Program 

Last Updated: February 12, 2024

Wednesday, February 14

3:30 PM - 4:00 PM US Election Outlook
Charlie Cook, Founder and Contributor, The Cook Political Report
Moderator: Diane Swonk, CBE, Chief Economist, KPMG

4:00 PM - 4:50 PM A View from the Federal Reserve Board of Governors
Michael S. Barr, Vice Chair for Supervision, Board of Governors for the Federal Reserve System
Moderator: Elaine Buckberg, Senior Fellow, The Salata Institute for Climate and Sustainability, Harvard University

5:00 PM - 6:15 PM Welcome Reception at the Capital Hilton
Hosted by Wells Fargo
Remarks: Kleber Santos, Senior Executive Vice President, CEO of Consumer Lending, Wells Fargo

7:30 PM - 8:30 PM Improv Night with NABE!
NABE will host its first-ever Improv Night at the Economic Policy Conference on Wednesday, February 14 at 7:30pm (Valentine’s Day). All are welcome to attend, but we are seeking some fun and brave economists who may be open to taking the stage to participate in one or more short Improv games guided by our host, TOP Improv. No improv or comedy experience needed, just a positive attitude and a willingness to have some fun with your NABE friends and colleagues. Free for all participants and +1's. RSVP required. 

Thursday, February 15

7:30 AM - 8:00 AM Continental Breakfast

8:00 AM - 8:45 AM A View from the Biden Administration
Lael Brainard, Director, National Economic Council
Moderator: Gregory Daco, Chief Economist, EY

8:50 AM - 9:40 AM Labor, Investment, and Technology: Assessing the Drivers of Productivity Growth
Stephanie Aaronson, Senior Associate Director, Research and Statistics, Federal Reserve Board of Governors
Catherine Mann, External Member, Monetary Policy Committee, Bank of England
Chad Syverson, George C. Tiao Distinguished Service Professor of Economics, The University of Chicago Booth School of Business
Moderator: Emily Kolinski Morris, CBE, Chief Economist and Director, Enterprise Risk Management, Ford Motor Company

10:35 AM - 11:05 AM Networking Break

11:05 AM - 12:00 PM Concurrent Sessions I
A. Are We Facing a Doom Loop in Commercial Real Estate?
Cristian deRitis, Deputy Chief Economist, Moody's Analytics
Aaron Klein, Miriam K. Carliner Chair, Senior Fellow in Economic Studies, Brookings Institution
Erin Patterson, Managing Director & Co-Head of Global Research and Strategy, Real Estate Private Markets, Manulife Investment Management
Moderator: Rebecca Rockey, Deputy Chief Economist, Global Head of Forecasting, Cushman & Wakefield

B. Immigration Policy: Fiscal and Economic Implications at the National, State, and Local Level
Jon Baselice, Vice President, Immigration Policy, U.S. Chamber of Commerce
Thea M. Lee, Deputy Undersecretary for International Affairs, Bureau of International Labor Affairs, U.S. Department of Labor
Billy Leung, Senior Vice President, Regional Economic Models, Inc. (REMI)
Jack Malde, Senior Policy Analyst, Bipartisan Policy Center
Pia Orrenius, Vice President and Senior Economist, Federal Reserve Bank of Dallas
Moderator: Fred Treyz, Chief Economist and CEO, Regional Economic Models, Inc. (REMI)

C. Whither US Defense Spending?
Hannah Dennis, Research Associate, Defense Program, Center for a New American Security 
Mackenzie Eaglen, Resident Fellow, American Enterprise Institute
Nayantara Hensel, Chief Economist and Senior Advisor, Seaborne Defense, LLC
Constance Hunter, CBE, Senior Advisor, MacroPolicy Perspectives LLC
Moderator: Daniel Bachman, U.S. Economic Forecaster, Deloitte

12:00 PM - 1:30 PM  Luncheon: NABE Paul A. Volcker Lifetime Achievement Award for Economic Policy
Lecture and Award Presentation
Mario Draghi, Former Prime Minister of Italy; Former President, European Central Bank
Moderator: Ellen Zentner, NABE President; Managing Director and U.S. Chief Economist, Morgan Stanley

1:40 PM - 2:35 PM Concurrent Sessions II
A. Industrial Policy and the Government's Role in Safeguarding Supply Chains
Hideaki Fujisawa, Minister, Embassy of Japan in the USA
Grant T. Harris, Assistant Secretary of Commerce for Industry and Analysis, International Trade Administration
Paul Rennie, Head of the Global Economy Group, British Embassy
Moderator: Rozlyn Engel, Managing Director, The MITRE Corporation

B. Monetary Policy & Financial Market Functioning 
Bill Nelson, Executive Vice President and Chief Economist, Bank Policy Institute
Ellen Zentner, NABE President; Managing Director and Chief U.S. Economist, Morgan Stanley
Tiffany Wilding, Managing Director and Economist, PIMCO
Moderator: David Altig, Executive Vice President and Chief Economic Adviser, Federal Reserve Bank of Atlanta

C. The Outlook for Shelter Inflation in 2024
Mark Fleming, Chief Economist, First American 
Selma Hepp, Chief Economist and Director of Forecasting, CoreLogic
Sam Khater, Chief Economist, Freddie Mac
Arben Skivjani, Deputy Chief Economist and Director of Forecasting, RealPage, Inc.
Moderator: Yelena Maleyev, CBE, Senior Economist, KPMG

2:35 PM - 3:00 PM Networking Break

3:00 PM - 3:50 PM       Economic Policy Priorities for 2024 and Beyond
Jason Furman, Aetna Professor of the Practice of Economic Policy, Harvard Kennedy School
Kevin Hassett, Brent R. Nicklas Distinguished Fellow in Economics, The Hoover Institution
Moderator: Tendayi Kapfidze, Chief Economist, Wells Fargo

3:55 PM - 4:45 PM       What Do Recent Bank Failures Tell Us About the Stability of the Financial Sector?
Anat Admati, George G.C. Parker Professor of Finance and Economics, Stanford Graduate School of Business
Ben Harris, Vice President and Director, Economic Studies, Brookings Institution
Thomas Hoenig, Distinguished Senior Fellow, Mercatus Center at George Mason University; Former Vice Chairman, FDIC
Moderator: Kathy Bostjancic, Senior Vice President and Chief Economist, Nationwide

4:50 PM - 5:30 PM Fireside Chat: Geopolitics, Supply Chains, and Clean Energy Investment
Brian Deese, Former Director, National Economic Council; MIT Innovation Fellow
Moderator: Ellen Hughes-Cromwick, CBE, Senior Resident Fellow, Climate and Energy Program, Third Way

6:00 PM - 7:30 PM       Offsite Reception at the House of Sweden (RSVP required)

7:45 PM                         Small Group Dinners at Area Restaurants (registration required)

Friday, February 16

7:30 AM - 8:00 AM Continental Breakfast

8:00 AM - 8:45 AM US Budget and Economic Outlook
Phillip Swagel, Director, Congressional Budget Office
Moderator: Jeffrey Holland, Vice President, Research, Peter G. Peterson Foundation

8:50 AM - 9:40 AM Perspectives on Global Fiscal Policy in an Era of Higher Rates
Wendy Edelberg, Director, The Hamilton Project; Senior Fellow, Brookings Institution
Clare Lombardelli, Chief Economist, OECD
Moderator: Yael Selfin, Vice Chair, Partner, and Chief Economist, KPMG UK

9:50 AM - 10:45 AM Concurrent Sessions III

A. Long-Run Labor Market Dynamics and Policy Implications Nick Bunker, Director, North American Economic Research, Indeed Michael Horrigan, CBE, President, W.E. Upjohn Institute for Employment Research Anu Madgavkar, Partner, McKinsey Global Institute Moderator: Juhi Dhawan, Senior Managing Director, Global Macroanalyst, Wellington Management

B.  Assessing Private Investment Spurred by the Inflation Reduction Act
Christopher Creed, Chief Investment Officer, Loan Programs Office, U.S. Department of Energy
Moderator: Mark Palim, Vice President & Deputy Chief Economist, Fannie Mae

C. Globalization and Near-Shoring in the Auto Industry
Ellen Hughes-Cromwick, CBE, Senior Resident Fellow, Climate and Energy Program, Third Way
Wes Lujan, Assistant Vice President, Union Pacific Corporation
Duncan Wood, Vice President, Strategy and New Initiatives, The Wilson Center
Moderator: Luisa Fernandez-Willey, Assistant Vice President, Policy & Economics, Association of American Railroads 

10:45 AM - 11:15 AM Networking Break

11:15 AM - 12:10 PM Concurrent Sessions IV
A. How Are Businesses Faring in the Era of Tight Labor Markets, Elevated Inflation, and Higher Interest Rates? Ufuk Akcigit, Chief Economist—Intuit QuickBooks Small Business Index;  Arnold C. Harberger Professor of Economics, University of Chicago Chad Moutray, CBE, Chief Economist, National Association of Manufacturers; Director, Center for Manufacturing Research, The Manufacturing Institute Holly Wade, Executive Director, NFIB Research Center Moderator: Daniel Brown, CBE, Senior Director and Economist, American Bankers Association

B. Politics & Consumers – How Do Elections, Political Polarization, and Political Instability Impact Consumer Behavior? Ray Fair, Professor of Economics, Yale University Nailya Ordabayeva, Associate Professor of Business Administration, Tuck School of Business, Dartmouth College Rachel Snyderman, Director of Economic Policy, Bipartisan Policy Center Moderator: Sarah Wolfe, Economist, Morgan Stanley

C. Risk of Bias and Discrimination in Algorithmic Decision Making
Aaron Kaye, Ph.D. Candidate, Joint Business and Economics Program, University of Michigan
Manish Raghavan, Assistant Professor of Informational Technology, MIT Sloan School of Management
Moderator: Colin Gray, Principal Economist, Wayfair

12:10 PM - 1:35 PM Luncheon Keynote Address
Mary C. Daly, President and CEO, Federal Reserve Bank of San Francisco
Moderator: Julia Coronado, former NABE President; President and Founder, MacroPolicy Perspectives LLC

1:45 PM - 2:35 PM Whither Trade and Globalization? Everett Eissenstat, Partner, Squire Patton Boggs Linda S. Goldberg, Financial Research Advisor, Federal Reserve Bank of New York Olivia White, Senior Partner, McKinsey & Company; Director, McKinsey Global Institute Moderator: Tani Fukui, Macroeconomist and Director, MetLife Investment Management

2:40 PM - 3:30 PM Perspectives on Global Monetary Policy 
James B. Bullard, Dean, The Daniels School of Business, Purdue University
Athanasios Orphanides, Professor of the Practice, Global Economics and Management, MIT Sloan School of Management
Huw Pill, Chief Economist and Executive Director for Monetary Analysis, Bank of England
Moderator: Ryan Sweet, Chief U.S. Economist, Oxford Economics

3:30 PM Adjournment