4:30 PM EST – Welcome Remarks

• Lisa Mateo, Business Correspondent, Bloomberg

4:32 PM EST – Sponsor Opening Remarks

• • Ryan Maglio, ETF Specialist, Invesco

4:35 PM EST – The Drivers of Return

This panel of business executives will discuss their strategies for ensuring the long-term profitability of their businesses. Areas of focus include new manufacturing processes, advanced supply chain management, the latest cybersecurity, customer engagement techniques, and new strategies for attracting top talent.

• Jamil Farshchi, Chief Information Security Officer & Chief Technology Officer, Equifax
• Allison Ferguson, Head of Enterprise Loyalty, American Honda Motor Company
• Beth Reese, Executive Vice President, Strategic Transformation Programs, Southern Company
• Moderator: Lisa Mateo, Business Correspondent, Bloomberg

5:00 PM EST – Sustainability as a Growth Strategy

Sustainability is not about environmental goals – It’s the key to enduring business growth. Sustainable growth strategies require smaller, more efficient AI models. Prior to her current role, Christina Shim was most recently the Global Head of IBM Sustainability Software, a multi-billion-dollar business focused on providing enterprise applications and industry solutions that harness the power of critical technologies such as AI, IoT, hybrid cloud, and blockchain. Christina will share her experience in enabling clients to leverage emerging technology in ways that lay a foundation for future growth.

• Christina Shim, Chief Sustainability Officer, IBM
• Moderator: Lisa Mateo, Business Correspondent, Bloomberg

5:20 PM EST – Invesco QQQ Sponsor Spotlight: Rethinking Innovation

• Ryan Maglio, ETF Specialist, Invesco
• Moderator: Leigh Gilmore, Global Head, Bloomberg Live Experiences

5:25 PM EST – Aligning Investment Strategies with Objectives

This discussion will focus on finding enduring investment opportunities amidst the trends. As asset classes, sectors and geographies become popular, it can be tempting to jump on the bandwagon. But each organization has unique needs. Many want investment solutions for organization-wide issues, have to contend with legacy portfolios and have varying liquidity needs, risk tolerance and operational resources. Not all investment strategies fit every organization. Access to depth and breadth of investment capabilities and a solutions orientation will matter. Ernie Caballero was Chief Investment Officer at UPS for nearly 7 years before becoming a Managing Director at Goldman Sachs Asset Management. Having worked at such different institutions, Ernie has unusual insight into the types of strategies that are indicated for the goals and type of organization.

• Ernie Caballero, Managing Director, Goldman Sachs Asset Management
• Moderator: Brett Pulley, Atlanta Bureau Chief, Bloomberg

5:45 PM EST – Creating the New Economy: The Investors’ View

This panel of investors and portfolio managers will share the sectors, strategies, innovations, and regulatory changes that are poised to drive returns. Every economy has its strengths and weakness. Successful investing is about seeing trends before they emerge and identifying the changes that result in bringing new winners to market. What should investors look for in 2025?

• Emily Fontaine, Global Head of Venture Capital, IBM
• Jay Love, US Chief Investment Strategist, Mercer
• Alan McKnight, Chief Investment Officer, Regions Bank
• Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence

6:10 PM EST – Closing Remarks