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THE 21st ANNUAL WALL STREET PROJECT ECONOMIC SUMMIT “THE FINANCIAL EMANCIPATION OF PEOPLE OF COLOR”

HONORARY CONFERENCE CO-CHAIRS

Congresswoman Yvette D. Clarke (NY-09)

Cynthia D, DiBartolo, Esq., Chairperson, Greater New York Chamber of Commerce &

Founder, Chairwoman, and CEO, Tigress Financial Partners LLC

Janice Mathis, President and CEO, National Council of Negro Women

Suzanne Shank, Chairwoman and CEO, Siebert Cisneros Shank & Co., LLC

PRESTIGIOUS GALA CHAIR

Robert Smith, Chairman and Chief Executive Officer, VISTA Equity Partners

HONORARY GALA CO-CONVENER Rev. Al Sharpton, Founder, National Action Network

Sheraton Hotel

811 7th Ave – 3rd Floor New York, NY 10019

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DAY ONE - THURSDAY, FEBRUARY 8, 2018 Every Platform and Idea Matters: Millennials, Entrepreneurs and Other Key Influencers 8:00 AM - 6:00 PM SUMMIT REGISTRATION

9:15 am – 10:15 am

YOUNG PROFESSIONALS AND STUDENTS PLENARY “FINDING SUCCESS ON WALL STREET – THE DOs and the DON’Ts” Session Description: In this session, attendees will hear what it takes to break into the largest financial industries. The session will introduce and engage Wall Street professionals and other power brokers who will share their pathways to success and professional challenges. Moderator: Sharon Epperson, Correspondent, CNBC Panelists:

• Cynthia DiBartolo, Esq., Tigress Financial Partners. LLC, formerly with Citigroup • Maurice Coleman, SVP, Bank of America • Robert Ross, SVP, Wells Fargo • Ward Corbett, Founder and Managing Partner, Catalyst Partners • Mary Caracappa, Managing Director, Firm Strategy and Execution, Morgan Stanley

10:30 AM – 11:00 AM

RAINBOW PUSH PRESS CONFERENCE Press Conference – “50 Years after the Assassination of Dr. King: The Struggle Continues for Freedom, Equity, and Inclusion in Corporate America” (MEDIA INVITED) Reverend Jesse L. Jackson, Sr., Founder, Rainbow Push Coalition Reverend Al Sharpton, Founder, National Action Network Marc Morial, President and CEO, National Urban League Derrick Johnson, President and CEO, NAACP Derek Dingle, Black Enterprise

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L.P. Green II, SAVOY 10:30 am – 12:15 pm RPC POC: David Day

YOUNG PROFESSIONALS AND STUDENTS TRACK “SPEED NETWORKING WITH FINANCE PROFESSIONALS & RECRUITERS” Attendees will engage in speed networking with financial professionals and recruiters. All college and graduate students welcomed to attend. Attendees should bring a general cover letter and resume. Suggested Topics/Speakers: *TABLE 1: Creating your Elevator Speech – David Day, National Director of Economic Development and Corporate Relations, Rainbow PUSH Coalition *TABLE 2: Craig Simmons, Director, Capital Markets, Drexel Hamilton *TABLE 3: Janet Derrick, CEO, Derrick Walker International, Ltd. *TABLE 4: Jerel Ross, Manager, Consumer Analytics, Nielson *TABLE 5: Cynthia DiBartolo, Esq., Chairperson, Greater New York Chamber of Commerce; Founder, Chairwoman and CEO, Tigress Financial Partners, LLC *TABLE 6: Robert Ross, SVP, Wells Fargo *TABLE 7: Mary Caracappa, Managing Director, Firm Strategy and Inclusion, Morgan Stanley *TABLE 8: Carolina Silva, Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc.

12:15 pm – 12:30 pm NETWORKING BREAK 12:30 PM - 2:30 PM

OPENING LUNCH “ONE THOUSAND CHURCHES CONNECTED (OTCC) AND THE WALL STREET PROJECT - 2018 MINISTERS’ LUNCHEON” Faith leaders, community advocates, and bank executives will emphasize the importance of churches having a role in the development and re-development of their communities; examine the pivotal role

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the church must take in being the economic driver and facilitator of economic development; discuss the resources needed by faith-based organizations to be more actively involved in social justice, advancing technology access, voter registration/education/mobilization, and healthcare for the least, downtrodden, and the poor. SPONSOR GREETINGS: Deborah Smith, Senior Community Relations Manager, Wells Fargo SPECIAL ANNOUNCEMENT OF THE 1000 CHURCHES CONNECTED & GOOGLE PARTNERSHIP KEYNOTE REMARKS:

1. Bishop Joseph Walker, Prelate Full Gospel Baptist Churches, Nashville, TN HONOREES:

• Dr. James C. Perkins, National President Progressive Baptist Convention – Detroit, MI • Bishop Lawrence Reddick, III, Senior Bishop, CME Church – Dallas, TX

· 2:30 PM – 2:50 PM

OFFICIAL CONFERENCE WELCOME Remarks:

• Congresswoman Yvette D. Clarke (D-NY) (Via Video) • Bonita Parker, Chief Operating Officer, Rainbow PUSH Coalition • Cynthia DiBartolo, Esq., Chairperson, Greater New York Chamber of Commerce & Founder,

Chairwoman, and Chief Executive Officer, Tigress Financial Partners, LLC • Janice Mathis, President and CEO, National Council of Negro Women

2:50 PM – 3:00 PM TRAVEL TIME TO NEXT SESSION / NETWORKING 3:00 PM – 4:00 PM

“TECH INNOVATION IN SOCIAL MEDIA, ADVERTISING, AND MARKETING” Media Partner: Rolling Out

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Session Description: In this session, attendees will understand the importance of the rapidly evolving marketing landscape where traditional advertising and marketing is being replaced by influencer marketing, social marketing, search marketing and uses consumer data in ways that were impossible just ten years ago. Learn how agencies, brands and nimble businesses are navigating this new playing field, and learn about important tools for identifying target consumers and analyzing your marketing impacts. Moderator: Munson Steed, CEO, Steed Media Group, Inc Panelists:

• Joe Anthony, Agency Lead and CEO, The Hero Group • Monique Nelson, Chairman and CEO, Uniworld • Daniel Cherry III, Chief Strategy Officer, Translation, LLC • Steve Cobb, Co-Founder, Hashtag Sports

3:00 PM – 4:00 PM

“FINANCING AND SECURING THE FUTURE OF HBCUs: A CONVERSATION WITH LEADERS” Session Description: In this session, hear from HBCU leaders who are leveraging public and private financial resources to ensure the sustainability and growth of their respective institutions. HBCU Presidents and Chief Operating Officers will engage a lively conversation around what’s in store for their growth. As the White House initiative on HBCUs continues, hear from the administration’s new HBCU leader about his plans to extend the reach of these vital institutions to communities of color. Moderator: David Johns, Executive Director, National Black Justice Coalition Panelists:

• David Wilson, President Morgan State University • Dr. Ronald Johnson, President, Clark Atlanta University • Glenda Baskin Glover, President, Tennessee State University

4:00 PM – 5:00 PM

Optimizing “Business Capital” and “Relationship Capital” to Develop Winning Business Engagement Strategies in Corporate Contracts

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Session Description: Elite investment bankers and professional service providers still find it difficult to secure corporate opportunities, despite proven business performance. In this panel, hear from experienced “deal makers” addressing how service professionals, lawyers, accountants, and other financial securities leaders can reduce if not eliminate entry barriers to large corporate opportunities. Panelists will also share strategies for navigating and resolving these challenges. Moderator: James Haddon, Managing Partner and Head of Strategic Marketing, Ramirez & Co., Inc. (Confirmed) Panelists:

• Robert Greene, President and CEO, National Association of Investment Companies confirmed • Emmett T. Vaughn, Small Business Liaison Officer, Exelon • Sheila Brooks, Ph.D., Founder, President and CEO, SRB Communications • David E. Ourlicht, Managing Director and Advisor to the Chairman, GAMCO Asset

Management

4:00 PM - 5:00 PM

“FINDING EARLY STAGE CAPITAL, LOANS, AND ALTERNATIVE FINANCING TO FUND YOUR BUSINESS” Media Partner: Rolling Out Session Description: In this session, attendees will understand the importance of early stage capital and the criteria to secure venture equity funding or loans to fund young businesses. Participants will discuss what investors expect to see in the management team, the business plan and any early achievements or traction a young business might demonstrate. We will also explore the various stages of financial investment and the keys to developing relationships with potential partners. Moderator: Munson Steed, CEO, Steed Media Group, Inc. Panelists:

• Tony Thomas, General Partner, Syncom Venture Management • Michael Lythcott, Uplift Equity Partners • Gregg Walker, Venture Capital • Ita Ekpoudom. Founder and CEO, Tigress Ventures

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5:00 PM – 5:10 PM TRAVEL TIME TO NEXT SESSION / NETWORKING 5:10 PM – 6:20 PM

PLENARY SESSION “AFTER THE CHEERING STOPS: EXAMINING LIFE BEYOND THE PLAYING FIELD AND ATHLETE DEALMAKERS IN BUSINESS, PHILANTHROPY, AND ADVOCACY” Professional athletes have become much more than phenomenal players within their respective sports. With the evolving and expanding mindset of players to utilize their platform for maximum impact, this session will focus on the incredible achievements of athletes beyond the playing field in the areas business, technology, financial services, and philanthropy. Speakers will share their stories of wins and losses throughout the transition process, and the insights they have gained to propel them into positions of significance, stability and success. Valuable insights will be shared on how players should be supported as they prepare for their post-careers, as well as information on resources and opportunities available to professional and amateur athletes as well as their families. The workshop will also uplift how players are using their position to link themselves and others to meaningful business opportunities, as well as contributing to significant community engagement, social activism and global impact. Moderator: Pastor Joseph Bryant, National Sports Director, Rainbow PUSH Coalition Panelists:

• Isaac Jones, Former NFL Player, Wealth Management Advisor, Merrill Lynch • Nicole Watson, ESPN & HBO Sports Producer; Spokesperson & Recruiter, Next College

Student Athlete • Pasha Cook, Pro Athlete Transition Coach & Brand Development Expert • Jason Williams, Former NBA Player, Founder- Treatment/Wellness Center • Duane Kinnon, Former NFL Player (NY Giants); President and Executive Director, Boys and

Girls Club of Syracuse; Community Leader, NYC Mayor’s Office of Technology • Mahmoud Abdul Rauf, Former NBA Player • Dr. Richard Lapchick, Chair of the DeVos Sports Business Management Program; Director,

Institute for Diversity and Ethics in Sports; President, The Institute for Sport and Social Justice

6:30 PM – 9:00 PM OPENING RECEPTION

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“RAINBOW PUSH COALITION WALL STREET GAME CHANGERS RECEPTION” Come network and celebrate the achievement of business and community game changers at this reception. SPONSOR GREETINGS: Georgette “Gigi” Dixon, Senior Vice President and Director of National Partnerships, Wells Fargo FIRESIDE CHAT: John A. Catsimatidis, Owner, President, Chairman, and CEO, Gristides Food SPECIAL GUEST AND HONOREES: “Mothers of the NBA,” Award Recipient Ms. Wanda Durant Musical Entertainment: Live Band, The Rakiem Walker Project

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DAY TWO - FRIDAY, FEBRUARY 9, 2018 Theme: Building an Inclusive Equity Agenda to Promote Economic Empowerment 7:30 AM - 5:00 PM SUMMIT REGISTRATION 8:30 AM – 10:00 AM

RAINBOW PUSH COALITION BREAKFAST AND URBAN POLICY PLENARY SESSION “OPPORTUNITIES FOR URBAN AND RURAL ECONOMIC DEVELOPMENT AND JOB CREATION IN THIS NEW ERA” Partner: African American Mayors Association Hear from leading U.S. mayors, elected and appointed officials, and thought leaders who will explore issues related to raising financing for new projects that bring economic development to their diverse communities. These distinguished leaders will share their thoughts on recent and future changes in federal and state policies that are helping or hindering growth for their respective communities, such as corporate tax policies, infrastructure plans, internet access, and social benefit programs. Remarks: Hugh E. Rowden, Senior Vice President, Community Relations Leader Panelists:

• Randall Woodfin, Mayor, Birmingham, AL • Jesse Hamilton, State Representative, IDC-Metropolitan/NY • Timothy Alan Simon, Esq. Former Commissioner, CA Public Utilities Commission and

Principal, TAS Strategies • Karen Weaver, Mayor, Flint, MI • Michael Duggan, Mayor, Detroit, MI

10:00 AM – 10:15 AM Travel Time to Next Session/Networking Break

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10:15 AM – 11:15 AM

“PROGRESS, POTENTIAL AND THE POWER OF MINORITIES ON CORPORATE BOARDS” Session Description: It is proven that a diverse board will set the stage for the development of more innovative, competitive companies in the global environment. Increased black board participation helps drive the advancement of global business by recruiting a new brand of leadership talent to corporate America. However, it is critical that the executives of color on corporate boards are “vocal,” and speak out for civil rights and fairness in hiring and promotions in the company. In this session, hear from a panel of distinguished corporate executives and corporate board members that will discuss the need for members to be more aggressive advocates for diversity and inclusion in their areas of influence. The panel will also encourage companies to adopt a working strategy to fill executive, senior-level and middle manager positions with people of color. Moderator: Derek Dingle, Senior Vice President and Editor-in-Chief, Black Enterprise (Confirmed) Panelists:

• John W. Rogers, Jr., CEO & Chief Investment Officer, Ariel Investments • Christopher J. Williams, Chairman, CEO and Founder, The Williams Capital Group, L.P. • Marc Morial, President and CEO, National Urban League • Charisse Lillie, Founder and CEO, CRLConsulting

11:15 AM – 11:25 AM Travel Time to Next Session/Networking Break 11:25 AM – 12:15 PM

“UPDATE ON BOARDROOM ACCOUNTABILITY REPORT” In 2014, NYC Comptroller Scott Stringer and the NYC Pension Funds called on the boards of 151 U.S. companies to disclose the race and gender of their directors, along with board members’ skills, to facilitate a dialogue regarding their board’s “refreshment” process. The goal is to increase transparency and accountability across the market and to increase diversity amongst boards. In this session, hear from the NYC Comptroller who will discuss boardroom accountability and all diversity platforms, including city spending on minority- and women-owned businesses. Remarks and Presentation:

• Scott Stringer, Comptroller, City of New York • Wendy Garcia, Chief Diversity Officer, Office of New York City Comptroller Scott M. Stringer

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• Michael Garland, Assistant Comptroller for Corporate Governance and Responsible Investment, Office of New York City Comptroller Scott M. Stringer

11:25 AM – 12:15 PM

“SPOTLIGHT ON FINANCIAL SERVICES IN CONSUMER FACING CORPORATIONS” Session Description: Industries with direct consumer interface including automotive, pharmacy and telecom have historically been pacesetters for opportunities for minorities and minority-owned companies in the areas of employment, supply chain, dealerships/franchises, and financial services. As these industries continue to evolve, how are their financial services needs changing and what does that mean for minority-owned financial services firms. In this session, hear from finance experts in automotive, pharmacy and telecom who will provide updates and spotlight on how their financial services needs are changing and how minority-owned financial services firms can be value added partners to their industries in the future. Moderator: Sidney Dillard, Head, Corporate Investment Banking, Loop Capital Panelists:

• Tracy Smith, Assistant Treasurer, CVS Health • Abdul Shroff, Vice President-Treasury, Verizon

12:15 PM – 12:30 PM Networking and Travel to the Luncheon

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12:30 PM – 2:15 PM

“RAINBOW PUSH COALITION - DIVERSITY IN BUSINESS AWARDS LUNCHEON” – IN PARTNERSHIP WITH DiversityInc “HOW FAR WE’VE COME: CELEBRATING DIVERSITY IN BUSINESS” Media Partner: DiversityInc The struggle for economic parity and inclusion continues. During this signature luncheon, the Rainbow PUSH Coalition will honor minority participation on boards, in executive management, procurement and deal flows. The luncheon will also reveal the results of Rainbow PUSH’s new report on Wall Street diversity. Welcome

• Reverend Jesse L. Jackson, Sr., Founder, Rainbow PUSH Coalition SPECIAL PRESENTATION ON THE RELEASE OF THE RAINBOW PUSH TECH 2020 WALL STREET FINANCING REPORT Keynote Remarks: Honorees:

• Carla Harris, Vice Chairman, Managing Director, and Senior Client Advisory, Morgan Stanley

• Karen Hunter, Pulitzer Prize winning journalist, author, and radio host, Karen Hunter Show

2:15 PM – 2:30 PM Travel Time to Next Session / Professional Networking 2:30 PM - 3:30 PM

PLENARY SESSION “HER SEAT AT THE TABLE: WOMEN OF POWER AND INFLUENCE” Session Description: Women of color have long been game changers in their careers. Hear from some of the most distinguished women who are leading in their respective industries and helping to support

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others to make an entry into their business. Learn the opportunities, challenges and strategies for navigating obstacles in today’s environment. Moderator: Tonya Lewis Lee, Entertainment Lawyer Panelists:

• The Honorable Mignon Clyburn, Commissioner, The Federal Communications Commission • Rhonda Crichlow, SVP and Chief Diversity Officer, Charter Communications • Nancy May, President and CEO, Board Bench • Mary Caracappa, Managing Director, Firm Strategy and Execution, Morgan Stanley

3:30 PM – 5:00 PM

“GLOBAL AND AFRICA DIASPORA INVESTMENT FORUM”

This session is a follow up to several Global Investment Opportunities Forums with a focus on Africa we hold annually during our Wall Street Summit in New York and Convention in Chicago. Panelists will discuss global investment opportunities including Africa’s continuing tremendous business opportunities not only in oil, gas and natural resources, but also in areas such as energy, health care, telecommunications, technology, entertainment, construction, financial services, and tourism in their respective countries/sectors. Other areas of potential investment with the Diaspora (Caribbean, Americas, etc.) will also be explored. This forum will also provide an opportunity to discuss US global trade policy under the current administration. Moderator: Mr. Serge L. Vallet, CEO – EnovativeTV Panelists:

• Mr. Olivier Kamanzi, President & CEO, Africa Global Chamber of Commerce • Ms. Matilda Arhin, President, Ghana International Chamber of Commerce • Ms. Cynthia D. DiBartolo, Esq., CEO, Tigress Financial Partners, LLC • Hon. Akwasi Opong-Fosu, Former Minister of State at the Presidency of the Republic of Ghana

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3:30 PM – 5:00 PM

YOUNG PROFESSIONALS AND STUDENTS TRACK “THE ROAD FROM THE INTERNSHIP TO MENTORSHIP TO SPONSORSHIP: GETTING THE FULL TIME OFFER” Session Description: Pursuing the most effective career path is essential to success in financial services. Candidates also require the necessary online and offline branding to ensure that they are optimizing their skills to prospective employers. Hear from a distinguished panel of professionals that will offer expert advice on strategizing pre-graduation opportunities, pursuing mentors, and securing the appropriate sponsorship to obtain full time employment. Moderator: Andrea Hoffman, Co-author, “50 Billion Dollar Boss: African American Women Sharing Stories of Success in Entrepreneurship and Leadership” and CEO, Culture Shift Labs

• Ron Busby, President and CEO, US Black Chambers, Inc. • Jerel Ross, Manager, Consumer Analytics, Nielson • Pascalle Tego, Student, Wagner College (Offer- Goldman Sachs!) • Susan White, Business Manager, Bloomberg Enterprise Solutions and Financial Solutions

5:00PM DAY TWO OF CONFERENCE ADJOURNS

6:00 PM – 10:00 PM

“RAINBOW PUSH COALITION AND CITIZENSHIP EDUCATION FUND 21ST ANNUAL WALL STREET PROJECT SCHOLARSHIP GALA” [Black Tie Optional] Honorary Prestigious Chair: Robert Smith, Chairman and Chief Executive Officer, Vista Equity Partners Honorary Co-Convener: Rev. Al Sharpton, Founder, National Action Network HONOREES:

• THE HONORABLE KAREN WEAVER, Mayor, Flint, Michigan

• THE HONORABLE MIGNON CLYBURN, Commissioner, Federal Communications Commission

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• THE HONORABLE AKWASI OPPONG-FOSU, Former Minister of State at the Presidency of the Republic of Ghana

• MELVYN ROSENMAN LEVENTHAL, ESQ. Musical Entertainment: Audrey DuBois Harris and Avery Sunshine