In his opening address, 2015 GMM Planning Committee Chair George Gatch, CEO for Global Funds Management at JP Morgan Asset Management, offers an overview of GMM and pays tribute to ICI’s 75th anniversary.
Charles Schwab Corporation President and CEO Walt Bettinger (right) talks with ICI President and CEO Paul Schott Stevens about the benefits of a customer-centric approach, and what the future holds for the investment management industry.
Every year, the GMM includes a number of interactive breakfast discussion sessions, covering such topics as challenges for fund distribution (above), issues facing closed-end funds, developments in the Asia-Pacific fund markets, and developments in the exchange-traded fund (ETFs) market.
(From left) Jenny Johnson of Franklin Templeton, Omar Aguilar of Charles Schwab Investment Management, Kara Kohler Hoogensen of Principal Funds, Simon Mendelson of Deutsche Asset & Wealth Management, and Julie St. John of The Capital Group Companies participate in the GMM Leadership Panel, which examined the implications of key regulatory developments, the ways in which the fund industry can help investors begin saving at an early age, and the challenges facing the workforce of the future.
James Macey of Allianz Global Investors (right) responds to a question from Scott Burns of Morningstar (left), who moderated a discussion about the growing role of “solutions investing” in the asset management industry. Other panelists included Paul Hatch of UBS Wealth Management Americas and Anne Lester of J.P. Morgan Asset Management.
Indra Nooyi, chairman and CEO of PepsiCo, talks with ICI Chairman William McNabb, chairman and CEO of The Vanguard Group, about PepsiCo’s “Performance with Purpose” philosophy and how to attract the best talent globally.
(From left) ICI President and CEO Paul Schott Stevens and former ICI chairmen Jack Brennan of The Vanguard Group, Paul Haaga of Capital Research & Management Company, and Jim Riepe of T. Rowe Price Group participate in a thoughtful and entertaining discussion about the evolution of the fund industry and Institute over the past 75 years.
(From left) Stuart Parker of Prudential Investments discusses the challenges of meeting Millennials’ investment needs while Rich Dion of Envestnet, Adam Nash of Wealthfront, and Andy Sieg of Bank of America Merrill Lynch listen attentively.
Attendees at the 57th Annual GMM Dinner enjoy a high-energy atmosphere while networking with colleagues and listening to musical entertainment from the Zippers (not shown).
Securities and Exchange Commission Chair Mary Jo White engages with ICI President and CEO Paul Schott Stevens in a lively question-and-answer session that touched upon a number of timely issues, including systemic risk regulation, the Department of Labor’s fiduciary rule proposal, and cybersecurity.
(From left) Campbell Fleming of Columbia Threadneedle Investments asks David Wright of International Organization of Securities Commissions (IOSCO), Christian Dargnat of BNP Paribas Asset Management, Barbara Novick of BlackRock, and David Semaya of Nikko Asset Management about their perspectives on capital market initiatives in Europe.
Retired Admiral James Stavridis closes the 2015 GMM with an insightful presentation about security challenges and opportunities in the 21st century.
(From left) At the opening panel of ICI’s 2015 Mutual Fund Compliance Programs Conference, Thomas Fuccillo of Allianz Global Investors, Jane Jarcho of the U.S. Securities and Exchange Commission, and Mary Ann Picciotto of OppenheimerFunds share insights about recent regulatory initiatives affecting chief compliance officers.
(From left) At the 2015 IDC Fund Directors Workshop, Jonathan F. Zeschin of Matthews Asia Funds, Kenneth Barbuscio of BlackRock, and Anthony Rochte of Fidelity SelectCo (far right) listen as Peter Sundman of Diamond Hill Funds discusses the evolution of fund products and the implications for fund boards.
The GMM exhibit hall enables attendees to learn about fund industry products and services while providing an environment where they can network, share information, and be entertained.