Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Week In Preview: ICI GMM and More Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 01, 2017

Week In Preview: ICI GMM and More

Reported by Neil Anderson, Managing Editor

Paul Schott Stevens and his team are bringing fundsters back to Washington, D.C. this week for ICI's 59th annual flagship annual conference, and AIMSE, Envestnet, Gerstein, IMCA, and the PSCA are also holding events.

Paul Schott Stevens
ICI
President & CEO
Fundsters will converge for the Investment Company Institute's 2017 GMM (General Membership Meeting) at the Marriott Wardman Park Hotel in D.C., and Goldmans Sachs Mutual Funds president and CEO James McNamara (chairman of the trade group's GMM planning committee) will kick things off Wednesday afternoon.

Other speakers scheduled to take the main stage at the 2017 ICI GMM include: Iam Bremmer, president and founder of Eurasia Group; Eli Broverman, cofounder of Betterment; Kelly Coffey, CEO of the U.S. private bank at J.P. Morgan; Darrell Cronk, president of the Wells Fargo Investment Institute and chief investment officer for wealth and investment management at Wells Fargo; Gregory Davis, principal and global head of fixed income at Vanguard; Gregg Fisher, founder and head of quantitative research and portfolio strategy at Gerstein Fisher; Martin Gilberg, CEO of Aberdeen Asset Management; Ben Huneke, managing director and head of investment solutions at Morgan Stanley Wealth Management; Jeff Immelt, chairman and CEO of GE; Thomas Jones, head of strategic relations at Columbia Threadneedle; Marie Knowles independent director for Fidelity's fixed income and asset allocation funds; Heather Lord, senior vice president and head of strategy and innovation at Capital Group; Stanley McChrystal, retired U.S. Army general; Heather Miner, global head of strategic advisory solutions at Goldman Sachs Asset Management; Paul Nicklen, wildlife photojournalist; Stuart Parker, president of PGIM Investments (formerly Prudential Investments); David Semaya, executive chairman of Nikko Asset Management; Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management; Sonnia Shields, executive director and head of diversity at J.P. Morgan Asset Management; Shundrawn Thomas, executive vice president and head of funds and managed accounts group at Brown Brothers Harriman; and of course Paul Schott Stevens, president and CEO of the ICI.

The three-day conference also includes separate tracks for: compliance; fund directors; legal; and operations and technology. Big sponsors of the ICI GMM this year include: Deloitte; DST; FIS; J.P. Morgan; Multifonds; Eaton Vance's NextShares; Northern Trust; PWC; State Street; US Bancorp Fund Services; and Workiva. Firms like Broadridge, FUSE Research Network, NextShares, and Strategic Insight are all hosting ICI GMM wraparound events.

Also on Wednesday, the Envestnet team will host the 2017 Envestnet Advisor Summit at the Gaylord Texan Resort and Convention Center in Grapevine (outside Dallas, Texas). More than 2,000 people are expected for the three-day event geared towards the Chicago-based, publicly-traded TAMP's allies, including bank and trust companies, independent broker-dealers, and RIAs. Pre-conference sessions start today.

Speakers scheduled to take the main stage this week at the Envestnet summit include: Jud Bergman, chairman and CEO of Envestnet; Bill Crager, president of Envestnet; David Gergen, former White House advisor and current Harvard professor; Jim Harbaugh, former NFL quarterback; and Garry Kasparov, world chess champion. Big sponsors of the Envestnet summit include: Capital Group's American Funds, TIAA's Nuveen, and Russell Investments.

Yesterday the Investment Management Consultants Association (IMCA) team kicked off their 2017 Annual Conference Experience (ACE) at the San Diego Convention Center. The four-day conference's main sessions begin today and will feature remarks from: Jonah Berger, professor at the Wharton School at UPenn; Rana Foorhar, associate editor of the Financial Times; Toby Moskowitz, professor of finance at Yale; Jim O'Shaughnessy, chairman, CEO, and chief investment officer of O'Shaughnessy Asset Management; Michael Sandel, professor at Harvard; and Sherry Turkle, professor at MIT's initiative on technology and self. MetLife's Brighthouse Financial, Invesco PowerShares, and Select Sector SPDRs are sponsoring the IMCA conference.

Also yesterday, the Association of Investment Management Sales Executives (AIMSE) team kicked the 40th annual marketing and sales conference at the Fairmont Scottsdale Princess in Scottsdale, Arizona. The three-day conference began with a golf tournament and will feature remarks from: Filippo Bartolotta, the "grape trotter"; Buddy Bush of JB Training; Michael Manning, partner at NEPC; Noel O'Neill, head of global investment research at Cambridge Assocaites; Gio Valiante, golf psychologist; and Chris Rae, president of AIMSE. Callan, Evestment, MandateWire, Pensions & Investments, and Style Research are sponsoring the AIMSE conference.

Meanwhile, tonight in New York City, Gregg Fisher's Big Apple-based fund firm, Gerstein Fisher (a subsidiary of People's United Bank), is hosting one of its Real Talks events. The event, titled "the Future of America, in Context," will take place in midtown at the Times Center and will feature remarks from historians Robert Gordon and David Moss

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  2. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. The 31st Sub-Advised Funds Forum, Apr 20-21
  5. ETF.com Awards 2020, April 20
  6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  7. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  9. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  10. IDC Webinar: The Future of the Workplace - April 2021, April 23
  11. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  12. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  13. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  14. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  15. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  16. ICI 2021 General Membership Meeting - Day 1, May 6
  17. Emerging Manager Forum USA, May 12-14
  18. ICI 2021 General Membership Meeting - Day 2, May 13
  19. 2021 FINRA Annual Conference, May 18-20
  20. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  21. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  22. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  23. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  24. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  25. ICI 2021 Operations and Technology Conference, May 20
  26. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use