NCUMA 2024 Summer Conference Sessions​

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Thursday, July 18
David Reed - Session Information Coming Soon
 

 Friday, July 19

"Geo-economic and Geopolitical Overview: A World Rapidly Transforming" by Frank Kelly

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Geopolitical shifts and events along with geoeconomics challenges continue to impact US and global markets in ways we have not seen in decades.  Frank will discuss issues ranging from global/regional tensions as well as economic outlooks, trade, supply chain shifts, etc.  He will also discuss how US and other free market democracies increasingly see India as a political ally and economic partner in the facing of a declining China – a shift which will redefine global markets for decades to come. 

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"The US Economic, Financial, and Political Outlook 2025 - 2026" by Frank Kelly

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2025 and 2026 are likely to be years of fiscal reckoning in the US.  Frank will offer a macro-overview of what we  are likely to see in the US (weaving in how the geo-economic and geopolitical forces discussed in the first session are directly impacting the US domestic scenario).  With a presidential election two months away, what will the financial regulatory agenda be under either candidate?  Tax policy will be front and center as much of the Trump tax bill of 2017 is set to expire – all as the US faces all-time high federal deficits. How will Washington deal with this massive and growing challenge?  And where does the Federal Reserve play a role and who will lead the Fed when Jay Powell’s term ends in 2026? 

 

Saturday, July 20

 “Session I”

 "Session II”

Sunday, July 21
"Session I”            
"Session II” 

 

Times, events, and topics are subject to change without notice.