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NABE Annual Meeting — Full Program (Uniform Font Size)

Program

Last Updated: October 2, 2025
Plenary
Concurrent Sessions
Breakfasts / Breaks / Networking
Brunch / Lunch
Other
11:15 AM – 12:30 PM Brunch - includes book (Separate Registration)
Brunch with the Author

Hate the Game: Economic Cheat Codes for Life, Love, and Work

  • Daryl Fairweather, Chief Economist, Redfin
12:30 PM – 1:30 PM Plenary
Geopolitics and Geoeconomics

Hosted by the National Bureau of Economic Research

  • Jesus Fernandez-Villaverde, Professor of Economics, University of Pennsylvania
  • Sebnem Kalemli-Ozcan, Schreiber Family Professor of Economics, Brown University
  • Jesse Schreger, Associate Professor, Columbia Business School
  • Moderator: Jim Poterba, President, NBER; Mitsui Professor of Economics, MIT
1:35 PM – 2:25 PM Plenary
Forecasting Challenges in Turbulent Times
  • Ben Herzon, Economics Executive Director, US Macro, S&P Global Market Intelligence
  • Patrick Higgins, Policy Adviser and Economist, Federal Reserve Bank of Atlanta
  • Moderator: Chris Swann, CBE, Adjunct Professor of Economics, Temple University
2:25 PM – 2:50 PM Networking Break
2:50 PM – 3:45 PM Concurrent Sessions I

A. Harnessing Alternative Data Sources for Economic Insights

  • Daryl Fairweather, Chief Economist, Redfin
  • Michael Gunther, VP & Head of Insights, Consumer Edge
  • Nidhish Sugumar, Senior Strategist, MacroXStudio
  • Beaumont Vance, Senior Vice President, Data and Artificial Intelligence, Paychex
  • Moderator: Selma Hepp, Chief Economist & SVP, Cotality

B. How Can We Meet Rising Demand for Energy?

  • Andrew Levitt, Senior Consultant, The Brattle Group
  • Richard Meyer, VP, Energy Markets, Analysis & Standards, American Gas Association
  • Alex Tiessen, Principal, Posterity Group
  • Moderator: Todd Aagaard, Professor of Law, Villanova University

C. Strategies for Sustaining Growth in Latin America

  • Diego Chameides, Chief Economist, Banco Galicia
  • Mario Mesquita, Chief Economist, Itau
  • Alejandro Padilla, Chief Economist, Banorte
  • Moderator: Marcello Estevão, Managing Director & Chief Economist, Institute of International Finance
3:50 PM – 4:40 PM Plenary
Climate and Insurance
  • Natalia Moudrak, Managing Director, Climate Risk Advisory, Aon
  • Jeremy Porter, Chief Economist, First Street
  • Moderator: Yelena Shulyatyeva, Senior US Economist, The Conference Board
3:50 PM – 4:40 PM Concurrent Session
Presentation of the NABE Mennis Award-Winning Papers
  • "Voice AI: Natural Field Experiment in Job Interviews" — Brian Jabarian, University of Chicago Booth School of Business
  • "Predicting the State of Commercial Real Estate: Up, Down, or Uncertain?" — Azhar Iqbal, economist; Delaney Conner, Ali Hajibeigi, Wells Fargo Securities
  • "Ghost Jobs, Real Costs: Labor Market Distortions from Ghost Job Postings" — Derya Oktay, Steven Singer, Outten & Golden LLP
  • Moderator: Charles Steindel, Editor, Business Economics
4:45 PM – 5:40 PM Plenary
The AI Imperative: Rethinking Work and Business in the Age of Generative Tools
  • Neil Constable, Head of Quantitative Research and Investments, Fidelity Investments
  • Ethan Mollick, Ralph J. Roberts Distinguished Faculty Scholar; Co-Director, Generative AI Labs, The Wharton School, University of Pennsylvania
  • Moderator: Olivia White, Director, McKinsey Global Institute
5:45 PM – 7:15 PM President's Welcome Reception
7:45 PM Small Group Dinners
7:15 AM – 8:00 AM Continental Breakfast
7:30 AM – 8:00 AM CBE Presentation and Networking Breakfast
8:00 AM – 8:40 AM Plenary
CEO Chat
  • Salim Ramji, CEO, Vanguard
  • Moderator: Diane Swonk, CBE, Chief Economist and Managing Director, KPMG LLP
8:45 AM – 9:30 AM Plenary
Global Macro Update and NABE Outlook Survey
  • Gregory Daco, NABE Vice President; Chief Economist, EY
  • Yael Selfin, Vice Chair, KPMG in the UK
  • Martin Holdrich, Senior Economist, Woods & Poole Economics, Inc.
9:35 AM – 10:25 AM Plenary
Whither the Federal Budget?
  • Karen Dynan, Professor, Harvard University
  • Kent Smetters, Boettner Chair Professor, Wharton School, University of Pennsylvania
  • Ellen Zentner, Chief Economic Strategist, Morgan Stanley Wealth Management
  • Moderator: Cathleen Koch, Vice President, Tax Policy, Peter G. Peterson Foundation
10:25 AM – 11:15 AM Networking Break
10:35 AM – 11:10 AM Interactive Discussions
Open Discussion Forums
  • Translating Macro into Market Strategies
    Ian Kresnak, Macro & Market Strategist – Equity, Fixed Income, Currency, Vanguard
    Ilan Kolet, Institutional Portfolio Manager, Fidelity Investments
  • Integrating the Tools of Tech Economics
    Michael Luca, Director, Tech & Society Initiative, Carey School, Johns Hopkins Univ.
  • Tracking Tariff Developments
    Jan Hogrefe, Director of Market Analysis & Chief Economist, Boeing
    Laura Speake, Chief Economist, Energy & Transportation, Caterpillar, Inc.
  • Current Issues in Real Estate
    Odeta Kushi, Deputy Chief Economist & VP, First American
    Luis Torres, CBE, Sr. Business Economist, Federal Reserve Bank of Dallas, San Antonio Branch
  • Assessing Threats to the Statistical System
    Erica Groshen, Sr. Labor Economics Advisor, Cornell Univ. ILR School; Fmr. BLS Commissioner
    Michael Horrigan, CBE, President, UpJohn Institute
11:15 AM – 12:10 PM Concurrent Sessions II

A. Climate Shocks, Energy Transitions, and the Risk Pricing Gap

  • Stephen Comello, Senior Vice President, EFI Foundation
  • Kate Gordon, CEO, California Forward
  • Moderator: Ellen Hughes-Cromwick, CBE, Senior Visiting Fellow, Third Way

B. From the Pandemic to the Tariff Crisis: Advances in Real-Time Trade and Supply Chain Data

  • Forrest Dougan, Senior Director, Business Intelligence, OpenLane
  • Craig Fuller, CEO & Founder, FreightWaves
  • Andrew Petrisin, Former Deputy Assistant Secretary for Multimodal Freight, U.S. DOT
  • Moderator: Aaron Terrazas, Economist

C. State of the Housing Market for the Missing Middle

  • Nadia Evangelou, Senior Economist & Director of Real Estate Research, NAR
  • Mark Fleming, SVP & Chief Economist, First American Financial Corp
  • Tobias Peter, Senior Fellow and Codirector, AEI
  • Moderator: Yelena Maleyev, CBE, Senior Economist, KPMG
12:10 PM – 1:40 PM Luncheon
A View from the Federal Reserve Bank of Philadelphia
  • Anna Paulson, President & CEO, Federal Reserve Bank of Philadelphia
  • Moderator: Gregory Daco, NABE Vice President; Chief Economist, EY
1:50 PM – 2:45 PM Concurrent Sessions III
Concurrent Sessions III (A–C)

A. Are Investors Allocating Away from Dollar Denominated Investments?

  • Juhi Dhawan, Senior Managing Director, Global Macroanalyst, Wellington Management
  • Tani Fukui, Director and Macroeconomist, MetLife Investment Management
  • Kana Norimoto, Senior Macro Strategist, Fidelity Investments
  • Moderator: Michael McDonough, Chief Economist for Financial Products, Bloomberg LP

B. How Manufacturers are Adapting in an Uncertain Environment

  • Liz Hempel, Partner, McKinsey & Company
  • Paul Flora, Director of Regional Economic Analysis, Federal Reserve Bank of Philadelphia
  • Kenneth Shiver, Chief Economist, Southern Company
  • Moderator: Victoria Bloom, Chief Economist, National Association of Manufacturers

C. Return to Office: Implications for Cities

  • Daryl Fairweather, Chief Economist, Redfin
  • Yi Geng, Senior Economist, Office of Revenue Analysis, DC
  • Michael Luca, Professor & Director, Technology and Society Initiative, Johns Hopkins University Carey Business School
  • Moderator: Fred Treyz, Chief Economist & CEO, REMI
2:45 PM – 3:10 PM Networking Break
3:10 PM – 4:05 PM Plenary
Monetary Policy Divergence & Currency Wars
  • Lael Brainard, Distinguished Fellow, Georgetown University Psaros Center
  • Catherine L. Mann, External Member, Monetary Policy Committee, Bank of England
  • Carmen Reinhart, Minos A. Zombanakis Professor, Harvard Kennedy School
  • Moderator: Julia Coronado, Founder and President, MacroPolicy Perspectives, LLC
4:10 PM – 5:00 PM Plenary
Mapping Global Power and Risk Dynamics
  • Constance Hunter, CBE, Chief Economist, EIU
  • Anna Rosenberg, Head of Geopolitics, Amundi
  • Elizabeth Rust, Lead Economist, Oxford Economics
  • Moderator: Mark Rosenberg, Founder, GeoQuant; Adjunct Professor, Columbia SIPA
4:10 PM – 5:00 PM Concurrent Session
Ask an Economist: A Session for Students and Young Professionals
  • Tendayi Kapfidze, Economist
  • Danielle Kavanagh-Smith, Senior Data Scientist, LinkedIn
  • Megan Sheehy, Economist, Bureau of Economic Analysis
  • Ellen Zentner, Chief Economic Strategist, Morgan Stanley Wealth Management
  • Moderator: Chuxin Liu, Quantitative Modeling Senior Associate, JPMorgan Chase
5:00 PM – 5:25 PM Plenary
NABE Presidential Address
  • Emily Kolinski Morris, CBE, NABE President; Chief Economist, Ford Motor Company
5:25 PM – 5:45 PM NABE Business Meeting
6:00 PM – 7:30 PM Reception Hosted by the Federal Reserve Bank of Philadelphia
8:00 PM GetConnected Happy Hour
8:00 AM – 8:45 AM Continental Breakfast
8:30 AM – 9:10 AM Plenary
CEO Chat
  • Douglas C. Yearley, CEO, Toll Brothers
  • Moderator: Ken Simonson, Chief Economist, Associated General Contractors of America
9:15 AM – 10:05 AM Plenary
Impact of Tariffs and Trade Wars on Businesses and the Global Economy
  • Caroline Freund, Dean, School of Public Policy and International Affairs, UC San Diego
  • Adam Hersh, Senior Economist, Economic Policy Institute
  • Robert Koopman, Hurst Senior Professorial Lecturer, American University, SIS
  • Moderator: Ilan Kolet, Institutional Portfolio Manager, Fidelity Investments
10:05 AM – 10:35 AM Networking Break
10:35 AM – 11:30 AM Concurrent Sessions IV

A. Workforce in Flux: Immigration, Return-to-Office, and AI

  • Zeke Hernandez, Max and Bernice Garchik Family Presidential Professor, The Wharton School
  • Michael Horrigan, President, UpJohn Institute
  • Mark Ma, Associate Professor of Business Administration, University of Pittsburgh
  • Moderator: Kathleen Navin, CBE, Senior Economist, Federal Reserve Bank of St. Louis

B. Consumer Spending During Inflation 2.0

  • Michael Blackburn, Executive Vice President, RetailStat
  • Simeon Gutman, Managing Director, Morgan Stanley
  • Thomas Paulson, VP & Head of Market Insights, Advan Research
  • Moderator: Roc Armenter, Research Director, Federal Reserve Bank of Philadelphia

C. Outlook for Small Businesses Amid the Changing Policy Landscape

  • Ufuk Akcigit, Arnold C. Harberger Professor of Economics, University of Chicago
  • Holly Wade, Executive Director, NFIB Research Center
  • Moderator: Daniel Brown, CBE, Senior Director & Economist, American Bankers Association
11:30 AM – 1:10 PM Luncheon
Adam Smith Award Luncheon and Lecture
  • Jerome Powell, Chair, Board of Governors, Federal Reserve System
  • Moderator: Emily Kolinski Morris, CBE, NABE President; Chief Economist, Ford Motor Company
1:20 PM – 2:15 PM Concurrent Sessions V

A. Effects of Cyclical and Structural Changes to U.S. Trade on the Transportation Sector

  • Daniel Hackett, Partner, Hackett Associates, LLC
  • Jan Hogrefe, Director Market Analysis & Chief Economist, Boeing
  • Marc Schaffer, Principal Freight Market Economist, Breakthrough Fuel
  • Moderator: Jonathan Smoke, SVP & Chief Economist, Cox Automotive

B. The Hottest Questions in CRE

  • Brandon Isner, Retail Research Leader, Newmark
  • Matthew Rand, Managing Director, Research & Analytics, Link Logistics Real Estate
  • Julie Whelan, Global Head, Occupier Thought Leadership, CBRE
  • Moderator: Rebecca Rockey, Deputy Chief Economist & Global Head of Forecasting, Cushman & Wakefield

C. Behavioral Economics in Action: The AHA’s Health Care by Food Initiative

  • Mitchell Elkind, Chief Science Officer, American Heart Association National Center
  • Moderator: James Smith, CBE, Chief Economist, EconForecaster
2:15 PM – 2:25 PM Transition
2:25 PM – 3:15 PM Plenary
Immigration and Labor Supply
  • Bailey Edwards, Vice President, Stratus Properties
  • Bill Lapp, Owner, Advanced Economic Solutions
  • Anu Madgavkar, Partner, McKinsey Global Institute
  • Moderator: Pia Orrenius, Vice President, Federal Reserve Bank of Dallas
3:20 PM – 4:15 PM Plenary
Policy, Politics, and the Path Ahead for the Fed
  • Charles Evans, Former President, Federal Reserve Bank of Chicago
  • Patrick Harker, Former President, Federal Reserve Bank of Philadelphia
  • Loretta Mester, Former President, Federal Reserve Bank of Cleveland
  • Moderator: Michael McKee, International Economics & Policy Correspondent, Bloomberg TV & Radio
4:15 PM Adjournment
4:30 PM Foodie Tour of Reading Terminal Market (Separate Registration)

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In-Person Registration

In Person Registration is Now Closed.

 

Full Conference Registration

NABE Member: $1,000
U.S. Government Employee: $1,000
Non-Member (includes one-year membership): $1,150

Student Registration**

NABE Student Member (no meals): $75
Student Non-Member (no meals; includes one-year membership): $105

**Please note: Students must send a copy of their student ID to [email protected] before attending. Must be a full-time student and can only be working part-time.

Single-Day Registration

NABE Member: $425
Non-Member: $525

Deadline for Advance Registration:
October 8 

Register Here

Virtual Registration*

NABE Member: $300
U.S. Government Employee: $350
Non-Member (includes one-year membership): $450
NABE Student Member**: $75
Student Non-Member** (includes one-year membership): $105

*Virtual access is for general sessions and luncheon sessions only; no concurrent sessions included.
**Please note: Students must send a copy of their student ID to [email protected] before attending. Must be a full-time student and can only be working part-time.

Register Here