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. | Maryland Room

Interactive Breakfast Discussion Session: Timely Operations and Technology Challenges

Closed to the media

Buffet breakfast will be available.

Seating for the breakfast discussion session is limited and will be filled on a first-come, first-served basis.

This interactive session will feature roundtable discussions on timely operations and technology topics. Session registrants will be provided a list of topics to be addressed at each table in advance of the conference.

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. | Maryland Room

Cybersecurity Challenges: Jay Kaplan in Conversation with Mike Catlin

Cybersecurity experts Jay Kaplan and Mike Catlin will explore the state of cybersecurity, white hat hackers, the disconnect between the supply and demand for cybersecurity professionals, and the steps individuals can take personally to optimize their security online.

Jay
Kaplan

CEO
Synack

Mike
Catlin

Senior Vice President, Chief Information Security Officer, and Head of Technology Services and Operations
Capital Group

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. | Maryland Room

What the Future May Hold for the Fund Industry

Marty
Burns
Moderator

Chief Industry Operations Officer
Investment Company Institute

Panelists TBA

3:25–4:15 p.m.

Concurrent Session A: Changing Workforce Dynamics

Bridie Fanning, a talent and organization expert from Accenture, will engage in a discussion with Northern Trust’s Lisa Shea about changing workforce dynamics. Topics will include:

  • The pace of change in today’s workplace
  • Incorporating artificial intelligence into the workforce
  • The skills mismatch and fusing softer skills with technical disciplines
  • The gig economy
Bridie
Fanning

Talent and Organization Practice Leader
Accenture

Lisa
Shea

Senior Vice President
Northern Trust Mutual Funds

Concurrent Session B: Global Operating Models: Opportunities and Challenges

Senior operations executives will compare and contrast various global operating models. Topics will include:

  • The benefits of the global model
  • Cost considerations and strategies
  • How firms determine in which jurisdictions to operate
  • How investor behavior differs across various jurisdictions
  • Global workforce considerations
Brenda
Lyons
Moderator

Executive Vice President, Global Services
State Street Bank and Trust Company

Pete
Callahan

Senior Vice President
Head of Global Transfer Agent Operations
AB Global

James
Kearney

Principal
The Vanguard Group

Additional speaker TBA

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.

Concurrent Session A: The Intermediary’s Perspective: The Good, the Bad, and the Ugly of Oversight

Representatives of financial intermediary firms will share their experiences with how fund firms fulfill their oversight responsibilities. Topics will include oversight pain points, benefits, and takeaways.

Stuart
Bateman
Moderator

Senior Vice President
Franklin Templeton

Jason
Hubersberger

Partner
Edward Jones Investments

Additional panelists TBA

Concurrent Session B: Investor Protection: Combatting Fraud in Financial Services

Joanne
Kane
Moderator

Director, Operations and Transfer Agency
Investment Company Institute

Michael
Steinbach

Managing Director and Head of Fraud Prevention
Citi

Megan
Warren

Head, Global Financial Crimes Compliance
T. Rowe Price

Elizabeth
Young

Senior Anti–Money Laundering Officer
American Century Investments

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

 

THANK YOU TO OUR SPONSORS

 
 
 
 

#ICIGMM

Follow @ICI on Twitter.
Use #ICIgmm to join the conversation.