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William F. “Ted” Truscott, Chairman of the GMM Planning Committee, kicks off the 55th Annual General Membership Meeting with a welcome and an overview of the themes running through the GMM program.
ICI Chairman Gregory E. Johnson, President and CEO of Franklin Resources, describes how ICI has responded to policy challenges in his address, “Facing a Changing World.”
U.S. Treasury Under Secretary of Domestic Finance, Mary John Miller, speaks with ICI President and CEO Paul Schott Stevens about America’s fiscal challenges, money market fund reform, and implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Hear directly from key leaders in the fund industry in the always-popular GMM Leadership Panel, featuring Marie Chandoha, President and CEO, Charles Schwab Investment Management; Elizabeth Corley, Global CEO, Allianz Global Investors; Scott Powers, President and CEO, State Street Global Advisors; and Alan Reid, President and CEO, Forward.
Ian Bremmer, noted political scientist, author, and analyst of world markets, entertains attendees with a lively presentation about today’s global political risks. His presentation is followed by a discussion with fund industry leader Edward Bernard, Vice Chairman, T. Rowe Price Group.
In this highlight event, Lloyd C. Blankfein, Chairman and CEO of The Goldman Sachs Group, covers markets, the economy, regulatory policy, and even a book recommendation in a conversation with ICI President and CEO Paul Schott Stevens.
Carl E. Walter, author of Red Capitalism: The Fragile Formation of China’s Extraordinary Rise, details the ascent of Chinese finance and its foundation for the future. His presentation is followed by a discussion with a panel of business executives with considerable Asian experience, including Peter Alexander, Principal, Z-Ben Advisors; George Ding, CEO, Hu An Funds; and moderator William F. “Ted” Truscott, CEO, Global Asset Management, Columbia Management and Threadneedle Investments.
Princeton University’s Sheldon Garon explores world savings cultures, institutions, and policies and relates them to those in the United States before being joined by three retirement industry experts who share their thoughts on Americans’ need for greater access to savings vehicles and better financial education: John Ameriks, Principal, Active Equity Group, Vanguard; Michael Falcon, Head of Retirement, J.P. Morgan Asset Management; and Jim MacDonald, President, Workplace Investing, Fidelity Investments.
In her first major address since her confirmation as Securities and Exchange Commission (SEC) Chairman, Mary Jo White highlights the myriad ways that the SEC—in light of an increasingly global regulatory environment—pursues its mission to protect U.S. investors and markets, and to promote capital formation.
The challenges of the markets and the industry’s commitment to serve investors are described by industry leaders William “Bill” Glavin, Chariman, President, and CEO, Oppenheimer Funds; Patrick O’Connell, Executive Vice President, Ameriprise Advisor Group; John Thiel, Head of Merrill Lynch Wealth Management, Bank of America Merrill Lynch; and Jim Weddle, Managing Partner, Edward Jones.
With illuminating slides and frank talk, former U.S. senators Kent Conrad (D-ND) and Judd Gregg (R-NH) share thoughts on how to address the nation’s fiscal problems. The two budget experts engage in a lively discussion with moderator Gregory E. Johnson, President and CEO, Franklin Resources.