Conference Program
Sunday, February 22
2:45 PM – 3:35 PM
Housing Market Dynamics and Access to Opportunity
Yoni Applebaum, Deputy Executive Editor, The Atlantic; Author of "Stuck"
Laurie Goodman, Institute Fellow, Urban Institute
Julia Gordon, Gordon Housing Strategies, LLC; Former Assistant Secretary for Housing and Federal Housing Commissioner, U.S.
Department of Housing and Urban Development
Chris Porter, Senior Vice President of Research, John Burns Research & Consulting
Moderator: John Comeau, Vice President for Research and Policy Analysis, Council of Federal
Home Loan Banks
3:40 PM – 4:35 PM
Has There Been a Regime Change in the Global Geoeconomic Order?
Daron Acemoglu, Institute Professor, Massachusetts Institute of Technology
Jeffry Frieden, Professor of International and Public Affairs and Political Science, Columbia School of International and
Public Affairs
Moderator: Olivia White, Director, McKinsey Global Institute
4:40 PM – 5:30 PM
Aging Workforce and the Care Economy
Richard Johnson, Vice President of Policy, Financial Security, AARP
Jason Resendez, President & CEO, National Alliance for Caregiving
Karen Shen, Assistant Professor, Department of Health Policy and Management, Johns Hopkins
Bloomberg School of Public Health
Moderator: Matthew Nestler, Senior Economist, KPMG
5:30 PM – 6:30 PM
President's Welcome Reception
6:45 PM – 8:30 PM
Small Group Dinners
Area Restaurants; Registration Required.
Monday, February 23
7:30 AM – 8:00 AM
Continental Breakfast
8:00 AM – 8:50 AM
Economic Outlook and Monetary Policy
Christopher J. Waller, Member, Board of Governors of the Federal Reserve System
Moderator: Constance Hunter, CBE, Chief Economist, Economist Intelligence Unit
8:55 AM – 9:30 AM
Outlook for Global Energy Markets Amid Developments in Venezuela
Daniel Yergin, Vice Chairman, S&P Global
Moderator: Elaine Buckberg, Senior Fellow, Salata Institute for Climate and Sustainability, Harvard University
9:35 AM – 10:25 AM
Perspectives on U.S. Fiscal Policy
Wendy Edelberg, Senior Fellow in Economic Studies, The Brookings Institution
Abhi Gupta, Associate Director of Macroeconomic Analysis, The Budget Lab at Yale
Ellen Zentner, Chief Economic Strategist & Global Head of Thematic and Macro Investing, Morgan Stanley Wealth Management
Moderator: Kathy Bostjancic, Chief Economist, Nationwide
10:25 AM – 10:55 AM
Networking Break
10:55 AM - 11:55 AM Concurrent Session I
A
AI and the Future of Work
Presented by the NABE AI Roundtable
Bharat Chandar, Postdoctoral Researcher, Stanford Digital Economy Lab
Anu Madgavkar, Partner, McKinsey Global Institute
Peter McCrory, Head of Economics, Anthropic
Moderator: Stephanie Aliaga, Global Market Strategist, J.P. Morgan Asset Management
B
Official Economic Statistics at a Crossroads
Presented by the NABE Data & Statistics Roundtable
Tara Sinclair, Professor of Economics and International Affairs and Chair, Department of Economics, George Washington University
Laura Ullrich, Director of Economic Research, North America, Indeed Hiring Lab
Chris Wheat, President, JPMorgan Chase Institute
William Wiatrowski, Acting Commissioner, Bureau of Labor Statistics
Moderator: John O'Trakoun, Senior Policy Economist, Federal Reserve Bank of Richmond
C
From Minerals to Microchips: Navigating Global Risks in U.S. Production
Presented by the NABE Manufacturing Roundtable
Dan Kim, Chief Strategy Officer, TechInsights
Rebecca Rosen, Vice President of Government Affairs, MP Materials
Marta Wosinska, Senior Fellow, The Brookings Institution
Moderator: Joelle Gamble Copeland, Chief Economist, General Motors
12:00 PM – 1:25 PM
Luncheon: Paul A. Volcker Award Presentation and Lecture
Christine Lagarde, President, European Central Bank
Moderator: Gregory Daco, NABE President; Chief Economist,
EY-Parthenon
1:35 PM - 2:30 PM Concurrent Session II
A
AI Data Centers: Policy Choices Amid Rising Impacts on the Grid
Presented by the NABE Energy & Climate Economics Roundtables
David Gilford, Managing Partner, PolicyAlpha
Shane Londagin, Senior Policy Advisor for Energy and Climate, Office of U.S. Senator John
Hickenlooper
Aaron Troncoso, Senior Policy Advisor, Office of Governor Josh Shapiro
Moderator: Shawn Dubravac, CEO and President, Avrio Institute
B
Rural Prosperity and the Role of Housing
Presented by the NABE Regional Roundtable
Steven Deller, Vilas Distinguished Achievement Professor and Community Development Extension Specialist, University of Wisconsin-Madison
Lance George, Director of Research & Information, Housing Assistance Council
Hamilton Lombard, Estimates Program Manager for the Demographics Research Group, University of Virginia Weldon Cooper Center for Public Service
Joseph Mengedoth, CBE, Regional Economist, Federal Reserve Bank of Richmond
Moderator: Peter Evangelakis, Senior Vice President of Economics and Consulting, Regional Economic Models, Inc.
C
Tariffs, Labor Markets and Other Challenges for Small Businesses
Presented by the NABE Small Business Roundtable
Jill Erber, Owner, Cheesetique
Shawn Jarosz, Owner, TradeMoves
Holly Wade, Executive Director, NFIB Research Center
Moderator: Curtis Dubay, Chief Economist, U.S. Chamber of Commerce
2:30 PM – 3:00 PM
Networking Break
3:00 PM – 3:50 PM
Reserve Currency in Jeopardy?
Linda Goldberg, Senior Vice President, Federal Reserve Bank of New York
Maurice Obstfeld, Senior Fellow, Peterson Institute for International Economics; Professor of Economics Emeritus, UC Berkeley
Nathan Sheets, Global Chief Economist, Citigroup
Moderator: Marcello Estevão, Managing Director and Chief Economist, Institute of International Finance
3:55 PM – 4:45 PM
Industrial Policy and Economic Security: Confronting the China Challenge
Navin Girishankar, President, Economic Security and Technology Department, Center for Strategic and International Studies
Oliver Melton, Director, Rhodium Group
Randy Schriver, Commissioner and Vice Chair, U.S.-China Economic and Security Review Commission
Laura Taylor-Kale, Senior Fellow for Geoeconomic and Defense, Council on Foreign Relations
Moderator: Tani Fukui, Senior Director Global Economics & Market Strategy, MetLife Investment Management
4:50 PM – 5:30 PM
U.S. Budget and Macro Outlook
Phillip Swagel, Director, Congressional Budget Office
Moderator: Nela Richardson, NABE Vice President; Chief Economist and ESG Officer, ADP
6:00 PM – 7:30 PM
Offsite Reception
Hosted by H.E. Frédéric Bernard, Ambassador of the Kingdom of Belgium at the Residence of the Ambassador
7:45 PM
GetConnected Happy Hour
Blackfinn - 1620 I St NW
Tuesday, February 24
7:30 AM – 8:00 AM
Continental Breakfast
8:00 AM – 8:40 AM
A View from the Federal Reserve Bank of Chicago
Austan Goolsbee, President and CEO, Federal Reserve Bank of Chicago
Moderator: Ellen Zentner, Chief Economic Strategist & Global Head of Thematic and Macro Investing, Morgan Stanley Wealth Management
8:45 AM – 9:25 AM
Midterm Election Outcomes and Policy Paths
Dan Clifton, Partner and Head of Policy Research, Strategas Securities
Charlie Cook, Founder and Contributor, The Cook Political Report
Moderator: Diane Swonk, CBE, Chief Economist, KPMG
9:30 AM – 10:25 AM
AI and Productivity Across the Economy
Lisa D. Cook, Member, Board of Governors of the Federal Reserve System
Ging Cee Ng, Senior Data Science Manager, Meta
Michael Schwarz, Chief Economist and Corporate Vice President, Microsoft
Moderator:
Jared Franz, U.S. Economist, Capital Group of Companies
10:25 AM – 10:50 AM
Networking Break
10:50 AM - 11:45 AM Concurrent Session III
A
Inflation or Jobs: What the Fed Should Be Most Worried About Right Now
Kathy Bostjancic, Chief Economist, Nationwide
Martin Holdrich, Senior Economist, Woods & Poole Economics, Inc.
Bernard Yaros, Lead U.S. Economist, Oxford Economics
Moderator: Mardy Leathers, Principal and Founder, Hashtag Strategies
B
Regulating in the Midst of Rapid Technological Change
Presented by the NABE Policy Roundtable
Susan Dudley, Director, Regulatory Studies Center, George Washington University
Joe Kennedy, Director of Policy Studies and Senior Fellow, The Free State Foundation
Diana Moss, Vice President and Director of Competition Policy, Progressive Policy Institute
Moderator: Daniel Bachman, Affiliate Professor, George Washington University, and The Nowcast Blog
C
Policy Frameworks for Fostering Resiliency in Supply Chains
Presented by the NABE Transportation Roundtable
Luisa Fernandez-Willey, Principal Economist, CN Railways
Jacob Howard, Principal Economist, MITRE
Phil Levy, Lead Trade Economist, The World Bank
Moderator: Jessica Vila-Goulding, Senior Economist, Ford Motor Company
11:45 AM – 1:00 PM
Luncheon Keynote: A View from the White House Council of Economic Advisers
Pierre Yared, Acting Chairman, Council of Economic Advisers
Moderator: Nick Bunker, Lead Economist, North America, Mastercard Economics Institute
1:10 PM - 2:05 PM Concurrent Session IV
A
Where is Global Climate Policy Headed?
Josh Freed, Senior Vice President for Climate and Energy, Third Way
Didem Nisanci, Senior Fellow for Climate and Geoeconomics, MIT-Harvard Climate Policy Program; Former Chief of Staff, U.S. Treasury
Christopher Smith, Chief Government Affairs Officer, Ford Motor Company
Moderator: Elaine Buckberg, Senior Fellow, Salata Institute for Climate and Sustainability, Harvard University
B
Tariffs, Immigration, AI, and Rates: Stress Testing the Next CRE Cycle
Presented by the NABE Commercial Real Estate Roundtable
Barbara Denham, Lead Economist, Cities and Regions, Oxford Economics
Shawn Gilligan, Senior Vice President, North America Research and Strategy, QuadReal Property Group
Xander Snyder, Senior Commercial Real Estate Economist, First American
Moderator: James Bohnaker, CBE, Principal Economist, Head of Macro Insights, Cushman & Wakefield
C
Industrial Policy at a Crossroads: Reshoring, Automation, and the U.S. Workforce
Presented by the NABE Labor Economics Roundtable
Yakov Feygin, Director of Energy, Center for Public Enterprise
John Haltiwanger, Distinguished Professor of Economics, University of Maryland
Adam Ozimek, Chief Economist, Economic Innovation Group
Moderator: Michael Horrigan, CBE, President, W.E. Upjohn Institute for Employment Research
2:15 PM – 2:40 PM
Keynote Address
Senator Mark R. Warner, United States Senator, Commonwealth of Virginia; Member, Senate Finance, Banking, Budget, and Rules Committee; Vice Chairman, Subcommittee on Intelligence
Moderator: Chris Varvares, CBE, Regional Director for the Americas and Head of Economic Strategy, Economist Intelligence Unit
2:40 PM – 3:30 PM
Immigration Policy and Labor Supply
Anna Maria Mayda, Professor of Economics, Georgetown University
Andrew Selee, President, Migration Policy Institute
Stan Veuger, Senior Fellow, American Enterprise Institute
Moderator: Julia Coronado, President and Founder, MacroPolicy Perspectives LLC