TESTIMONIALS

JIM BODURTHA

Independent Director, Blackrock Funds

“An excellent opportunity to obtain an industry overview and put into perspective much of the detail we deal with on a daily basis. First rate speakers and panels. Several vendors producing data of great interest to directors; particularly for me, electronic board book providers.”

VALERIE CONRAD

Senior Product Specialist, BNY Mellon Asset Servicing

“The planning and preparation for the event showed. The sessions covered timely topics and the speakers were top-notch. The whole conference ran so smoothly. The mini-size program with the name tags was invaluable. The bookstore was excellent. I was riveted to Michael Lewis’s stories. I bought his book Liar’s Poker and started reading it on the train ride back from the conference.”

DARLENE T. DEREMER

Partner, Grail Partners LLC

“I have been attending the ICI GMM since the early 80’s as an independent trustee for 16 years. I have found the meeting to be very valuable and insightful. The 50th Anniversary roundtable by senior executives on the changing world of investing was particularly useful in putting into context where we’ve been, but more importantly, where we are going and what trustees should be thinking about.”

DOUGLAS HANSON

Vice President, Charles Schwab & Co., Inc.

“The conference continues to attract a senior-level audience, enhancing the experience of the panels and speakers.”

ALLYSON LEWIS

Vice President, Product Management, eSecLending

“Excellent speakers and very well organized in terms of scheduling and logistics.”

RANDY LINSCOTT

Division Vice President, Boston Financial Data Services

“The speaker lineup is a who’s who in our industry. Brilliant work by the planning committee! Keynote speaker Richard Davis’s speech was extraordinary. It was thought-provoking, expertly challenged conventional thinking, and showed how to lead in difficult times. Davis knocked the ball out of the park.”

DANIEL MCCLUSKEY

Sr. Manager, Training & Quality Assurance,
Pioneer Investments

“This was a great conference. The discussions and presentations, of a financial and non-financial nature, were fascinating and informative. It was an excellent mix of information and entertainment. The preparation and organization were superb. I learned a great deal, made some great contacts and friendships, and had a lot of fun. Well-done.”

TERRI MCKINNEY

Managing Director, Operations, American Beacon Advisors, Manager of the American Beacon Funds

“I’ve found that ICI’s General Membership Meeting offers a timely and quality program. The agenda and speakers are always of the highest caliber. The topics spark several new ideas for our organization. I also value the many new business relationships that I have forged at past GMMs.”

AVI NACHMANY

Director of Research, EVP, Strategic Insight

“Plan ahead, together with our thought leaders; catch up with peers in between sessions; reality-check your tactical initiatives; and pause, once a year, to appreciate, with pride, what we have accomplished. This is why I have attended the GMM for nearly 20 years. Hope to see you there.”

ERIC OLSTEIN

President, Olstein Capital Management, L.P.

“The ICI GMM offers a diverse program of sessions and speakers for all levels of the mutual fund industry. The depth and breadth of the conference provide an opportunity to keep current on the industry, offering different perspectives, and to reconnect with the many relationships I have developed over the years.”