2013 General Membership Meeting Videos

Session Summaries        Presentations        Videos        GMM Photos        Ops & Tech Photos        Reading List        2013 Attendees

WEDNESDAY, MAY 1

Welcome 

William F. “Ted” Truscott, Chairman of the GMM Planning Committee, kicks off the 55th Annual General Membership Meeting with a welcome and an overview of the themes running through the GMM program.

Chairman’s Address 

ICI Chairman Gregory E. Johnson, President and CEO of Franklin Resources, describes how ICI has responded to policy challenges in his address, “Facing a Changing World.”

GMM Policy Forum 

U.S. Treasury Under Secretary of Domestic Finance, Mary John Miller, speaks with ICI President and CEO Paul Schott Stevens about America’s fiscal challenges, money market fund reform, and implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.

THURSDAY, MAY 2

GMM Leadership Panel: Fund Leadership in a Changed World 

Hear directly from key leaders in the fund industry in the always-popular GMM Leadership Panel, featuring Marie Chandoha, President and CEO, Charles Schwab Investment Management; Elizabeth Corley, Global CEO, Allianz Global Investors; Scott Powers, President and CEO, State Street Global Advisors; and Alan Reid, President and CEO, Forward.

Navigating a Changing World 

Ian Bremmer, noted political scientist, author, and analyst of world markets, entertains attendees with a lively presentation about today’s global political risks. His presentation is followed by a discussion with fund industry leader Edward Bernard, Vice Chairman, T. Rowe Price Group.

Luncheon with Keynote Speaker: Lloyd C. Blankfein in Conversation with Paul Schott Stevens 

In this highlight event, Lloyd C. Blankfein, Chairman and CEO of The Goldman Sachs Group, covers markets, the economy, regulatory policy, and even a book recommendation in a conversation with ICI President and CEO Paul Schott Stevens.

China’s Impact on the World Economy 

Carl E. Walter, author of Red Capitalism: The Fragile Formation of China’s Extraordinary Rise, details the ascent of Chinese finance and its foundation for the future. His presentation is followed by a discussion with a panel of business executives with considerable Asian experience, including Peter Alexander, Principal, Z-Ben Advisors; George Ding, CEO, Hu An Funds; and moderator William F. “Ted” Truscott, CEO, Global Asset Management, Columbia Management and Threadneedle Investments.

Grasshoppers and Ants: Savings Around the World 

Princeton University’s Sheldon Garon explores world savings cultures, institutions, and policies and relates them to those in the United States before being joined by three retirement industry experts who share their thoughts on Americans’ need for greater access to savings vehicles and better financial education: John Ameriks, Principal, Active Equity Group, Vanguard; Michael Falcon, Head of Retirement, J.P. Morgan Asset Management; and Jim MacDonald, President, Workplace Investing, Fidelity Investments.

FRIDAY, MAY 3

Breakfast Session: A Regulatory Address by Mary Jo White 

In her first major address since her confirmation as Securities and Exchange Commission (SEC) Chairman, Mary Jo White highlights the myriad ways that the SEC—in light of an increasingly global regulatory environment—pursues its mission to protect U.S. investors and markets, and to promote capital formation.

Commitment to Investors in Challenging Times 

The challenges of the markets and the industry’s commitment to serve investors are described by industry leaders William “Bill” Glavin, Chariman, President, and CEO, Oppenheimer Funds; Patrick O’Connell, Executive Vice President, Ameriprise Advisor Group; John Thiel, Head of Merrill Lynch Wealth Management, Bank of America Merrill Lynch; and Jim Weddle, Managing Partner, Edward Jones.

Insights and Implications of Proposals to Reform U.S. Fiscal Policies 

With illuminating slides and frank talk, former U.S. senators Kent Conrad (D-ND) and Judd Gregg (R-NH) share thoughts on how to address the nation’s fiscal problems. The two budget experts engage in a lively discussion with moderator Gregory E. Johnson, President and CEO, Franklin Resources.

OTHER VIDEOS

2013 GMM highlights video featuring:

  • Mary John Miller, Under Secretary for Domestic Finance, U.S. Department of the Treasury
  • Ian Bremmer, President, Eurasia Group, discussing global political risks and how political developments move markets
  • The GMM leadership panel: Marie Chandoha, President and CEO, Charles Schwab Investment Management; Elizabeth Corley, Global CEO, Allianz Global Investors; Scott Powers, President and CEO, State Street Global Advisors; and Alan Reid, President and CEO, Forward


2013 GMM highlights video featuring:

  • Lloyd C. Blankfein, Chairman and CEO of The Goldman Sachs Group, in conversation with Paul Schott Stevens, President, ICI
  • An exploration of China’s impact on the world economy
  • Former senators Kent Conrad and Judd Gregg sharing their thoughts on the political gridlock surrounding U.S. fiscal reform
  • SEC Chairman Mary Jo White in her first official address to the fund industry


2013 GMM Chairman Ted Truscott sharing key conference takeaways