In his address, ICI President and CEO Paul Schott Stevens discusses the ongoing debate around financial stability and asset management—and what it means for investors.
At GMM’s Policy Forum, BlackRock Chairman and CEO Larry Fink (right) shares his thoughts on investor outcomes, systemic risk, the challenges of operating a global business, and other timely topics with ICI President and CEO Paul Schott Stevens.
Pati Jinich congratulates Mike Isabella on his victory at ICI’s fourth annual Capital Chef Classic. This lighthearted cooking competition typically takes place during the opening night reception in the GMM exhibit hall.
The GMM exhibit hall enables attendees to learn about fund industry products and services, while providing an environment where they can also network, share information, and be entertained.
Every year, the GMM includes a number of interactive breakfast discussion sessions, covering such topics as global opportunities and challenges in the Asia-Pacific region (shown above), closed-end funds, and exchange-traded funds (ETFs).
(From left) Dana Emery of Dodge and Cox, Marty Flanagan of Invesco, Daria Foster of Lord Abbett & Co., and William F. “Bill” Glavin of OppenheimerFunds participated on the GMM Leadership Panel, which examined alternative investments, regulatory demands, global investment management opportunities, and how to best serve investor needs, among other important topics.
(From left) John Casey of Casey, Quirk & Associates, Tim Buckley of Vanguard, and Colin Moore of Columbia Management listen as William Yun of Franklin Templeton Investments shares his thoughts about the importance of using technology and social media to assist financial advisers. The four participated in a panel titled, “How Is Investment Management Changing to Meet Shareholder Preferences?”
GMM luncheon speaker Tony Blair, former prime minister of Great Britain and Northern Ireland, engages in a fast-paced discussion about global political and leadership challenges with ICI Chairman William McNabb, chairman and CEO of Vanguard.
Attendees at ICI’s GMM luncheon engage in conversation and networking as they wait for the address by keynote speaker Tony Blair.
John Davidson of the Financial Accounting Foundation (second from left) discusses the elements of good corporate governance, as (from left) session moderator Jack Brennan of Vanguard, Brackett Denniston of General Electric, and Anne Marie Whittemore from McGuireWoods listen attentively.
(From left) George Gatch of JP Morgan Asset Management, Peng Wah Choy of Harvest Global Investments, and Martin Gilbert of Aberdeen Asset Management listen as Greg Johnson of Franklin Resources makes a point during a session titled, “The World View: What It Takes to Lead a Global Investment Manager.”
Attendees at the 56th Annual GMM Dinner enjoyed the music of rock ’n’ roll icons (from left) Jerry Lee Lewis, Carl Perkins, Elvis Presley, and Johnny Cash, as performed by Million Dollar Quartet, a Tony Award–winning Broadway act.
SEC Chair Mary Jo White talks regulatory matters with ICI President and CEO Paul Schott Stevens at the breakfast session on day three of ICI’s GMM.
Distribution leaders (from left) Bob Keith of AllianceBernstein, Bernie Clark of Charles Schwab Investment Management, Andy Sieg of Bank of America Merrill Lynch, and Bob Vorlop of Wells Fargo Advisors share their perspectives about how the financial services industry can deliver the best possible outcomes to investors.
At the closing session for the 2014 GMM, former senator Olympia Snowe engages in a Q&A with GMM Planning Committee Chair Marie Chandoha, President and CEO of Charles Schwab Investment Management, about public service, key policy objectives, and the need for political bipartisanship.
IDC Chair Susan Kerley, an independent director with the Legg Mason Partners Fixed Income Funds and MainStay Funds, moderates a panel at the 2014 IDC Fund Directors Workshop looking ahead to the composition and responsibilities of fund boards over the next 10 years. Gerald Malone, the independent chair of the Aberdeen Funds, also participated.
Panelists from the “Lightning Round” session at the 2014 Mutual Fund Compliance Programs Conference—including (from left) Bob Scales of Columbia Acorn Funds; Nicole Trudeau of K&L Gates; John Walsh of Sutherland, Asbill; and Bob Zakem of Ridgeworth Investments—talk about new and evolving compliance issues.