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2017 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 McChrystal, in conversation with Paul Stevens, will explore national security concerns, counterterrorism, crisis management, and leadership lessons.

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

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

Sean Tuffy

Sean Tuffy
Senior Vice President, Investor Services
Brown Brothers Harriman

10:00–10:50 a.m.

Operations and Technology Leadership Session

Maryland Room

Senior operations executives will explore the following challenges:

  • How to keep an effective workforce engaged and develop future leaders
  • How best to manage limited technology budgets and adjust strategic plans in an ever-changing business and regulatory environment
  • How to maintain a focus on achieving business efficiencies and improvements

Peter Callahan

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

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.

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

Marriott Ballroom

Research studies show that diverse teams and organizations perform better than homogenous ones. Yet many firms in the asset management industry struggle to build truly diverse organizations. This panel will discuss practical steps managers can take to ensure their teams benefit from the power of diverse perspectives.

Gregory Davis

Gregory Davis
Principal, Global Head of Fixed Income
Vanguard

Marie L. Knowles

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

Dilip Krishna

Dilip Krishna, Moderator
Managing Director, Deloitte Advisory
Analytics and Advanced Automation
Deloitte & Touche LLP

Moiz Kohari

Moiz Kohari
Senior Vice President
Chief Technology Architect
State Street Bank & Trust Company

 

Asif Mohamed
Executive Director
J.P. Morgan Corporate and Investment Bank (CIB)

John Prouty

John Prouty
Senior Vice President
The Northern Trust Company

4:00–5:00 p.m.

Polar Obsession

Marriott Ballroom

As a photojournalist working in some of the world’s most remote environments, Paul Nicklen faces incredible hardships and danger in pursuit of powerful images of iconic wildlife. At this inspiring session, Nicklen will share with GMM attendees many of his adventures and the award-winning photos that have brought attention to challenges facing species residing in some of the world’s most isolated regions.

Paul Nicklen

Paul Nicklen
Wildlife Photojournalist

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

This panel of operations experts will explore why asset managers require ever-greater integration and coordination between their front, middle, and back offices. The roles played by data reporting, technology, cyberthreats, fee pressures, and changing products and strategies will be discussed. Panelists also will share insights about how this evolution is affecting employee skill set requirements.

Maryland Room

James Kearney

James Kearney, Moderator
Principal
The Vanguard Group

Jesse Cole

Jesse Cole
Managing Director
Goldman Sachs & Co.

Nancy Wiser

Nancy Wiser
Executive Vice President
Wells Fargo Asset Management

 

Steven Wisneski
Senior Vice President
Franklin Templeton Services

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. Following his presentation, Bremmer will engage in a question-and-answer session with James McNamara, chairman of this year’s GMM.

Ian Bremmer

Ian Bremmer
President and Founder
Eurasia Group
Author

James McNamara

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


THANK YOU TO OUR CONFERENCE SPONSORS