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2018 GMM Videos

Tuesday, May 22

Welcome and Opening Remarks

GMM Planning Committee Chairman Stuart Parker, president and CEO of PGIM Investments, welcomes attendees to the 60th annual GMM and outlines the themes of the program.


Address to the Fund Industry

James Gorman, chairman and CEO of Morgan Stanley, speaks on the need to work from the inside out when building company morale.


David M. Rubenstein in Conversation with Paul Schott Stevens

David M. Rubenstein, cofounder and co-executive chairman of The Carlyle Group, talks to ICI President and CEO Paul Schott Stevens about the growth and trends in the modern private equity business.

David M. Rubenstein
Cofounder and Co-Executive Chairman
The Carlyle Group

Paul Schott Stevens
President and CEO
Investment Company Institute


Wednesday, May 23

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.


Facing the Future: Fresh Perspectives

Fund leaders share their views on where the asset management industry is headed, examining such topics as technology and talent building.

Yie-Hsin Hung, Moderator
New York Life Investment Management

Jillian DelSignore
Head of ETF Distribution
J.P. Morgan

Kirk Moore
Head of Global Research
Columbia Threadneedle Investments

Matthew O’Connor
American Funds Distributors
Director, North American Distribution
Capital Group


Investing Today: Insights, Risks, and More

Leading investment strategists share their ideas on new product trends, diversity, and emerging and global markets.

Marie Chandoha, Moderator
President and CEO
Charles Schwab Investment Management

Rupal Bhansali
Chief Investment Officer, International and Global Equities
Ariel Investments

Sarah Ketterer
CEO and Cofounder
Causeway Capital Management

Teresa Kong
Portfolio Manager
Matthews Asia


Cross-Border Challenges and the Global Convergence of Regulatory Matters

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

Martin Flanagan, Moderator
President and CEO

David Hunt
President and CEO

David J. Semaya
Executive Advisor
Sumitomo Mitsui Trust Asset Management
Former Chairman
Nikko Asset Management

Andreas Utermann
Allianz Global Investors


Cybersecurity Concerns: How to Protect Fund Shareholders

Chad Renfro, head of enterprise cybersecurity at Fidelity Investments, speaks with GMM Planning Committee Chairman Stuart Parker on the evolution of cybercrime and cryptocurrency.

Chad Renfro
Head of Enterprise Security
Fidelity Investments

Stuart Parker
GMM Planning Committee
President and CEO
PGIM Investments


Thursday, May 24

Regulatory Session: A Conversation with SEC Commissioner Michael S. Piwowar

Securities and Exchange Commission (SEC) Commissioner Michael S. Piwowar and ICI President and CEO Paul Schott Stevens address regulatory issues facing the fund industry today and spoke about the need for consistency in approaching regulations.

Michael S. Piwowar
Securities and Exchange Commission

Paul Schott Stevens
President and CEO
Investment Company Institute


Technology Disruptors

In a two-part session, IBM Chief Technology Officer Tom Eck speaks about artificial intelligence, and Morgan Stanley managing director Adam Jonas discusses the intersection of technology and transportation.

Embracing Change: Artificial Intelligence and the Cloud

Tom Eck
Chief Technology Officer, Industry Platforms


Challenges and Change: My 132 Days Off the Planet

Captain Jerry Linenger, a NASA astronaut and retired US Navy flight surgeon, shares his memories of shuttle liftoff.

Jerry Linenger
NASA Astronaut
United States Navy (Ret.) Flight Surgeon

Focus on Funds Videos: 2018 GMM Highlights


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