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Rating:PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 15, 2017

PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert

Reported by Neil Anderson, Managing Editor

Last night, fundsters enjoyed their final night of networking events at what will be their final ICI MFIM night for years to come. And this morning they will gather one last time for two final sessions.

Joseph Carrier
Legg Mason
Chief Risk Officer
After years of spending alternating years here in Palm Desert, California (at the JW Marriott Desert Springs) and in Orlando, Florida (at the JW Marriott Grand Lakes), for the next four years the ICI's giant legal conference will switch back and forth between San Antonio, Texas (starting in 2018) and San Diego, California. That means that the 2017 ICI MFIM, wrapping up later this morning, will be the conference's last time in Palm Desert until 2022 at the earliest.

Fundsters' final networking events yesterday included: an exclusive afternoon pool party; Donnelly's indoor/outdoor patio party next to the hotel's lake; Wilmer Hale's outdoor party featuring a live guitarist; Northern Trust's wine tasting party on a practice putting green; and PwC's traditional giant party, featuring a big tent with a live band, a candy and dessert bar, and fundsters on a dance floor.

This morning features two final general sessions. First up, "Building Successful and Ethical Teams" features UNLV business law and ethics professor Nancy Rapoport. Second, "Alert Level Red, Yellow or Green: Where to Focus in the Current Environment" features: Kathleen Barr, independent director for the William Blair Funds; Joseph Carrier, chief risk officer at Legg Mason; Buddy Donohue, former SEC chief of staff and investment management division director; Thomas Fuccillo, managing director and chief regulatory counsel, head of funds and retail legal for Allianz Global Investors in the U.S.; Philip Kirstein, senior officer and independent compliance officer at AB; Nancy Morris, managing director and chief compliance officer at Wellington Management Company; Robert Scales, principal of Robert P. Scales, LLC and former CCO and general counsel for Columbia Acorn Funds; and Tamara Salmon, ICI's associate general counsel for securities regulation and moderator of the panel. 

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