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2017 Video Highlights

Wednesday, May 3

Welcome and Opening Remarks 

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.


Chairman’s Address 

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.


GMM Policy Forum 

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


Thursday, May 4

Facing the Future: Fresh Perspectives 

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


Investing Today: Insights from Chief Investment Strategists 

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
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


Joint GMM and IDC Session:
Diversity in the Asset Management Industry 

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

Marie L. Knowles
Independent Director
Fidelity Fixed Income & Asset Allocation Funds

Sonnia T. Shields
Executive Director, Head of Diversity
J.P. Morgan Asset Management


Luncheon with Keynote Speaker Jeff Immelt

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

Paul Schott Stevens
President and CEO
Investment Company Institute


Global Asset Management

Fund industry leaders share their perspectives on regulatory developments, related business challenges, and client concerns worldwide.

William F. “Ted” Truscott, Moderator
Investment Company Institute
Columbia Threadneedle Investments

Martin Gilbert
Aberdeen Asset Management

David J. Semaya
Executive Chairman
Nikko Asset Management


Friday, May 5

Washington Today: A Regulatory Update 

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.

Paul Schott Stevens
President and CEO
Investment Company Institute


The Future of Investment Advice

Wealth management leaders explore the future of investment advice, including the changing roles of technology, aggregation, and robo-advisers.

Stuart Parker, Moderator
PGIM Investments

Eli Broverman

Kelly Coffey
CEO, U.S. Private Bank
J.P. Morgan

Ben Huneke
Managing Director
Head of Investment Solutions
Morgan Stanley Wealth Management


Managing Risk in an Unstable World

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

James McNamara
GMM Planning Committee
President and CEO
Goldman Sachs Mutual Funds

Focus on Funds Videos: 2017 GMM Highlights


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