Preliminary Program

Wednesday, May 6

Noon–7:00 p.m. | Marriott Ballroom Foyer

Conference Registration

Noon–2:00 p.m.

Exhibit Hall Open

Refreshments will be available.

2:00–2:50 p.m. | Marriott Ballroom

Jamie Dimon in Conversation with Paul Schott Stevens

Jamie
Dimon

Chairman and CEO
JPMorgan Chase

Paul Schott
Stevens

President and CEO
Investment Company Institute

2:50–3:05 p.m. | Marriott Ballroom

Welcoming Remarks

Lisa M.
Jones

Chair
GMM Planning Committee

Head of Americas and President and CEO
Amundi Pioneer Asset Management USA

3:05–3:40 p.m. | Marriott Ballroom

The Chinese Asset Management Landscape

William F. “Ted”
Truscott

CEO
Columbia Threadneedle Investments

Additional speaker TBA

3:40–4:30 p.m. | Marriott Ballroom

Data-Driven Investing: What the Future May Hold

Tammer
Kamel

Founder and CEO
Quandl

Joe
Boerio

Senior Vice President, Chief Technology Officer, and Head of Investment Management Data Science and FinTech
Franklin Templeton

4:30–7:00 p.m. | Exhibit Hall C

Welcome Reception and Legal Forum

Thursday, May 7

7:00 a.m.–6:30 p.m. | Marriott Ballroom Foyer

Conference Registration

7:45–8:45 a.m.

Interactive Breakfast Discussion Sessions

Closed to the media

Buffet breakfast will be available.

Seating for the breakfast discussion sessions is limited; arrive early to increase your chances of receiving your first session choice.

SESSION ONE
Advertising Compliance Developments and Questions

SESSION TWO
Closed-End Fund Matters

SESSION THREE
Diversity and Inclusion in the Asset Management Industry

SESSION FOUR
Exploring ETFs

SESSION FIVE
Fund Distribution:
A Look Ahead

SESSION SIX
Global Asset Management: The Future of Europe

Speaker TBA

David
Lamb
Discussion Leader

Managing Director
Closed-End Funds
Nuveen

Speaker TBA

Speaker TBA

Speaker TBA

Speaker TBA

9:00–9:20 a.m. | Marriott Ballroom

President’s Address

Paul Schott
Stevens

President and CEO
Investment Company Institute

9:20–10:10 a.m. | Marriott Ballroom

Facing the Future: Leadership Perspectives

A cross section of industry leaders will explore the asset management landscape, examine current challenges, and discuss what the future might hold for funds and their shareholders.

Mary Davis
Holt
Moderator

Independent Director
American Funds

Christine
Hurtsellers

CEO
Voya Investment Management

Anne
Robinson

Managing Director and General Counsel
Vanguard

Catherine
Wood

CEO
ARK Investment Management

10:20–11:10 a.m. | Marriott Ballroom

Timely Insights on Climate Change and Sustainable Investing

Ronald
O’Hanley

Chairman and CEO
State Street Corporation

Frédéric
Samama

Head of Responsible Investment
Amundi

Debra L.
Wetherby

CEO
Wetherby Asset Management

11:10 a.m.–12:20 p.m. | Exhibit Hall C

Reception and Legal Forum

12:20–2:00 p.m. | Marriott Ballroom

Luncheon with Keynote Speaker Cathy Engelbert

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

Cathy
Engelbert

Commissioner
WNBA

Former CEO
Deloitte

George C. W.
Gatch

Chairman
Investment Company Institute

CEO, Global Funds Management
JP Morgan Asset Management

2:25–3:15 p.m. | Marriott Ballroom

Global Economies: What Lies Ahead

Felix
Salmon
Moderator

Chief Financial Correspondent
Axios

Seema
Shah

Chief Strategist
Principal Global Investors

Nathan
Sheets

Chief Economist and Head of Global Macroeconomic Research
PGIM Fixed Income

3:25–4:15 p.m. | Marriott Ballroom

Deep Time: Why Earth’s Distant Past Is Relevant in the 21st Century

Kirk Johnson, a paleontologist and geologist who directs the Smithsonian National Museum of Natural History, will explore the epic story of how Earth’s distant past is connected to the present and informs our future. Following his prepared remarks, he will engage in a discussion with GMM chair Lisa Jones.

Kirk
Johnson

Sant Director
Smithsonian National Museum of Natural History

Lisa M.
Jones

Chair
GMM Planning Committee

Head of Americas and President and CEO
Amundi Pioneer Asset Management USA

4:15–6:30 p.m. | Exhibit Hall C

Reception and Legal Forum

7:00–10:00 p.m.

2020 GMM Dinner Reception
Smithsonian National Museum of Natural History

Enjoy excellent networking, cocktails, and hors d’oeuvres while exploring the exhibition space at the Smithsonian National Museum of Natural History.

Bus transportation from the Marriott Wardman Park to the museum will begin at 6:30 p.m. Buses will be departing from the 24th Street lobby entrance of the hotel.

Friday, May 8

7:00–10:00 a.m. | Marriott Ballroom Foyer

Conference Registration

7:30–8:45 a.m. | Marriott Ballroom

Regulatory Breakfast Session: A Conversation with Randal K. Quarles

Breakfast will be served until 8:00 a.m.

Randal K.
Quarles

Vice Chair for Supervision
Federal Reserve Board

Chair
Financial Stability Board

Paul Schott
Stevens

President and CEO
Investment Company Institute

9:00–9:50 a.m. | Marriott Ballroom

Strategic Talent Management in the Asset Management Industry

Human capital leaders will explore how to attract, retain, and motivate the workforce needed to thrive in the increasingly competitive asset management industry.

Sean
Woodroffe
Moderator

Senior Executive Vice President and Chief Human Resources Officer
TIAA

Bill
Ackerman

Head of Human Resources
Fidelity Investments

Stacey
Winning

Head of Global Recruiting and Talent Development
Dimensional Fund Advisors

10:00–10:50 a.m. | Marriott Ballroom

Election Insights 2020

Join POLITICO’s senior Washington correspondent Anna Palmer and senior writer Jake Sherman for this behind-the-scenes look at the American presidency, political divisions, and power battles.

James
McNamara
Moderator

President
Goldman Sachs Mutual Funds

Anna
Palmer

Senior Washington Correspondent, POLITICO

Coauthor
The Hill to Die On

Jake
Sherman

Senior Washington Writer, POLITICO

Coauthor
The Hill to Die On

 

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