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2021 Video Highlights

Day 1  Day 2  Operations and Technology Conference


Day 1

Welcoming Remarks

GMM Planning Committee Chair Lisa M. Jones, president, CEO, and head of the Americas at Amundi US, Inc., set the stage for the 2021 GMM.

President’s Address

In his president’s address, ICI President and CEO Eric J. Pan presented a path forward on a fit-for-purpose approach to climate-related disclosure for public companies.

Facing the Future: Leadership Perspectives

Stephanie Braming, global head of investment management at William Blair & Company, and Christine Hurtsellers, Voya Investment Management CEO, noted the importance of adaptation and transparency at this year’s leadership session, moderated by New York Life Investment Management CEO Yie-Hsin Hung.

  • Yie-Hsin Hung
    New York Life Investment Management
  • Stephanie G. Braming
    Global Head of Investment Management
    William Blair & Company
  • Christine Hurtsellers
    Voya Investment Management

Cathy Engelbert in Conversation with George Gatch

Cathy Engelbert, commissioner of the WNBA and former CEO of Deloitte, spoke with ICI Chairman George Gatch about the challenges and opportunities facing the WNBA and compared her current role to the 33 years she spent in the corporate world.

  • Cathy Engelbert
    Former CEO
  • George C. W. Gatch
    Investment Company Institute
    J.P. Morgan Asset Management

Managing Your Business in the Post-Pandemic Era

GMM Chair Lisa Jones engaged in a timely discussion with remote work expert Chris Herd on reimagining the office experience, talent acquisition, company culture, and digital collaboration.

  • Chris Herd
    Founder and CEO
  • Lisa M. Jones
    GMM Planning Committee
    President and CEO
    Head of the Americas
    Amundi US, Inc.

Day Two

Timely Insights on Climate Change and Sustainable Investing

State Street Chairman and CEO Ron O’Hanley engaged in a lively discussion with Harvard Business School professor George Serafeim about how environmental, social, and governance (ESG) issues will transform the investment management industry.

  • Ronald O’Hanley
    Chairman and CEO
    State Street Corporation
  • George Serafeim
    Professor of Business Administration
    Faculty Chair
    Impact-Weighted Accounts Project
    Harvard Business School

Former SEC and CFTC Chairs Share Lessons Learned

Jay Clayton, who recently served as chair of the Securities and Exchange Commission (SEC), and J. Christopher Giancarlo, who served as chair of the Commodity Futures Trading Commission (CFTC), engaged in a lively discussion with ICI President and CEO Eric J. Pan.

  • Jay Clayton
    Senior Policy Adviser and of Counsel
    Sullivan & Cromwell LLP
    Nonexecutive Chair and Lead Independent Director
    Apollo Global Management
  • J. Christopher Giancarlo
    Senior Counsel
    Willkie Farr & Gallagher
    Digital Dollar Project
  • Eric J. Pan
    President and CEO
    Investment Company Institute

A Shared Goal: Promoting Diversity and Inclusion in the Asset Management Industry

In a timely discussion, Morgan Stanley Investment Management’s Seema Hingorani, founder of Girls Who Invest, spoke with Capital Group’s Cristina Santos about the importance of strong leadership in creating a diverse and inclusive workforce.

  • Seema Hingorani
    Managing Director
    Morgan Stanley Investment Management
    Girls Who Invest
  • Cristina Santos
    Senior Vice President
    Head of Diversity, Equity, and Inclusion
    Capital Group

Operations and Technology Conference

Welcoming Remarks

In his remarks, ICI Chief Industry Operations Officer Marty Burns welcomed attendees to the virtual Operations and Technology Conference and spoke about the sessions ahead.

  • Marty Burns
    Chief Industry Operations Officer
    Investment Company Institute

Cybersecurity Challenges: Kevin Mandia in Conversation with Mike Catlin

In this session, Kevin Mandia, FireEye CEO, and Mike Catlin, Capital Group’s senior vice president, chief information security officer, and head of technology services and operations, discussed risk mitigation.

  • Kevin Mandia
  • Mike Catlin
    Senior Vice President
    Chief Information Security Officer
    Head of Technology Services and Operations
    Capital Group

Workplace Culture, Employee Engagement, and Relationship Building in a Post‑Pandemic World

Jason Hubersberger, Edward Jones Investments principal in mutual fund operations, and Carol Geremia, MFS Investment Management president, discussed key developments in the asset management industry in a panel moderated by Maureen Quill, UMB Fund Services executive vice president and executive director of registered funds.

  • Maureen Quill
    Executive Vice President
    Executive Director, Registered Funds
    UMB Fund Services
  • Carol Geremia
    MFS Investment Management
  • Jason Hubersberger
    Principal, Mutual Fund Operations
    Edward Jones Investments

So, You Think Your Firm Is Operationally Resilient?!

Brian Donadio, Vanguard Group principal and global head of business continuity; Belinda Baldwin, Janus Henderson Investors global head of IT strategy and planning; and moderator Laurie Wallace, senior principal of business continuity at Invesco, spoke about the critical mission of operational resiliency.

  • Laurie Wallace
    Senior Principal, Business Continuity
  • Belinda Baldwin
    Global Head of IT Strategy and Planning
    Janus Henderson Investors
  • Brian Donadio
    Principal and Global Head of Business Continuity
    The Vanguard Group

The Asset Manager of Tomorrow: Bionic Capabilities

In this fireside chat, Chris McIntyre, Boston Consulting Group partner, spoke with ICI Chief Industry Operations Officer Marty Burns about five key trends reshaping the asset management industry.

  • Chris McIntyre
    Boston Consulting Group
  • Marty Burns
    Chief Industry Operations Officer
    Investment Company Institute


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