WORLD ECONOMIC FORUM 

January 20-24, 2025
DAVOS | SWITZERLAND

As a strategic partner of the World Economic Forum, BNY works together with the Forum on initiatives aimed at a more efficient, resilient and inclusive financial system. 

The 55th Annual Meeting in 2025 convenes under the title "Collaboration for the Intelligent Age" to provide the crucial space to focus on 5 thematic priorities: rebuilding trust, reimagining growth, investing in people, safeguarding the planet and industries in the intelligent age to avoid fragmentation and work together on a can-do, people-centered agenda for an intelligent age. 

With these priorities in focus, BNY continues to create solutions for 
clients, communities and people everywhere, while remaining resilient through change.

BNY IN DAVOS

 

Get an exclusive view into our week at the World Economic Forum and the important connections we made.

DELEGATES

Robin Vince

Robin Vince

Chief Executive Officer

Hani

Hani Kablawi

Head of International

Raj Raman

Jayee Koffey

Global Head of Enterprise Execution and Chief Corporate Affairs Officer

Hani

Jose Minaya

Global Head Investments
and Wealth

Raj Raman

Cathinka Wahlstrom

Chief Commercial Officer 

INSIGHTS

MEGATRENDS

IN FOCUS

While changes to the political and macro climate are sparking opportunities for growth, several megatrends are influencing how market participants can realize that growth.

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Global Growth in 2025: Views from BNY

BNY's iFlow "Mood" Index, tracking investor flows across equities and bonds, is trending up after hitting its lowest point since the pandemic, signaling a resilient U.S. economy in 2025. Across the globe, opportunities for growth are mixed but setting the stage for incoming governments to pursue pro-growth policies via private sector funding.

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Scaling for Growth: Navigating the Next Chapter for Alts Managers

As alternative investments become more accessible to a wider range of investors, BNY breaks down how alternative asset managers are addressing the changing landscape – from regulatory shifts to adapting operating models – as they scale operations and position their businesses for growth opportunities.

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Unlocking the AI Growth Multiplier

Advancements in AI are revolutionizing how financial institutions deliver products and services, paving the way for innovation and inspiring how organizations reimagine growth. BNY explores the key trends and benefits of AI for employees and customers, while providing a deeper look into its own AI platform, Eliza.

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Market Structure and Growth

With U.S. Treasury market changes afoot and effective liquidity management more essential than ever, BNY outlines how market participants can leverage these changes to better position themselves for growth.

SCHEDULE

Speaking engagements from our experts in Davos

08:15 CET

Banks: Change on All Fronts?

BNY Panelist: Robin Vince, CEO

Macroeconomic headwinds, geopolitical tensions and technological changes are converging to test the resilience of the banking sector and increase the pressure on financial institutions to quickly adapt their business models. In this context, it is clear that the banks of the future must look and operate differently from the past. How can the banking sector build in resilience as it navigates a time of transformational change?

Additional Panelists:

• Mary Callahan Erdoes, CEO, J.P. Morgan Asset and Wealth Management, J.P. MorganChase

• Sheikh Bandar Bin Mohammed Bin Saoud Al-Thani

• C.S. “Venkat” Venkatakrishnan, CEO, Barclays

• Bill Winters, CEO, Standard Chartered

Moderator: Joumanna Bercetche, Anchor, Bloomberg News

08:30 CET

Scaling Responsible AI

BNY Panelist: Jayee Koffey, Global Head of Enterprise Execution & Chief Corporate Affairs Officer

While AI continues to create new opportunities to significantly enhance enterprise productivity, innovation and competitiveness, leaders are faced by challenges around how to ensure its ethical, explainable and responsible execution. This panel discussion will scope the best practices, guidelines, approaches and frameworks that can be deployed to ensure that every application of AI is for the greater good of all.

Additional Panelists:

• Alan Flower, Executive Vice President and Head of AI & Cloud Native Labs, HCLTech

Moderator: Dr. Saikat Chaudhuri, AI, Innovation and Strategy Professor, UC Berkeley

 

09:45 CET

Generative AI in Financial Services: From Innovation to Industry Game-Changer

BNY Panelist: Jayee Koffey, Global Head of Enterprise Execution & Chief Corporate Affairs Officer

Over the past year, Generative AI has shifted from a promising innovation to a transformative force within financial services. This panel will examine how fintechs are leveraging Generative AI to unlock new opportunities, streamline processes, and deliver more personalized financial solutions. During this conversation, we will talk about the challenges of adoption, data safeguarding and compliance, and the broader implications of this rapid technological shift.

Additional Panelists:

• Ron Lefferts, Group Head of Sales & Account Management, LSEG

Moderator: Traci Mabrey, Dow Jones, General Manager Factiva

 

17:00 CET

The World Ahead 2025

BNY Panelist: Jose Minaya, Global Head Investments and Wealth

The World Ahead discussion will present ten key trends to watch in 2025, covering major economic, political and technological shifts around the world.

Additional Panelists:

• Beata Javorcik, Chief Economist, European Bank for Reconstruction and Development

• Salil Parekh, Chief Executive and Managing Director, Infosys

• Morten Wierod, Chief Executive, ABB

Moderator: Tom Standage, Deputy Editor, The Economist

BNY AT A GLANCE

$52.1T

Assets under custody and/or administration (1)

$2.0T

Assets under management (2)

100+

Markets where BNY serves clients

1.Consists of AUC/A primarily from the Asset Servicing line of business and, to a lesser extent, the Issuer Services line of business. Includes the AUC/A of CIBC Mellon Global Securities Services Company (“CIBC Mellon”), a joint venture with the Canadian Imperial Bank of Commerce, of $1.8 trillion at 2.December 31, 2024, $1.9 trillion at September 30, 2024 and $1.7 trillion at December 31, 2023. Information is preliminary.

2.Represents assets managed by BNY Investments and BNY Wealth as of December 31, 2024.

 

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