Marie A. Chandoha, chair of the GMM Planning Committee, welcomes attendees of the 56th GMM and outlines the themes of the program.
Paul Schott Stevens, president and CEO of ICI, explains why SIFI designation is wrong for mutual funds in his speech, “Financial Stability: A Conversation with Investors.”
Laurence D. Fink, chairman and CEO of BlackRock, discusses global financial markets and key public policy issues with Paul Schott Stevens.
Laurence D. Fink Chairman and CEO BlackRock
Paul Schott Stevens President and CEO Investment Company Institute
A cross section of industry leaders explores various strategies and factors influencing the fund business, and how funds serve their shareholders.
Edward Bernard, Moderator Vice Chairman T. Rowe Price Group
Dana M. Emery President and CEO Dodge and Cox
Martin L. Flanagan President and CEO Invesco Ltd.
Daria L. Foster Managing Partner Lord, Abbett & Co. LLC
William F. “Bill” Glavin Chairman and CEO OppenheimerFunds
Experienced investment managers engage in a lively discussion about influences—including shareholder preferences—affecting investment management strategies today.
John F. Casey, Moderator Chairman Casey, Quirk & Associates
Mortimer J. “Tim” Buckley Chief Investment Officer Vanguard
Colin Moore Global Chief Investment Officer Columbia Management Investment Advisers, LLC
William Yun Executive Vice President, Alternative Strategies Franklin Templeton Investments
Tony Blair, former prime minister of Great Britain and Northern Ireland, gives a brief address before engaging in a dynamic conversation with ICI Chairman William McNabb, chairman and CEO of Vanguard, about global political and leadership challenges.
Tony Blair Former Prime Minister, Great Britain and Northern Ireland
F. William McNabb III Chairman and CEO Vanguard
Companies face many challenges in developing and administering appropriate and effective governance regimes. This panel explores such key board-director issues as board configuration, levels of engagement, and constituencies.
John “Jack” Brennan, Moderator Chairman Emeritus Vanguard
Carol Anthony “John” Davidson Vice Chairman, Board of Trustees Financial Accounting Foundation
Brackett B. Denniston III Senior Vice President and General Counsel General Electric Company
Anne Marie Whittemore Partner McGuireWoods
Demands related to managing a global business can differ from country to country and region to region. In this panel, industry leaders responsible for tackling the challenges of global business discuss the opportunities in today’s global markets, and how funds can address difficulties on the road to success.
George Gatch, Moderator CEO, Global Funds Management JP Morgan Asset Management
Peng Wah Choy CEO Harvest Global Investments Limited
Martin Gilbert CEO Aberdeen Asset Management PLC
Gregory E. Johnson President and CEO Franklin Resources, Inc.
SEC Chair Mary Jo White sits down with ICI President and CEO Paul Schott Stevens to discuss a range of issues affecting the fund industry, including impending money market fund reforms, the Financial Stability Oversight Council’s examination of asset managers, and the SEC’s approach to enforcement.
Mary Jo White Chair U.S. Securities and Exchange Commission
Today’s investors have many ways to acquire investment advice. Industry executives talk about how advice is delivered, and how such delivery channels affect the products and services offered to fund shareholders.
Robert M. Keith, Moderator Executive Managing Director Head of Global Client Group AllianceBernstein
Bernard J. Clark Executive Vice President, Advisor Services Charles Schwab Investment Management, Inc.
Andrew Sieg Managing Director and Head of Global Wealth and Retirement Solutions Bank of America Merrill Lynch
Bob Vorlop Head of Products and Advice Wells Fargo Advisors, LLC
Former U.S. Senator Olympia Snowe (R-ME) strongly supports a bipartisan approach to achieving U.S. policy and fiscal goals. In this closing session, Snowe is interviewed by ICI Chair Marie Chandoha, president and CEO of Charles Schwab Investment Management, about her views on how to end partisan obstructions, and move policy and fiscal objectives forward.
Olympia Snowe Former member of U.S. Senate and House of Representatives
Marie Chandoha Chair GMM Planning Committee President and CEO Charles Schwab Investment Management, Inc.
Marie Chandoha, GMM Chair and President and CEO of Charles Schwab Investment Management, briefly describes key benefits of attending this year’s GMM.
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