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2017 Programs at a Glance

 
    GENERAL MEMBERSHIP MEETING     OPERATIONS AND TECHNOLOGY     COMPLIANCE PROGRAMS     FUND DIRECTORS WORKSHOP

WEDNESDAY, MAY 3

1:00 p.m.

Exhibit Hall Open

EXHIBIT HALL

3:00 p.m.

Welcome and Opening Remarks

President’s Address

MARRIOTT BALLROOM

3:30 p.m.

GMM Policy Forum
Featuring Stanley A. McChrystal

MARRIOTT BALLROOM

4:30 p.m.

Welcome Reception and Legal Forum

EXHIBIT HALL

THURSDAY, MAY 4

7:30 a.m.

Buffet Breakfast with Exhibitors

Interactive Breakfast Discussion Sessions:
1. Closed-End Fund Matters
2. ETF Issues
3. Fund Distribution Challenges and Opportunities
4. Opportunities and Challenges Facing Global Fund Managers

EXHIBIT HALL

Interactive Breakfast Discussion Session:
Regulatory Hot Topics and Their Operational Implications

 

Breakout Discussion Sessions

 

IDC Directors Breakfast

 

9:00 a.m.

Facing the Future: Fresh Perspectives

MARRIOTT BALLROOM

What a Year It’s Been: The Year in Review

THURGOOD MARSHALL BALLROOM

10:00 a.m.

Investing Today: Insights from Chief Investment Strategists

MARRIOTT BALLROOM

Operations and Technology Leadership Session

MARYLAND ROOM

New Rules of the Road: CCOs and the SEC’s Liquidity and N-Port Rules

THURGOOD MARSHALL BALLROOM

11:00 a.m.

Joint GMM and IDC Session: Diversity in the Asset Management Industry

MARRIOTT BALLROOM

Working in Harmony: Factoring Subadvisory Relationships into the Compliance Equation

THURGOOD MARSHALL BALLROOM

11:45 a.m.

Reception and Legal Forum

EXHIBIT HALL

Building and Maintaining an Effective Board

 

12:45 p.m.

Luncheon with Keynote Speaker Jeff Immelt

MARRIOTT BALLROOM

2:45 p.m.

Global Asset Management

MARRIOTT BALLROOM

Reinventing Operations: The Role of Artificial Intelligence and Robotics

MARYLAND ROOM

No Fund Is an Island: Overseeing Service Providers

THURGOOD MARSHALL BALLROOM

Liquidity Risk Management and Data Reporting: Director Responsibilities Under the New
SEC Rules

 

4:00 p.m.

Polar Obsession Featuring Wildlife Photojournalist Paul Nicklen

MARRIOTT BALLROOM

Joint Compliance Programs and IDC Session:
Reporting Up: The CCO’s Relationship with the Board

THURGOOD MARSHALL BALLROOM

5:00 p.m.

Reception and Legal Forum

EXHIBIT HALL

7:30 p.m.

GMM Dinner Event

MARRIOTT BALLROOM

FRIDAY, MAY 5

7:30 a.m.

Regulatory Address

MARRIOTT BALLROOM

8:45 a.m.

Fund Distribution Trends and Opportunities

MARRIOTT BALLROOM

The Evolution of the Front, Middle, and Back Offices

MARYLAND ROOM

Getting Things Done: Additional Challenges Facing CCOs

THURGOOD MARSHALL BALLROOM

10:00 a.m.

Managing Risk in an Unstable World

MARRIOTT BALLROOM

Lightning Round

THURGOOD MARSHALL BALLROOM