This event was sponsored by the Ford Foundation.
May 28, 2008 Welcome and Introductions  Kilolo Kijakazi, Ford Foundation
Pablo Farias, Ford Foundation
Frank DeGiovanni, Ford Foundation
Gene Steuerle, Urban Institute (+ Lynette Rawlings) I. Wealth Accumulation Over the Life Cycle
Topics include: wealth accumulation over the life cycle, wealth disparities across subpopulations, the hierarchy of asset ownership exhibited by many households, and government subsidies going toward each asset type
Name | Affiliation /Area of Knowledge | Moderator | Tee- Up Remarks | | Bucholz, Dave | The Federal Reserve Board, formerly at Center for Economic Development / Asset subsidies | | X | | Mensah, Lisa | Executive Director, Initiative on Financial Security, Aspen Institute | | X | | Mermin, Gordon | Urban Institute/Life cycle and retirement wealth by race | | X | | Steuerle, Gene | Urban Institute | X | | II. Wealth Accumulation Early in the Life Cycle
Topics include: Becoming banked, alternative financial sector, financial literacy, savings and checking accounts, and student loans
Name | Affiliation /Area of Knowledge | Moderator | Tee- Up Remarks | | Butrica, Barbara | Urban Institute / Children’s accounts | | X | | Caskey, John | Swarthmore College / Alternative financial sector | | X | | Hauptman, Art | Public Policy Consultant / Higher education finance | | X | | Sherraden, Michael | Center for Social Development, Washington University in St. Louis / IDA’s | | X | | Silva, Javier | Community Affairs Analyst, New York Fed | | X | | Spriggs, Bill | Howard University | X | | III. Wealth Accumulation in the Middle of the Life Cycle
A. Housing
Topics include: Homeownership and subprime mortgages
Name | Affiliation /Area of Knowledge | Moderator | Tee- Up Remarks | | Carr, Jim | National Community Reinvestment Coalition | | X | | Di, Zhu Ziao | Harvard, Senior Research Analyst, Joint Center for Housing | | X | | McCarthy, George | Ford/Subprime | X | X | | Rawlings, Lynette & Turner, Margaret | Urban Institute/Housing | | X | | Weicher, John | Director, Housing and Financial Markets, the Hudson Institute and a Former Assistant Secretary for Housing and Federal Housing Commissioner / Convert Section 8 to ownership | | X | B. Individual Development Accounts (IDAs)
Topics include: Individual development accounts (IDAs), a second stage of financial literacy, and other household wealth accumulation
Name | Affiliation /Area of Knowledge | Moderator | Tee- Up Remarks | | Friedman, Robert | Founder and Board Chair, Corporation for Enterprise Development | X | X | | McKernan, Signe-Mary | Urban Institute / Poor finances, IDA rules and welfare asset limits | | X | | Christy-McMullin, Kameri | University of Arkansas/ Long-term impacts of IDAs | | X | | Mills, Greg | Abt Associates / Individual Development Accounts (IDA’s) | | X | IV. Wealth Accumulation for the End of the Life Cycle
Topics include: Retirement savings, wealth decumulation, social insurance as a financial asset
Name | Affiliation /Area of Knowledge | Moderator | Tee- Up Remarks | | Friedman, Karen | Policy Director, Pension Rights Center | | X | | Greenstein, Robert | Executive Director, Center for Budget and Policies Priorities | | X | | Munnell, Alicia | Director, Center for Retirement Research, Boston College | X | | | Reno, Virginia | Vice President, National Academy of Social Insurance | | X | | Rodriguez, Eric | Director, Policy Analysis, National Council of LA RAZA | | X | V. Toward an Integrated Wealth Building Policy
Name | Affiliation /Area of Knowledge | Moderator | Tee-Up Remarks | | Burtless, Gary | Senior Fellow, Brookings Institution | | X | | Boshara, Ray | Director, Asset Building Program, New America Foundation / Asset policy | | X | | Kijakazi, Kilolo | Senior Program Officer, Ford Foundation | X | | | Lui, Meizhu | Community Educator/History of asset building policy | | X | | Shapiro, Tom | Brandeis / Black Wealth White Wealth (with Mel Oliver) | | X | | Steuerle, Gene | The Urban Institute | | X | Participants:
Name | Affiliation / Area of Knowledge | | Bowdler, Janis | Associate Director, Wealth-Building Policy Project, National Council of La Raza | | Cramer, Reid | Director, Asset Building Program, New America Foundation / Asset policy | | Fong, Charise | Director, Neighborhood and Economic Development | | Hamilton, Darrick | The New School/Wealth disparities | | LuBell, Jeff | Executive Director, Center for Housing Policy and National Housing Conference | | Nembhard, Jessica Gordon | University of Maryland/ Cooperative Wealth | | Perun, Pamela | Gerontology & Pension Layer/Independent employee benefits consultant on retirement income | | Robinson, Christine | Stillwater Consulting | | Shanks, Trina Williams | University of Michigan/ Children’s accounts, IDAs, wealth disparities | | Simms, Margaret | Urban Institute, Low-income working families | | Soto, Miguel | Executive Director Center for New Economy, Puerto Rico | | Turner, Margery | Urban Institute, Housing policy | Foundation Invitees:
Bezerra, Dana – Haron Foundation
Brandenburg, Margot – Rockefeller Foundation
DiGiovanni, Frank – Ford Foundation
Dorment, Lily – Rockefeller Foundation
Farias, Pablo – Ford Foundation
Lehman, Gretchen – DHHS
Melton, Benita – Charles Stewart Mott Foundation
McCarthy, George – Ford Foundation
Morton, John – Pew Charitable Trusts
SanMiguel, Monica – Rockefeller Foundation
Ubinas, Luis – Ford Foundation Don't miss out on future Urban Institute events, interviews and commentaries. Subscribe to UI's Research of Record podcast.
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