April 20, 2022 Exchequer Club Meeting

Laurie Schaffer, Principal Deputy General Counsel, Department of the Treasury, will be our guest speaker at the Exchequer Club luncheon on Wednesday, April 20, 2022. Laurie Schaffer is currently serving as the Principal Deputy General Counsel at the Treasury Department, having previously served as Treasury acting general counsel from January 2021 through February 2022.  In that role, she was the chief legal officer at Treasury overseeing the work of the General Counsel’s office on the debt limit, implementation of Treasury’s pandemic programs established in the American Rescue Plan, various tax regulations, OFAC sanctions work, CFIUS transactions, etc.  Prior to joining Treasury,...

March 16, 2022 Exchequer Club Meeting

Eric J. Pan, President and Chief Executive Officer, Investment Company Institute, will be our guest speaker at the Exchequer Club luncheon on Wednesday, March 16, 2022. Eric J. Pan is the president and chief executive officer of the Investment Company Institute. He took office as the 10th chief executive in ICI’s history on November 9, 2020. Pan was previously a managing director of Rock Creek Global Advisors LLC, an international economic policy advisory firm in Washington, DC, and a senior research fellow at the Center for Law and Economic Studies at Columbia Law School in New York. Pan served as the director of...

November 17, 2021 Exchequer Club Meeting

Mike Allen, Co-Founder, Axios, will be our guest speaker at the Exchequer Club meeting on Wednesday, November 17, 2021. Mike Allen is a co-founder of Axios.  Allen oversees all Axios’ editorial coverage and writes the flagship daily newsletters, Axios AM and Axios PM.  Allen is also an executive producer of the Emmy Award-winning docu-news series, “Axios on HBO.” Under his leadership, Axios was listed as one of Fast Company’s “World’s Most Innovative Companies 2018” and announced as Washington Business Journal’s “2021 Fastest Growing Companies.”  Also, Vanity Fair named Allen to its 2011, 2012 and 2018 “New Establishment” lists.  Prior to Axios,...

October 20, 2021 Exchequer Club Meeting

John W. Ryan, President and Chief Executive Officer, Conference of State Bank Supervisors, will be our guest speaker at the Exchequer Club meeting on Wednesday, October 20, 2021. John Ryan has served as President and CEO of CSBS since 2011 and previously was Executive Vice President (2003-2011) and Assistant Vice President of Legislative Affairs (1997-2003). John also led the financial services consulting practice at a public affairs firm, and worked on the U.S. House Banking, Finance and Urban Affairs committee. He has a B.A. in political science and economics from the University of California at Berkeley.

May 19, 2021 Exchequer Club Meeting

Manuel P. Alvarez, Commissioner, California Department of Financial Protection and Innovation, will be our guest speaker at the Exchequer Club meeting on Wednesday, May 19, 2021. Manuel P. Alvarez was appointed Commissioner of the California Department of Business Oversight by Governor Gavin Newsom on March 28, 2019. He was sworn in on May 13, 2019. He led the department in its transition to the Department of Financial Protection and Innovation (DFPI) with the signing of AB 1864 by Governor Newsom on September 25, 2020, and currently presides as its Commissioner. Mr. Alvarez had been general counsel, chief compliance officer and corporate secretary...

March 17, 2021 Exchequer Club Meeting

Karen Shaw Petrou, Managing Partner, Federal Financial Analytics and author of Engine of Inequality: The Fed and the Future of Wealth in America, will be our guest speaker at the Exchequer Club meeting on Wednesday, March 17, 2021. Karen Shaw Petrou is the co-founder and Managing Partner of Federal Financial Analytics, Inc., a privately-held company that since 1985 has provided analytical and advisory services on legislative, regulatory, and public-policy issues affecting financial services companies doing business in the U.S. and abroad. Petrou is a frequent speaker on topics affecting the financial services industry. In addition to testifying before the U.S. Congress,...

November 18 Exchequer Club Meeting

Post Election Panel: Jaret Seiberg, Managing Director, Washington Research Group, Cowen Research Group; Stacey Alexander, Government Relations, Subject Matter; Paul Bock, Partner, Thorn Run Partners, will be our guest speakers at the Exchequer Club meeting on Wednesday, November 18, 2020. Jaret Seiberg, Managing Director, Washing Research Group - Financial Services, Cowen Research Group Jaret Seiberg is the financial services and housing policy analyst for Cowen Washington Research Group, which has been routinely recognized by Institutional Investor among the top macro policy teams. Before joining Cowen in August 2016, he served in similar roles at Guggenheim Securities, MF Global, Concept Capital and Stanford...

October 21, 2020 Exchequer Club Meeting

Paul Schott Stevens, President and Chief Executive Officer, Investment Company Institute, will be our guest speaker at the Exchequer Club meeting on Wednesday, October 21, 2020. Paul Schott Stevens has served as president and CEO of the Investment Company Institute since June 2004. Stevens has steered ICI during some of the most challenging years in its history, through the financial crisis and beyond. He has led ICI’s efforts on a series of crucial issues—money market fund reform, passage and implementation of the Dodd-Frank Act, and critically important fiscal and tax issues. In 2011, he directed the launch of ICI Global to...

September 24, 2020 Exchequer Club Meeting

Gerald F. Seib, Executive Washington Editor, The Wall Street Journal, will be our guest speaker at the Exchequer Club meeting on Thursday, September 24, 2020. Gerald F. Seib is the executive Washington editor for The Wall Street Journal. He was previously the Washington bureau chief, overseeing the Journal’s news and analysis from Washington. He also developed the digital edition of the Washington bureau that includes his own column and commentaries, a real-time version of Washington Wire and other features and columns. Mr. Seib appears regularly on networks such as CNBC, Fox Business Network, CNN and the BBC as a commentator on...

May 20, 2020 Exchequer Club Meeting

Bimal Patel, Assistant Secretary for Financial Institutions, U.S. Department of the Treasury, will be our guest speaker at the Exchequer Club meeting on Wednesday, May 20, 2020. Bimal Patel was sworn in as Assistant Secretary of the Treasury for Financial Institutions on June 27, 2019. Previously, Mr. Patel served as the Deputy Assistant Secretary for the Financial Stability Oversight Council. Mr. Patel is responsible for leading policy formulation on financial institutions, insurance, financial technology, cybersecurity and critical infrastructure protection, financial stability, and financial regulation. Prior to joining Treasury, Mr. Patel was a Partner and Head of the Financial Advisory and Regulation Practice in...