2019 Video Highlights

Wednesday, May 1  Thursday, May 2  Friday, May 3

Wednesday, May 1

Welcome and Opening Remarks

GMM Planning Committee Chair Yie-Hsin Hung, CEO of New York Life Investment Management, welcomes attendees to the 61st annual GMM and outlines the conference’s themes of competition, technology, and global thinking.

Chairman’s Address

ICI Chairman George C. W. Gatch, CEO of global funds management for JP Morgan Asset Management, speaks on the unstoppable trend of globalization and the forces that will shape the fund industry in the decades ahead.

Joseph C. Tsai in Conversation with Paul Schott Stevens

Joseph C. Tsai, cofounder and executive vice chairman of Alibaba Group, engages with ICI President and CEO Paul Schott Stevens in a wide-ranging conversation on technology and innovation; the relationship between the United States and China; lessons learned from athletics; and more.

• Joseph C. Tsai
  Cofounder and Executive Vice Chairman
  Alibaba Group
• Paul Schott Stevens
  President and CEO
  Investment Company Institute

Thursday, May 2

Regulatory Breakfast Session: A Conversation with SEC Chairman Jay Clayton

In his first GMM appearance, SEC Chairman Jay Clayton sits down with ICI President and CEO Paul Schott Stevens to discuss some of the top issues facing funds and their investors.

• Jay Clayton
  Chairman
  US Securities and Exchange Commission
• Paul Schott Stevens
  President and CEO
  Investment Company Institute

Facing the Future: Leadership Perspectives

Fund leaders discuss the challenges of running an asset management business, including leading through transitions, creating positive firm culture, and harnessing the power of transformation.

• Sarah Ketterer, Moderator
  CEO and Cofounder
  Causeway Capital Management
• Martin Flanagan
  President and CEO
  Invesco
• Joseph A. Sullivan
  Chairman and CEO
  Legg Mason

The Evolving Distribution Landscape

Experts on fund distribution explore the varying paths for investment firms to achieve success by examining distribution topics including the product mix, pricing, positioning, and service and support.

• T. Neil Bathon, Moderator
  Managing Partner
  FUSE Research Network LLC
• Sandy Bolton
  Managing Director, Head of Managed Investments
  Merrill
• Scott Burns
  Head of Data, Research and Index Products
  Morningstar, Inc.
• Kenneth Worthington
  Equity Analyst—Brokers, Asset Managers, Exchanges
  JP Morgan

Adapting to Global Change: How Asia Will Shape the World

Parag Khanna, FutureMap founder and managing partner, and author of The Future Is Asian and Connectography: Mapping the Future of Global Civilization, discusses how Asia will reshape the world, the intertwining of humanity and connectivity, and engages in a Q&A session with Douglas Eu, CEO of Allianz Global Investors US Holdings LLC.

• Parag Khanna
  Founder and Managing Partner
  FutureMap
  Author, The Future Is Asian and Connectography: Mapping the Future of Global Civilization
• Douglas Eu
  CEO
  Allianz Global Investors US Holdings LLC

Global Markets: Navigating Regulatory and Policy Developments

ICI President and CEO Paul Schott Stevens, David Wright of the International Organization of Securities Commissions (IOSCO), and Peter De Proft of the European Fund and Asset Management Association (EFAMA) discuss the importance of strengthening the capital markets and the need for a 401(k)-style retirement plan in the European Union.

• Paul Schott Stevens, Moderator
  President and CEO
  Investment Company Institute
• Peter De Proft
  Honorary Director General
  European Fund and Asset Management Association (EFAMA)
• David Wright
  Partner
  Flint
  Secretary General (Retired)
  International Organization of Securities Commissions

50 Years of Apollo Missions: The Next Giant Leap

Ellen Stofan, director of the Smithsonian National Air and Space Museum, in conversation with GMM Planning Committee Chair Yie-Hsin Hung, CEO of New York Life Investment Management, recounts what made space exploration possible and discusses the importance of a diverse and inclusive workforce that can inspire the next generation.

• Ellen Stofan
  Director
  Smithsonian National Air and Space Museum
  Former Chief Scientist
  NASA
• Yie-Hsin Hung
  Chair
  GMM Planning Committee
  CEO
  New York Life Investment Management

Friday, May 3

Marketing Innovations and Imperatives: Insights from Senior Executives

Frank Cooper III, senior managing director and global chief marketing officer at BlackRock, moderates a discussion on how to leverage technology in data-driven marketing. The panel includes Simon Mulcahy, chief innovation officer at Salesforce, and Martha “Marty” Willis, chief marketing officer for Nuveen.

• Frank Cooper III, Moderator
  Senior Managing Director and Global Chief Marketing Officer
  BlackRock
• Simon Mulcahy
  Chief Innovation Officer
  Salesforce
• Martha “Marty” Willis
  Chief Marketing Officer
  Nuveen

The Technology Horizon

Panel moderator Kelley Conway, managing director at Accenture Financial Services Technology Advisory, discusses cloud computing, artificial intelligence (AI), and cybersecurity. The panel includes Chris Ackerson, head of product: search and AI for AlphaSense, and Dave Hannibal, global head of strategic partnerships and alliances for Duco.

• Kelley Conway, Moderator
  Managing Director
  Accenture Financial Services Technology Advisory
• Chris Ackerson
  Head of Product: Search and AI
  AlphaSense
• Dave Hannibal
  Global Head, Strategic Partnerships and Alliances
  Duco

Focus on Funds Videos: 2019 GMM Highlights

• Workplace Retirement Plans are Widely Popular
  Sarah Holden, ICI senior director of retirement and investor research
• Gain Insight on Trends in Mutual Fund Ownership
  Sarah Holden, ICI senior director of retirement and investor research
• Learn the Latest 401(k) Trends
  Sarah Holden, ICI senior director of retirement and investor research
• Old Approaches to Fund Distribution Give Way to New Strategies
  Sandy Bolton, Bank of America Merrill Lynch managing director, head of managed investments
• New Technology and New Trends Are Driving Fund Industry Change
  Sarah Ketterer, Causeway Capital Management cofounder and CEO
• New ICI Analysis Sheds Light on Proxy Voting
  Sean Collins, ICI chief economist
• Fund Compliance Is an Increasingly Collective, Complicated Responsibility
  Tami Salmon, ICI associate general counsel
• Fund Operations Is Changing Dramatically
  Marty Burns, ICI chief industry operations officer
• Fund Fees and Expenses Continue to Fall
  Shelly Antoniewicz, ICI senior director of industry and financial analysis
• New Personal Retirement Savings Accounts Are Coming to Europe
  Anna Driggs, ICI Global associate chief counsel for global funds policy
• Global Interest in Sustainably Focused Funds Is Growing
  Linda French, ICI Global associate chief counsel
• Global Funds Adjust to Brexit Uncertainty
  Sean Tuffy, Citi Custody & Fund Services head of market and regulatory intelligence
• Funds and Investors on Watch for New US Regulations
  Susan Olson, ICI general counsel
• Industry Responds to Increasingly Global, Tech-Oriented Investors
  Paul Schott Stevens, ICI president and CEO