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Welcome Remarks
James D. Aramanda, President and Chief Executive Officer, The Clearing House
Greg Baer, President and Chief Executive Officer, Bank Policy Institute

Outside Perspectives on the Banking Industry

The economy, interest rate environment, technology, pandemic-driven shifts, regulation, and nonbank competition are all forces affecting the landscape for the country’s commercial banks, influencing how banks are structured, their technology investments, physical presence, ROE, and more. This panel convenes leading industry analysts and practitioners with deep knowledge of the banking industry for “outside perspectives” on how banks are being re-shaped in response to these trends and what these changes mean for bank customers, markets, shareholders, and the financial system more generally. Panelists will also share their perspective the likely look of the commercial banking landscape in the years to come.

Panelists:

Betsy Graseck, U.S. Banks and Consumer Finance Analyst, Head of Global Banks and Diversified Financials Research, Morgan Stanley
The Honorable Eugene A. Ludwig, Former U.S. Comptroller of the Currency; Managing Partner, Canapi Ventures; Founder and Chief Executive Officer, Ludwig Regulatory Group; Chair, Ludwig Institute for Shared Economic Prosperity (LISEP)
Thomas B. Michaud, President and Chief Executive Officer, Keefe, Bruyette & Woods, A Stifel Company
Ryan M. Nash, Senior Regional Banks and Consumer Finance Analyst, Managing Director, and Deputy Business Leader, Financials Group within Global Investment Research, Goldman Sachs & Co. LLC
Jeremiah O. Norton, Managing Member, Chain Bridge Partners, LLC
Moderator: Mitchell S. Eitel, Managing Partner, Financial Services Group, Sullivan & Cromwell LLP