Focus on Funds

An Innovative Agenda for ICI’s GMM

The March 14, 2014, issue of Focus on Funds outlines a General Membership Meeting agenda covering topics such as cybersecurity and how investors get—and are influenced by—advice. This year’s GMM is set for May 20–22.

Transcript

Stephanie Ortbals-Tibbs, Director, ICI Media Relations: Welcome to Focus on Funds, the Investment Company Institute’s weekly roundup of industry news, ICI activities, and research findings.

This year’s General Membership Meeting agenda will highlight topics on the leading edge of the fund management industry.

Marie Chandoha, Charles Schwab Asset Management President and CEO and this year’s GMM chair, has organized the program to give attendees new tools to serve the investor through a better understanding of the global markets, investment strategies, and fund distribution.

Here’s a preview of some of the biggest topics and speakers set for the industry’s annual gathering.

The meeting opens the afternoon of Tuesday, May 20 with BlackRock CEO Larry Fink and ICI President and CEO Paul Schott Stevens discussing global capital markets and the fund industry.

Wednesday’s wide-ranging program features a leadership panel discussion with the leaders of T. Rowe Price, Invesco, Lord Abbett, Dodge & Cox, and Oppenheimer.

Other panels will cover timely topics including cybersecurity, intermediary oversight, and fund governance.

As the meeting comes to a close, we will take a closer look at major trends in fund regulation, and fund distribution.

The final session is a Q and A with former U.S. Senator Olympia Snowe. She’ll be talking about fiscal developments affecting funds and investing, as well as her grassroots initiative to deal with Congressional gridlock.

More details are on the website. That’s this week in funds. See you next week.

Additional Resources

Program and Registration for ICI's General Membership Meeting