Capital Exchange events feature candid conversations about how business and government can better collaborate to create jobs and economic growth. Featuring top lawmakers, CEOs and administration officials, Capital Exchange will focus on the confluence of policy, business and money. Events will cover such topics as Innovation and Regulation; Immigration Policy and the Economy; Finance, Markets and Banking in the Trump Era; The New American Labor Force.

Who should attend: Institutional investors, asset managers, government agency staff, BDMs, policymakers, congressional aides, lobbyists, think-tank leaders

PAST SPEAKERS INCLUDE

Catherine
Bessant

Bank of America

Catherine Bessant is COO and CTO of Bank of America.

Catherine Bessant

Catherine Bessant is chief operations and technology officer at Bank of America, and is a member of the company’s executive management team. Since 2010, Bessant has led Global Technology and Operations (GT&O), delivering end-to-end technology and operating services across the company through nearly 95,000 employees and contractors in more than 35 countries.

Bessant has held a number of senior leadership roles for the company. She was president, Global Corporate Banking; president, Global Product Solutions and Global Treasury Services; chief marketing officer; president, Consumer Real Estate and Community Development Banking; national Small Business Segment executive; and president of the Florida market. She joined the bank as a corporate banker in 1982.

Bessant represents our employees on a number of important topics serving as executive sponsor for the company’s Lesbian, Gay, Bisexual and Transgender (LGBT) Pride executive board, the LGBT Ally program, and the Disability Advisory Council. She is one of OUTstanding’s top 10 Leading LGBT+ & Ally Executives.

Active in the community and region, Bessant received the 2018 Distinguished Service Award from the University of North Carolina at Charlotte. In addition, she was awarded the North Carolina Order of the Long Leaf Pine and was recognized by the Charlotte Business Journal with the Women in Business Lifetime Achievement Award. She chairs the North Tryon Vision Plan Advisory Committee.

Bessant recently led the formation of The Council on the Responsible Use of Artificial Intelligence (AI). Managed by the Harvard Kennedy School’s Belfer Center for Science and International Affairs, the council will convene the brightest minds from tech, business, academia and government.

Bessant serves on the board of directors of Zurich Insurance Group and the advisory board for the Ross School of Business at the University of Michigan. She is ranked No. 1 among the “25 Most Powerful Women in Banking” by American Banker. She also appears on Working Mother magazine’s “50 Most Powerful Working Moms” list of 2018.

Wilbur
Ross

United States Department of Commerce

Wilbur Ross is the U.S. Secretary of Commerce.

Wilbur Ross

Wilbur L. Ross, Jr. was sworn in by Vice President Mike Pence as the 39th Secretary of Commerce on February 28, 2017. Secretary Ross is the principal voice of business in the Trump Administration, ensuring that U.S. entrepreneurs and businesses have the tools they need to create jobs and economic opportunity.

Secretary Ross is the former Chairman and Chief Strategy Officer of WL Ross & Co. LLC and has over 55 years of investment banking and private equity experience. He has restructured over $400 billion of assets in the airline, apparel, auto parts, banking, beverage, chemical, credit card, electric utility, food service, furniture, gypsum, homebuilding, insurance, marine transport, mortgage origination and servicing, oil and gas, railcar manufacturing and leasing, real estate, restaurant, shipyard, steel, textile and trucking industries. Secretary Ross has been chairman or lead director of more than 100 companies operating in more than 20 different countries.

Named by Bloomberg Markets as one of the 50 most influential people in global finance, Secretary Ross is the only person elected to both the Private Equity Hall of Fame and the Turnaround Management Hall of Fame. He previously served as privatization adviser to New York City Mayor Rudy Giuliani and was appointed by President Bill Clinton to the board of the U.S.-Russia Investment Fund. President Kim Dae-jung awarded Secretary Ross a medal for helping South Korea during its financial crisis and, in November 2014, the Emperor of Japan awarded him the Order of the Rising Sun, Gold and Silver Star.

As a philanthropist, Secretary Ross has served as Chairman of the Japan Society, Trustee of the Brookings Institution and Chairman of its Economic Studies Council, International Counsel Member of the Musée des Arts Décoratifs in Paris, Trustee of the Blenheim Foundation, President of the American Friends of the Rene Magritte Museum in Brussels and Director of the Palm Beach Civic Association. He also was an Advisory Board Member of Yale University School of Management.

Secretary Ross is a graduate of Yale University and Harvard Business School (with distinction). He and his wife Hilary Geary Ross have four children, Jessica Ross, Amanda Ross, Ted Geary and Jack Geary.

Barbara
Humpton

Siemens USA

Barbara Humpton is Chief Executive Officer of Siemens USA.

Barbara Humpton

Barbara Humpton is CEO of Siemens USA, where she guides the company’s strategy and engagement in serving the company’s largest market in the world, with more than 50,000 employees and over $23 billion in revenues and $5 billion in annual exports.

Most recently, Humpton served as president and CEO of Siemens Government Technologies, Inc. (SGT), a leading integrator of Siemens’ products and services for federal government agencies and departments. In this role, Humpton also served as an officer/director member of the board of directors of SGT.

Prior to joining Siemens in 2011, Humpton served as a vice president at Booz Allen Hamilton where she was responsible for program performance and new business development for technology consulting in the Department of Justice and Department of Homeland Security. Earlier, Humpton was a vice president at Lockheed Martin Corporation with responsibility for Biometrics Programs, Border and Transportation Security and Critical Infrastructure Protection, including such critical programs as the FBI’s Next Generation Identification and the TSA’s Transportation Workers’ Identification Credential.

Humpton is a graduate of Wake Forest University with a bachelor’s degree in mathematics. She serves on the board of directors of MorganFranklin, the American Heart Association Greater Washington Region, the Center for Strategic and Budgetary Assessments (CSBA), and The George Washington University Law School Government Contracts Advisory Board. She resides in Washington, D.C., with her husband David.

Richard
Fisher

Federal Reserve Bank of Dallas

Richard W. Fisher served as the twelfth president of the Federal Reserve Bank of Dallas from April 4, 2005, to March 19, 2015.

Richard Fisher

Richard W. Fisher served as the twelfth president of the Federal Reserve Bank of Dallas from April 4, 2005, to March 19, 2015. Fisher was born in Los Angeles, California. He spent his childhood years in Southern California, Mexico City, and Miami, Florida.

Fisher attended the US Naval Academy from 1967 to 1969, graduated with honors from Harvard University with a degree in economics in 1971, studied Latin American politics at Oxford from 1972 to 1973, and received a master’s degree in business administration from Stanford University in 1975.

Fisher began his career in 1975 at the private bank of Brown Brothers Harriman & Co., where he specialized in fixed income and foreign exchange markets. He became assistant to the secretary of the Treasury during the Carter administration, working on issues related to the dollar crisis of 1978–79. He then returned to Brown Brothers to found their Texas operations in Dallas.

In 1987, Fisher created Fisher Capital Management and a separate funds-management firm, Fisher Ewing Partners. He sold his controlling interests in both firms when he rejoined the government in 1997.

From 1997 to 2001, Fisher was deputy US trade representative with the rank of ambassador. He oversaw the implementation of NAFTA and various agreements with Vietnam, Korea, Japan, Chile, and Singapore. He was a senior member of the team that negotiated the bilateral accords for China's and Taiwan's accession to the World Trade Organization.

Fisher is former vice chairman of Kissinger McLarty Associates, a strategic advisory firm chaired by former Secretary of State Henry Kissinger.

During his time at the Dallas Fed, Fisher has focused the Reserve Bank’s work on prominent economic policy issues. The Reserve Bank’s Globalization and Monetary Policy Institute was established in 2007 with the purpose of better understanding how the process of deepening economic integration between the countries of the world, or globalization, alters the environment in which US monetary policy decisions are made.

Fisher has also positioned the Reserve Bank at the forefront of the debate on “Too Big to Fail” financial institutions, advocating for an environment that allows the largest banks to fail and returns market discipline to the banking system.

Throughout his career, Fisher has served on numerous for-profit and not-for-profit boards. He also has maintained his academic interests, teaching graduate courses and serving on several university boards. Fisher serves on Harvard University's Board of Overseers, one of the university's two governing boards. He was a Weatherhead Fellow at Harvard in 2001, is an honorary fellow of Hertford College at Oxford University, and is a fellow of the American Academy of Arts and Sciences.

A first-generation American, Fisher is equally fluent in Spanish and English. In October 2006, he received the Service to Democracy Award and Dwight D. Eisenhower Medal for Public Service from the American Assembly. In April 2009, he was inducted into the Dallas Business Hall of Fame.

Clete
Willems

Fmr. National Economic Council

Clete Willems is the former Deputy Assistant to the President for International Economic Affairs and Deputy Director of the National Economic Council.

Clete Willems

Clete Willems is the former Deputy Assistant to the President for International Economic Affairs, Deputy Director of the National Economic Council and a member of the National Security Council,

In this role, he oversaw three directorates within the Office of International Economic Affairs at the National Security Council – International Trade, Investment, and Development (ITID), Global Economics, and Energy and Environment. These directorates lead White House policy and coordination on issues including the G7, G20, APEC, the international financial institutions, the OECD, sanctions, trade, and energy. On the global engagement front, Clete served as the President’s Sherpa for G7 and G20, and is a key negotiator on behalf of the President and the U.S. Government with foreign governments, including the EU and China, among others. Clete previously served as the Special Assistant to the President and Senior Director for ITID.

Prior to joining the White House, Clete served as Chief Counsel for Negotiations, Legislation, and Administrative Law at the Office of the U.S. Trade Representative (USTR), where he focused on the enforcement of U.S. trade remedy laws. He also held the positions of Legal Advisor to the U.S. Mission to the World Trade Organization and Assistant General Counsel at USTR. Prior to joining USTR, Clete worked as a Counsel on the Budget Committee in the U.S. House of Representatives and as the Legislative Director for Congressman Paul Ryan.

Clete holds a B.S. in Chemical Engineering from the University of Notre Dame and a J.D. from the Georgetown University Law Center. Clete is from Kenosha, Wisconsin, and is happily married to Lisa Scheible Willems. They have a 1-year old son, Cletus Julian.

Bo
Young Lee

Uber

Bo Young Lee is Uber's first Chief Diversity and Inclusion officer.

Bo Young Lee

Bo leads Uber’s Diversity and Inclusion efforts in the company, with our stakeholders, and in the communities where we operate. Bo partners with senior leadership including its CEO, Dara Khosrowshahi, to build a work culture where radically diverse and inclusive teams drive innovation, accelerate growth, and build a work culture and systems were all employees have the opportunity to excel and grow to their highest potential. Prior to joining Uber, Bo was the first Global Diversity and Inclusion Officer for the Risk and Insurance Services businesses for Marsh and McLennan Companies. Bo also launched and led Aon/Hewitt Associates’ Global Emerging Workforce Solutions consulting practice and held diversity leadership roles at Ernst & Young and National Grid. Bo also served as a Director of Advisory Services at Catalyst, the leading non-profit focused on the advancement of women in business. As a consultant and thought leader, Bo has enabled dozens of clients to achieve their diversity & inclusion goals. Past clients include Marriott International, Northern Trust, John Deere, Allstate, Booz & Co., Discover, Aon, Human Rights Campaign, and McKesson. Bo has an MBA with distinction from New York University’s Stern School of Business and a BBA magna cum laude from the University of Michigan’s Ross School of Business. She is a frequently sought after speaker and has been featured in The Wall Street Journal, The Huffington Post, MSNBC, Business Insurance, and other media outlets and conferences. She lives in New York City with her husband, daughters, Annabelle and Beatrice, and Betty the dog.

Thea
Lee

Economic Policy Institute

Thea Lee is President of the Economic Policy Institute.

Thea Lee

Thea Lee joined EPI as incoming president November 1, 2017, and became president January 1, 2018. Lee has a longstanding relationship with EPI, having begun her career here as an international trade economist in the 1990s.

Lee is committed to EPI’s mission of building an economy that works for everyone, not just the wealthy few. To ensure that policymakers and advocates have the tools they need to fight and win key battles on behalf of working people, Lee is extending EPI’s reach through expanded engagement with the states and with progressive organizers.

Lee came to EPI from the AFL-CIO, a voluntary federation of 56 national and international labor unions that represent 12.5 million working men and women, where she served as deputy chief of staff. At the AFL-CIO, she built a long track record of conducting rigorous economic research, overseeing an ambitious policy agenda, and helping steer a large organization through change. Lee joined the AFL-CIO in 1997 as chief international economist, then assumed the role of policy director before becoming deputy chief of staff.

Lee has spent her career advocating on behalf of working families in national policy debates on issues such as wage inequality, workers’ rights, and fair trade. She is co-author of The Field Guide to the Global Economy, published by The New Press, and has authored numerous publications on the North American Free Trade Agreement, the impact of international trade on U.S. wage inequality, and the domestic steel and textile industries.

Lee has been a voice for workers in testimony before congressional committees and in television and radio appearances—including on PBS News Hour, Good Morning America, NPR’s All Things Considered and Marketplace, Fox Business, and the PBS documentary Commanding Heights. She has also served on the State Department Advisory Committee on International Economic Policy, the Export-Import Bank Advisory Committee, and the Board of Directors of the National Bureau of Economic Research, among others.

Lee holds a master’s degree in economics from the University of Michigan at Ann Arbor and a bachelor’s degree in economics from Smith College. Lee lives in Washington, D.C., with her husband and dog. She has one daughter, who teaches middle school in Brooklyn. She likes to cook, read, and travel.

Tim
Wentworth

Express Scripts

Tim Wentworth is President of Express Scripts and Cigna Services.

Tim Wentworth

Tim Wentworth leads Express Scripts and Cigna Services. In this role, Wentworth oversees the Express Scripts business as well as independent services, including eviCore.

Wentworth formerly served as President and Chief Executive Officer of Express Scripts, where he was responsible for all aspects of the company’s strategic direction and core business. He joined Express Scripts when the company merged with Medco in April 2012. At Medco, he led the employer and key accounts organizations for nearly 14 years. He also served as President and CEO of Accredo, the company's specialty pharmacy.

Wentworth earned a bachelor's degree in industrial and labor relations from Cornell University and an associate's degree in business from Monroe Community College.

PAST SPEAKERS INCLUDE

  • CATHERINE BESSANT

    Bank of America

    Read Bio ⟶

    CATHERINE BESSANT

    Catherine Bessant is chief operations and technology officer at Bank of America, and is a member of the company’s executive management team. Since 2010, Bessant has led Global Technology and Operations (GT&O), delivering end-to-end technology and operating services across the company through nearly 95,000 employees and contractors in more than 35 countries.

    Bessant has held a number of senior leadership roles for the company. She was president, Global Corporate Banking; president, Global Product Solutions and Global Treasury Services; chief marketing officer; president, Consumer Real Estate and Community Development Banking; national Small Business Segment executive; and president of the Florida market. She joined the bank as a corporate banker in 1982.

    Bessant represents our employees on a number of important topics serving as executive sponsor for the company’s Lesbian, Gay, Bisexual and Transgender (LGBT) Pride executive board, the LGBT Ally program, and the Disability Advisory Council. She is one of OUTstanding’s top 10 Leading LGBT+ & Ally Executives.

    Active in the community and region, Bessant received the 2018 Distinguished Service Award from the University of North Carolina at Charlotte. In addition, she was awarded the North Carolina Order of the Long Leaf Pine and was recognized by the Charlotte Business Journal with the Women in Business Lifetime Achievement Award. She chairs the North Tryon Vision Plan Advisory Committee.

    Bessant recently led the formation of The Council on the Responsible Use of Artificial Intelligence (AI). Managed by the Harvard Kennedy School’s Belfer Center for Science and International Affairs, the council will convene the brightest minds from tech, business, academia and government.

    Bessant serves on the board of directors of Zurich Insurance Group and the advisory board for the Ross School of Business at the University of Michigan. She is ranked No. 1 among the “25 Most Powerful Women in Banking” by American Banker. She also appears on Working Mother magazine’s “50 Most Powerful Working Moms” list of 2018.

  • WILBUR ROSS

    United States Department of Commerce

    Read Bio ⟶

    WILBUR ROSS

    Wilbur L. Ross, Jr. was sworn in by Vice President Mike Pence as the 39th Secretary of Commerce on February 28, 2017. Secretary Ross is the principal voice of business in the Trump Administration, ensuring that U.S. entrepreneurs and businesses have the tools they need to create jobs and economic opportunity.

    Secretary Ross is the former Chairman and Chief Strategy Officer of WL Ross & Co. LLC and has over 55 years of investment banking and private equity experience. He has restructured over $400 billion of assets in the airline, apparel, auto parts, banking, beverage, chemical, credit card, electric utility, food service, furniture, gypsum, homebuilding, insurance, marine transport, mortgage origination and servicing, oil and gas, railcar manufacturing and leasing, real estate, restaurant, shipyard, steel, textile and trucking industries. Secretary Ross has been chairman or lead director of more than 100 companies operating in more than 20 different countries.

    Named by Bloomberg Markets as one of the 50 most influential people in global finance, Secretary Ross is the only person elected to both the Private Equity Hall of Fame and the Turnaround Management Hall of Fame. He previously served as privatization adviser to New York City Mayor Rudy Giuliani and was appointed by President Bill Clinton to the board of the U.S.-Russia Investment Fund. President Kim Dae-jung awarded Secretary Ross a medal for helping South Korea during its financial crisis and, in November 2014, the Emperor of Japan awarded him the Order of the Rising Sun, Gold and Silver Star.

    As a philanthropist, Secretary Ross has served as Chairman of the Japan Society, Trustee of the Brookings Institution and Chairman of its Economic Studies Council, International Counsel Member of the Musée des Arts Décoratifs in Paris, Trustee of the Blenheim Foundation, President of the American Friends of the Rene Magritte Museum in Brussels and Director of the Palm Beach Civic Association. He also was an Advisory Board Member of Yale University School of Management.

    Secretary Ross is a graduate of Yale University and Harvard Business School (with distinction). He and his wife Hilary Geary Ross have four children, Jessica Ross, Amanda Ross, Ted Geary and Jack Geary.

  • BARBARA HUMPTON

    Siemens USA

    Read Bio ⟶

    BARBARA HUMPTON

    Barbara Humpton is CEO of Siemens USA, where she guides the company’s strategy and engagement in serving the company’s largest market in the world, with more than 50,000 employees and over $23 billion in revenues and $5 billion in annual exports.

    Most recently, Humpton served as president and CEO of Siemens Government Technologies, Inc. (SGT), a leading integrator of Siemens’ products and services for federal government agencies and departments. In this role, Humpton also served as an officer/director member of the board of directors of SGT.

    Prior to joining Siemens in 2011, Humpton served as a vice president at Booz Allen Hamilton where she was responsible for program performance and new business development for technology consulting in the Department of Justice and Department of Homeland Security. Earlier, Humpton was a vice president at Lockheed Martin Corporation with responsibility for Biometrics Programs, Border and Transportation Security and Critical Infrastructure Protection, including such critical programs as the FBI’s Next Generation Identification and the TSA’s Transportation Workers’ Identification Credential.

    Humpton is a graduate of Wake Forest University with a bachelor’s degree in mathematics. She serves on the board of directors of MorganFranklin, the American Heart Association Greater Washington Region, the Center for Strategic and Budgetary Assessments (CSBA), and The George Washington University Law School Government Contracts Advisory Board. She resides in Washington, D.C., with her husband David.

  • RICHARD FISHER

    Federal Reserve Bank of Dallas

    Read Bio ⟶

    RICHARD FISHER

    Richard W. Fisher served as the twelfth president of the Federal Reserve Bank of Dallas from April 4, 2005, to March 19, 2015. Fisher was born in Los Angeles, California. He spent his childhood years in Southern California, Mexico City, and Miami, Florida.

    Fisher attended the US Naval Academy from 1967 to 1969, graduated with honors from Harvard University with a degree in economics in 1971, studied Latin American politics at Oxford from 1972 to 1973, and received a master’s degree in business administration from Stanford University in 1975.

    Fisher began his career in 1975 at the private bank of Brown Brothers Harriman & Co., where he specialized in fixed income and foreign exchange markets. He became assistant to the secretary of the Treasury during the Carter administration, working on issues related to the dollar crisis of 1978–79. He then returned to Brown Brothers to found their Texas operations in Dallas.

    In 1987, Fisher created Fisher Capital Management and a separate funds-management firm, Fisher Ewing Partners. He sold his controlling interests in both firms when he rejoined the government in 1997.

    From 1997 to 2001, Fisher was deputy US trade representative with the rank of ambassador. He oversaw the implementation of NAFTA and various agreements with Vietnam, Korea, Japan, Chile, and Singapore. He was a senior member of the team that negotiated the bilateral accords for China's and Taiwan's accession to the World Trade Organization.

    Fisher is former vice chairman of Kissinger McLarty Associates, a strategic advisory firm chaired by former Secretary of State Henry Kissinger.

    During his time at the Dallas Fed, Fisher has focused the Reserve Bank’s work on prominent economic policy issues. The Reserve Bank’s Globalization and Monetary Policy Institute was established in 2007 with the purpose of better understanding how the process of deepening economic integration between the countries of the world, or globalization, alters the environment in which US monetary policy decisions are made.

    Fisher has also positioned the Reserve Bank at the forefront of the debate on “Too Big to Fail” financial institutions, advocating for an environment that allows the largest banks to fail and returns market discipline to the banking system.

    Throughout his career, Fisher has served on numerous for-profit and not-for-profit boards. He also has maintained his academic interests, teaching graduate courses and serving on several university boards. Fisher serves on Harvard University's Board of Overseers, one of the university's two governing boards. He was a Weatherhead Fellow at Harvard in 2001, is an honorary fellow of Hertford College at Oxford University, and is a fellow of the American Academy of Arts and Sciences.

    A first-generation American, Fisher is equally fluent in Spanish and English. In October 2006, he received the Service to Democracy Award and Dwight D. Eisenhower Medal for Public Service from the American Assembly. In April 2009, he was inducted into the Dallas Business Hall of Fame.

  • CLETE WILLEMS

    Fmr. National Economic Council

    Read Bio ⟶

    CLETE WILLEMS

    Clete Willems is the former Deputy Assistant to the President for International Economic Affairs, Deputy Director of the National Economic Council and a member of the National Security Council,

    In this role, he oversaw three directorates within the Office of International Economic Affairs at the National Security Council – International Trade, Investment, and Development (ITID), Global Economics, and Energy and Environment. These directorates lead White House policy and coordination on issues including the G7, G20, APEC, the international financial institutions, the OECD, sanctions, trade, and energy. On the global engagement front, Clete served as the President’s Sherpa for G7 and G20, and is a key negotiator on behalf of the President and the U.S. Government with foreign governments, including the EU and China, among others. Clete previously served as the Special Assistant to the President and Senior Director for ITID.

    Prior to joining the White House, Clete served as Chief Counsel for Negotiations, Legislation, and Administrative Law at the Office of the U.S. Trade Representative (USTR), where he focused on the enforcement of U.S. trade remedy laws. He also held the positions of Legal Advisor to the U.S. Mission to the World Trade Organization and Assistant General Counsel at USTR. Prior to joining USTR, Clete worked as a Counsel on the Budget Committee in the U.S. House of Representatives and as the Legislative Director for Congressman Paul Ryan.

    Clete holds a B.S. in Chemical Engineering from the University of Notre Dame and a J.D. from the Georgetown University Law Center. Clete is from Kenosha, Wisconsin, and is happily married to Lisa Scheible Willems. They have a 1-year old son, Cletus Julian.

  • BO YOUNG LEE

    Uber

    Read Bio ⟶

    BO YOUNG LEE

    Bo leads Uber’s Diversity and Inclusion efforts in the company, with our stakeholders, and in the communities where we operate. Bo partners with senior leadership including its CEO, Dara Khosrowshahi, to build a work culture where radically diverse and inclusive teams drive innovation, accelerate growth, and build a work culture and systems were all employees have the opportunity to excel and grow to their highest potential. Prior to joining Uber, Bo was the first Global Diversity and Inclusion Officer for the Risk and Insurance Services businesses for Marsh and McLennan Companies. Bo also launched and led Aon/Hewitt Associates’ Global Emerging Workforce Solutions consulting practice and held diversity leadership roles at Ernst & Young and National Grid. Bo also served as a Director of Advisory Services at Catalyst, the leading non-profit focused on the advancement of women in business. As a consultant and thought leader, Bo has enabled dozens of clients to achieve their diversity & inclusion goals. Past clients include Marriott International, Northern Trust, John Deere, Allstate, Booz & Co., Discover, Aon, Human Rights Campaign, and McKesson. Bo has an MBA with distinction from New York University’s Stern School of Business and a BBA magna cum laude from the University of Michigan’s Ross School of Business. She is a frequently sought after speaker and has been featured in The Wall Street Journal, The Huffington Post, MSNBC, Business Insurance, and other media outlets and conferences. She lives in New York City with her husband, daughters, Annabelle and Beatrice, and Betty the dog.

  • THEA LEE

    Economic Policy Institute

    Read Bio ⟶

    THEA LEE

    Thea Lee joined EPI as incoming president November 1, 2017, and became president January 1, 2018. Lee has a longstanding relationship with EPI, having begun her career here as an international trade economist in the 1990s.

    Lee is committed to EPI’s mission of building an economy that works for everyone, not just the wealthy few. To ensure that policymakers and advocates have the tools they need to fight and win key battles on behalf of working people, Lee is extending EPI’s reach through expanded engagement with the states and with progressive organizers.

    Lee came to EPI from the AFL-CIO, a voluntary federation of 56 national and international labor unions that represent 12.5 million working men and women, where she served as deputy chief of staff. At the AFL-CIO, she built a long track record of conducting rigorous economic research, overseeing an ambitious policy agenda, and helping steer a large organization through change. Lee joined the AFL-CIO in 1997 as chief international economist, then assumed the role of policy director before becoming deputy chief of staff.

    Lee has spent her career advocating on behalf of working families in national policy debates on issues such as wage inequality, workers’ rights, and fair trade. She is co-author of The Field Guide to the Global Economy, published by The New Press, and has authored numerous publications on the North American Free Trade Agreement, the impact of international trade on U.S. wage inequality, and the domestic steel and textile industries.

    Lee has been a voice for workers in testimony before congressional committees and in television and radio appearances—including on PBS News Hour, Good Morning America, NPR’s All Things Considered and Marketplace, Fox Business, and the PBS documentary Commanding Heights. She has also served on the State Department Advisory Committee on International Economic Policy, the Export-Import Bank Advisory Committee, and the Board of Directors of the National Bureau of Economic Research, among others.

    Lee holds a master’s degree in economics from the University of Michigan at Ann Arbor and a bachelor’s degree in economics from Smith College. Lee lives in Washington, D.C., with her husband and dog. She has one daughter, who teaches middle school in Brooklyn. She likes to cook, read, and travel.

  • TIM WENTWORTH

    Express Scripts

    Read Bio ⟶

    TIM WENTWORTH

    Tim Wentworth leads Express Scripts and Cigna Services. In this role, Wentworth oversees the Express Scripts business as well as independent services, including eviCore.

    Wentworth formerly served as President and Chief Executive Officer of Express Scripts, where he was responsible for all aspects of the company’s strategic direction and core business. He joined Express Scripts when the company merged with Medco in April 2012. At Medco, he led the employer and key accounts organizations for nearly 14 years. He also served as President and CEO of Accredo, the company's specialty pharmacy.

    Wentworth earned a bachelor's degree in industrial and labor relations from Cornell University and an associate's degree in business from Monroe Community College.

  • SHERYL PALMER

    Taylor Morrison

    Read Bio ⟶

    SHERYL PALMER

    Sheryl Palmer is the chairman and chief executive officer of Taylor Morrison Home Corporation, a leading national homebuilder and developer based in Scottsdale, Arizona. Since 2007, Ms. Palmer has overseen a highly experienced leadership team in several key national homebuilding markets. With more than 30 years of cross-functional building experience, including leadership in land acquisition, sales and marketing, development and operations management, Ms. Palmer has led Taylor Morrison into the top ranks of America’s largest public homebuilders, following the company’s IPO in 2013.

    Currently, Ms. Palmer has the organization dedicated to implementing a business strategy focused on three priorities: pursuing strategic growth opportunities to deliver benefits of scale; enhanced operational excellence to drive company-wide efficiencies; and differentiating the customer experience Taylor Morrison provides all team members and homebuyers. Under Ms. Palmer’s leadership, Taylor Morrison has been successful in creating trustworthy relationships with both its internal and external customers. In 2018, the company was named America’s Most Trusted Home
    Builder for the third consecutive year by Lifestory Research, and a Top 100 Best Places to Work by Glassdoor.

    Ms. Palmer has spent most of her early career in the Arizona, California and Nevada real estate markets. Prior to Taylor Morrison, Ms. Palmer served as Nevada Area President for Pulte and Del Webb after finishing 10 years as division president at Blackhawk Corporation, a builder of active adult communities based in northern California.

    Ms. Palmer’s passions extend beyond homebuilding and enter the many realms of: parenthood, including her three children and four grandchildren; leadership and diversity; supporting veterans; solving for homelessness; and health and wellness.

    Ms. Palmer serves on the Board of Directors of Interface Inc., the National Board of Directors and Executive Committee of HomeAid America, and the Executive Committee of the Joint Center for Housing Studies at Harvard University.

AGENDA

7:30am

REGISTRATION & NETWORKING

8:00AM

ON-STAGE INTERVIEWS BEGIN

Near the top of every company’s list of challenges is finding the best workers to stay competitive in a tight labor market. At the same time, millions of workers live paycheck to paycheck while facing the prospect of their jobs being automated out of existence. How can the public and private sectors work together to ensure a steady supply of workers with the right skills, while providing greater economic opportunity for more Americans?

9:30AM

Event Concludes

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