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2015 GMM Video Highlights

Wednesday, May 6

Welcome and Opening Remarks 

George C. W. Gatch, chairman of the GMM Planning Committee, welcomes attendees of the 57th GMM and outlines the themes of the program.


Chairman’s Address 

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.


GMM Policy Forum 

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


Thursday, May 7

Facing the Future: Fresh Perspectives 

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 Solutions 

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

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


Luncheon with Keynote Speaker: Indra Nooyi 

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

F. William McNabb III
Investment Company Institute
Chairman and CEO
The Vanguard Group


Facing the Future: A Conversation with Former ICI Chairmen 

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

Paul G. Haaga
Former Chairman of the Board
Capital Research & Management Company

James Riepe
Senior Adviser and Retired Vice Chairman
T. Rowe Price Group



A Regulatory Session Featuring 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, as well as the importance of the SEC’s role in evaluating systemic risk issues.

Mary Jo White
U.S. Securities and Exchange Commission

Paul Schott Stevens
President and CEO
Investment Company Institute


Regulatory Developments and the Demands of Operating a Global Asset Management Firm 

Global asset management leaders discuss key regulatory developments, related business challenges, and client concerns worldwide.

Campbell Fleming, Moderator
Global Chief Operating Officer
Columbia Threadneedle Investments

David Wright, Presenter/Panelist
Secretary General
International Organization of Securities Commissions

Christian Dargnat
BNP Paribas Asset Management

Barbara G. Novick
Vice Chairman
BlackRock, Inc.

David J. Semaya
Executive Chairman
Nikko Asset Management


Focus on Funds Videos

2015 GMM Highlights Video Featuring:

  • Walt Bettinger, President and CEO, Charles Schwab Corporation
  • Jenny Johnson, Executive Vice President, Operations and Technology, Franklin Templeton Investments
  • James Macey, Director and Portfolio Manager, Global Multi-Asset Team, Allianz Global Investors


2015 GMM Highlights Video Featuring:

  • Indra Nooyi, Chairman and CEO, PepsiCo
  • Adam Nash, CEO, Wealthfront
  • Andy Sieg, Head of Global Wealth and Retirement Solutions, Bank of America Merrill Lynch
  • Mary Jo White, Chair, U.S. Securities and Exchange Commission


Fact Book: Brian Reid, ICI Chief Economist




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