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Monday, April 16, 2018

Week In Preview, April 16-22

News summary by MFWire's editors

This week the team at the Association of the Luxembourg Fund Industry (ALFI) will host their New York Roadshow. The event kicks off with a cocktail reception tomorrow evening at the penthouse lounge at 230 FIFTH, followed by a seminar the next day at the Metropolitan Club. Speakers scheduled to appear include: Anouk Agnes, deputy director general of ALFI; Steve Bernat, CEO at Carne Group; Benjamin Collette, advisory and consulting partner at Deloitte; Silvio Cruz, senior vice president and managing director at AB; Christophe Diricks, partner at KPMG; Gilles Dusemon, partner at Arendt & Medernach; Robert Glover, partner at PwC; Pierre Gramegna, Luxembourg's Minister of Finance; Ewald Hamlescher, executive director of private labelling at GAM; Nicolas Mackel, CEO of Luxembourg for Finance (LfF); Kenneth MacRae, managing director of European regulated funds at Hines; Richard Marshall, head of product at FundRock Management Company; John McCullough, executive vice president and general counsel at Harbert Management Corporation; Ellen Needham, senior managing director, head of global funds management at State Street Global Advisors (SSgA); Josiane Schroeder, counsel at Linklaters; Jerome Wigny, partner at Elvinger Hoss Prussen; and Robert White, partner at EY. Sponsors supporting the event include: Allen & Overy; Arendt & Medernach; Banque de Luxembourg; Carne; Casa4Funds; Deloitte; Elvinger Hoss; FundRock; GAM; Loyens Loeff; MDO; Northern Trust; PwC; and RBC.

On Wednesday, also in New York City, Crain's InvestmentNews team will host their second annual Icons and Innovators luncheon, preceded by an invitation-only Innovations Summit in the morning. The event, which will be held at the University Club, will honor the 2017 winners of the awards, two icons and 18 innovators. The luncheon will feature a "fireside chat" with one of those icons: Thomas James, chairman emeritus of Raymond James. Sponsors include: Advisor Engine; Advisor Innovation Labs; Allianz; Brinker Capital; Fidelity; and Raymond James.

Also on Wednesday, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series, this time with an open forum over lunch at Drinker Biddle & Reath's offices in Philadelphia. The event is only for mutual funds' independent directors and chief compliance officers.
Also on Wednesday, the Mutual Fund Education Alliance (MFEA) team will kick off the MFEA Product Summit in Denver with an evening cocktail reception at the Denver Marriott South at Park Meadows. The summit will continue the next day with sessions at Charles Schwab's offices in nearby Lone Tree, Colorado. Speakers scheduled to appear include: Greg Bottjer, senior managing director of global product at Nuveen; Dennis Bowden, managing director of U.S. mutual fund research at Strategic Insight; Darryl Celkupa, head of U.S. retail business at Matthews Asia; Jim Cove, senior vice president of investment strategies and management at Natixis and chair of MFEA's product council; Jim Erceg, vice president and head of product for North America at T. Rowe Price; Kelly Hagg, co-head of global product strategy and development at Janus Henderson; Jim Hinkley, head of product development at Macquarie Investment Management; Kimber Lintz, director of MFEA; Jeff Norton, vice president of channel strategy at Schwab; Adam Rochlin, senior vice president of fixed income and co-head of investment products and solutions at OppenheimerFunds; and Rachel Schnoll, managing director at Goldman Sachs Asset Management.

On Friday Schwab president and CEO Walt Betteringer and executive vice president and chief financial officer Peter Crawford will present Schwab's "2018 Spring Business Update" via webcast.

This week on the defined contribution side of the industry, the teams at the National Association of Plan Advisors (NAPA) and the Defined Contribution Institutional Investment Association (DCIIA) are hosting events. Our sister publication, 401kWire, has more details

Edited by: Neil Anderson, Managing Editor

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