General Session: Leadership Panel: Our Steadfast Commitment
Paul Haaga, Moderator
Vice Chairman, Capital Research and Management Company
Edward Bernard, Panelist
Vice Chairman, T. Rowe Price Group, Inc.
Mark Casady, Panelist
Chairman & CEO, LPL Financial
Mark Fetting, Panelist
CEO & President, Legg Mason, Inc.
Robert Reynolds, Panelist
President & CEO, Putnam Investments
Keynote Address
Richard Davis
Chairman, President & CEO, U.S. Bancorp
Luncheon: What Just Happened on Wall Street:
A Conversation With Michael Lewis
Michael Lewis
Journalist and Author
Moneyball; Liar’s Poker
F. William McNabb, Moderator
Chairman, General Membership Meeting Planning Committee
President & CEO, Vanguard
General Session: The Shape of Our Future
John J. Brennan, Moderator
Chairman, Vanguard
Roger Ferguson, Jr., Panelist
President and CEO, TIAA-CREF
James (Jes) Staley, Panelist
CEO, J.P. Morgan Asset Management
Paul Schott Stevens, Panelist
President and CEO, Investment Company Institute
Interactive Concurrent Sessions
1. What the Future Holds for Distribution and the Role Asset Managers Will Play
Jonathan Baum, Moderator
Chairman & CEO, The Dreyfus Corporation
Brian Gaffney, Panelist
CEO, Allianz Global Investors Distributors LLC
Stuart Parker, Panelist
EVP & Head of Distribution, Jennison Dryden Mutual Funds
Matthew Schiffman, Panelist
Head of Retail – Americas, Legg Mason, Inc.
2. Restoring Investor Confidence
Merrillyn Kosier, Moderator
Executive Vice President, Ariel Investments, LLC
Sean Keller, Panelist
Vice President of Strategic Marketing
OppenheimerFunds, Inc.
Sandra Motusesky, Panelist
Senior Product Manager, TD Ameritrade
Timothy Stephens, Panelist
Vice President, Market Insights
Fidelity Investments
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