Archive Recordings
May 21–23 • JW Marriott • Washington, DC
Archive Recordings
Wednesday, May 22 | Thursday, May 23
Wednesday, May 22
Welcoming Remarks
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DOUG SIEG CEO and Managing Partner Lord, Abbett & Co. |
Fireside Chat with Keynote Speaker Julie Sweet
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JULIE SWEET Chair and CEO Accenture |
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GEORGE C.W. GATCH CEO J.P. Morgan Asset Management |
Fresh Perspectives: Insights from New Asset Management CEOs
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YIE-HSIN HUNG, Moderator President and CEO State Street Global Advisors |
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RYAN HICKE CEO SEI |
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KATIE KOCH President and CEO The TCW Group |
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HEIDI RIDLEY Co-Founder and CEO Radiant Global Investors |
Fireside Chat with Congressman Patrick McHenry (R–N.C.)
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CONGRESSMAN PATRICK McHENRY (R–N.C.) Chairman House Financial Services Committee |
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ERIC J. PAN President and CEO Investment Company Institute |
Senior Leadership Insights
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DAVID SENRA Founder and Host Founders Podcast |
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JODY JONSSON President Capital Research and Management Company |
CONCURRENT SESSIONS
A. Product Development Innovation: More Choices to Serve Investors
- Evolution of fund structuring, including mutual funds, ETFs, CITs, SMAs, closed-end funds, tender offer funds, and interval funds
- Distribution and pricing considerations
- Operational infrastructure and partnerships
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NICK DARSCH, Moderator Managing Director Ultimus Fund Solutions |
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RAVI ARULANANTHAM Global Head of Product Russell Investments |
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MATTHEW JOHNSON Head of Product Strategy and Development and Marketing Raymond James Investment Management |
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ANTON KUZMANOV Managing Director and Co-Head of Strategy for Investment Management Global Head of Product Development Morgan Stanley Investment Management |
B. Truth Tellers: The Rise of Active ETFs
- Key trends driving the growth of active ETFs
- Deciding whether to add active ETFs to your product lineup
- Launch and seeding strategies, including product conversions
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DOUGLAS YONES, Moderator Head of Exchange Traded Products New York Stock Exchange |
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NICK CHERNEY Head of Innovation and ETFs Janus Henderson |
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JENNIFER GRANCIO Head of Global Wealth Group Managing Director TCW |
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ANITA RAUSCH Senior Vice President and Global Head of ETF Capital Markets AllianceBernstein |
C. Responsible Innovation: How Financial Services Can Seize the Promise and Manage the Risks of AI
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TODD C. CONKLIN Counselor to the Deputy Secretary for Cyber; Chief AI Officer and Deputy Assistant Secretary, Cybersecurity/Critical Infrastructure Protection US Department of the Treasury |
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KIMBERLY JOHNSON COO T. Rowe Price |
Luncheon with Keynote Speaker John Waldron Sponsored by Citi
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JOHN WALDRON President and COO The Goldman Sachs Group |
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GEORGE H. WALKER Chairman and CEO |
Senior Leadership Insights: SMAs and the Future of Advisory
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JOHN MONINGER, Moderator Head of U.S. Distribution Allspring Global Investments |
MARC DEXTRAZE
Managing Director, Head of Traditional Investment Products
Morgan Stanley
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STEPHEN PATRICKAKOS Head of Managed Investments Bank of America / Merrill Lynch |
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BEN PHILLIPS Partner Oliver Wyman |
Fireside Chat: Capital Opportunities, Private Markets, and More
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JOHN ZITO Partner and Deputy CIO of Credit Apollo |
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DOUG SIEG CEO and Managing Partner Lord, Abbett & Co. |
Thursday, May 23
ICI Chair’s Address
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GEORGE H. WALKER Chairman and CEO |
The Regulatory Landscape: A Conversation with SEC Chair Gary Gensler
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GARY GENSLER Chair US Securities and Exchange Commission |
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ERIC J. PAN President and CEO Investment Company Institute |
Fireside Chat with Keynote Speaker Jenny Johnson
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JENNY JOHNSON President and CEO Franklin Templeton |
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SHAWN LYTLE Head of Equities & Multi-Asset – Macquarie Asset Management Head of Americas – Macquarie Group |
The Practical Promise of AI
- State of the art—where are we really?
- What’s possible now? Live demos!
- What should asset managers do?
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DANIEL MARTINES Managing Director and Partner, Head of AI in North America BCG |
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DAVID ROKEACH Head of Enterprise AI ScaleAI |