Preliminary Program

DIRECTOR-FOCUSED SESSIONS

The Fund Directors Workshop is closed to the media.

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 Ballrooom

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.

Fund Directors Breakfast

These roundtable discussions will enable directors to share insights and useful tips about effective fund governance and oversight practices.

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

11:20 a.m.–12:20 p.m.

Business Developments in the Boardroom

Panelists from the morning GMM sessions will join IDC for a supplemental discussion of distribution, product development, and portfolio management trends, as well as how these factors affect the work and focus of fund boards.

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.

SEC Update—What Directors Need to Know

The SEC’s active regulatory agenda includes a new ETF rule and recent rule proposals regarding auditor independence, funds’ use of derivatives, and proxy voting. Experts will discuss the effect of these and other regulatory developments and identify key elements with particular relevance to fund board responsibilities.

3:25–4:15 p.m.

Practical Tips for Effective Board Meeting Preparation

Fund boards routinely review voluminous, complex materials in preparation for board meetings. This panel will discuss board and meeting preparation practices that support good governance−from working with management to develop well-designed, useful, and timely reports to effective approaches to reviewing and digesting extensive materials.

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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