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2017 Preliminary Program

WEDNESDAY, MAY 3    |    THURSDAY, MAY 4    |    FRIDAY, MAY 5

WEDNESDAY, MAY 3

1:00–7:00 p.m.

Conference Registration

Marriott Ballroom Foyer

1:00–3:00 p.m.

Exhibit Hall Open

Refreshments will be available.

3:00–3:30 p.m.

Welcome and Opening Remarks

Marriott Ballroom

James McNamara

James McNamara
Chairman
GMM Planning Committee
President and CEO
Goldman Sachs Mutual Funds

Chairman’s Address

William F. “Ted” Truscott

William F. “Ted” Truscott
Chairman
Investment Company Institute
CEO
Columbia Threadneedle Investments

3:30–4:30 p.m.

GMM Policy Forum

Marriott Ballroom

Stanley A. McChrystal

Stanley A. McChrystal
General (Ret.), United States Army
Cofounder and Partner
The McChrystal Group

Paul Schott Stevens

Paul Schott Stevens
President and CEO
Investment Company Institute

4:30–7:00 p.m.

Welcome Reception and Legal Forum

Exhibit Hall

Welcome Reception sponsored by

Northern Trust

THURSDAY, MAY 4

7:00 a.m.–6:30 p.m.

Conference Registration

Marriott Ballroom Foyer

7:30–8:45 a.m.

Buffet Breakfast with Exhibitors

Exhibit Hall

7:30–8:45 a.m.

Interactive Breakfast Discussion Sessions

Closed to the media

Buffet breakfast will be available.
Seating for the breakfast discussion sessions is limited; arrive early to increase your chances of receiving your first session choice.

1. Closed-End Fund Matters

David Lamb, Discussion Leader
Senior Vice President, Product and Market Analytics
Nuveen Securities

2. ETF Issues

Greg Friedman, Discussion Co-Leader
Senior Vice President, Head of ETF Services
Fidelity Investments

James Ross

James Ross, Discussion Co-Leader
Senior Managing Director and Global Head of ETFs
State Street Global Advisors

3. Fund Distribution Challenges and Opportunities

Jennifer Abate, Discussion Leader
Managing Director
Lazard Asset Management

4. ICI Global Showcase

Attend this informative session to meet the staff of ICI Global and to learn about ICI Global’s policy agenda and member services.

Patrice Bergé-Vincent

Patrice Bergé-Vincent, Discussion Co-Leader
Managing Director, Europe
ICI Global

Susan Olson

Susan Olson, Discussion Co-Leader
Chief Counsel
ICI Global

Dan Waters

Dan Waters, Discussion Co-Leader
Managing Director
ICI Global

Qiumei Yang

Qiumei Yang, Discussion Co-Leader
CEO, Asia-Pacific
ICI Global

9:00–9:50 a.m.

Facing the Future: Fresh Perspectives

Marriott Ballroom

Shundrawn A. Thomas

Shundrawn A. Thomas, Moderator
Executive Vice President, Head of Funds and Managed Accounts Group
Northern Trust Asset Management

Thomas A. Jones

Thomas A. Jones
Head of Strategic Relations, Intermediary Distribution
Columbia Threadneedle Investments

 

Heather Lord
Senior Vice President
Head of Strategy and Innovation
Capital Group

 

Sean Tuffy
Senior Vice President, Investor Services
Brown Brothers Harriman

10:00–10:50 a.m.

Investing Today: Insights from Chief Investment Officers

Marriott Ballroom

Tyler Mathisen

Heather Miner, Moderator
Global Head of Strategic Advisory Solutions
Goldman Sachs Asset Management

Darrell Cronk

Darrell Cronk
President
Wells Fargo Investment Institute
Chief Investment Officer for Wealth and Investment Management
Wells Fargo & Company

 

Lisa Shalett
Head of Investment and Portfolio Strategies
Morgan Stanley Wealth Management

11:00–11:45 a.m.

Diversity in the Asset Management Industry

Marriott Ballroom

 

Marie L. Knowles
Independent Director
Fidelity Fixed Income & Asset Allocation Funds

Tyler Mathisen

Sonnia T. Shields
Executive Director, Head of Diversity
J.P. Morgan Asset Management

11:45 a.m.–12:45 p.m.

Reception and Legal Forum

Exhibit Hall

12:45–2:30 p.m.

Luncheon with Keynote Speaker Jeff Immelt

Marriott Ballroom

Walter Isaacson

Jeff Immelt
Chairman
GE

William F. “Ted” Truscott

Paul Schott Stevens
President and CEO
Investment Company Institute

Luncheon sponsored by

NextShares Solutions LLC

2:45–3:45 p.m.

Global Asset Management

Marriott Ballroom

William F. “Ted” Truscott

William F. “Ted” Truscott, Moderator
Chairman
Investment Company Institute
CEO
Columbia Threadneedle Investments

4:00–5:00 p.m.

Session TBA

Marriott Ballroom

5:00–7:30 p.m.

Reception and Legal Forum

Exhibit Hall

7:30 p.m.

GMM Dinner Event

Marriott Ballroom

Featuring entertainment by Mike Flaherty’s Dixieland Direct Jazz Band

Dinner Event sponsored by

Dinner sponsors

FRIDAY, MAY 5

7:00–11:00 a.m.

Conference Registration

Marriott Ballroom Foyer

7:30–8:30 a.m.

Regulatory Address

Marriott Ballroom

Breakfast event sponsored by

Deloitte

Breakfast will be served until 8:00 a.m.

8:45–9:45 a.m.

Fund Distribution Trends and Opportunities

Marriott Ballroom

Kevin Kajiwara

Stuart Parker, Moderator
President
PGIM Investments

Kevin Kajiwara

Eli Broverman
President and Cofounder
Betterment

10:00–11:00 a.m.

Managing Risk in an Unstable World

Marriott Ballroom

Ian Bremmer, noted political scientist, author, and analyst of world markets, will discuss today’s global political risks and how political developments move markets.

Ian Bremmer

Ian Bremmer
President and Founder
Eurasia Group
Author


THANK YOU TO OUR CONFERENCE SPONSORS