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Tuesday, October 25, 2016

Fundsters Meet in Beantown as Directors Meet in Chitown

News summary by MFWire's editors

Today fundsters and fund directors are gathering in two cities for a pair of conferences. The Independent Directors Council (IDC) is beginning its 2016 Fund Directors Conference today in Chicago, while Informa is beginning its 2016 U.S. FundForum in Boston. Meanwhile, RIAs and fundsters will begin day two of IMPACT today in San Diego.

T. Neil Bathon
FUSE Research Network
Managing Partner
Day one of Fund Forum "NextGen Distribution" kicks off this morning at the Mandarin Oriental in Beantown with introductory remarks and a special leaders' breakfast, too. The three-day conference will feature a "Women in Fund Distribution" breakfast tomorrow. The conference is scheduled to wrap up with a networking lunch on Thursday.

Speakers scheduled to take the stage at FundForum NextGen Distribution include: Neil Bathon, managing partner of FUSE Research Network; FH Buckley, foundation professor at the Scalia Law School at George Mason University; Charles Cascarilla, CEO and co-founder of Paxos; Michael Corby, executive consultant at CGI; Wayne Finnegan, managing director at BNP Paribas; Richard Garland, managing director, Investec Asset Management; Oren Kaplan, co-founder and CEO of SharingAlpha; Jeffrey Kollin, lead principal for alternative investments at KPMG; Georg Lasch, head of client development, Luxembourg for BNP Paribas Securities Services; Paul Mortimer-Lee, global head of market economics and chief economist North America at BNP Paribas; Cheryl Nash, president of investment services at Fiserv; Amy Radin, principal of the Daily Innovator; Paolo Sironi, thought leader for wealth management fintech analytics at IBM; Landon Swan, co-founder and joint CEO of LikeFolio; Menaka Thillaiampalam, head of North America financial services marketing at LinkedIn; and Shundrawn Thomas, executive vice president and head of funds and managed accounts at Northern Trust Asset Management [profile]. BNY Mellon, Carnegie Fund Services Limited, and KPMG are all big sponsors of the FundForum conference.

Day one of the IDC's three-day Fund Directors Conference will kick off this afternoon at the Fairmont Chicago Millennium Park. The conference sessions will conclude with boxed lunches on Thursday.

Speakers scheduled to take the stage at the IDC conference this week include: Donald Auerbach, co-head of government affairs at the ICI (IDC's sister trade group); Natalie Bej, principal and CCO at Vanguard [profile]; John Blaser, president and interested director of BMO Funds [profile]; Rajig Chanda, partner at Simpson Thacher & Bartlett; Noah Hamman, CEO at AdvisorShares [profile]; Michael Keenan, senior managing director of dealer relations for MFS [profile]; Amy Lancellotta, managing director of the IDC; Patricia Louie, executive vice president and general counsel for AXA Equitable Funds Management Group; Michelle McCarthy Beck, managing director of risk management for Nuveen [profile]; Garry Moody, independent director for the AB Funds [profile]; Christopher Palmer, partner at Goodwin Procter; Paulita Pike, partner at Ropes & Gray; Brian Reid, chief economist at the ICI; Dean Sackett, co-head of government affairs at the ICI; Paul Schaeffer, trustee for the IndexIQ ETF Trust [profile]; Brian Singer, head of dynamic allocation strategies at William Blair [profile]; Stephen Topetzes, partner at K&L Gates; Terence Toth, independent director for the Nuveen Funds; Ted Truscott, CEO of Columbia Threadneedle [profile]; Dawn Vroegop, independent director for MetLife Funds and Driehaus Funds [profile]; and Jonathan Zeschin, independent chair of Matthews Asia Funds [profile and vice chair of the IDC. 

Edited by: Neil Anderson, Managing Editor


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