Program
Wednesday, May 1 |
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| 1:00–7:00 p.m. |
Conference RegistrationMarriott Ballroom Foyer |
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| 1:00–3:00 p.m. |
Exhibit Hall OpenExhibit Hall Refreshments will be available. |
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| 3:00–3:30 p.m. |
Welcome and Opening RemarksMarriott Ballroom
Chairman’s Address
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| 3:30–4:45 p.m. |
GMM Policy ForumMarriott Ballroom The U.S. Treasury’s Under Secretary of Domestic Finance, Mary John Miller, will engage in a far-reaching discussion with ICI President Paul Schott Stevens on the following topics:
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| 4:45–7:00 p.m. |
Welcome ReceptionExhibit Hall Featuring GMM’s Third Annual Capital Chef Classic and a Book Signing The following books will be available for sale:
Legal Forum PresentationsThe following Legal Forum presentations also will take place during the welcome reception:
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| 7:00 a.m.–6:30 p.m. |
Conference RegistrationMarriott Ballroom Foyer |
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| 7:30–8:45 a.m. |
Buffet Breakfast with ExhibitorsExhibit Hall Featuring:
Join colleagues and GMM exhibitors for this fun and healthy start to the day. Wellness Works is an interactive health and fitness event that will take place in the Exhibit Hall from 7:45 to 8:15 a.m. This event will allow attendees to participate in a yoga class led by Jennifer Mercanti from Manulife Financial and network with exhibitors over a delicious and healthy breakfast. |
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| 7:30–8:45 a.m. |
Interactive Breakfast Discussion SessionsClosed to the media 1. Closed-End Fund Issues Hoover Room (Mezzanine Level) William Renahan, Discussion Leader 2. Distribution’s New Priorities Lincoln Room 5 (Exhibition Level) Jeffrey O. Duckworth, Discussion Leader 3. Exchange-Traded Funds Coolidge Room (Mezzanine Level) Don Suskind, Discussion Leader 4. FATCA Update Wilson Room A (Mezzanine Level) Keith Lawson, Discussion Leader 5. The Social Media Landscape Wilson Room B (Mezzanine Level) Kathleen Ives, Discussion Leader 6. ICI Global: Opportunities and Challenges in the Asia-Pacific Region Wilson Room C (Mezzanine Level) Dan Waters, Discussion Leader |
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| 9:00–10:15 a.m. |
GMM Leadership Panel: Fund Leadership in a Changed WorldMarriott Ballroom A cross section of industry leaders from the United States and Europe will reflect upon the industry’s core values and identify opportunities for the future of the fund business and our shareholders.
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| 10:30–11:45 a.m. |
Navigating a Changing WorldMarriott Ballroom Ian Bremmer, noted political scientist, author, and analyst of world markets, will give a presentation about today’s global political risks and how political developments move markets. He will then engage in a discussion on navigating world markets with fund industry leader Edward Bernard.
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| 11:45 a.m.–12:45 p.m. |
ReceptionExhibit Hall Featuring a Book Signing by GMM Speakers The following books will be available for sale:
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| 12:45–2:15 p.m. |
Luncheon with Keynote Speaker: Lloyd C. Blankfein in Conversation with Paul Schott StevensMarriott Ballroom Lloyd C. Blankfein, Chairman and CEO of The Goldman Sachs Group, will engage in a timely discussion with ICI President and CEO Paul Schott Stevens at the GMM luncheon. Topics will include:
Luncheon sponsored by:
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| 2:30–3:45 p.m. |
China’s Impact on the World EconomyMarriott Ballroom Carl Walter, who played a major role in numerous financial reforms in China over 20 years, will detail the ascent of Chinese finance and its foundation for the future. Business executives with considerable Asian experience will join in a discussion of the likely impact of China on the world economy.
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| 4:00–5:15 p.m. |
Grasshoppers and Ants: Savings Around the WorldVirginia Room Princeton University’s Sheldon Garon, described as “the world’s leading historian on household savings,” will present findings from Beyond Our Means, his new book exploring savings cultures, institutions, and policies in the United States, Japan, and around the world. Garon will be joined in a discussion by three retirement industry experts who will share lessons learned from their firms’ experiences with individuals, advisers, and retirement plan sponsors.
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| 5:15–7:00 p.m. |
ReceptionExhibit Hall Featuring musical entertainment by the Key West Band. If you love Jimmy Buffett tunes and tropical rock, don’t miss this high-energy show! Legal Forum PresentationThe following Legal Forum presentation will take place during the reception:
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| 7:00 p.m. |
55th Annual GMM DinnerMarriott Ballroom Featuring entertainment by the world-renowned Neil Diamond tribute band Super Diamond!
Enjoy the timeless music of pop icon Neil Diamond, performed by Super Diamond. The band delivers a high-octane show that includes the classics “Sweet Caroline,” “America,” “Song Sung Blue,” “Forever in Blue Jeans,” and many more. This is sure to be a fun performance; for a preview, please watch this video. Evening event sponsored by:
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| 7:00–11:00 a.m. |
Conference RegistrationMarriott Ballroom Foyer |
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| 7:30–8:45 a.m. |
Breakfast Session: A Regulatory Address by Mary Jo WhiteMarriott Ballroom Breakfast will be served until 8:00 a.m.
Breakfast sponsored by:
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| 9:00–10:15 a.m. |
Commitment to Investors in Challenging TimesMarriott Ballroom Industry leaders representing key distribution channels will discuss the challenges of uncertain markets, the outlook for equity and fixed income, and the industry’s long-standing commitment to serve investors.
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| 10:30–11:30 a.m. |
Insights and Implications of Proposals to Reform U.S. Fiscal PoliciesMarriott Ballroom As members of the National Commission on Fiscal Responsibility and Reform, former senators Kent Conrad and Judd Gregg have a strong commitment to improve the U.S. economic outlook. These Washington “insiders” will share their views of the future and the role that politics must play in proposals for debt reduction.
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| 11:30 a.m. |
BrunchVirginia Room |
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Additional sponsors:
