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
- Funds Take Fresh Approaches to Invest Communication
Frank Cooper, BlackRock chief marketing officer
- Fund Boards Respond to Change
Keith Hartstein, IDC Governing Council member and PGIM independent director
- Asia Is an Increasingly Large and Dynamic Investment Environment
Douglas Eu, Allianz Global Investors CEO, USUS
- China’s Capital Markets Beckon for Global Fund Managers
Douglas Eu, Allianz Global Investors CEO, US
- Data Science Is Changing Fund Management
Tami Salmon, ICI associate general counsel
- 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