Fundsters are gathering in Washington, D.C. specifically to discuss a single, giant regulatory change: the Department of Labor's (
DoL's) fiduciary reg.
Tomorrow at the JW Marriott in Washington, D.C., the Investment Company Institute (
ICI) will
host a special, one-day conference: "Assessing the New DOL Fiduciary Rule: Policy and Practical Challenges." An ICI spokeswoman tells
MFWire that they expect about 240 people to attend.
| Frederick William McNabb III Investment Company Institute Chairman | |
Featured speakers scheduled to appear include:
Yaqub Ahmed, senior vice president and head of defined contribution-U.S. for
Franklin Templeton [
profile];
Stuart Bateman, senior vice president at Franklin Templeton;
Jason Bortz, associate counsel and vice president at
Capital Research and Management Company [
profile];
Jon Breyfogle, executive principal at
Groom Law Group;
Brad Campbell, counsel at
Drinker Biddle & Reath;
Michele Coletti, senior vice president at
Mid Atlantic Capital Group;
Robert Dearman, vice president at
Jackson National/National Planning Holdings;
Tim Hauser, Deputy Assistant Secretary for Program Operations at the DoL's Employee Benefits Security Administration (
EBSA);
Douglas Kant, senior vice president and deputy general counsel at
Fidelity [
profile];
Dan Kleinman, partner at
Morgan Lewis & Bockius;
Joseph Lai, associate partner at
McKinsey;
John McDonough, president and head of distribution at
OppenheimerFunds Distributor [
profile];
Anthony Palermo, vice president and senior operations relationship manager at Capital Group's
American Funds;
Margaret Raymond, vice president and associate managing counsel at
T. Rowe Price [
profile]; Congressman
Phil Roe (R-Tennessee), chairman of the House Education and Workforce Committee's Health Employement Labor and Pensions Subcommittee; and
Paul Schott Stevens, president and CEO of the ICI. 
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