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

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

Rating:ICI GMM 2017 Wrap Up Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, May 05, 2017

ICI GMM 2017 Wrap Up

News summary by MFWire's editors

The 59th annual ICI GMM is coming to a close. The exhibit hall closing and the final big conference party both took place last night, and the final sessions at the Marriott Wardman Park in Washington will wrap up before lunch today.

Paul Schott Stevens
ICI
President & CEO
This morning over breakfast Investment Company Institute chief, Paul Schott Stevens, will deliver a regulatory update, just three days after the Senate confirmed Jay Clayton as the next SEC chairman. After Stevens' remarks, PGIM Investments president, Stuart Parker, will lead a panel discussion on "the future of investment advice," featuring former Betterment president and co-founder Eli Broverman, J.P. Morgan U.S. private bank CEO, Kelly Coffey, and Morgan Stanley Wealth Management managing director and investment solutions group chief Ben Huneke. And for the final session Eurasia Group president and founder, Ian Bremmer, will present, and then be interviewed by Goldman Sachs Mutual Funds president and CEO, Jim McNamara, (chair of the ICI GMM this year) on "managing risk in an unstable world."

Back on Wednesday afternoon, it was McNamara who kicked things off with welcome remarks pondering the future meshing of robo- and human advice, the impact of technology on asset managers, general shifts, and more. McNamara confirmed that, between the GMM and the parallel ICI conferences for compliance, fund directors, and operations and technology, the event would draw about 1,300 attendees from 23 countries and feature 80 speakers across 38 sessions. Then Ted Truscott, CEO of Columbia Threadneedle and chair of the ICI, took the stage and urged his fellow fundsters to help make "America's retirement system even stronger."

Fundsters and other conference attendees then networked at the opening ICI GMM reception, while the fundster chiefs of the ICI's board gathered offsite at the American Pharmacists Association's (APhA's) historic headquarters on the National Mall. (The ICI board dinner featured a well-received guest speaker, high-profile presidential historian Michael Beschloss.) Other networking events (mostly offsite) on Wednesday included: a Broadridge dessert reception at the Marriott's own Stone's Throw restaurant; a J.P. Morgan dinner at the Meridian House; a Strategic Insight after party at Bourbon; a U.S. Bancorp Fund Services dinner; and the ever-popular FUSE "Strategic Networking Forum & Symposium" at Bar Citiva.

Yesterday after breakfast, Shundrawn Thomas, executive vice president and head of funds and the managed accounts group at Northern Trust Asset Management, kicked off day two of the conference by leading a panel discussion, "Facing the Future," featuring Columbia Threadneedle strategic relationships chief Tom Jones, Capital Group strategy and innovation chief Heather Lord, and Brown Brothers Harriman senior vice president of investor services Sean Tuffy. Other sessions yesterday included: a panel of chief investment strategists, featuring Wells Fargo's Darrell Cronk, Gregg Fisher of Gerstein Fisher, Heather Miner of GSAM, and Lisa Shalett of Morgan Stanley Wealth Management; an industry diversity panel featuring Gregory Davis of Vanguard, Fidelity Funds independent director Marie Knowles, and Sonnia Shields of J.P. Morgan; a luncheon speech by GE CEO Jeff Immelt; a "global asset management" session featuring Martin Gilbert of Aberdeen, David Semaya of Nikko Asset Management, and Truscott; and a presentation by polar-wildlife-chasing photographer Paul Nicklen.

Last night after a closing reception in the exhibit hall, the ICI GMM closing dinner party featured a jazz band and food from around the world. And Eaton Vance's NextShares arm held a rooftop terrace reception atop the Old Ebbitt Grill, overlooking the White House. 

Edited by: Neil Anderson, Managing Editor


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. ETF.com Awards 2020, April 20
  2. The 31st Sub-Advised Funds Forum, Apr 20-21
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  5. MMI Summit 2021, Apr 21-22
  6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  7. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  9. Nicsa webinar - Diversity Data: What is at stake? Business, Reputation and Talent, April 22
  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. IMEA In Session - Post-Covid Sales Coverage, April 27
  13. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  14. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  15. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  16. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  17. ICI 2021 General Membership Meeting - Day 1, May 6
  18. Emerging Manager Forum USA, May 12-14
  19. ICI 2021 General Membership Meeting - Day 2, May 13
  20. 2021 FINRA Annual Conference, May 18-20
  21. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  22. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  23. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  24. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  25. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  26. ICI 2021 Operations and Technology Conference, May 20




©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