Agenda

The Economic Imperative: Creating Growth that Works for Everyone.


Monday, October 15, 2018

8:45 AM
CHINA AND THE WORLD: A NEW ERA FOR BUSINESS

Pre-Forum Roundtable

As China’s growth slows and trade relations become more complex, Chinese companies and multinationals alike are recalibrating their strategies. Regulatory frameworks governing everything from IPR to market access are up for debate. The impact of China’s Belt and Road initiative is beginning to be felt. In the marketplace, digital forces are reshaping industry value chains, with China at the epicenter of these disruptions. This roundtable will bring together business leaders from China who seek to expand their global footprint with multinational company heads who are actively engaged with China to discuss strategies for successful growth and investment.
Opening Speakers:
Afsaneh Beschloss, Founder and CEO, RockCreek
Chen Dongsheng, Chairman and CEO, Taikang Insurance Group
Louisa Cheang, Vice Chairman and CEO, Hang Seng Bank
Vincent Qiu, Chief Executive Officer, Baozun
Jan Rinnert, Chairman, Heraeus
Jonathan Woetzel, Director, McKinsey Global Institute; Senior Partner and Co-Chair Urban China Initiative, McKinsey & Company
Moderator: Adam Lashinsky, Executive Editor, Fortune

10:30 AM
BOARDROOM CONFIDENTIAL ROUNDTABLE

LEVERAGING THE BOARD
Pre-Forum roundtable for leaders who sit on large company boards, by invitation only
In this era of accelerated change and industry disruption, where are today’s best boards of directors focusing their time? This special by-invitation session will gather leaders who serve on large company boards for an exploration of 21st-century boardroom effectiveness. Subjects will include the board’s role in changing the business model, getting the talent equation right, promoting long-term strategies, and focusing on the right metrics to drive performance.
Discussion Leaders:
Ellen Kullman, Former Chairman and CEO, DuPont; Director, Amgen, Dell Technologies, Goldman Sachs, and United Technologies
Robert Prichard, Chairman, Bank of Montreal, and Chair of Torys
Kathleen Taylor, Chair of the Board, Royal Bank of Canada
Mark Wiseman, Global Head of Active Equities, BlackRock; Chairman, BlackRock Alternative
Investors
Host and Moderator: Dominic Barton, Co-chair, Fortune Global Forum; Global Managing Partner Emeritus, McKinsey & Company
Editorial Host: Leigh Gallagher, Senior Editor-at-Large, Fortune

12:00 PM
BUILDING AN INNOVATION CULTURE

Pre-Forum Lunch Discussion

As the forces of digital transformation take hold across business, CEOs must steer their companies toward breakthrough performance and drive a consistent stream of innovation that brings new value to all stakeholders. From markets to products, technologies and processes – how can CEOs engage their company’s “strategic frontiers” to push past average performance and growth? A strategy session for CEOs looking to take their companies to new levels of revenue, profits, and value creation.
Hosted by Insigniam
Steve Case, Chairman and CEO, Revolution
Andrew Liveris, Former Chairman and CEO, Dow Chemical
Moderator: Alan Murray, President, Fortune

12:15 PM
SMART CITIES: DIGITAL SOLUTIONS FOR A LIVABLE FUTURE

Pre-Forum Lunch Discussion
Digital disruption is coming to the places two-thirds of the world’s population will call home by 2030: cities. The drive to make cities smarter and deliver more value for residents is transforming municipal infrastructure and services worldwide. For companies, and not just tech firms, this represents a major business opportunity. Technology is reconfiguring traditional roles and divisions of labor. City governments may have to regulate but they don’t have to provide every type of service themselves. In fact, they can’t — and as a result, smart cities have become more intricate ecosystems, with the degree and mix of private-sector participation varying from city to city. Companies will need to adapt their products as cities become more digitally connected. Drawing on new McKinsey Global Institute research that sizes the potential impact of smart city technologies across a range of quality-of-life indicators, we’ll explore how city governments and companies together can maximize the potential navigate the challenges of urban digitization.
Hosted by: McKinsey & Company
Rola Dagher, President, Canada, Cisco Systems
Jonathan Woetzel, Director, McKinsey Global Institute; Senior Partner and Co-Chair Urban China Initiative, McKinsey & Company
Additional speakers to be announced
Moderator: Rik Kirkland, Partner, Global Publishing, McKinsey & Company

2:30 PM
KEYNOTE INTERVIEW

The Right Honourable Justin Trudeau, Prime Minister of Canada
Interviewer: Alan Murray, President, Fortune

3:00 PM
BUSINESS AND DIGITAL TRANSFORMATION: PATHWAYS FOR INCLUSIVE GROWTH

Emerging markets and a growing middle class coupled with rapid technological change and a dynamic digital economy are creating major opportunities for global investment and innovation. While governments will be a key factor in making progress on these issues, the private sector must also work toward more sustainable development and leveraging resources for greater societal impact. A discussion on the critical issues facing global business and the role CEOs can play in creating economic growth that works for everyone.
Strive Masiyiwa, Founder and Executive Chairman, Econet
David McKay, Chief Executive Officer, Royal Bank of Canada
Chuck Robbins, Chairman and CEO, Cisco Systems
Additional speakers to be announced
Moderator: Leigh Gallagher, Senior Editor-at-Large, Fortune

3:35 PM
IMPACTING HEALTH THROUGH INNOVATION

From gene editing, to big data and the rise of artificial intelligence, technological advances are changing the way global health care enterprises are run and the way patients receive their care. Which business models will succeed as global health undergoes unprecedented transformation? Johnson & Johnson’s CEO discusses the future of health care and how innovation is enhancing health around the globe.
Alex Gorsky, Chairman and CEO, Johnson & Johnson
Interviewer: Clifton Leaf, Editor-in-Chief, Fortune

3:55 PM
TRADE AND BUSINESS IN A NEW WORLD ORDER

As the lines are being redrawn around NAFTA, the TPP, and other trade agreements, how should businesses navigate the emerging world trade system? How are China/U.S. trade tensions and the Brexit decision impacting cross-border trade and business? While some markets might be slowing in response to protectionist sentiment and looming threats of a global trade war, we’ll shed light on opportunities in emerging markets eager to join the global economic system.
Nando Cesarone, President, International, UPS
Michael Froman, Vice Chairman and President, Strategic Growth, Mastercard; Former U.S. Trade Representative
Additional speakers to be announced
Moderator: Nina Easton, Co-Chair, Fortune Global Forum

4:30 PM
GLOBAL INVESTMENT STRATEGIES

Investors worldwide are closely following key trends that are driving shifts in the global economy, from demographic and social change to rapid urbanization, climate change, and advanced technologies. With such shifts come new opportunities for investment and long-term growth. Hear from leaders shaping global financial markets.
Wei Sun Christianson, CEO of China and Co-CEO of Asia Pacific, Morgan Stanley
Andrew Liveris, Senior Advisor, Saudi Public Investment Fund; Former Chairman and CEO, Dow Chemical
Mark Machin, President and CEO, Canada Pension Plan Investment Board
Moderator: Adam Lashinsky, Executive Editor, Fortune

5:00 PM
REINVENTING GE

Once the titan of global business, GE has seen its market cap – and its reputation – cut in half in the last year. Where does it go from here? GE’s Chairman and CEO gives us an exclusive look at how he’s reinventing an iconic American brand.
John Flannery, Chairman and CEO, GE
Interviewer: Alan Murray, Fortune

6:30 PM
OPENING RECEPTION AND DINNER

Hosted by the Government of Canada
Location: Evergreen Brick Works
Fortune is bringing eight of Canada’s most recognized chefs to the Global Forum to prepare a signature dish. Each dish will be paired with a specially selected Canadian wine.

Tuesday, October 16, 2018

7:30 AM
CEO INITIATIVE BREAKFAST ROUNDTABLE

By invitation

AI AND THE FUTURE OF WORK
The disruptive power of artificial intelligence is beginning to ripple across many industries. While AI will result in some job losses, research shows that the bigger impact is likely to be on the transformation of jobs as workforces learn to coexist with intelligent machines. What kinds of new skills are critical in today’s age of automation and how can businesses improve the way they operate to help more people reap the economic rewards of AI?
Co-hosted by Fortune and Allstate
Opening Speakers:
Mike Gregoire, Chairman and CEO, CA Technologies
Renee James, Chairman and CEO, Ampere
Andrew Liveris, Former Chairman and CEO, Dow Chemical
Moderator: Alan Murray, Fortune

9:00 AM
SUCCESS IN THE GLOBAL MARKETPLACE

In 1971, Starbucks debuted as a single store in Seattle. Today, it is the world’s biggest coffee brand, worth $78 billion. The Starbucks name has penetrated all corners of the globe with 27,000 stores and hundreds of thousands of employees. How will Starbucks expansion into new markets impact its future business model? How is the company striking the balance between profitability and social good? What kind of innovation is necessary to keep Starbucks ahead of the competition? A conversation with Starbucks’ new CEO about why a “relentless pursuit of relevance” is the key to success in today’s dynamic global marketplace.
Kevin Johnson, President and Chief Executive Officer, Starbucks
Interviewer: Clifton Leaf, Fortune

9:15 AM
MAKING BUSINESS MATTER

As inequality increasingly becomes top of mind for business leaders, companies worldwide are rewriting their playbooks to make the workplace more inclusive and more broadly prosperous. How can companies create growth that cuts across gender, race, and socioeconomic backgrounds while driving a culture of innovation? How can hiring practices be more inclusive of underserved populations who offer much-needed skill sets and are eager to work? Hear from CEOs who are determined to bridge the gap between business leaders, employees and their communities – allowing everyone to reap the rewards of success.
Bill McDermott, Chief Executive Officer, SAP
Dan Schulman, President and CEO, Paypal
Moderator: Ellen McGirt, Senior Editor, Fortune

9:40 AM
BUILDING A SUSTAINABLE ENERGY FUTURE

Rapid growth in emerging economies, increased electricity demands and the drive toward sustainability are all factors that are changing how much energy we consume and where we source it from. In the meantime, 1.1 billion people, 14 percent of the worldwide population, continue to live without access to electricity. What will it take to close the energy poverty gap? How is technological innovation changing energy markets? What impact will falling renewable costs have on supply and demand? A discussion on the future of energy and how businesses can prepare for the coming changes.
Lynn Good, Chairman, President and CEO, Duke Energy
Russell Stokes, President and CEO, GE Power; Senior Vice President, GE
Doug Suttles, President and CEO, Encana
Felix Zhang, Co-Founder and Group Executive Director, Envision Energy
Moderator: Adam Lashinsky, Fortune

10:15 AM
THE OUTPERFORMERS

Emerging economies will represent 62% of total global consumption growth by 2030 – the equivalent of US $15.5 trillion. Of the 71 major emerging economies around the world, 18 have been identified as outperforming global benchmarks and their peers. They include long-term success stories such as South Korea and Indonesia, recent high-growth economies like India and Kazakhstan, and less heralded nations, including Ethiopia and Uzbekistan. Combined, these outperformers have lifted about one billion people out of extreme poverty since 1990. Driving this growth has been large companies, which play an outsized—and underappreciated— role in driving productivity and growth. Business leaders at the forefront of this growth discuss their pathways to success and their ambitions to influence the global marketplace.
Anu Madgavkar, Partner, McKinsey Global Institute
Harry Susilo, Founder and Chairman, Sekar Group
Moderator: Geoff Colvin, Senior Editor-at-Large, Fortune

10:45 AM
COFFEE AND NETWORKING BREAK
11:50 AM
NEW POWER AND GLOBAL POLITICS: NAVIGATING A HYPERCONNECTED WORLD

Brexit. Catalan’s independence movement in Spain. Trump’s potential trade wars with China and other nations. Uncertain detente efforts with North Korea. Geopolitical events are sculpting the environment in which businesses operate. Which front-page geopolitical stories will have the most impact on global businesses? What emerging-market political risks and uncertainties should we have on our radar? What steps can business leaders take to address these concerns and how can companies fill the gaps created by global governments and institutions?
Parag Khanna, Managing Partner, FutureMap; Author, Connectography
Dambisa Moyo, Global Economist; Director, 3M, Barclays Bank, and Chevron; and Author, Edge of Chaos
Moderator: Nina Easton, Fortune

12:15 PM
DIGITAL ON DEMAND: NEW MODELS FOR MEDIA AND ENTERTAINMENT

Technology has revolutionized the way we consume media. Video on demand, social media, and hyper-targeted advertising have all reshaped the entertainment landscape. How can companies compete as media consumption becomes increasingly personalized? Top Canadian executives offer their perspectives on the future of media and entertainment and what can businesses do to stay relevant and competitive while also striving to be more inclusive and reflective of the audiences they serve.
Shahrzad Rafati, Founder and CEO, BroadbandTV Corp.
Additional speakers to be announced
Moderator: Adam Lashinsky, Fortune

12:45 PM
SWITCH BREAK
1:00 PM
CONCURRENT LUNCH SESSIONS

Choose 1 of 4

DRIVING BUSINESS VALUE WITH AI

While Artificial Intelligence has surged up the hype curve, with most executives in almost every industry expecting large effects over the next five years, actual adoption of AI is still at early stages. Where can AI technologies be most valuable to companies and disruptive to industries? How can companies use machine learning and analytics to be more competitive in real time, but do so in ways that don’t cross ethical boundaries? What are the most effective approaches to deployment? This session will focus on pathways to leveraging AI and data science to drive business results.
Hosted by Globality
Session Chairman: Joel Hyatt, Co-Founder, Chairman, and CEO, Globality
Speakers:
Jean Francois Gagné, Chief Executive Officer, Element AI
Jason Rowe, Chief Executive Officer, Canada, Goldman Sachs
Additional speakers to be announced
Moderator: Andrew Nusca, Digital Editor, Fortune

THE FUTURE OF MOBILITY

A revolution is underway. Conventional modes of transportation are being disrupted by internet-based services and platforms. Connected, smart, and energy-efficient are no longer buzzwords, having become common features. Trailblazers at the center of transportation innovation will discuss emerging trends and the digital technologies that will soon govern how and what we use to get to our final destination and all points in between.
Carsten Breitfeld, Chief Executive Officer, Byton
Josh Giegel, Co-founder and Chief Technology Officer, Virgin Hyperloop One
Josipa Petrunic, Executive Director & CEO, Canadian Urban Transit Research & Innovation Consortium
Raquel Urtasun, Head of Advanced Technology Group, Uber; Co-founder, Vector Institute
Moderator: Leigh Gallagher, Fortune

TRANSFORMING GLOBAL HEALTH CARE

Look closely at the prominent mergers in the health care industry of late—pharmacy benefits manager Express Scripts to insurer Cigna; insurer Aetna to drugstore chain CVS. What’s driving this frenzy of health care-related deal making? One word: data. More specifically, your data: your health history, how you sleep, what you put in your body, and what comes out. How can data, AI and other digital transformations of the health sector help find new cost efficiencies, improve health care services and medicine, and reverse the soaring costs of health care around the world?
Dianne Carmichael, Chief Executive Officer, Carmichael Worldwide Inc; Chief Health Tech Advisor, Council of Canadian Innovators
Carolyn Magill, Chief Executive Officer, Aetion
Vitor Rocha, Chief Executive Officer, Philips North America
Additional speakers to be announced
Moderator: Clifton Leaf, Fortune

ADVANCING WOMEN IN GLOBAL BUSINESS

Gender inequality in the workplace is real. Statistics around the gender pay gap and the lack of women in leadership roles have made headlines for years. Yet, the problem persists: women continue to earn a fraction of what their male counterparts take home, fewer than 5% of Fortune 500 companies have a female CEO, and women make up just 22% of S&P 500 boards. While advances have been made, the goal of achieving true parity is still far off. What barriers must businesses dismantle to truly empower and advance working women in the 21st century? A frank conversation about the slow and steady march toward gender equity and what it will take to see real change in businesses today.
Rachel Schall Thomas, Co-Founder and President, Lean In
Julie Sweet, Chief Executive Officer, North America, Accenture
Additional speakers to be announced
Moderator: Nina Easton, Fortune

2:40 PM
SWITCH BREAK
3:00 PM
PLENARY SESSIONS

Session include:

21st-CENTURY JOBS: TRAINING EMPLOYEES FOR A DIGITAL AGE
As automation, digitization, and advances in AI continue to disrupt the way we work, the skills needed to succeed in this new era are in short supply, creating a new global battle for talent. It’s more vital than ever for companies to invest in “upskilling” existing employees. With what toolkits do we arm current workers so they can compete and flourish in this new terrain? How can companies train future talent and build skills through real-world experience? What can leaders do to ensure that underserved demographics get the skills needed to create long-lasting careers?
Surya Kant, President, North America, UK, and Europe, Tata Consultancy Services
Sheila Marcelo, Founder, Chairwoman and CEO, Care.com
Dan Rosensweig, Chairman, President, and CEO, Chegg
Moderator: Ellen McGirt, Fortune

THE NEW GLOBAL CONSUMER: DOING BUSINESS IN A DIGITAL ECONOMY
The digital economy is no longer part of the economy. It is the economy. How can traditional brick-and-mortar firms reinvent themselves, their supply chains, and their marketplaces to avoid the fate of brands once thought of as everlasting but which are now nonexistent? And how are new platforms – from e-commerce to shared services – rewriting the rules of the game? A conversation on how businesses can manage expectations for digitally empowered customers, and how technology is being used to enhance the customer experience.
Alain Bejjani, Chief Executive Officer, Majid al Futtaim
Andrea Stairs, General Manager, Canada and Latin America, eBay
Additional speakers to be announced
Moderator: Phil Wahba, Senior Writer, Fortune

DATA STEWARDSHIP FOR A NEW DIGITAL AGE
Russian bots and fake-ad buys have become part of our social lexicon, thanks to the recent Facebook-Cambridge Analytica data imbroglio, but it would be a huge mistake to think that the impact is limited to the tech titans. As companies seek to use their data for competitive advantage, how do you make sure you are protecting it and doing so in a trustworthy way? Maintaining ethical and efficient control over an ever-increasing data flow has become necessary to maintain customer trust. A conversation on best practices in data stewardship, the biggest missteps to avoid across all sectors, and the key privacy trends in data democratization, deep learning, and GDPR.
David Kenny, Senior Vice President, IBM Cognitive Solutions, IBM
Sherry Shannon-Vanstone, Founder and President, Profound Impact Corp.; Former Chairman and CEO, Trustpoint Innovation
Ken Xie, Founder, Chairman, and CEO, Fortinet
Additional speakers to be announced

Moderator: Adam Lashinsky, Fortune

THE NEW NAFTA
Amid months of intense negotiations, a new NAFTA may be emerging. A revamped deal could reshape the future of business and trade across Canada, Mexico and the United States. A look at how businesses, industries and economies could fare under new rules for North American trade.
Speakers to be announced

6:30 PM
RECEPTION AND DINNER

Join Fortune Editors for a special evening that will bring Fortune Global Forum guests to some of Toronto’s award-winning restaurants.

Wednesday, October 17, 2018

7:30 AM
CANADA TECH AND INNOVATION BREAKFAST ROUNDTABLE

By invitation only
From the cloud and IoT to big data analytics, artificial intelligence and blockchain, digital transformation technologies are changing the way we work, play, share, shop, and interact with the world around us. As engaging the digital economy becomes imperative for productivity and growth, digital innovators are uniquely transforming the Canadian business landscape. How can business leaders secure the best digital talent and develop digital transformation strategies that will help maintain a competitive edge and drive inclusive global growth? This roundtable will bring together those at the forefront of Canada’s tech sector with global business leaders to discuss the opportunities and risks posed by digital transformation across industries.
Hosted in partnership with: Canadian Ministry of Innovation, Science, and Economic Development
Moderator: Leigh Gallagher, Fortune
Discussion leaders to be announced

9:00 AM
PIONEERING AI INNOVATION: THE VIEW FROM CANADA

By 2030, artificial intelligence is expected to increase global GDP by 14%, making AI the biggest commercial opportunity in today’s economy. Canada is emerging as a global leader in this field; the government is investing hundreds of millions of dollars in AI and relaxing immigration rules to attract top talent in the sector. Startups and tech giants are taking notice and expanding their offices to the north. Where does Canada stand in the global AI race? Why should businesses look to Canada as a place to jump-start their AI strategy? A conversation on Canada’s potential to lead global AI innovation.
Steve Irvine, Founder and CEO, Integrate.ai
Raquel Urtasun, Head of Advanced Technology Group, Uber; Co-founder, Vector Institute
Moderator: Andrew Nusca, Fortune

9:30 AM
THE BUSINESS OF BLOCKCHAIN

Amid the hype surrounding Bitcoin and cryptocurrency, it’s easy to overlook the revolutionary progress that blockchain is already making. For businesses, the opportunities to secure privacy, enable transparency, share information, eliminate middlemen, and cut costs are increasingly compelling. How is blockchain commanding global supply chains and how can it better protect our identity? What are the most innovative investment opportunities in the short and long term outside of finance? How will we continue to move from blockchain as a “theory” to an active force driving value across industries?
Christine Moy, Blockchain Program Lead, JPMorgan Chase
Julie Sweet, Chief Executive Officer, North America, Accenture
Alex Tapscott, Co-founder of Blockchain Research Institute; Co-author, Blockchain Revolution
Moderator: Jeff Roberts, Senior Writer and Editor, The Ledger, Fortune

10:00 AM
SESSION TO BE ANNOUNCED
10:15 AM
CITIES OF THE FUTURE

Get an inside peek at Sidewalk Labs’ plan to turn an industrial wasteland in Toronto into a vibrant high-tech “smart” neighborhood. Hear how autonomous vehicles, a thermal grid that doesn’t use fossil fuels, low-cost modular buildings with flexible uses, and robotic delivery and waste-management systems, among other digital technologies, will be used to tackle some of our biggest urban challenges, including energy use, rapid growth, efficient transportation, and housing affordability.
Dan Doctoroff, Chief Executive Officer, Sidewalk Labs
Interviewer: Leigh Gallagher, Fortune

10:30 AM
FEEDING THE WORLD

As the global population rapidly approaches the 8 billion mark, feeding all those hungry mouths will be no easy feat. Right now, we live in a world where climate change makes crop production unstable and unpredictable, oceans are overfished, and farmland is increasingly scarce. Leaders on the forefront of agribusiness and food science will discuss the role technology is playing in solving food security across the globe and the role business can play in creating sustainable food systems.
Murad Al-Katib, President and CEO, AGT Food and Ingredients
Liam Condon, President, Crop Science Division, Bayer AG
Carla Vernón, President, Natural & Organic Operating Unit, General Mills
Moderator: Beth Kowitt, Senior Editor, Fortune

11:00 AM
LOOK AHEAD: FUTURE OF THE GLOBAL ECONOMY

Hear from one of the world’s most influential economic thinkers on what to expect in 2019. How will the hot button issues of trade, technological innovation and immigration shape the future of economies and businesses around the world?
Lawrence H. Summers, Charles W. Eliot University Professor and President Emeritus, Harvard University; Former U.S. Secretary of the Treasury
In conversation with: Alan Murray, Fortune

11:30 AM
ADJOURN