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2017 Session Summaries—Day Two

Thursday, May 4

After a morning of interactive discussion sessions held during breakfast, attendees heard a wide range of analysis, perspective, and advice from industry leaders, market analysts, investment managers, financial advisers, and other experts. Headlining the day’s events was a lively keynote exchange between Jeff Immelt, chairman and CEO of GE, and Paul Schott Stevens, president and CEO of ICI. The day wrapped up with the 2017 GMM dinner event, featuring entertainment from Mike Flaherty’s Dixieland Direct Jazz Band.

Facing the Future: Fresh Perspectives

Does the fund industry need to rethink its traditional operating models? Fund leaders shared their views on this question and others while examining the opportunities presented by a rapidly changing business environment. Topics included how to attract and develop new and diverse talent, innovation in the fund industry, the future of distribution, and the evolving mix of products.

Shundrawn A. Thomas, executive vice president and head of the funds and managed accounts group for Northern Trust Asset Management, moderated the panel, which included participants Thomas A. Jones, head of strategic relations at Columbia Threadneedle Investments; Heather Lord, senior vice president and head of strategy and innovation at the Capital Group; and Sean Tuffy, senior vice president of investor services at Brown Brothers Harriman.

Investing Today: Insights from Chief Investment Strategists

Leading investment strategists engaged in an insightful discussion of key investment opportunities and product trends. They examined the current market environment, portfolio construction, and how to best meet client needs. Heather Miner, global head of strategic advisory solutions at Goldman Sachs Asset Management, moderated the panel, which included Darrell Cronk, president of Wells Fargo Investment Institute and chief investment officer for wealth and investment management at Wells Fargo & Co.; Gregg S. Fisher, founder and head of quantitative research and portfolio strategy at Gerstein Fisher; and Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management.

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

With an eye on research findings demonstrating that diverse organizations perform better than homogenous ones, this joint session provided a forum for industry experts to discuss the practical steps managers can take to ensure that their teams benefit from the power of diverse perspectives. Participants included Gregory Davis, principal and global head of fixed income at Vanguard; Marie L. Knowles, independent director at Fidelity Fixed Income & Asset Allocation Funds; and Sonnia T. Shields, executive director and head of diversity at J.P. Morgan Asset Management.

Luncheon with Keynote Speaker Jeff Immelt

GE Chairman and CEO Jeff Immelt engaged in a lively discourse with ICI President and CEO Paul Schott Stevens about Immelt’s strategy behind the transformation of the company under his tenure, his plans for GE’s future, and the approaches that every manager can benefit from.

Global Asset Management

In this session, experts in global asset management shared their perspectives on regulatory developments, related business challenges, and client concerns worldwide. They touched on how technological advances are changing their businesses, and how Brexit—the United Kingdom’s exit from the European Union—has affected them. The panel was moderated by ICI Chairman William F. “Ted” Truscott, CEO of Columbia Threadneedle Investments, and included participants Martin Gilbert, CEO of Aberdeen Asset Management, and David J. Semaya, executive chairman of Nikko Asset Management.

Polar Obsession

In this session, photojournalist Paul Nicklen stressed the importance of teamwork in a talk about his pursuit of powerful images. Nicklen, whose wildlife photography has been featured in National Geographic, works to bring awareness of issues facing wildlife in some of the world’s most isolated areas.

Day One  |  Day Three