FUND DIRECTORS WORKSHOP
at ICI's Leadership Summit

Preliminary Program

All program times are shown in eastern time (ET).

IDC breakfasts and education sessions are shown in red and are closed to the media.

Wednesday, April 30 | Thursday, May 1 | Friday, May 2

5:30–7:00 p.m.

Summit Registration and Opening Reception
Sponsored by Protiviti

8:00–10:00 p.m.

Monuments by Moonlight Tour

Join us on an enchanting, moonlight tour of Washington. As the sun sets, the sky glows with the sights of Washington’s most famous monuments and landmarks, lit with thousands of lights against the nights sky. You’ll be entertained by stories of the city’s rich history, commemorative statues and famous building.

In this all-encompassing, two-hour night tour of Washington, guests will pass such sights as the White House, the Ellipse, the U.S. Capitol Building, Smithsonian Museums, the Washington Monument, the World War II Memorial, the Tidal Basin and Jefferson Memorial, and the Martin Luther King, Jr. Memorial. During the tour guests will make a stop at the Lincoln Memorial to explore the tribute to President Abraham Lincoln and enjoy the stunning views down the National Mall. A short walk from the Lincoln Monument is the Vietnam and Korean War Memorials. Bring your cameras!

Additional fee of $75.
Please register by April 16.

6:15–7:00 a.m.

Join us for an early morning yoga session to get your day ready Start your day with morning yoga at 6:15 a.m.!

Boost your flexibility, strength, and mental clarity, setting a positive tone for the day's sessions. Stay focused and energized throughout the event.

Additional fee of $30.
Please register by April 16.

7:15 a.m.–5:30 p.m.

Summit Registration

Networking breakfast available from 7:15 to 8:10 a.m.

7:15–8:10 a.m.

IDC Breakfast Roundtable for Independent Directors

8:15–8:25 a.m.

Welcoming Remarks

8:25–8:40 a.m.

ICI President’s Address

8:40–9:15 a.m.

Fireside Chat with Gunjan Kedia

• Key priorities for a new CEO
• Capital allocation and balancing scale and client service relative to innovation
• Talent management and development: Ensuring staff has the technical skills needed to thrive in today’s competitive environment

9:15–10:00 a.m.

Fresh Perspectives: Insights from Newer CEOs

• Defining the role of the CEO
• Enhancing corporate culture and retaining staff
• Product evolution
• The transformative power of data and technology

10:00–10:35 a.m.

Networking/Refreshments Break

10:40–11:30 a.m.

Synergies Between Public and Private Markets

• Expected drivers of IPO volume in 2025 and beyond
• Private markets and defined-contribution plans
• Co-investment reform
• Role and growth of permanent ownership in private markets

11:45 a.m.–12:35 p.m.

Concurrent Sessions

Seating for the concurrent sessions is limited; arrive early to increase your chances of receiving your first session choice.

• A. Preparing for 2025 Tax Legislation

  Katie Beirne Fallon, Moderator Executive Vice President and Head of Corporate Affairs Fidelity Investments

  Rohit Kumar National Tax Office Co-Leader PwC

• B. Employee Wellness: A Strategic Imperative

  • Promoting wellness as a strategy
  • Drivers, expectations, and needs of different generations of employees
  • Helping managers to support employees at every stage in their development

  Shannon Hobbs Chief People Officer BNY

  Andy Holmes Associate Client Partner Korn Ferry

• C. Third Parties and the Need for Transparency (Session Sponsored by Protiviti)

  • Assess the critical role of third-party resilience in organizational stability
  • The importance of proactively Identifying and mitigating systemic risks from third-party dependencies
  • Strengthen oversight and transparency in third-party resilience practices

  Brian Kostek Managing Director Protiviti

  Douglas Wilbert Managing Director Protiviti

• IDC Education Session: ETF Share Class Governance Considerations

  James Polisson, Moderator Independent Trustee Allspring Funds

  Suzanne Cullinane Director, Operations & Distribution  Investment Company Institute

  Stacy L. Fuller Partner K&L Gates LLP

  Brian P. Murphy Partner Stradley Ronon Stevens & Young, LLP

12:45–2:15 p.m.

Luncheon with Keynote Speaker 

Speaker TBA

2:15–2:30 p.m.

Networking Break

2:30–3:15 p.m.

Concurrent Sessions

Seating for the concurrent sessions is limited; arrive early to increase your chances of receiving your first session choice.

• D. Cybersecurity Challenges: Ransomware Prevention and Recovery

  Janine Comstock, Moderator Chief Security Officer MFS Investment Management

  Daniel J. Healy Partner Brown Rudnick

  Jay Kramer Managing Director National Cyber-Forensics and Training Alliance (NCFTA)

• E. The Platform View: Challenges, Opportunities & Alternatives

  Neil Bathon, Moderator Founder and Partner Fuse Research Network

  Lawrence Calcano Chairman and CEO iCapital, Inc.

  Dana D’Auria Co-Chief Investment Officer and Group President Envestnet Solutions

  Edmund Murphy III President and CEO Empower

• IDC Education Session: Are you Covered? Insurance Considerations for Fund Boards

  Marcus Smith, Moderator Independent Trustee Eaton Vance Funds

  John Mulligan President ICI Mutual

  Paul Kim Head of Commercial Risk Strategy and Product Development Aon

  Amy Ward Pershkow Shareholder Vedder Price

3:15–3:30 p.m.

Networking Break

3:30–4:15 p.m.

CEO Focus: The State of the Asset Management Industry

4:15–5:00 p.m.

Session TBA

6:30 p.m.

Summit Reception at the Smithsonian’s National Museum of Natural History
Sponsored by State Street

10th Street & Constitution Ave., NW
Washington, DC

Join fellow Leadership Summit attendees for drinks and delicious hors d'oeuvres at the Smithsonian’s National Museum of Natural History—home to the largest natural history collection in the world. Buses will depart from the hotel’s Penn Terrace entrance starting at 6:20 p.m. Please note, due to security requirements, any bags brought to the reception are subject to search by museum security.

7:15–11:00 a.m.

Summit Registration

Networking breakfast available from 7:30 to 8:30 a.m.

7:30–8:25 a.m.

IDC Breakfast Session for Independent Directors

8:30–9:15 a.m.

Fireside Chat with the Siegs

• How are the markets evolving?
• Insights and feedback from clients around the world
• Leaning into open architecture
• Delivering for financial advisors and clients
• How will AI play out in wealth management and beyond?

9:15–10:00 a.m.

Fireside Chat with Bloomberg’s CTO Shawn Edwards

• AI hype vs. overhype
• Scope, time horizons, and safety
• The human side of AI
• Use cases

10:00–10:50 a.m.

The Art of Negotiation

Closed to the media

• How to deal with conflict more effectively
• The tribal effect
• Using emotions as you negotiate
• The power of appreciation

10:50–10:55 a.m.

Closing Remarks