Program

Wednesday, May 1

10:00 a.m.–7:30 p.m.

Conference Registration

Marriott Ballroom Foyer

Noon–3:00 p.m.

Exhibit Hall Open

Exhibit Hall C

Lunch with exhibitors

3:00–3:30 p.m.

Welcome and Opening Remarks

Marriott Ballroom

 
Yie-Hsin Hung

Chair
GMM Planning Committee
CEO
New York Life Investment Management

 

Chairman’s Address

 
George C. W. Gatch

Chairman
Investment Company Institute
CEO, Global Funds Management
JP Morgan Asset Management

3:30–4:30 p.m.

Joseph C. Tsai in Conversation with Paul Schott Stevens

Marriott Ballroom

  Joseph C. Tsai
Joseph C. Tsai

Cofounder and Executive Vice Chairman
Alibaba Group

 
Paul Schott Stevens

President and CEO
Investment Company Institute

4:30–7:30 p.m.

Welcome Reception and Legal Forum

Exhibit Hall C

Sponsored by
 

Legal Forum Presentations

 

Thursday, May 2

7:00 a.m.–6:30 p.m.

Conference Registration

Marriott Ballroom Foyer

7:30–8:40 a.m.

Regulatory Breakfast Session: A Conversation with SEC Chairman Jay Clayton

Marriott Ballroom

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

  Jay Clayton
Jay Clayton

Chairman
US Securities and Exchange Commission

 
Paul Schott Stevens
Paul Schott Stevens

President and CEO
Investment Company Institute

 
Breakfast sponsored by
9:00–9:50 a.m.

Facing the Future: Leadership Perspectives

Marriott Ballroom

In a dynamic conversation, fund leaders will explore the following topics:

  • The challenges of running an asset management business
  • The power of transformation/turnarounds
  • Leadership transition and succession strategies
  • Firm culture and global talent challenges
  • Where to locate offices and staff, including portfolio management
  Sarah Ketterer
Sarah Ketterer, Moderator

CEO and Cofounder
Causeway Capital Management

 
Martin Flanagan
Martin Flanagan

President and CEO
Invesco

 
Joseph A. Sullivan
Joseph A. Sullivan

Chairman and CEO
Legg Mason

10:00–10:35 a.m.

Changing Roles and Competencies: Preparing Your Workforce

Maryland Room

ICI Chief Industry Operations Officer Marty Burns will engage human capital expert Michele Porterfield in a discussion about the challenges of developing longer-term employees and moving them through the leadership pipeline, given changing skill requirements and business demands.

 
Marty Burns

Chief Industry Operations Officer
Investment Company Institute

 
Michele Porterfield

Practice Leader
Leadership Solutions, Inc.

10:35–11:10 a.m.

The NextGen Workforce: Are You Ready?

Maryland Room

A panel of young professionals will share their thoughts on today’s workforce, what motivates them, how they use technology, their impressions of the asset management industry, and their expectations for the future.

 
Marty Burns, Moderator

Chief Industry Operations Officer
Investment Company Institute

 
Kelsey Harris

Graduate student applicant

 
Elizabeth B. Scalf
Elizabeth B. Scalf

Chief Compliance Officer
Trust for Professional Managers
Senior Vice President
U.S. Bank Global Fund Services

 
Ryan Stahlin
Ryan Stahlin

Research Analyst
National Security Analytics Group
Battelle Memorial Institute

 
11:10–11:50 a.m.

Reception and Legal Forum

Exhibit Hall C

Legal Forum Presentation

 
11:50 a.m.–1:30 p.m.

Luncheon with Keynote Speaker Steven Pinker: Enlightenment Now

Marriott Ballroom

If you read the news today, you might conclude that the human race is doomed, that democracy is on the decline, and that authoritarianism and tribalism are on the rise. But is the world really falling apart? In a timely and hopeful keynote address, Steven Pinker, one of the world’s most influential public intellectuals, makes the case for reason, science, and humanism: the ideals we need to confront our problems and continue our progress.

 
Steven Pinker

Professor
Harvard University
Author, Enlightenment Now: The Case for Reason, Science, Humanism, and Progress

 
Sponsored by
1:50–2:40 p.m.

Adapting to Global Change: How Asia Will Shape the World

Marriott Ballroom

Global strategist Parag Khanna will address how Asia is rapidly returning to the centuries-old patterns of commerce, conflict, and cultural exchange that thrived long before European colonialism and American dominance. From investment portfolios and trade wars to Hollywood movies and university admissions, no aspect of life is immune from Asianization. With America’s tech sector dependent on Asian talent and politicians praising Asia’s glittering cities and efficient governments, Asia is permanently in our nation’s consciousness. This session will provide an accurate picture of what the Asian century will look like.

Following Khanna’s presentation, he and Allianz’s Doug Eu will engage in a Q&A session.

 
Parag Khanna

Founder and Managing Partner
FutureMap
Author, The Future Is Asian and Connectography: Mapping the Future of Global Civilization

  Douglas Eu
Douglas Eu

CEO
Allianz Global Investors US Holdings LLC

2:50–3:40 p.m.

Fighting the Borg Collective: What a Relentless Cybersecurity Threat Means for the Enterprise

Thurgood Marshall Ballroom

Attend this joint session of the Operations and Technology and Compliance Programs Conferences to learn which strategies and tactics firms leverage to mitigate evolving and persistent threats. Explore key issues operational and compliance professionals should consider as they address cyber risks within their firms.

 
Janine Comstock, Moderator

Chief Security Officer
MFS Investment Management

 
John Cembrook

Chief Information Security Officer
Lord, Abbett & Co.

 
Jason Fickett

Acting Special Agent in Charge, Intelligence Division
Federal Bureau of Investigation (FBI)

 
3:45–4:30 p.m.

50 Years of Apollo Missions: The Next Giant Leap

Marriott Ballroom

Ellen Stofan, director of the Smithsonian National Air and Space Museum, will recount the challenges of the Apollo Program and the remarkable technologies that made the moon landings possible. She will then share with the GMM audience what the future may hold for space exploration.

 
Ellen Stofan

Director
Smithsonian National Air and Space Museum
Former Chief Scientist
NASA

 
Yie-Hsin Hung

Chair
GMM Planning Committee
CEO
New York Life Investment Management

4:30–6:30 p.m.

Reception with Book Signing and Legal Forum

Exhibit Hall C

 

Come meet GMM speaker Parag Khanna, who will be signing his latest book, The Future Is Asian. Registrants may purchase this book in advance of the conference, pick it up in the Exhibit Hall, and have it signed. A limited number of books also will be available for purchase onsite.

 
Sponsored by
 

Legal Forum Presentations

 
7:00–10:00 p.m.

2019 GMM Dinner Reception

Smithsonian National Air and Space Museum

 
Enjoy excellent networking, cocktails, and hors d’oeuvres while exploring the exhibition space at the Smithsonian National Air and Space Museum.
 
Bus transportation from the Marriott Wardman Park to the museum will begin at 6:30 p.m. Buses will be departing from the 24th Street lobby entrance of the hotel.

Sponsored by

Friday, May 3

7:00–11:00 a.m.

Conference Registration

Marriott Ballroom Foyer

7:45–8:45 a.m.

Interactive Breakfast Discussion Session: Timely Operations and Technology Challenges

Maryland Room

Closed to the media

Buffet breakfast will be available.

Seating for the breakfast discussion session is limited and will be filled on a first-come, first-served basis.

This interactive session will feature roundtable discussions on timely operations and technology topics. Session registrants will be provided a list of topics to be addressed at each table in advance of the conference.

9:00–9:50 a.m.

Marketing Innovations and Imperatives: Insights from Senior Executives

Marriott Ballroom

Senior marketing and innovation experts will share their thoughts on organizational transformation and the evolving role of marketing at asset management firms; purpose-driven marketing; the role of social media in building communities; and the importance of employing an agile, lean technology staff to ensure that the organization as a whole has real-time access to customer data.

 
Frank Cooper III, Moderator

Senior Managing Director and Global Chief Marketing Officer
BlackRock

 
Simon Mulcahy

Chief Innovation Officer
Salesforce

 
Martha “Marty” Willis

Chief Marketing Officer
Nuveen

10:00–10:50 a.m.

The Technology Horizon

Marriott Ballroom

Accenture’s Kelley Conway will provide an overview of key fintech trends, including the impact of sentiment analysis and broader artificial intelligence tools on the asset management industry, and then moderate a panel of technologists, who will share their thoughts on what’s coming in the technology pipeline.

 
Kelley Conway, Moderator

Managing Director
Accenture Financial Services Technology Advisory

 
Chris Ackerson

Head of Product: Search and AI
AlphaSense

 
Dave Hannibal

Global Head, Strategic Partnerships and Alliances
Duco

 
 

Thank you to our other sponsors