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Monday, May 09, 2016

Fundsters Gather to Ponder the Fiduciary Reg

Reported by Neil Anderson, Managing Editor

Fundsters are gathering in Washington, D.C. specifically to discuss a single, giant regulatory change: the Department of Labor's (DoL's) fiduciary reg.

Tomorrow at the JW Marriott in Washington, D.C., the Investment Company Institute (ICI) will host a special, one-day conference: "Assessing the New DOL Fiduciary Rule: Policy and Practical Challenges." An ICI spokeswoman tells MFWire that they expect about 240 people to attend.

Frederick William McNabb III
Investment Company Institute
Chairman
Featured speakers scheduled to appear include: Yaqub Ahmed, senior vice president and head of defined contribution-U.S. for Franklin Templeton [profile]; Stuart Bateman, senior vice president at Franklin Templeton; Jason Bortz, associate counsel and vice president at Capital Research and Management Company [profile]; Jon Breyfogle, executive principal at Groom Law Group; Brad Campbell, counsel at Drinker Biddle & Reath; Michele Coletti, senior vice president at Mid Atlantic Capital Group; Robert Dearman, vice president at Jackson National/National Planning Holdings; Tim Hauser, Deputy Assistant Secretary for Program Operations at the DoL's Employee Benefits Security Administration (EBSA); Douglas Kant, senior vice president and deputy general counsel at Fidelity [profile]; Dan Kleinman, partner at Morgan Lewis & Bockius; Joseph Lai, associate partner at McKinsey; John McDonough, president and head of distribution at OppenheimerFunds Distributor [profile]; Anthony Palermo, vice president and senior operations relationship manager at Capital Group's American Funds; Margaret Raymond, vice president and associate managing counsel at T. Rowe Price [profile]; Congressman Phil Roe (R-Tennessee), chairman of the House Education and Workforce Committee's Health Employement Labor and Pensions Subcommittee; and Paul Schott Stevens, president and CEO of the ICI. 

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