GMM Planning Committee Chairman James McNamara, president and CEO of Goldman Sachs Mutual Funds, welcomes attendees to the 59th annual GMM and outlines the themes of the program.
ICI Chairman William F. “Ted” Truscott, CEO of Columbia Threadneedle Investments, discusses the success of the US retirement system, the key role played by tax deferral, and how to bring retirement plans to more Americans.
ICI President and CEO Paul Schott Stevens and retired US Army General Stanley A. McChrystal discuss national security concerns, counterterrorism, crisis management, and leadership.
Stanley A. McChrystal General (Ret.), United States Army Cofounder and Partner The McChrystal Group
Paul Schott Stevens President and CEO Investment Company Institute
Fund leaders share their views on the opportunities presented by a rapidly changing business environment.
Shundrawn A. Thomas, Moderator Executive Vice President, Head of Funds and Managed Accounts Group Northern Trust Asset Management
Thomas A. Jones Head of Strategic Relations Columbia Threadneedle Investments
Heather Lord Senior Vice President Head of Strategy and Innovation Capital Group
Sean Tuffy Senior Vice President, Investor Services Brown Brothers Harriman
Leading investment strategists share their ideas on the changing market environment, equity flows, portfolio construction, and how to best meet client needs.
Heather Miner, Moderator Global Head of Strategic Advisory Solutions Goldman Sachs Asset Management
Darrell Cronk President Wells Fargo Investment Institute Chief Investment Officer for Wealth and Investment Management Wells Fargo & Company
Gregg S. Fisher Founder and Head of Quantitative Research and Portfolio Strategy Gerstein Fisher
Lisa Shalett Head of Investment and Portfolio Strategies Morgan Stanley Wealth Management
Panelists share the importance of diversity within the asset management industry, and what steps managers can take to ensure that their teams benefit from the power of diverse perspectives.
Gregory Davis Principal, Global Head of Fixed Income Vanguard
Marie L. Knowles Independent Director Fidelity Fixed Income & Asset Allocation Funds
Sonnia T. Shields Executive Director, Head of Diversity J.P. Morgan Asset Management
In a wide-ranging conversation with ICI President and CEO Paul Schott Stevens, GE’s Jeff Immelt discusses how he and his team have transformed the company during his nearly 16 years as chairman and CEO.
Jeff Immelt Chairman and CEO GE
Fund industry leaders share their perspectives on regulatory developments, related business challenges, and client concerns worldwide.
William F. “Ted” Truscott, Moderator Chairman Investment Company Institute CEO Columbia Threadneedle Investments
Martin Gilbert CEO Aberdeen Asset Management
David J. Semaya Executive Chairman Nikko Asset Management
ICI President and CEO Paul Schott Stevens addresses the most pressing regulatory issues facing the fund industry today, and calls on the Securities and Exchange Commission to take measures that will enhance economic growth.
Wealth management leaders explore the future of investment advice, including the changing roles of technology, aggregation, and robo-advisers.
Stuart Parker, Moderator President PGIM Investments
Eli Broverman Cofounder Betterment
Kelly Coffey CEO, U.S. Private Bank J.P. Morgan
Ben Huneke Managing Director Head of Investment Solutions Morgan Stanley Wealth Management
Noted political scientist Ian Bremmer and GMM Chairman James McNamara, president and CEO of Goldman Sachs Mutual Funds, discuss global political risks and how political developments can move markets.
Ian Bremmer President and Founder Eurasia Group Author
James McNamara Chairman GMM Planning Committee President and CEO Goldman Sachs Mutual Funds
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