Wednesday, May 9
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Noon–7:00 p.m.
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Marriott Ballroom Foyer
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1:00–3:00 p.m.
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Refreshments will be available.
Exhibit Hall
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3:00–3:30 p.m.
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Marriott Ballroom
Mellody Hobson
Chairman
General Membership Meeting Planning Committee
President
Ariel Investments
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Paul Schott Stevens
President and CEO
Investment Company Institute
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| 3:30–4:45 p.m. |
Marriott Ballroom
This significant opening event, which traditionally brings insights into the work of Washington, DC, will feature an address from a senior statesman of the U.S. government.
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| 4:45–7:00 p.m. |
Exhibit Hall
The welcome reception will feature GMM’s second annual Capital Chef Classic, with renowned local chefs Geoffrey Tracy, Todd Gray, and Mike Isabella. Chef Geoff will host as Gray, the winner of the first annual Capital Chef Classic, and Isabella, a former Top Chef contestant, compete to create the best dessert of the evening. Both delicious desserts will be available for tasting following the competition.
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Thursday, May 10
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| 7:00 a.m.–6:30 p.m. |
Marriott Ballroom Foyer
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| 7:30–8:45 a.m. |
Exhibit Hall
Featuring:
Join your colleagues and GMM exhibitors for this fun and healthy start to the day.
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| 7:30–8:45 a.m. |
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9:00–10:15 a.m.
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Marriott Ballroom
A cross section of industry leaders will reflect upon the industry’s core values and identify opportunities for the future of the fund business and our shareholders.
Paul Haaga, Moderator
Chairman of the Board
Capital Research and Management Company
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Greg Fleming
President, Investment Management and Global Research
Morgan Stanley Investment Management
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Ronald O’Hanley
President, Asset Management and Corporate Services
Fidelity Investments
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Kenneth Olivier
President and CEO
Dodge & Cox
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| 10:30–11:45 a.m. |
This panel will discuss trends in the fund industry and the related implications and considerations for fund boards. Topics will include: consolidations in the fund industry, fund mergers, board mergers, the addition of new types of funds to a complex's lineup, and the closure of funds.
Richard W. Grant, Moderator
Independent Chair
SunAmerica Funds
Panelists TBD
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| 11:45 a.m.–12:45 p.m. |
Exhibit Hall
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12:45–2:15 p.m.
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Marriott Ballroom
Howard Schultz
Chairman, President, and CEO
Starbucks
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Luncheon sponsored by:
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| 2:30–3:45 p.m. |
Attendees will break into smaller groups to discuss topics and issues raised during the morning’s panels.
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4:00–5:15 p.m.
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This panel will discuss controls and practices for minimizing litigation and regulatory risks, as well as controls for minimizing losses resulting from portfolio management and other operational errors. The panel will include an array of perspectives, including those of directors overseeing the fund, compliance personnel charged with ensuring the fund’s compliance, and external service providers providing insurance or other services to the fund.
Pauline C. Scalvino, Moderator
Chief Compliance Officer
The Vanguard Group
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Daniel T. Steiner
Executive Vice President and General Counsel
ICI Mutual
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Michael R. Young
Partner
Willkie Farr & Gallagher LLP
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Additional panelist TBD
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| 5:15–6:30 p.m. |
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| 7:00 p.m. |
Marriott Ballroom
Featuring Entertainment By:
Come celebrate this “twist-and-shout extravaganza” featuring Beatles hits from the early days of the Fab Four to their later classics!
Evening event sponsored by:
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Friday, May 11
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| 7:00–11:00 a.m. |
Marriott Ballroom Foyer
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| 7:30–8:45 a.m. |
Breakfast will be served until 8:00 a.m.
Marriott Ballroom
Mary Schapiro
Chairman
U.S. Securities and Exchange Commission
Breakfast sponsored by:
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9:00–10:15 a.m.
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Marriott Ballroom
Leading investment professionals will discuss the effects of challenging markets and world economies on their portfolio decisions.
William F. “Ted” Truscott, Moderator
CEO, U.S. Asset Management
President, Annuities
Ameriprise Financial
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Michael Hasenstab, PhD
Senior Vice President, Portfolio Manager
Codirector, International Bond Department
Franklin Templeton Fixed Income Group
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Additional panelists TBD
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10:30–11:30 a.m.
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Marriott Ballroom
This session will offer an entertaining and instructive discussion of the parallels of leadership in film production and asset management.
Mellody Hobson
President
Ariel Investments
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George Lucas
Founder, Producer, and Director
Lucasfilm, Ltd.
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Additional panelist TBD
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11:30 a.m.
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