Program
May 23–25 • JW Marriott • Washington, DC
Program
All program times are shown in eastern time (ET).
IDC breakfasts and education sessions are shown in red and are closed to the media.
Tuesday, May 23 | Wednesday, May 24 | Thursday, May 25
Tuesday, May 23
5:30–7:00 p.m.
Summit Registration and Opening Reception | Capitol & Grand Foyers
Wednesday, May 24
7:30 a.m.–5:30 p.m.
Summit Registration | Capitol Foyer
Networking buffet breakfast available from 7:30 to 8:30 a.m.
7:30–8:25 a.m.
Sponsored Thought Leadership Session
U.S. Bank Global Fund Services: Custodians During the Times of Change | Capitol Salon F
The asset management industry continues to evolve at a rapid pace. Join our discussion as we explore the role of the custodian and help you navigate some of today’s biggest challenges such as global network management, the impact of CSDR and how the trade settlement of T+1 will change your business.
WALTER BARYS
SVP, Head of Global Network Management
U.S. Bank
LAURA COTE
Vice President
U.S. Bank
DYLAN CURLEY
Global Head of Business Development
U.S. Bank
7:30–8:30 a.m.
IDC Breakfast for Independent Directors: Governance Practices Roundtable | Capitol Salon G
Participating independent directors will engage in peer-to-peer discussions regarding board governance practices, including director recruitment, continuing education, and retirement and succession planning.
8:45–8:55 a.m.
Welcoming Remarks | Grand Ballroom
JOSE MINAYA
CEO
Nuveen
8:55–9:05 a.m.
President’s Address | Grand Ballroom
ERIC J. PAN
President and CEO
Investment Company Institute
9:10–9:40 a.m.
Fireside Chat: Leading in Uncertain Times | Grand Ballroom
MORTIMER J. BUCKLEY
Chairman and CEO
The Vanguard Group
TOM FAUST
Chairman
Morgan Stanley Investment Management
9:45–10:25 a.m.
Senior Leadership Insights: Positioning for Future Growth | Grand Ballroom
SEUN SALAMI, Moderator
Chief Financial Officer
Nuveen
BART GRENIER
President and Head of Asset Management
Fidelity Management & Research, LLC
LISA M. JONES
Head of Americas
President and CEO
Amundi US, Inc.
10:25–11:00 a.m.
Networking/Refreshments Break | Capitol & Grand Foyers
11:00–11:40 a.m.
Do Fish See Water? The Future of Nomadic Teams, Global Peaks, and Progress Without Growth | Grand Ballroom
Looking from 1950 to 2070, Cindy Frewen considers massive changes in populations, environment, and technology, how those changes will shape the future of work and society, and what it means today.
CINDY FREWEN
Urban Futurist and Architect
11:50 a.m.–12:30 p.m.
CONCURRENT PANELS
A. Insights on the Investment Markets | Capitol Salon E
SPENCER JAKAB, Moderator
Global Editor, Heard on the Street
Wall Street Journal
OLGA BITEL
Global Economist
William Blair
KRISTINA HOOPER
Chief Global Market Strategist
Invesco
B. Democratization of Alternative Investments | Capitol Salon D
Alternative investments have historically been difficult to access by investment advisors and retail investors. The product offerings (interval funds, tender offer funds, BDCs, REITs) designed for high-net worth and retail investors have surged in popularity recently amidst rising interest rates and lower public market performance. Leading asset managers and platform providers will share their views on expanding investor access, developing new solutions and preparing their organizations and the industry for illiquid asset classes and product structures.
NICK DARSCH, Moderator
Managing Director
Ultimus Fund Solutions
DAVE DONAHOO
Co-Head of US Wealth Management Alternatives
Franklin Templeton
STEPHANIE DRESCHER
Partner and Chief Client and Product Development Officer
Apollo
NICK VERONIS
Co-Founder and Managing Partner
iCapital
IDC Education Session: Mutual Fund-to-ETF Conversions – Considerations for Fund Directors | Capitol Salon F
Mutual fund-to-ETF conversions are an accelerating trend. Join this session to explore related considerations for fund directors, including the impact of conversions on fund shareholders and implications on the organization and potential consolidation of mutual fund and ETF boards.
GREGORY WEAVER, Moderator
Independent Director
Goldman Sachs Trust
AISHA HUNT
Principal
Kelley Hunt & Charles
JONATHAN ZESCHIN
Independent Trustee
Matthews Asia Funds
12:40–2:00 p.m.
Luncheon with Keynote Speaker Penny Pennington | Grand Ballroom
PENNY PENNINGTON
Managing Partner
Edward Jones
DOUG SIEG
Managing Partner and CEO
Lord, Abbett & Co.
2:00–2:25 p.m.
Networking Break
2:25–3:10 p.m.
SMALL GROUP DISCUSSION SESSIONS FACILITATED BY INDUSTRY LEADERS
Closed to the media.
Seating for the discussion sessions is limited; arrive early to increase your chances of receiving your first session choice.
A. Leading Change in a Dynamic Work Environment | Capitol Salon D
STUART BATEMAN, Co-Facilitator
Senior Vice President, Global Shareholder Services
Relationship Management Americas
Franklin Templeton
LISA SHEA, Co-Facilitator
Senior Vice President
Northern Trust
B. Leadership and Decision Making Informed by Data and Analytics | Capitol Salon E
MICHAEL BIESELIN, Co-Facilitator
Chief Marketing Strategy and Operations Officer
TIAA
KIMBERLY JOHNSON, Co-Facilitator
Chief Operating Officer
T. Rowe Price
C. Leading Diverse Teams: Becoming an Employer of Choice | Senate Room
JANESSA COX-IRVIN, Discussion Co-Facilitator
Global Head of Diversity, Equity & Inclusion, and Corporate Citizenship
AllianceBernstein
CRYSTAL HARDIE LANGSTON, Discussion Co-Facilitator
Global Head of Diversity, Equity, & Inclusion and Community Stewardship
The Vanguard Group
D. Key Developments in the Closed-End Investment Company Market | Capitol Salon F
KENNETH FANG, Discussion Co-Facilitator
Associate General Counsel
Investment Company Institute
JONATHAN ISAAC, Discussion Co-Facilitator
Managing Director, Product Management
Morgan Stanley
IDC Education Case Study: Risk Management Oversight in an Unpredictable World | Capitol Salon G
Independent directors will have the opportunity to participate in a case study-focused discussion on board oversight of geopolitical and cybersecurity risks.
WILLIAM EBSWORTH
Independent Director
Allspring Funds
JOHN BOLES
PwC Principal
Cyber Security
3:10–3:30 p.m.
Networking Break | Capitol Foyer
3:30–4:15 p.m.
The Evolution of Advice: A Discussion with Financial Advisors | Grand Ballroom
A panel of leading financial advisors will explore timely practice management, client, technology, and asset management opportunities and challenges.
CAROL GEREMIA, Moderator
President
MFS Investment Management
PETER KENNY
Senior Vice President
Merrill
KATHERINE LIOLA
CEO and Founder
Concentric Private Wealth
KOBBY OKUM
Financial Advisor
Edward Jones
4:15–5:00 p.m.
Fireside Chat with Keynote Speaker Jane Fraser | Grand Ballroom
JANE FRASER
CEO
Citi
ERIC J. PAN
President and CEO
Investment Company Institute
6:30 p.m.
Summit Reception at Planet Word Museum
925 13th Street, NW
Washington, DC
Join fellow Leadership Summit attendees for drinks and heavy hors d'oeuvres at one of DC's most popular new venues, Planet Word! Planet Word is the world's first voice-activated museum that brings words and language to life in unique and engaging ways.
Transportation will be provided for registrants. For those who prefer walking, the museum is just a few blocks from the JW Marriott.
Thanks to State Street for sponsoring this exciting networking opportunity.
Thursday, May 25
7:30 a.m.–12:00 p.m.
Summit Registration | Capitol Foyer
Networking breakfast available from 7:30 to 8:15 a.m.
7:30–8:15 a.m.
Sponsored Thought Leadership Session
Breakfast Conversation: Insights on SEC Priorities and Rulemaking from Former Senior SEC Staff Members at Kirkland & Ellis | Capitol Salon F
A conversation and Q&A over breakfast with former senior SEC staff members at Kirkland & Ellis on SEC priorities and rulemaking.
DIANE BLIZZARD
Partner
Kirkland & Ellis
PAMELA POLAND CHEN
Partner
Kirkland & Ellis
DANIEL KAHL
Partner
Kirkland & Ellis
DAVID MARCINKUS
Partner
Kirkland & Ellis
7:30–8:15 a.m.
IDC Breakfast for Independent Directors: Regulatory Update for Fund Boards | Capitol Salon G
Join IDC for breakfast and an overview of recent regulatory developments impacting the work of fund boards.
KARLA RABUSCH, Moderator
Independent Director
Lord Abbett Funds
MARCO ADELFIO
Partner
Goodwin
8:15–9:00 a.m.
The Regulatory Landscape | Grand Ballroom
GARY GENSLER
Chair
Securities and Exchange Commission
ERIC J. PAN
President and CEO
Investment Company Institute
9:00–9:40 a.m.
Fireside Chat with Mary Callahan Erdoes | Grand Ballroom
MARY CALLAHAN ERDOES
CEO
J.P. Morgan Asset & Wealth Management
YIE-HSIN HUNG
Chair
Investment Company Institute
President and CEO
State Street Global Advisors
9:40–10:10 a.m.
Networking/Refreshments Break | Capitol Foyer
10:10–10:50 a.m.
Fireside Chat: Policy Priorities from the US Treasury | Grand Ballroom
WALLY ADEYEMO
Deputy Secretary of the Treasury
ERIC J. PAN
President and CEO
Investment Company Institute
10:50–11:30 a.m.
Fireside Chat: Geopolitical Imperatives—Making Sense of the World Today | Grand Ballroom
JODY JONSSON
President
Capital Research and Management Company
KLON KITCHEN
Senior Fellow
American Enterprise Institute
11:30 a.m.–12:10 p.m.
The Art of Perception: See What Matters | Grand Ballroom
At this interactive session, Amy E. Herman, a lawyer, art historian, and best-selling author, will use works of art to help attendees enhance their observation, perception, communication, and problem-solving skills. The session will be celebratory, thought-provoking, and most importantly, eye-opening to the possibilities of all that we can achieve.
AMY E. HERMAN
Founder and President
The Art of Perception, Inc.
12:10–12:15 p.m.
Closing Remarks | Grand Ballroom
JOSE MINAYA
CEO
Nuveen