Category: Conferences and Events, Industry Trends

Planning to attend the 2016 GMM? Don’t Miss These 4 Sessions


For asset managers, competing in the fast paced global marketplace has always required long-term thinking. However, you can’t ignore current events and the business impact they can have. Take the presidential race. Everyone is talking about it, including the ICI.

At this week’s ICI General Membership Meeting (GMM) in D.C., the state of U.S. politics and how our industry may be affected has top billing. There’s also plenty of opportunity to hear expert opinions and insights on key industry issues. In addition to the GMM, the Operations and Technology Conference, the Compliance Program Conference, and the Fund Directors Workshop feature several open sessions, all of which take place around the GMM.ICI blog post

We took a look at the GMM agenda and open sessions and have highlighted some of the key speakers and sessions we’ll be attending:

Facing the Future: Fresh Perspectives (GMM)

Thursday, May 19, 9:00 a.m.

In this session, fund leaders discuss industry priorities and concerns and share their thoughts on what the future may hold for investors. Panelists include: Andrea Lisher, Managing Director, JP Morgan Asset Management; Shundrawn Thomas, Executive Vice President, Head of Funds and Managed Accounts Group, Northern Trust Asset Management; and Leslie Walstrom, Head of U.S. Marketing, Columbia Threadneedle Investments. Brian Langstraat, CEO, Parametric, will moderate the panel.

Big Data Initiatives and the Power of the Cloud (Open Session, Operations & Technology)

Thursday, May 19, 10:30 a.m.

One of the questions facing our industry is how to manage and leverage big data. Whether it’s using data analytics to help investors reach their goals or helping our own businesses make better decisions, reduce risk, and improve efficiency. It’s a big question that requires a thoughtful response. In this session, fund executives will explore the topic. Panelists include: Kyle Mallot, Vice President, DST Systems, Inc.; Sumedh Mehta, Chief Technology Officer, Putnam Investments; and Wendy L. Walasek, Executive Director, Asset Management, JP Morgan Investment Management. Julien Courbe, Partner and U.S. Asset Management Advisory Leader, PwC, moderates.

Rolling Up Our Sleeves: An In-Depth Look at the SEC’s 2015-2016 Rulemaking Initiatives (Open Session, Compliance Program)

Thursday, May 19, 10:30 a.m.

When it comes to initiatives and proposals, the SEC has been on a tear. Many of these initiatives and proposals could have a significant impact to CCOs if adopted. Moderator Alyssa Albertelli, CCO, State Street Global Advisors leads an in-depth discussion on the topic. Panelists include: Amy Doberman, Partner, Wilmer Cutler Pickering Hale and Dorr LLP; James Kearney, Principal, Global Investment Operations, The Vanguard Group; Russell Lemley, CCO, American Funds, Capital Research and Management Company; and Janet Squitieri, Global Head of Compliance, Van Eck Associates Corporation.

Operations and Technology Leadership Roundtable (Open Session, Operations & Technology)

Thursday, May 19, 2:30 p.m.

Oversight, cybersecurity, business continuity, regulatory initiatives. They’re often the mainstay of conversation within our industry these days. Cary Fuchs, Senior Vice President, Principal Funds; Lisa Shea, Senior Vice President, Northern Trust; and Michael Woodall, Head of Mutual Fund Shareholder Services, Putnam Investments will delve into these topics. Tammy Virnig, Principal, The Vanguard Group, Inc. moderates the panel.

Other Notable Highlights

Wednesday, May 18, 3:30 p.m. – Michael Bloomberg, Founder, Bloomberg LP and three-term mayor of New York City, shares his perspective on business, politics, and finance during a Q&A with Paul Stevens, President and CEO, ICI.

Thursday, May 19, 10:30 a.m. – Liz Ann Sonders, Senior Vice President and Chief Investment Strategist, Charles Schwab & Co., participates in a discussion on the current investment landscape, opportunities, and trends.

Thursday, May 19, 12:45 p.m. – Keynote Luncheon Speaker: Walter Isaacson, Author, The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution, and Steve Jobs.

Thursday, May 19, 2:30 p.m. – Lisa Jones, Pioneer Investment Management President and CEO, leads a discussion on emerging technologies and how they may affect the asset management industry.

Friday, May 20, 7:30 a.m. – SEC Chair Mary Jo White provides a regulatory address.

Look for Boston Financial this week at the GMM. Stop by our booth (No. 200). Join our conversation at @BFClients, #ICIGMM.


Lisa Light

Lisa Light

Lisa’s career at Boston Financial has spanned over 25 years and she has held various positions in Operations, Training and Development, Human Resources and Corporate Marketing. She is responsible for corporate sales support, business event management, and corporate communications. Collaborating with our executive and relationship management teams, Lisa facilitates key organizational messages and communication strategies. In conjunction with the sales team, Lisa leads the corporate sales support function resulting in numerous successful key client rebids, new client wins from competitors and additional business process outsourcing. When she’s not working hard, she enjoys guiding her boys through the turbulent teenage years, kibitzing with her girlfriends, and trying to stay alive during her workouts.

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