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2017 Preliminary Program

WEDNESDAY, MAY 3    |    THURSDAY, MAY 4    |    FRIDAY, MAY 5

WEDNESDAY, MAY 3

1:00–7:00 p.m.

Conference Registration

Marriott Ballroom Foyer

1:00–3:00 p.m.

Exhibit Hall Open

Refreshments will be available.

3:00–3:30 p.m.

Welcome and Opening Remarks

Marriott Ballroom

James McNamara

James McNamara
Chairman
GMM Planning Committee
President and CEO
Goldman Sachs Mutual Funds

Chairman’s Address

William F. “Ted” Truscott

William F. “Ted” Truscott
Chairman
Investment Company Institute
CEO
Columbia Threadneedle Investments

3:30–4:30 p.m.

GMM Policy Forum

Marriott Ballroom

Stanley A. McChrystal

Stanley A. McChrystal
General (Ret.), United States Army
Cofounder and Partner
The McChrystal Group

Paul Schott Stevens

Paul Schott Stevens
President and CEO
Investment Company Institute

4:30–7:00 p.m.

Welcome Reception and Legal Forum

Exhibit Hall

Welcome Reception sponsored by

Northern Trust

THURSDAY, MAY 4

7:00 a.m.–6:30 p.m.

Conference Registration

Marriott Ballroom Foyer

7:30–8:45 a.m.

Buffet Breakfast with Exhibitors

Exhibit Hall

7:30–8:45 a.m.

Interactive Breakfast Discussion Session

Closed to the media

Buffet breakfast will be available.

Regulatory Hot Topics and Their Operational Implications

Stuart Bateman

Stuart Bateman, Discussion Leader
Senior Vice President
Franklin Templeton Investments

9:00–9:50 a.m.

Facing the Future: Fresh Perspectives

Marriott Ballroom

Fund leaders will discuss industry priorities and concerns and share their thoughts on what the future may hold for investors.

Shundrawn A. Thomas

Shundrawn A. Thomas, Moderator
Executive Vice President, Head of Funds and Managed Accounts Group
Northern Trust Asset Management

Thomas A. Jones

Thomas A. Jones
Head of Strategic Relations, Intermediary Distribution
Columbia Threadneedle Investments

 

Heather Lord
Senior Vice President
Head of Strategy and Innovation
Capital Group

 

Sean Tuffy
Senior Vice President, Investor Services
Brown Brothers Harriman

10:00–10:50 a.m.

Operations and Technology Leadership Session

Maryland Room

 

 

 

Peter Callahan, Moderator
Senior Vice President and Head of Global Transfer Agent Operations
AB Global

Ann Bergin

Ann Bergin
Managing Director and General Manager
DTCC Wealth Management Services

 

Eric Johnson
Executive Vice President
Co-Head, Investment Servicing and Reporting
PIMCO, LLC

Rheeta Wise

Rheeta Wise
President
MFS Service Center

11:00–11:45 a.m.

Diversity in the Asset Management Industry

Marriott Ballroom

 

Marie L. Knowles
Independent Director
Fidelity Fixed Income & Asset Allocation Funds

Tyler Mathisen

Sonnia T. Shields
Executive Director, Head of Diversity
J.P. Morgan Asset Management

11:45 a.m.–12:45 p.m.

Reception and Legal Forum

Exhibit Hall

12:45–2:30 p.m.

Luncheon with Keynote Speaker Jeff Immelt

Marriott Ballroom

Walter Isaacson

Jeff Immelt
Chairman
GE

William F. “Ted” Truscott

Paul Schott Stevens
President and CEO
Investment Company Institute

Luncheon sponsored by

NextShares Solutions LLC

2:45–3:45 p.m.

Reinventing Operations: The Role of Artificial Intelligence and Robotics

Maryland Room

John Prouty
Senior Vice President
The Northern Trust Company

4:00–5:00 p.m.

Session TBA

Marriott Ballroom

5:00–7:30 p.m.

Reception and Legal Forum

Exhibit Hall

7:30 p.m.

GMM Dinner Event

Marriott Ballroom

Featuring entertainment by Mike Flaherty’s Dixieland Direct Jazz Band

Dinner Event sponsored by

Dinner sponsors

FRIDAY, MAY 5

7:00–11:00 a.m.

Conference Registration

Marriott Ballroom Foyer

7:30–8:30 a.m.

Regulatory Address

Marriott Ballroom

Breakfast event sponsored by

Deloitte

Breakfast will be served until 8:00 a.m.

8:45–9:45 a.m.

The Evolution of the Front, Middle, and Back Offices

Maryland Room

 

James Kearney, Moderator
Principal
The Vanguard Group

10:00–11:00 a.m.

Managing Risk in an Unstable World

Marriott Ballroom

Ian Bremmer, noted political scientist, author, and analyst of world markets, will discuss today’s global political risks and how political developments move markets.

Ian Bremmer

Ian Bremmer
President and Founder
Eurasia Group
Author


THANK YOU TO OUR CONFERENCE SPONSORS