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Preliminary Program

 

TUESDAY, MAY 22    |    WEDNESDAY, MAY 23    |    THURSDAY, MAY 24

TUESDAY, MAY 22

1:00–7:00 p.m.

Conference Registration

Concourse Foyer

1:00–3:00 p.m.

Exhibit Hall Open

Refreshments will be available.

3:00–3:10 p.m.

Welcome and Opening Remarks

International Ballroom

Stuart Parker

Stuart Parker
Chairman
GMM Planning Committee
President
PGIM Investments

3:10–4:00 p.m.

James Gorman: An Address to the Fund Industry

International Ballroom

James Gorman

James Gorman
Chairman and CEO
Morgan Stanley

4:00–5:00 p.m.

David M. Rubenstein in Conversation with Paul Schott Stevens

International Ballroom

David M. Rubenstein

David M. Rubenstein
Cofounder and Co–Executive Chairman
The Carlyle Group

Paul Schott Stevens

Paul Schott Stevens
President and CEO
Investment Company Institute

5:00–7:00 p.m.

Welcome Reception and Legal Forum

Exhibit Hall

Welcome reception sponsored by

Northern Trust

WEDNESDAY, MAY 23

7:00 a.m.–6:30 p.m.

Conference Registration

Concourse Foyer

7:45–8:45 a.m.

Buffet Breakfast with Exhibitors

Exhibit Hall

7:45–8:45 a.m. 

Interactive Breakfast Discussion Session: Protecting Fund Shareholders−Fraud Prevention Strategies

Closed to the media

Buffet breakfast will be available.

Cary Fuchs, Discussion Co-Leader
Director, Funds Services and Operations
Principal Funds

Joanne Kane

Joanne Kane, Discussion Co-Leader
Director, Operations and Transfer Agency
Investment Company Institute

David Thomas, Discussion Co-Leader
Senior Associate Counsel and Director of Cyber Risk Issues 
ICI Mutual

9:00–10:05 a.m.

Executive Insights

Jefferson Room

ICI’s Marty Burns will engage Kensho Technologies President and Chief Operating Officer Adam Broun in an insightful discussion about how data analytics and machine learning enable humans to parse large amounts of financial information very quickly in order to make key decisions with greater conviction. Kensho Technologies has been named a technology pioneer by the World Economic Forum and one of the five most innovative fintech companies in the world by Fortune magazine.

Adam Broun

Adam Broun
President and Chief Operating Officer
Kensho Technologies

Marty Burns

Marty Burns
Chief Industry Operations Officer
Investment Company Institute

Additional speaker TBD

10:15–11:15 a.m.

The Art of Perception: Challenging Assumptions in Today’s Fast-Moving World

Jefferson Room

Attend this innovative session with art historian Amy E. Herman and learn how analyzing works of art can foster creative problem solving, encourage better decisionmaking, and enhance critical thinking. Based on her critically acclaimed seminar, The Art of Perception, this session will enhance your powers of perception and communication skills.  Everyone from CEOs of Fortune 500 companies to law enforcement experts to healthcare professionals have attended and benefitted from her seminar and sessions.

Amy E. Herman

Amy E. Herman
Founder and President
The Art of Perception, Inc.
Author, Visual Intelligence: Sharpen Your Intelligence, Change Your Life

11:05 a.m.–12:15 p.m.  

Reception and Legal Forum

Exhibit Hall

12:15–2:00 p.m.

Luncheon with Keynote Speaker

International Ballroom

Speaker TBA

Luncheon sponsored by

Citi

2:20–3:15 p.m.

Rethinking How We Approach the Business: Insights from Emerging Leaders

Jefferson Room

A cross section of emerging asset management industry leaders will explore how the fund industry must evolve to meet the needs and expectations of younger investors; technology’s impact on how business is conducted; and how best to recruit, educate, and motivate a workforce positioned to lead fund operations into the future.

Ahmed Elghazaly

Ahmed Elghazaly, Moderator
Director, Securities Operations
Investment Company Institute

Jamie Jones Ezefili

Jamie Jones Ezefili
Vice President, Corporate Social Responsibility
Northern Trust

Michael Mastroianni
Executive Director
J.P. Morgan Asset Management

Additional panelist TBA

3:30–4:30 p.m.

Cybersecurity Concerns: How to Protect Fund Shareholders

International Ballroom

Chad Renfro

Chad Renfro
Head of Enterprise Cybersecurity
Fidelity Investments

4:30–6:30 p.m.

Reception and Legal Forum

Exhibit Hall

Reception sponsored by

J.P. Morgan

7:00–10:00 p.m.               

GMM Dinner Reception

Smithsonian National Museum of African American History and Culture

NMAAHC

Enjoy excellent networking, cocktails, and hors d’oeuvres while exploring the thought-provoking and important exhibition space at the Smithsonian National Museum of African American History and Culture.


Bus transportation from the Washington Hilton to the museum will begin at 6:30 p.m.

Dinner sponsored by

PGIM

THURSDAY, MAY 24

7:00–11:00 a.m.

Conference Registration

Concourse Foyer

7:30–8:45 a.m. 

Regulatory Session: A Conversation with SEC Commissioner Michael S. Piwowar

International Ballroom

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

Michael S. Piwowar Michael S. Piwowar
Commissioner
US Securities and Exchange Commission
Paul Schott Stevens

Paul Schott Stevens
President and CEO
Investment Company Institute

Breakfast sponsored by

PWC

9:00–9:50 a.m.

Technology Disruptors

International Ballroom

Embracing Change: Artificial Intelligence and the Cloud

Tom Eck
Chief Technology Officer, Industry Platforms
IBM

The Future of Transportation

Adam Jonas

Adam Jonas
Managing Director
Morgan Stanley

10:00–11:00 a.m.

Closing Session

International Ballroom


THANK YOU TO OUR CONFERENCE SPONSORS