Tuesday, May 23
Attendees and colleagues enjoy the opening reception at the JW Marriott in Washington, DC.
Wednesday, May 24
U.S. Bank Global Fund Services: Custodians During the Times of Change
Dylan Curley (Global Head of Business Development of U.S. Bank), Laura Cote (VP, Senior Product Manager for Custody of U.S. Bank), and Walter Barys (SVP, Head of Global Network Management of U.S. Bank) diving into the role of the custodian to help attendees navigate some of today’s biggest challenges.
IDC Breakfast for Independent Directors: Governance Practices Roundtable
Independent Directors Council Managing Director Thomas Kim addressing independent directors at the Fund Directors Workshop Breakfast and Governance Practices Roundtable.
Jose Minaya (CEO of Nuveen) kicking off the 2023 Leadership Summit with welcoming remarks.
ICI President and CEO Eric Pan addressing the crowd at the 2023 Leadership Summit.
Fireside Chat: Leading in Uncertain Times
Tim Buckley (Chairman and CEO of The Vanguard Group) discussing how to lead in uncertain times with Tom Faust (Chairman of Morgan Stanley Investment Management).
Senior Leadership Insights: Positioning for Future Growth
Seun Salami (Chief Financial Officer of Nuveen), Lisa Jones (Head of Americas President and CEO of Amundi US, Inc.), and Bart Grenier (President and Head of Asset Management of Fidelity Management & Research, LLC) discussing how to position the industry for future growth.
Do Fish See Water? The Future of Nomadic Teams, Global Peaks, and Progress Without Growth
Urban futurist and architect Cindy Frewen speaking to attendees about massive changes in society over the years and how it affects our world today.
Concurrent Session A. Insights on the Investment Markets
Spencer Jakab (Global Editor of Heard on the Street of The Wall Street Journal), Olga Bitel (Global Economist of William Blair), and Kristina Hooper (Chief Global Market Strategist of Invesco) in conversation on investment markets.
Concurrent Session B. Democratization of Alternative Investments
Nick Darsch (Managing Director of Ultimus Fund Solutions), Dave Donahoo (Co-Head of US Wealth Management Alternatives at Franklin Templeton), Stephanie Drescher (Partner and Chief Client and Product Development Officer of Apollo), and Nick Veronis (Co-Founder and Managing Partner of iCapital) sharing their views on expanding investor access to illiquid asset classes and product solutions.
Luncheon with Keynote Speaker Penny Pennington
Keynote speaker Penny Pennington (Managing Partner of Edward Jones) participating in a fireside chat with Doug Sieg (Managing Partner and CEO of Lord, Abbett & Co.) at the Leadership Summit luncheon.
Small Group Discussion A. Leading Change in a Dynamic Work Environment
Stuart Batemen (Senior Vice President, Global Shareholder Services Relationship Management Americas at Franklin Templeton) and Lisa Shea (Senior Vice President of Northern Trust) discussing leading change in today's dynamic work environment.
Small Group Discussion B. Leadership and Decision Making Informed by Data and Analytics
Kimberly Johnson (Chief Operating Officer of T. Rowe Price) and Michael Bieselin (Chief Marketing Strategy and Operations Officer of TIAA) discussing making decisions based on data and analytics.
Small Group Discussion C. Leading Diverse Teams: Becoming an Employer of Choice
Crystal Hardie Langston (Global Head of Diversity, Equity, & Inclusion and Community Stewardship of The Vanguard Group) and Janessa Cox-Irvin (Global Head of Diversity, Equity, & Inclusion, and Corporate Citizenship of AllianceBernstein) discussing how to lead diverse teams within the industry.
Small Group Discussion D. Key Developments in the Closed-End Investment Company Market
Kenneth Fang (Associate General Counsel at the Investment Company Institute) and Jonathan Isaac (Managing Director, Product Management at Morgan Stanley) exploring key developments in the closed-end investment company market.
IDC Education Case Study: Risk Management Oversight in an Unpredictable World
John Boles (PwC Principal of Cyber Security) and William Ebsworth (Independent Director) engaging the audience in an interactive video case study covering oversight of cybersecurity risk management in an unpredictable world.
The Evolution of Advice: A Discussion with Financial Advisors
Peter Kenny (Senior Vice President of Merrill Lynch), Katherine Liola (CEO and Founder of Concentric Private Wealth), Kobby Okum (Financial Advisor at Edward Jones), and Carol Geremia (President of MFS Investment Management) in conversation about the evolution of financial advisor practices and client relationships.
Fireside Chat with Keynote Speaker Jane Fraser
Jane Fraser (CEO of Citi) speaking with ICI President and CEO Eric Pan in a fireside chat.
Summit Reception at Planet Word Museum, sponsored by State Street
Attendees networking at the Leadership Summit Reception at Planet Word Museum in Washington, DC, sponsored by State Street.
Thursday, May 25
Breakfast Conversation: Insights on SEC Priorities and Rulemaking from Former Senior SEC Staff Members at Kirkland & Ellis
Kirkland & Ellis Partners Pamela Poland Chen, Daniel Kahl, and Diane Blizzard giving their insights on SEC priorities and rulemaking.
IDC Breakfast for Independent Directors: Regulatory Update for Fund Boards
Marco Adelfio (Partner at Goodwin) giving a regulatory update for fund boards.
The Regulatory Landscape
ICI President and CEO Eric Pan interviewing SEC Chair Gary Gensler in a live Q&A about the regulatory landscape.
Fireside Chat with Mary Callahan Erdoes
Yie-Hsin Hung (ICI Chair and President and CEO of State Street Global Advisors) speaking with Mary Callahan Erdoes (CEO of J.P. Morgan Asset & Wealth Management) about leadership, innovation, and policy issues in the industry.
Fireside Chat: Policy Priorities from the US Treasury
ICI President and CEO Eric Pan speaking with Wally Adeyemo (Deputy Secretary of the Treasury) about the policy priorities of the US Department of the Treasury.
Fireside Chat: Geopolitical Imperatives—Making Sense of the World Today
Jody Jonsson (President of Capital Research and Management Company) engaging in conversation with Klon Kitchen (Senior Fellow of the American Enterprise Institute) about navigating our geopolitical challenges.
The Art of Perception: See What Matters
Amy E. Herman (Founder and President of The Art of Perception, Inc.) giving an interactive seminar about changing our perception about the world around us.
Jose Minaya (CEO of Nuveen) closing out the 2023 Leadership Summit.