2019 IIF ANNUAL MEMBERSHIP MEETING DAY 1 Debt, Data, Defense of Markets and the Rise of the Intangible Economy WEDNESDAY, OCTOBER 16 Ronald Reagan Building and International Trade Center, Washington, D.C. Preliminary Agenda – Subject to Change ATRIUM BALLROOM B FRONTIER MARKETS: GROWING IN A VOLATILE WORLD 3:20 PM – 3:45 PM KEYNOTE SPEECH Host: Sergi Lanau + Reza Baqir, Governor, State Bank of Pakistan Deputy Chief Economist, IIF 3:45 PM – 4:30 PM AFRICA RISING 12:30 PM – 1:30 PM REGISTRATION & REFRESHMENTS + Henri Fouda, Portfolio Manager, Asset Allocation, Wellington Management Company, LLP 1:30 PM – 1:35 PM WELCOME REMARKS + Razia Khan, Chief Economist, Africa and Middle East, + Sergi Lanau, Deputy Chief Economist, IIF Standard Chartered Bank + Amine Mati, Senior Resident Representative and Mission 1:35 PM – 2:15 PM THE CENTRAL AMERICA CHALLENGE Chief for Nigeria, IMF + Jean-Dominique Bütikofer, Head of Emerging Markets, + Elina Ribakova, Deputy Chief Economist, IIF (Moderator) Voya Investment Management + Charles Robertson, Global Chief Economist, Head of + Patrick Campbell, Portfolio Manager, Eaton Vance Macro-Strategy, Renaissance Capital Management + Alina Carare, Deputy Division Chief, Central America 4:30 PM – 5:15 PM OIL EXPORTERS IN THE AGE OF SHALE Division, IMF + Garbis Iradian, Chief Economist MENA, IIF (Moderator) + Marcelo Carvalho, Head of Global Emerging Markets + Adnan Mazarei, Senior Non-Resident Fellow, Peterson Research, BNP Paribas Institute for International Economics + Martín Castellano, Head of LatAm Research, IIF + Francisco Monaldi, Fellow in Latin American Energy Policy, (Moderator) Baker Institute for Public Policy, Rice University + Juan Pablo Espinosa, Chief Economist and Head of + Alia Moubayed, Managing Director, EMEA Fixed Income Economic Research Division, Bancolombia Economics and Strategy, Jefferies International + Radwan Shaban, Chief Economist, Arab Bank Plc 2:15 PM – 2:40 PM KEYNOTE SPEECH + Alejandro Grisanti, Director, Ad-Hoc Administrative Board 5:15 PM – 5:40 PM KEYNOTE SPEECH of PDVSA; Presidential Advisor for Debt Restructuring + Tarek Amer, Governor, Central Bank of Egypt 2:40 PM – 3:20 PM SUPPLY CHAINS IN ASIA 5:40 PM – 6:05 PM KEYNOTE SPEECH + Andreas Billmeier, Economist, Western Asset Management + Rodrigo Cubero Brealey, President, Banco Central de Costa Company Rica + Prakash Kannan, Chief Economist, Head Total Portfolio Management, GIC + Ho Ee Khor, Chief Economist, ASEAN+3 Macroeconomic Research Office + Trinh Nguyen, Senior Economist, Emerging Asia, Natixis 5:30 PM – 6:30 PM “CHANGE PAYS” NETWORKING RECEPTION (ATRIUM HUB) + Reza Siregar, Head of ASEAN and India Research, IIF (Sponsored by S&P Global) (Moderator) INVITATION ONLY (LIMITED SEATING) 9:00 AM – 11:00 AM THE FUTURE ROLE OF THE DOLLAR 12:00 PM – 2:00 PM 2019 FALL CHINA ROUNDTABLE 2:30 PM – 5:00 PM DIGITAL IDENTITY ROUNDTABLE REGISTER NOW 3:30 PM – 5:30 PM INVESTING IN WOMEN: THE ROAD TO GENDER DIVERSITY 2019 IIF ANNUAL MEMBERSHIP MEETING DAY 2 Debt, Data, Defense of Markets and the Rise of the Intangible Economy THURSDAY, OCTOBER 17 Ronald Reagan Building and International Trade Center, Washington, D.C. ATRIUM BALLROOM A ATRIUM BALLROOM B Host: Dylan Riddle THE GLOBAL ECONOMY AND EM Director, Corporate Communications, IIF Host: Elina Ribakova Deputy Chief Economist, IIF 7:00 AM – 8:25 AM REGISTRATION & REFRESHMENTS 7:00 AM – 8:00 AM REGISTRATION & REFRESHMENTS 8:25 AM – 8:30 AM WELCOME REMARKS + Dylan Riddle, Director, Corporate Communications, IIF 8:00 AM – 8:05 AM WELCOME REMARKS + Elina Ribakova, Deputy Chief Economist, IIF 8:30 AM – 9:00 AM FINDING THE RIGHT POLICY FRAMEWORK FOR SUSTAINABLE 8:05 AM – 8:30 AM KEYNOTE SPEECH FINANCE: VIEWS FROM THE U.S. AND E.U. + Turki Almutairi, Deputy Governor, Research and International Affairs, + Frank Elderson, Chairman, Central Banks and Supervisors Network Saudi Arabian Monetary Authority For Greening The Financial System (NGFS) + Hester Peirce, Commissioner, U.S. Securities and Exchange 8:30 AM – 9:15 AM GLOBAL OUTLOOK AND MONETARY POLICY Commission + Robin Brooks, Managing Director and Chief Economist, IIF + Gillian Tett, Chair Editorial Board and Editor-At-Large, US, Financial (Moderator) Times (Moderator) + Paul Gruenwald, Chief Economist, S&P Global Ratings + Heather Hagerty, Research Analyst, Fidelity Investments 9:00 AM – 10:00 AM IMPACT INVESTING: NOT JUST FOR MILLENNIALS + Catherine Mann, Managing Director and Global Chief + Mark Haefele, Chief Investment Officer Global Wealth Management, Economist, Citi UBS AG + Brian Sack, Director, Global Economics, D.E. Shaw Group + Marjo Koivisto, Co-Head, Responsible Investments, Nordea Asset Management 9:15 AM – 10:00 AM EMERGING MARKETS IN FOCUS + Rakhi Kumar, Senior Managing Director, Head of ESG Investments + Mauro Alessandro, Head of Economic Research, Central Bank of and Asset Stewardship, State Street Global Advisors Argentina + Kyung-Ah Park, Managing Director and Head of Environmental + Arif Amiri, Chief Executive Officer, Dubai International Financial Markets and Innovation, Sustainable Finance Group, Goldman Sachs Centre Authority & Co. + Uğur Küçük, Deputy Governor, Central Bank of the Republic of + Gillian Tett, Chair Editorial Board and Editor-At-Large, US, Financial Turkey Times (Moderator) + Chris Loewald, Head of Economic Research, South African Reserve + Glen Yelton, Head of Responsible Investment, Americas, Invesco Bank Global Asset Management + Elina Ribakova, Deputy Chief Economist, IIF (Moderator) + Dody Budi Waluyo, Deputy Governor, Bank Indonesia 10:00 AM – 11:00 AM STRENGTHENING CYBER RESILIENCE + Lori Bailey, Global Head of Cyber Risk; Commercial Insurance, Zurich 10:00 AM – 10:45 AM CAN CHINA GROW? Insurance Group + Donald Hanna, Senior Managing Director and Group Chief + Martin Boer, Director, Regulatory Affairs, IIF (Moderator) Economist, CIMB Bank + John Boles, Principal, Cyber Security, PwC + Kenneth Kang, Deputy Director, Asia & Pacific Department, IMF + Ann Lavis, Senior Vice President and U.S. Head of Information and + Gene Ma, Head of China Research, IIF (Moderator) Cyber Security Risk, HSBC Holdings Plc + Jürgen Michels, Managing Director, Chief Economist and Head of + Arthur Lindo, Deputy Director, Division of Supervision and Research, BayernLB Regulation, Board of Governors of the Federal Reserve System + Wei Yao, Chief Economist, Asia Pacific and China, Société Générale + Merlina Manocaran, Partner, McKinsey & Company + Sally Yim, Associate Managing Director, Moody's Investors Service REGISTER NOW 2019 IIF ANNUAL MEMBERSHIP MEETING DAY 2 Debt, Data, Defense of Markets and the Rise of the Intangible Economy THURSDAY, OCTOBER 17 Ronald Reagan Building and International Trade Center, Washington, D.C. ATRIUM BALLROOM A ATRIUM BALLROOM B 11:00 AM – 11:30 AM IN CONVERSATION 10:45 AM – 11:30 AM EM VULNERABILITY + Robin Brooks, Managing Director and Chief Economist, IIF + Sergi Lanau, Deputy Chief Economist, IIF (Moderator) (Moderator) + Esther Law, Senior Investment Manager, Emerging Markets, Amundi Asset Management + Arturo Herrera, Finance Minister, Mexico + Jens Nystedt, Senior Portfolio Manager, Emso Asset Management 11:30 AM – 12:15 PM AI & SOCIETY + Lupin Rahman, Executive Vice President and Portfolio Manager, PIMCO + Ilana Golbin, Director, Artificial Intelligence Accelerator, PwC + Mila Skulkina, Associate Portfolio Manager, Lord Abbett & Co. LLC + Swapna Malekar, Senior Manager, Product, Royal Bank of + Marcus Svedberg, Investment Strategist, Swedish Pension Fund AP4 Canada + Greer Meisels, Chief of Staff, IIF (Moderator) 11:30 AM – 12:15 PM THE EUROPE CHALLENGE + Catherine (Kitty) Parry, Founder and Chief Executive Officer, + Ryan Heath, Senior Editor, Politico (Moderator) DeepView + Beata Javorcik, Chief Economist, EBRD + Lindsey Sheppard, Associate Fellow, International Security + Marcela Meirelles, Managing Director, Global Fixed Income, TCW + Debora Revoltella, Director, Economics Department, European Program, Center for Strategic and International Studies Investment Bank + Adam Tooze, Kathryn and Shelby Cullom Davis Professor of History and Director of the European Institute, Columbia University + Angel Ubide, Managing Director and Head of Economic Research for Global Fixed Income, Citadel Host: Michael McKee International Economics and Policy Correspondent, Bloomberg 12:15 PM – 1:30 PM IN CONVERSATION LUNCH (ATRIUM HALL) + Tim Adams, President and Chief Executive Officer, IIF (Moderator) + Tharman Shanmugaratnam, Senior Minister and Coordinating Minister for Social Policies; Chairman, Monetary Authority of Singapore DATA TOWN HALL THE GLOBAL ECONOMY AND EM Host: Brad Carr Host: Michael McKee Senior Director, Digital Finance, IIF International Economics and Policy Correspondent, Bloomberg 1:30 PM – 1:50 PM IN CONVERSATION: BANK OF ENGLAND FUTURE OF FINANCE REPORT 1:30 PM – 2:00 PM IN CONVERSATION + Brad Carr, Senior Director, Digital Finance, IIF (Moderator) + Tim Adams, President and Chief Executive Officer, IIF (Moderator) + Huw van Steenis, Senior Adviser to the Chief Executive Officer, + François Villeroy de Galhau, Governor, Banque de France UBS; Former Senior Adviser to the Governor of the Bank of 2:00 PM – 2:30 PM IN CONVERSATION England + Clay Lowery, Executive Vice President, Research and Policy, IIF (Moderator) + Ignazio Visco, Governor, Bank of Italy REGISTER NOW 2019 IIF ANNUAL MEMBERSHIP MEETING DAY 2 Debt, Data, Defense of Markets and the Rise of the Intangible Economy THURSDAY, OCTOBER 17 Ronald Reagan Building and International Trade Center, Washington,