WHEN

WEDNESDAY,
OCTOBER 21

10:00AM until 5:15PM ET

WHERE

LIVE STREAMING FROM NYSE

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Speakers

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Agenda

All Eastern Standard Time
10:00AM - 10:05AM
Introduction
Welcome with Paul Kim
10:05AM - 10:10AM
CIP
Why We Are Here — Coney Island Prep with Karen Johnson
10:10AM - 10:55AM
Panel 1
Vibes vs. Vintages: Why the Data and People Disagree with Anna Wong, Cameron Dawson & Danielle DiMartino Booth
Moderated by Jeff Schwarte
The hard data says one economy; the surveys, the voters, and your Uber driver describe another. This panel digs into why the gap between measured prosperity and lived experience keeps widening — and which one markets should actually be pricing.
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10:55AM - 11:40AM
Panel 2
The Economics of Intelligence with Hari Krishnan, Michael Green & Mika Kastenholz
Moderated by Patrick Hennessy
Intelligence is getting too cheap to meter, but the capital required to produce it has never been more expensive. We explore the strange economics of AI: who captures the surplus, who funds the buildout, and what happens to labor, margins, and markets when cognition becomes a commodity.
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11:40AM - 12:25PM
Lunch
12:25PM - 1:10PM
Panel 3
Friends, Foes, and FX with John O'Connor & Mauro Mujica-Parodi III
Moderated by Michael Green
The postwar order assumed a buyer of last resort for both security and securities — and both assumptions are now in question. Our panel maps a world of shifting alliances, weaponized trade, and capital flows that no longer follow the old rules.
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1:10PM - 1:55PM
FIRESIDE CHAT 1
Living on the Edge (of Volatility) with David Dredge
Moderated by Michael Green
David Dredge has spent a career arguing that the industry systematically misprices insurance — selling it when it's expensive to own and shunning it when it's cheap. A conversation about convexity, fragility, and why the best risk management looks foolish right up until it doesn't.
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1:55PM - 2:40PM
Panel 4
Spread Thin: Hunting for Compensation in a Compressed World with David Meneret, Joseph Hegener & Michael Schimmel
Moderated by Christopher T. Getter
Credit spreads sit near historic tights even as leverage migrates into structures nobody marks to market. This panel asks the uncomfortable question: are investors being paid for the risk they're actually taking — and where does the next cycle's stress emerge?
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2:40PM - 3:10PM
Break
3:10PM - 3:55PM
Panel 5
Who Buys the Bonds? with Jared Work, Jim Bianco & Sudar Purushothaman
Moderated by Jason England
For 40 years, the long end had buyers who never checked the price — pensions, insurers, foreign reserves. As those anchors withdraw, this panel examines who sets the price of duration now, and what a term premium rebuilt by price-sensitive hands means for every other asset.
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3:55PM - 4:25PM
FIRESIDE CHAT 2
Risk Management at 200 MPH with Michael Taylor & Max Taylor
Moderated by Ronja Lodmark
On the track, mismanaging risk doesn't cost you basis points — it costs you the car, or worse. Michael and Max Taylor on braking points, apex speed, and what racing teaches about the difference between confidence and control.
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4:25PM - 5:10PM
Panel 6
Diversification's Last Stand: Liquid Alts with Andrew Beer, Christopher Coolidge & Tim Ayles
Moderated by Ken Miller
When stocks and bonds fall together, the traditional portfolio's only free lunch turns out to have been a tab. Our closing panel evaluates whether liquid alternatives can actually deliver diversification when it matters — or whether they're just beta in a more expensive wrapper.
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5:10PM - 5:15PM
Wrap Up
Concluding Comments by Fiona Ho

About the Event

Simplify's Entering the Fall 2026 is our sixth annual gathering of select financial and economic thought leaders to discuss the current economic environment, market landscape, and investment outlook. Proceeds from the event will be used to support Coney Island Prep and affiliated programs.

Benefiting

Coney Island Prep is a community-driven K-12 charter school based in New York City that provides educational enrichment focused on college and career readiness. Students are encouraged to explore their scholars’ identity, diversity, a growth mindset, justice and action, and their own hero’s journey.

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Thanks to Our Partners & Sponsors

Questions

For questions about the event or for sponsorship opportunities, please email us: info@simplify.us

(702) 389-9705 | info@simplify.us

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