Video
2011 Operations and Technology Conference Highlights (video)
2011 Operations and Technology Conference
May 4–6, 2011
Washington, DC
The Way Forward with Fund Investors
At ICI's 2011 Operations and Technology Conference held May 4–6 in Washington, DC, sessions addressed timely operations and technology leadership challenges. Video from selected sessions is included below. See all the highlights from the event at the GMM website.
Wednesday, May 4
Welcome and Opening Remarks
- Greg Johnson
Chairman, General Membership Meeting Planning Committee
President and CEO, Franklin Resources, Inc.
Chairman's Address
- Edward Bernard
Chairman, Investment Company Institute
Vice Chairman, T. Rowe Price Group, Inc.
GMM Policy Forum
- Timothy F. Geithner
Secretary, United States Department of the Treasury - Paul Schott Stevens
President and CEO, Investment Company Institute
Thursday, May 5
Operations and Technology Leadership Roundtable
- Stuart Bowers, Moderator
Chief Operating Officer, DST Brokerage Solutions - Robert Adams
Executive Vice President, National Financial Services - Gudrun Neumann
Senior Vice President and Chief Technology Officer, American Century Investments - Gerard F. Scavelli
President, Mutual Fund Solutions, Broadridge
DTCC and the Fund Industry: Meeting the Needs of Investors
- Donald Boteler, Facilitator
Vice President, Operations, Investment Company Institute - Donald F. Donahue
CEO, Depository Trust & Clearing Corporation - Ann Bergin
Managing Director and General Manager, Wealth Management Services, Depository Trust & Clearing Corporation
The Operational Impact of Key Regulatory Initiatives
- Jim Volk, Moderator
Chief Accounting Officer and Chief Compliance Officer, SEI Investment Manager Services - Mary Corcoran
Senior Vice President, Invesco Investment Services - James Waters
Vice President, Goldman Sachs Asset Management - Robert Zack
EVP and General Counsel—Corporate, OppenheimerFunds, Inc.
Friday, May 6
Breakfast Session: A Regulatory Update Featuring SEC Chairman Mary Schapiro
- Mary Schapiro
Chairman, U.S. Securities and Exchange Commission
Intelligent Risk Management: Why It Is Everyone's Responsibility
- Kate Ives, Moderator
Senior Vice President and Deputy General Counsel, OppenheimerFunds, Inc. - Robert Baillargeon
Executive Vice President and Chief Risk Officer, State Street Global Markets - Deborah Seidel
Vice President, T. Rowe Price Services - Robert W. Smith
Senior Vice President, Franklin Templeton Investor Services