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Monday, April 17, 2017

Week In Preview: Fundsters Gather in NYC and Directors in DC

News summary by MFWire's editors

FRA, kasina, MFDF, and NAGDCA are all holding events this week.

Mike Cogburn
managing consultant
Tonight DST's kasina team will gather fundster marketers for a welcoming reception and networking dinner at Tocqueville in New York City, for kasina's 2017 Digital Summit. The sessions will take place tomorrow morning at the Standard High Line, also in New York City. Mike Cogburn, managing consultant in kasina's marketing research and consulting practice, is scheduled to give the keynote address.

Tomorrow, also in New York City, the Financial Research Associates (FRA) team will host their 23rd annual Sub-Advised Funds Forum, this time at the Princeton Club. Tim Paulin, senior vice president of investment research and product management at Touchstone Investments and chair of the conference, will kick off the sessions tomorrow afternoon with a welcome address, followed by keynote speaker Gene Liu, principal at Genesys Research. Other moderators and panelists scheduled to take the stage at the two-day forum include: Sunita Advaney, director of sub-advisory investments at Principal Global Investors; Jag Alexeyev, founder of Impactvesting; Matthew Annenberg, managing director and head of multi-asset advisors at Principal Global Investors; Matthew Babcock, head of manager research at Pacific Life; Brian Bader, senior vice president of client service and marketing at Axiom Investors; Rob Balkema, PM for multi-asset solutions at Russell Investments; Kenneth Beitler, investment specialist for investment strategies and solutions at MetLife; Zoe Brunson, senior vice president of investment strategies at AssetMark; Stephane Corsaletti, founder and CEO of ABN Amro Investment Solutions; Lee Freitag, head of investment strategy, retirement solutions at Northern Trust Asset Management; Marci Green, managing director at Goldman Sachs; Jeremy Held, director of research at Alps Advisors; Miao Hu, director and PM in the funds management group at Axa US; Joseph Hunt, director of manager research at PGIM; Bradley Jones, vice president at AQR Capital Management; Joel Lieb, director of advice, defined contribution at SEI; Gordon Linke, senior vice president at Pimco; James Macey at Franklin Templeton; Elizabeth Muirhead, senior analyst of manager oversight and selection at Vanguard; Brad Mook, director of manager research at SEI; Matt Peden, chief investment officer at Guidestone Capital Management; Harold Singleton III, vice president and head of manager selection and portfolio construction at Lincoln Financial Group; Nathan Thooft, senior managing director of asset allocation at Manulife Asset Management; John Thompson, partner and head of investment solutions at Aon Hewitt Investment Consulting; Gina Toth, executive director and PM at UBS Asset Management; Christopher Vella, chief investment officer at Northern Trust; David Weiss, head of sub-advisory management at Columbia Threadneedle; and Wayne Wicker, senior vice president and chief investment officer at ICMA-RC. AQR, Epoch Investment Partners, Genesys, PineBridge Investments, and Strategic Insight are sponsoring the forum, which begins tomorrow afternoon and wraps up on Wednesday afternoon.

On Thursday and Friday, Mutual Fund Directors Forum (MFDF) chief Susan Wyderko and her team will host their 2017 Policy Conference at the Ritz Carlton Hotel in Washington, D.C. Featured speakers scheduled to appear at the MFDF conference include: Mary Ellen Callahan of Jenner & Block; Tim Cameron, managing director of SIFMA; Martijn Cremers, from the University of Notre Dame's Mendoza College of Business; Amit Deshpande, global head of investment risk at Charles Schwab; Douglas Dick, partner in Dechert's financial services group; Jeb Doggett of Casey Quirk; Buddy Donohue, former SEC chief of staff; Jennifer Durham, managing director and chief compliance officer at Pimco; Peter Ewing, senior vice president and head of ETF product management at Northern Trust; Bob Grohowski, vice president of legislative and regulatory affairs and senior counsel at T. Rowe Price; Ben Haskin of Willkie Farr & Gallagher; Anthony Kelly, from the SEC's division of enforcement; Michelle Kelly, senior vice president and associate counsel with LPL; Daniel Kleinman, partner with Morgan Lewis; Chih-Pin Lu, chief counsel for the asset management group at Raymond James; William McCalpin of Janus Funds; Karie McMillan of Principal Funds; David Officer, independent trustee for the Deutsche Bank DBX ETF Trust; Michael Piwowar, acting chair of the SEC; Paul Roye, senior vice president at Capital Research & Management Company; Rachel Schnoll, managing director, and head of product strategy at Goldman Sachs Asset Management; and Mara Shreck, head of regulatory affairs, asset management at J.P. Morgan Chase. The sessions wrap up mid-day on Friday.

Also in D.C. on Thursday and Friday this week, the National Association of Government Defined Contribution Administrators team will host a NAGDCA Industry Roundtable. The 457-focused trade group's event will be held at the Liaison Capitol Hill Hotel. 

Edited by: Neil Anderson, Managing Editor

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