George C. W. Gatch, chairman of the GMM Planning Committee, welcomes attendees of the 57th GMM and outlines the themes of the program.
ICI Chairman F. William McNabb III, chairman and CEO of The Vanguard Group, discusses the guiding principles that have been so important to the fund industry, both in the past and in the future.
In this opening session with ICI’s Paul Schott Stevens, Charles Schwab’s Walter W. Bettinger II stresses that an ongoing commitment to serving investors is at the core of the mutual fund industry.
Walter W. Bettinger II President and CEO Charles Schwab Corporation
Paul Schott Stevens President and CEO Investment Company Institute
Fund leaders discuss current industry priorities and concerns and share their thoughts on what the future may hold for investors.
Jenny Johnson, Moderator Executive Vice President, Operations and Technology Franklin Templeton Investments
Omar Aguilar Senior Vice President and Chief Investment Officer, Equities Charles Schwab Investment Management
Kara Kohler Hoogensen Managing Director, Product Development Principal Funds
Simon Mendelson Managing Director, Head of Product Management and Development, Americas Deutsche Asset & Wealth Management
Julie St. John President and Chief Information Officer Investment Operations and Technology Group The Capital Group Companies
Investment leaders explore “solutions investing,” including how to define this investment approach; the roles of the adviser, the asset manager, and technology in a solutions framework and in product development; how to demonstrate that a solution is delivering value; and what solutions investing means worldwide.
Scott Burns, Moderator Head of Asset Management Client Solutions Morningstar
Paul Hatch Group Managing Director and the Head of Advice and Solutions UBS Wealth Management Americas
Anne Lester Senior Portfolio Manager Global Multi-Asset Group J.P. Morgan Asset Management
James Macey Director and Portfolio Manager Global Multi-Asset Team Allianz Global Investors
In a lively conversation with ICI Chairman F. William McNabb III, PepsiCo’s Indra Nooyi explains why—and how—she leads with the goal of delivering both performance and purpose.
Indra Nooyi Chairman and CEO PepsiCo
F. William McNabb III Chairman Investment Company Institute Chairman and CEO The Vanguard Group
In a revealing and entertaining conversation with ICI’s Paul Schott Stevens, three former ICI chairmen share lessons learned over their lengthy careers and look ahead to what the future may hold for funds and investors.
Paul Schott Stevens, Moderator President and CEO Investment Company Institute
John J. “Jack” Brennan Chairman Emeritus Vanguard
Paul G. Haaga Former Chairman of the Board Capital Research & Management Company
James Riepe Senior Adviser and Retired Vice Chairman T. Rowe Price Group
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, as well as the importance of the SEC’s role in evaluating systemic risk issues.
Mary Jo White Chair U.S. Securities and Exchange Commission
Global asset management leaders discuss key regulatory developments, related business challenges, and client concerns worldwide.
Campbell Fleming, Moderator CEO, EMEA Global Chief Operating Officer Columbia Threadneedle Investments
David Wright, Presenter/Panelist Secretary General International Organization of Securities Commissions
Christian Dargnat CEO BNP Paribas Asset Management
Barbara G. Novick Vice Chairman BlackRock, Inc.
David J. Semaya Executive Chairman Nikko Asset Management
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