Program
May 23–25 • JW Marriott • Washington, DC
Preliminary Program
All program times are shown in eastern time (ET).
IDC Fund Directors Workshop sessions are shown in red and are closed to the media.
Tuesday, May 23 | Wednesday, May 24 | Thursday, May 25
Tuesday, May 23
5:30–7:00 p.m.
Summit Registration and Opening Reception
Wednesday, May 24
7:30 a.m.–5:30 p.m.
Summit Registration
Networking buffet breakfast available from 7:30 to 8:30 a.m.
7:30–8:30 a.m.
IDC Breakfast for Independent Directors: Governance Practices Roundtable
Participating independent directors will engage in peer-to-peer discussions regarding board governance practices, including director recruitment, continuing education, and retirement and succession planning.
8:30–8:40 a.m.
Welcoming Remarks
ANDREW SCHLOSSBERG
Senior Managing Director and Head of Americas
Invesco
8:40–9:05 a.m.
President’s Address
ERIC J. PAN
President and CEO
Investment Company Institute
9:10–9:40 a.m.
Fireside Chat: Leading in Uncertain Times
MORTIMER J. BUCKLEY
Chairman and CEO
The Vanguard Group
ANDREW SCHLOSSBERG
Senior Managing Director and Head of Americas
Invesco
9:45–10:25 a.m.
Senior Leadership Insights: Positioning for Future Growth
JOSE MINAYA, Moderator
CEO
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.
10:25–11:00 a.m.
Networking/Refreshments Break
11:00–11:40 a.m.
Session TBD
11:50 a.m.–12:30 p.m.
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
Global 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 will 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
STEPHANIE DRESCHER
Partner and Chief Client and Product Development Officer
Apollo
NICK VERONIS
Co-Founder and Managing Partner
iCapital
Additional panelist TBA
IDC Education Session: Mutual Fund-to-ETF Conversions – Considerations for Fund Directors
Mutual fund-to-ETF conversions are an accelerating trend. Join this session to explore related considerations for fund directors, including the impact of conversions on fund shareholders and implications on the organization and potential consolidation of mutual fund and ETF boards.
12:40–2:00 p.m.
Luncheon with Keynote Speaker Penny Pennington
PENNY PENNINGTON
Managing Partner
Edward Jones
DOUG SIEG
Managing Partner and CEO
Lord, Abbett & Co.
2:00–2:25 p.m.
Networking Break
2:25–3:10 p.m.
SMALL GROUP DISCUSSION SESSIONS FACILITATED BY INDUSTRY LEADERS
Closed to the media.
Seating for the discussion sessions is limited; arrive early to increase your chances of receiving your first session choice.
A. Leading Change in a Dynamic Work Environment
STUART BATEMAN, Co-Facilitator
Senior Vice President, Global Shareholder Services
Relationship Management Americas
Franklin Templeton
LISA SHEA, Co-Facilitator
Senior Vice President
Northern Trust
B. Leadership and Decision Making Informed by Data and Analytics
MICHAEL BIESELIN, Co-Facilitator
Chief Marketing Strategy and Operations Officer
TIAA
KIMBERLY JOHNSON, Co-Facilitator
Chief Operating Officer
T. Rowe Price
C. Leading Diverse Teams: Becoming an Employer of Choice
JANESSA COX-IRVIN, Discussion Co-Facilitator
Global Head of Diversity, Equity & Inclusion, and Corporate Citizenship
AllianceBernstein
CRYSTAL HARDIE LANGSTON, Discussion Co-Facilitator
Global Head of Diversity, Equity, & Inclusion and Community Stewardship
The Vanguard Group
D. Key Developments in the Closed-End Investment Company Market
KENNETH FANG, Discussion Co-Facilitator
Associate General Counsel
Investment Company Institute
JONATHAN ISAAC, Discussion Co-Facilitator
Managing Director, Product Management
Morgan Stanley
E. Digital Assets and Blockchain
DONNA MILROD, Facilitator
Executive Vice President and Chief Product Officer
State Street
IDC Education Case Study: Risk Management Oversight in an Unpredictable World
Independent directors will have the opportunity to participate in a case study-focused discussion on board oversight of geopolitical and cybersecurity risks.
3:10–3:30 p.m.
Networking Break
3:30–4:15 p.m.
The Evolution of Advice: A Discussion with Financial Advisors
A panel of leading financial advisors will explore timely practice management, client, technology, and asset management opportunities and challenges.
CAROL GEREMIA, Moderator
President
MFS Investment Management
JUSTIN GAITHER
Senior Vice President
Merrill
KATHERINE LIOLA
CEO and Founder
Concentric Private Wealth
KOBBY OKUM
Financial Advisor
Edward Jones
4:15–5:00 p.m.
Fireside Chat with Keynote Speaker Jane Fraser
JANE FRASER
CEO
Citi
ERIC J. PAN
President and CEO
Investment Company Institute
6:30 p.m.
Summit Reception at Planet Word Museum
925 13th Street, NW
Washington, DC
Planet Word is a voice-activated museum (the world’s first!)—the interactive galleries and exhibits bring words and language to life in fun ways.
Transportation will be provided for registrants. For those who prefer walking, the museum is just a few blocks from the JW Marriott.
Thursday, May 25
7:30 a.m.–12:00 p.m.
Summit Registration
Networking breakfast available from 7:30 to 8:15 a.m.
7:30–8:15 a.m.
IDC Breakfast for Independent Directors: Regulatory Update for Fund Boards
Join IDC for breakfast and an overview of recent regulatory developments impacting the work of fund boards.
8:15–9:00 a.m.
The Regulatory Landscape
GARY GENSLER
Chair
Securities and Exchange Commission
9:00–9:40 a.m.
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
9:40–10:10 a.m.
Networking/Refreshments Break
10:10–10:50 a.m.
Session TBD
10:50–11:30 a.m.
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
11:30 a.m.–12:10 p.m.
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.
12:10–12:15 p.m.
Closing Remarks
ANDREW SCHLOSSBERG
Senior Managing Director and Head of Americas
Invesco