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GMM Video Highlights

TUESDAY, MAY 20

Welcome and Opening Remarks 

Marie A. Chandoha, chair of the GMM Planning Committee, welcomes attendees of the 56th GMM and outlines the themes of the program.

 

President's Address 

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.”

 

GMM Policy Forum 

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

 

WEDNESDAY, MAY 21

GMM Leadership Panel: Serving Investors in an Evolving World 

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

 

How Is Investment Management Changing to Meet Shareholder Preferences? 

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

 

Luncheon with Keynote Speaker: Tony Blair 

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

 

The Art of Good Corporate Governance 

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

 

The World View: What It Takes to Lead a Global Investment Manager 

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.

 

THURSDAY, MAY 22

Breakfast Session: A Conversation with SEC Chair Mary Jo White 

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

Paul Schott Stevens
President and CEO
Investment Company Institute

 

How Does Investor Advice Affect Fund Distribution? 

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

 

Moving U.S. Policy and Fiscal Objectives Forward 

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.

 
Other Videos

An Important Message from GMM Chair Marie Chandoha

Marie Chandoha, GMM Chair and President and CEO of Charles Schwab Investment Management, briefly describes key benefits of attending this year’s GMM. 

 

2014 GMM Highlights Video Featuring:

  • Larry Fink, CEO, BlackRock
  • Daria Foster, Managing Parter, Lord, Abbett & Co. LLC
  • Bill Glavin, Chairman and CEO, OppenheimerFunds

 

2014 GMM Highlights Video Featuring:

  • SEC Chair Mary Jo White
  • Former British Prime Minister Tony Blair
  • Global fund leaders

 

Fact Book: Brian Reid, ICI Chief Economist