Transformation of Morgan Stanley: CEO James Gorman on Creating a More Balanced Business Model

March 12, 2015
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Corporate Program past event

To register, please contact the Corporate Program at 212-715-1208 or email [email protected].

Please note: the luncheon portion of this program is SOLD OUT but lecture-only seats are available.

In the wake of the 2008 financial crisis, banks were compelled to adapt to a new environment characterized by increased regulation, difficult markets and a heightened risk aversion on the part of stakeholders. Under the leadership of Chairman and Chief Executive James Gorman, Morgan Stanley has transformed itself, creating a balanced business model with an increased focus on more stable businesses such as wealth and asset management. The transformational acquisition of Smith Barney in 2009 vaulted Morgan Stanley into the ranks of world’s largest wealth managers, adding balance to a leading institutional securities franchise which has itself adapted and flourished in the post-crisis environment. In this program, James Gorman discusses his experiences in navigating Morgan Stanley through major structural changes, and shares his vision for the future of financial service firms.

James Gorman
, Chairman & CEO, Morgan Stanley

Wilbur L. Ross, Jr.
, Chairman & CEO, WL Ross & Co. LLC; Chairman, Japan Society

12-12:30 pm    Registration & reception
12:30-1            Luncheon
1-2                   Dialogue and Q&A

Non-members: $65 lunch & lecture/$15 lecture only 

Japan Society Corporate Members: Free, up to designated number of tickets; additional tickets $45 lunch & lecture/$10 lecture only 

Japan Society Individual Members at Patron Circle level and above: $45 lunch & lecture/$10 lecture only 

Academic and government: $30 lunch & lecture/$10 lecture only

Seating is available on a first come, first served basis.

Prepayment must be made with a credit card. All registrations and cancellations must be made at least 48 hours prior to the event. Substitutions are welcome.

For further information or assistance, please contact the Corporate Program at 212-715-1208 or email [email protected].

  • Thursday, March 12, 2015
  • 12:00 pm