Archive Recordings
May 23–25 • JW Marriott • Washington, DC
Archive Recordings
Wednesday, May 24 | Thursday, May 25
Wednesday, May 24
Welcoming Remarks and ICI President's Address
JOSE MINAYA
CEO
Nuveen
ERIC J. PAN
President and CEO
Investment Company Institute
Fireside Chat: Leading in Uncertain Times
MORTIMER J. BUCKLEY
Chairman and CEO
The Vanguard Group
TOM FAUST
Chairman
Morgan Stanley Investment Management
Senior Leadership Insights: Positioning for Future Growth
SEUN SALAMI, Moderator
Chief Financial Officer
Nuveen
BART GRENIER
President and Head of Asset Management
Fidelity Management & Research, LLC
LISA M. JONES
Head of Americas
President and CEO
Amundi US, Inc.
Do Fish See Water? The Future of Nomadic Teams, Global Peaks, and Progress Without Growth
Looking from 1950 to 2070, Cindy Frewen considers massive changes in populations, environment, and technology, how those changes will shape the future of work and society, and what it means today.
CINDY FREWEN
Urban Futurist and Architect
CONCURRENT PANELS
A. Insights on the Investment Markets
SPENCER JAKAB, Moderator
Global Editor, Heard on the Street
Wall Street Journal
OLGA BITEL
Global Economist
William Blair
KRISTINA HOOPER
Chief Global Market Strategist
Invesco
B. Democratization of Alternative Investments
Alternative investments have historically been difficult to access by investment advisors and retail investors. The product offerings (interval funds, tender offer funds, BDCs, REITs) designed for high-net worth and retail investors have surged in popularity recently amidst rising interest rates and lower public market performance. Leading asset managers and platform providers share their views on expanding investor access, developing new solutions and preparing their organizations and the industry for illiquid asset classes and product structures.
NICK DARSCH, Moderator
Managing Director
Ultimus Fund Solutions
DAVE DONAHOO
Co-Head of US Wealth Management Alternatives
Franklin Templeton
STEPHANIE DRESCHER
Partner and Chief Client and Product Development Officer
Apollo
NICK VERONIS
Co-Founder and Managing Partner
iCapital
Luncheon with Keynote Speaker Penny Pennington
PENNY PENNINGTON
Managing Partner
Edward Jones
DOUG SIEG
Managing Partner and CEO
Lord, Abbett & Co.
The Evolution of Advice: A Discussion with Financial Advisors
A panel of leading financial advisors explore timely practice management, client, technology, and asset management opportunities and challenges.
CAROL GEREMIA, Moderator
President
MFS Investment Management
PETER KENNY
Senior Vice President
Merrill
KATHERINE LIOLA
CEO and Founder
Concentric Private Wealth
KOBBY OKUM
Financial Advisor
Edward Jones
Fireside Chat with Keynote Speaker Jane Fraser
JANE FRASER
CEO
Citi
ERIC J. PAN
President and CEO
Investment Company Institute
Thursday, May 25
The Regulatory Landscape
GARY GENSLER
Chair
Securities and Exchange Commission
ERIC J. PAN
President and CEO
Investment Company Institute
Fireside Chat with Mary Callahan Erdoes
MARY CALLAHAN ERDOES
CEO
J.P. Morgan Asset & Wealth Management
YIE-HSIN HUNG
Chair
Investment Company Institute
President and CEO
State Street Global Advisors
Fireside Chat: Policy Priorities from the US Treasury
WALLY ADEYEMO
Deputy Secretary of the Treasury
ERIC J. PAN
President and CEO
Investment Company Institute
Fireside Chat: Geopolitical Imperatives—Making Sense of the World Today
JODY JONSSON
President
Capital Research and Management Company
KLON KITCHEN
Senior Fellow
American Enterprise Institute
The Art of Perception: See What Matters
At this interactive session, Amy E. Herman, a lawyer, art historian, and best-selling author, will use works of art to help attendees enhance their observation, perception, communication, and problem-solving skills. The session will be celebratory, thought-provoking, and most importantly, eye-opening to the possibilities of all that we can achieve.
AMY E. HERMAN
Founder and President
The Art of Perception, Inc.
Closing Remarks
JOSE MINAYA
CEO
Nuveen