2010 Operations and Technology Conference Highlights (video)
VIDEO HIGHLIGHTS
2010 Operations and Technology Conference
May 5–7, 2010
Washington, DC
Mutual Fund Cost Basis Reporting: Preparing for 2012
- Karen Gibian, Moderator
Associate Counsel – Tax Law, Investment Company Institute
- Jeff Naylor
VP, Business Development and Industry Relations, SunGard
- Jeanne Falstrom Ross
Attorney Advisor, Tax Legislative Counsel, Office of Tax Policy, U.S. Treasury Department
- Laura Stanley
VP, Dealer Services, Invesco Aim
- Brendan Sullivan
Director, Pershing, LLC
Meet the New Omnibus: Not the Old Omnibus
- Nino Palermo, Moderator
Vice President, American Funds
- Robert J. Adams
Executive Vice President, National Financial Services
- Michael Duffy
President, DST TASS
- David Long
Principal, Edward Jones Investments
- Michael McNeil
Senior Vice President, Putnam Investments
Connecting Today: How Asset Managers Are Using Social Media and Why
- Pat Allen, Moderator
Principal, Rock the Boat Marketing
- Amy Dobra
Principal, Marketing, Vanguard
- Sheryl Larson
Vice President, Corporate Online Marketing, Northern Trust
- Lawrence Stadulis
Partner-in-Charge, Stradley, Ronon Stevens & Young, LLP