The IDC Fund Directors Workshop is closed to the media.
Marriott Ballroom Foyer
Exhibit Hall C
Lunch with exhibitors
ChairGMM Planning CommitteeCEONew York Life Investment Management
ChairmanInvestment Company InstituteCEO, Global Funds Management JP Morgan Asset Management
Cofounder and Executive Vice ChairmanAlibaba Group
President and CEOInvestment Company Institute
4:45–5:30 p.m. | Baker McKenzieSpeakers: John Conroy, Karl Egbert, Terence Gilroy, and Janet Kim
5:35–6:25 p.m. | eSecLendingSpeaker: Craig Starble
Breakfast will be served until 8:00 a.m.
ChairmanUS Securities and Exchange Commission
In a dynamic conversation, fund leaders will explore the following topics:
CEO and CofounderCauseway Capital Management
President and CEOInvesco
Chairman and CEOLegg Mason
This panel of fund distribution experts will explore varying paths for success of investment firms with regards to product mix, pricing, positioning, and service and support.
Managing PartnerFUSE Research Network LLC
Managing Director, Head of Managed InvestmentsMerrill
Head of Data, Research and Index ProductsMorningstar, Inc.
Equity Analyst—Brokers, Asset Managers, ExchangesJP Morgan
This panel will explore the impact in the boardroom of the distribution, investments, technology, and other trends discussed on the earlier GMM panels.
Independent DirectorPGIM Funds
Independent DirectorGuggenheim Funds and Western Asset Inflation-Linked Fund
If you read the news today, you might conclude that the human race is doomed, that democracy is on the decline, and that authoritarianism and tribalism are on the rise. But is the world really falling apart? In a timely and hopeful keynote address, Steven Pinker, one of the world’s most influential public intellectuals, makes the case for reason, science, and humanism: the ideals we need to confront our problems and continue our progress.
ProfessorHarvard UniversityAuthor, Enlightenment Now: The Case for Reason, Science, Humanism, and Progress
CCOs and directors will discuss practices for effective and productive engagement between the fund’s CCO and the board.
Independent DirectorSEI Funds
Independent DirectorBrighthouse Funds
Chief Compliance OfficerAquila Investment Management LLC
Chief Compliance OfficerBrighthouse Funds
Independent DirectorAquila Funds
Governance experts will examine trends in board composition, succession planning, and other practices, and offer insights on ways to enhance the effectiveness of a fund board.
Independent DirectorThrivent Funds
Independent DirectorNorthern Funds and Baring Funds
Ellen Stofan, director of the Smithsonian National Air and Space Museum, will recount the challenges of the Apollo Program and the remarkable technologies that made the moon landings possible. She will then share with the GMM audience what the future may hold for space exploration.
Director Smithsonian National Air and Space MuseumFormer Chief Scientist NASA
Come meet GMM speaker Parag Khanna, who will be signing his latest book, The Future Is Asian. Registrants may purchase this book in advance of the conference, pick it up in the Exhibit Hall, and have it signed. A limited number of books also will be available for purchase onsite.
4:30–5:15 p.m. | Goodwin ProcterSpeakers: Paul Delligatti, Nicole Griffin, and Mike Isenman
5:20–6:05 p.m. | Llinks Law OfficesSpeaker: Sandra Lu
Smithsonian National Air and Space Museum
Enjoy excellent networking, cocktails, and hors d’oeuvres while exploring the exhibition space at the Smithsonian National Air and Space Museum. 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.
Directors will engage in roundtable discussions about current industry, regulatory, and governance topics.
Senior marketing and innovation experts will share their thoughts on organizational transformation and the evolving role of marketing at asset management firms; purpose-driven marketing; the role of social media in building communities; and the importance of employing an agile, lean technology staff to ensure that the organization as a whole has real-time access to customer data.
Senior Managing Director and Global Chief Marketing OfficerBlackRock
Chief Innovation OfficerSalesforce
Chief Marketing OfficerNuveen
Accenture’s Kelley Conway will provide an overview of key fintech trends, including the impact of sentiment analysis and broader artificial intelligence tools on the asset management industry, and then moderate a panel of technologists, who will share their thoughts on what’s coming in the technology pipeline.
Managing DirectorAccenture Financial Services Technology Advisory
Head of Product: Search and AIAlphaSense
Global Head, Strategic Partnerships and AlliancesDuco
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