Programs at a Glance

 

 

 

General Membership Meeting

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Operations and Technology

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Fund Directors
Workshop

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Mutual Fund Compliance Programs

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1:00

 

Exhibit Hall Open

 

Exhibit Hall Open

 

Exhibit Hall Open

 

Exhibit Hall Open

 

1:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

3:00

 

Welcome and
Opening Remarks

President’s Address

 

Welcome and
Opening Remarks

President’s Address

 

Welcome and
Opening Remarks

President’s Address

 

Welcome and
Opening Remarks

President’s Address

 

3:00

   

 

 

 

   

 3:30

 

GMM Policy Forum
Featuring 
Laurence D. Fink
in Conversation with
Paul Schott Stevens

 

GMM Policy Forum
Featuring 
Laurence D. Fink
in Conversation with
Paul Schott Stevens

 

GMM Policy Forum
Featuring 
Laurence D. Fink
in Conversation with
Paul Schott Stevens

 

GMM Policy Forum
Featuring 
Laurence D. Fink
in Conversation with
Paul Schott Stevens
 

3:30

 

 

 

 

 

 

 

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

5:00

 

Welcome Reception and
Legal Forum

GMM’s Fourth Annual 
Capital Chef Classic

 

Welcome Reception and
Legal Forum

GMM’s Fourth Annual
Capital Chef Classic

 

Welcome Reception and
Legal Forum

GMM’s Fourth Annual
Capital Chef Classic

 

Welcome Reception and
Legal Forum

GMM’s Fourth Annual 
Capital Chef Classic

 

5:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

 

 

 

 

 

   

 

 

 

 

General Membership Meeting

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Operations and Technology

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Fund Directors
Workshop

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Mutual Fund Compliance Programs

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7:30

 

Buffet Breakfast with Exhibitors

Interactive Breakfast Discussion Sessions

 

Buffet Breakfast with Exhibitors

Interactive Breakfast Discussion Session

 

IDC Directors Breakfast

 

Buffet Breakfast with Exhibitors

 

7:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

9:00

 

GMM Leadership Panel: Serving Investors in an Evolving World

 

GMM Leadership Panel: Serving Investors in an Evolving World

 

GMM Leadership Panel: Serving Investors in an Evolving World

 

Opening Remarks

Current Events: Keeping Up with New and Evolving Compliance Issues

 

9:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

10:30

 

How Is Investment Management Changing to Meet Shareholder Preferences?

 

Welcoming Remarks

Operations and Technology Leadership Roundtable

 

GMM Panel:
 How Is Investment Management Changing to Meet Shareholder Preferences?

 

The Evolving Cybersecurity Landscape Part I: Overview of Cybersecurity Threats and Attacks

 

10:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

11:45

 

Reception

 

Reception

 

IDC Workshop Panel:
The 2024 Fund Board

 

The Evolving Cybersecurity Landscape Part II: The Intersection of CCOs and Cybersecurity Concerns

 

11:45

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

12:45

 

Luncheon with
Keynote Speaker

 

Luncheon with
Keynote Speaker

 

Luncheon with
Keynote Speaker

 

Luncheon with
Keynote Speaker

 

12:45

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

2:30

 

The Art of Good Corporate Governance

 

The Impact of Evolving Intermediary Relationships on Oversight and Board Reporting

 

GMM Panel:
The Art of Good Corporate Governance

 

The Impact of Evolving Intermediary Relationships on Oversight and Board Reporting

 

2:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

4:00

 

The World View:
What It Takes to Lead a
Global Investment Manager

 

Fund Distribution:
Evolving Opportunities and Challenges

 

IDC Workshop Panel:
Staying Ahead of the Curve: Anticipating What’s to Come

 

Staying Ahead of the Curve: Anticipating What’s to Come

 

4:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

5:15

 

Reception and
Legal Forum

 

Reception and
Legal Forum

 

Reception and
Legal Forum

 

Reception and
Legal Forum

 

5:15

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

7:00

 

56th Annual GMM Dinner
with Entertainment

 

56th Annual GMM Dinner
with Entertainment

 

56th Annual GMM Dinner
with Entertainment

 

56th Annual GMM Dinner
with Entertainment

 

7:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

 

 

 

General Membership Meeting

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Operations and Technology

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Fund Directors
Workshop

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Mutual Fund Compliance Programs

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7:30

 

Breakfast Session: 
A Regulatory Address by SEC Chair 
Mary Jo White

 

Breakfast Session: 
A Regulatory Address by SEC Chair 
Mary Jo White

 

Breakfast Session: 
A Regulatory Address by SEC Chair 
Mary Jo White

 

Breakfast Session: 
A Regulatory Address by SEC Chair 
Mary Jo White

 

7:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

9:00

 

How Does Investor Advice Affect Fund Distribution?

 

The Evolving Cybersecurity Environment: An Operations and Technology Perspective

 

How Does Investor Advice Affect Fund Distribution?

 

Advisers and Compliance: New Issues and New Approaches to Old Issues for Advisers and Subadvisers

 

9:00

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

10:30

 

Moving U.S. Policy and Fiscal Objectives Forward: Olympia Snowe Interviewed by 
Marie Chandoha

 

Moving U.S. Policy and Fiscal Objectives Forward: Olympia Snowe Interviewed by 
Marie Chandoha

 

Moving U.S. Policy and Fiscal Objectives Forward: Olympia Snowe Interviewed by 
Marie Chandoha

 

Lightning Round

 

10:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   

11:30

 

Brunch

 

Brunch

 

Brunch

 

Breakout Discussion Sessions

 

11:30

   

 

 

 

   
   

 

 

 

   
   

 

 

 

   
   

 

 

 

Brunch

 

12:30