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May 21–23 • JW Marriott • Washington, DC
Tuesday, May 21
Opening Reception
Attendees enjoy the opening reception at the JW Marriott in Washington, DC.
Wednesday, May 22
IDC Breakfast Roundtable for Independent Directors: Looking Ahead—Strategic Priorities of Fund Boards
Fund directors gather for an IDC breakfast roundtable discussion on the strategic priorities of fund boards.
Welcoming Remarks
Doug Sieg, CEO & Managing Partner of Lord, Abbett & Co., welcomes the crowd to the 2024 Leadership Summit.
Fireside Chat with Keynote Speaker Julie Sweet
Julie Sweet, Chair & CEO of Accenture, and George Gatch, CEO of J.P. Morgan Asset Management, discuss leadership essentials, the promise of artificial intelligence, and industry trends at a fireside chat.
Fresh Perspectives: Insights from New Asset Management CEOs
Yie-Hsin Hung, President & CEO of State Street Global Advisors, Ryan Hicke, CEO of SEI, Katie Koch, President & CEO of The TCW Group, and Heidi Ridley, Co-Founder & CEO of Radiant Global Investors, share their insights and perspectives on embracing change, talent management, and technology’s impact on the industry.
Fireside Chat with Congressman Patrick McHenry (R–N.C.)
Congressman Patrick McHenry (R—N.C.), Chairman of the House Financial Services Committee, speaks with Eric Pan, ICI President & CEO, about how the American retirement system is being emulated by other countries, despite criticism by some policymakers of the system.
Senior Leadership Insights
David Senra, Founder & Host of Founders Podcast, and Jody Jonsson, President of Capital Research and Management Company, explore lessons learned from the world’s most effective leaders and entrepreneurs.
CONCURRENT SESSIONS
A. Product Development Innovation: More Choices to Serve Investors
Nick Darsch, Managing Director at Ultimus Fund Solutions, Ravi Arulanantham, Global Head of Product at Russell Investments, Anton Kuzmanov, Managing Director & Co-Head of Strategy for Investment Management and Global Head of Product Development at Morgan Stanley Investment Management, and Matthew Johnson, Head of Product Strategy and Development & Marketing at Raymond James Investment Management, dive into product innovation and product choices available to investors.
B. Truth Tellers: The Rise of Active ETFs
Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, Jennifer Grancio, Head of Global Wealth & Group Managing Director at TCW, Nick Cherney, Head of Innovation & ETFs at Janus Henderson, and Anita Rausch, Senior Vice President & Global Head of ETF Capital Markets at AllianceBernstein, explore the growth of active ETFs.
C. Responsible Innovation: How Financial Services Can Seize the Promise and Manage the Risks of AI
Todd Conklin, Chief AI Officer & Deputy Assistant Secretary of Cybersecurity/Critical Infrastructure Protection at the US Department of the Treasury, and Kimberly Johnson, COO of T. Rowe Price, review how financial services companies can manage the risks of AI.
D. IDC Education Session: The Modern 15(c) Process—Considerations for Fund Boards
Bill Ebsworth, Independent Trustee of Allspring Global Funds, Eve Guernsey, Independent Director of Lord, Abbett & Co. Funds, Cecilia Herbert, Independent Trustee of Blackrock iShares ETFs, and Elizabeth Scalf, Senior Vice President, Chief Compliance Officer & Financial Crimes Executive at U.S. Bank Global Fund Services, discuss emerging considerations for fund boards during the 15(c) process.
Luncheon with Keynote Speaker John Waldron Sponsored by Citi
John Waldron, President & COO of The Goldman Sachs Group, and George Walker, ICI Chair and Chairman & CEO of Neuberger Berman, dive into the U.S. economic outlook, the state of geopolitics, and leadership approaches during the Leadership Summit luncheon.
Senior Leadership Insights: SMAs and the Future of Advisory
John Moninger, Head of U.S. Distribution at Allspring Global Investments, Ben Phillips, Partner at Oliver Wyman, Marc Dextraze, Managing Director & Head of Traditional Investment Products at Morgan Stanley, and Stephen Patrickakos, Head of Managed Investments at Bank of America/Merrill Lynch, discuss SMAs and the future of the investment advisory business.
Fireside Chat: Capital Opportunities, Private Markets, and More
John Zito, Partner & Deputy CIO of Credit at Apollo, and Doug Sieg, CEO & Managing Partner of Lord, Abbett & Co., engage in a fireside chat hitting on capital opportunities and private markets.
Summit Reception at the International Spy Museum Sponsored by State Street
Attendees enjoy hors d’oeuvres and refreshments at the International Spy Museum reception.
Thursday, May 23
ICI Chair’s Address
George Walker, Chair of the Investment Company Institute and Chairman & CEO of Neuberger Berman, reveals ICI’s new logo,which underscores our commitment to serving individual investors and supporting the asset management industry with integrity and innovation.
The Regulatory Landscape: A Conversation with SEC Chair Gary Gensler
Gary Gensler, Chair of the Securities and Exchange Commission addresses the current SEC agenda and recent regulatory proposals with Eric Pan, ICI President & CEO.
Fireside Chat with Keynote Speaker Jenny Johnson
Jenny Johnson, President & CEO of Franklin Templeton, explores the important work of asset management professionals with Shawn Lytle, Head of Americas at Macquarie Group.
The Practical Promise of AI
Daniel Martines, Managing Director & Partner and Head of AI in North America at BCG, and David Rokeach, Head of Enterprise AI at ScaleAI, educate the audience on best practices for implementing AI into regular workflows.
Closing Remarks
Eric Pan, President & CEO of the Investment Company Institute, leaves the audience on a note of optimism for the future of the asset management industry during his closing remarks.