Evolution of Finance

June 22, 2017 | 5:45 PM - 8:00 PM

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Evolution of Finance

Thursday, June 22
5:45 pm – 8:00 pm


Members: $35
Nonmembers: $70

Registration Deadline

Wednesday, June 21st


CFANY Conference Center
1540 Broadway #1010,
New York, NY 10036


Young Leaders Group



Sanjay Arora, CFA, ACA, ACMA, Managing Director, Raymond James
Valerie Bannon, Head of Financial Institutions Group and Product Strategy, BlackRock
Morgan Downey, Founder and CEO, Money.Net
Veena Ramaswamy, General Manager, CommonBond
Carly Levin, Executive Director, JPMorganChase

Mary Catherine Macaluso, VP of Executive Communications, OppenheimerFunds

Program Description

The financial services industry is in the midst of rapid change. Disruptive business models, regulatory pressures, increasing disintermediation, and shifting customer preferences are rapidly changing the ways in which financial services are structured, delivered and consumed. The Young Leaders Group has assembled a panel of 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry.

Objectives & Overview

  • Gain a broader perspective on the changes taking place across the financial services industry
  • Learn how disruptive business models, disintermediation, and shifting customer preferences are changing how financial services are structured and delivered
  • Learn how finance professional can stay relevant and competitive amid transformative changes

Major Points:

• Characteristics and “State of the Industry” today. What are the most exciting, and most disruptive changes happening right now? What will the industry look like in 5-10 years?

• Rapid technology improvements have had and will continue to have significant influence on the industry –what sectors of finance have been affected the most and how will the skills needed in these roles change?

• With outsourcing and automation becoming more prevalent across the industry, how can firms keep up with client expectations and still deliver outstanding service?

Who Should Attend

Analyst, Associate Analyst, Junior Analyst, Senior Analyst, Principal, Associate Vice President, Vice President, Senior Vice President, Manager, Director

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