group
• Caroline Hill, Senior Director, Global Policy and Regulatory Strategy, Circle

COFFEE BREAK

(15:45-16:00)

Session 9- Central Bank Independence

(16:00-17:00)

• Chair: Jonathan Pingle, US Chief Economist, UBS 

Speakers:

• Mark Spindel, Chief Investment Officer, Potomac River
• Sarah Binder, Professor of Political Science, GWU and Senior Fellow, Brookings Institution
• David Wilcox, Senior Fellow, Peterson Institute for international Economics