Program
May 25–26 • JW Marriott • Washington, DC
Program
All program times are shown in Eastern time (ET).
IDC Fund Directors Workshop sessions are closed to the media.
Wednesday, May 25 | Thursday, May 26
Speaker Bios
Wednesday, May 25
12:30–5:30 p.m.
Conference Registration
Noon–1:15 p.m.
IDC Networking Lunch for Independent Directors
1:15–2:15 p.m.
IDC Peer-to-Peer Discussion on Top-of-Mind Subjects
1:30–2:15 p.m.
Concurrent Thought Leadership Sessions
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MarketSphere
Understanding the Importance of Unclaimed Property Compliance
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U.S. Bank Global Fund Services
Insight into Today’s Product Trends
2:30–2:40 p.m.
Welcoming Remarks
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SHAWN LYTLE Chair 2022 Summit Planning Committee Global Head of Public Investments Macquarie Asset Management Head of Americas–Macquarie Group |
2:40–3:00 p.m.
Address from ICI Chair Yie-Hsin Hung
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YIE-HSIN HUNG Chair Investment Company Institute CEO New York Life Investment Management |
3:00–3:40 p.m.
Fireside Chat: Private Markets and the Retail Marketplace
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CYRUS TARAPOREVALA, Moderator President and CEO State Street Global Advisors |
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JULIAN SALISBURY Global Head Goldman Sachs Asset Management |
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BEN WAY Group Head Macquarie Asset Management |
3:40–4:10 p.m.
Senior Leadership Insights
Disruptive Technology
|
SHAWN LYTLE, Moderator Chair 2022 Summit Planning Committee Global Head of Public Investments Macquarie Asset Management Head of Americas–Macquarie Group |
 |
CATHIE WOOD Founder, CEO, and CIO ARK Investment Management LLC (“ARK” or “ARK Invest”) |
4:10–4:45 p.m.
Senior Leadership Insights
Venture Capital: Advancing Racial and Economic Equity
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STUART PARKER, Moderator President and CEO PGIM Investments |
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CARLA HARRIS Senior Client Advisor Morgan Stanley |
4:45–5:00 p.m.
Refreshment Break
5:00–5:45 p.m.
Keynote Speaker Jean Hynes in Conversation with Eric J. Pan
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JEAN HYNES CEO Wellington Management |
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ERIC J. PAN President and CEO Investment Company Institute |
5:45–7:15 p.m.
Conference Reception
Thursday, May 26
7:15 a.m.–5:00 p.m.
Conference Registration
Networking breakfast available from 7:15 to 8:40 a.m.
7:00–7:45 a.m.
IDC Networking Breakfast for Independent Directors
7:45–8:30 a.m.
IDC Case Study Roundtable: Advisory Contract Renewal
Participating directors will have the opportunity to take part in an engaging case study-focused discussion on the advisory contract review and approval process.
7:45–8:30 a.m.
Concurrent Sponsored Thought Leadership Sessions
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SS&C
Leveling Up Distribution
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UMB Fund Services
Beyond Traditional: The How, What, and Why of Trending New Product Structures
8:45–9:30 a.m.
Welcoming Remarks and Regulatory Priorities: A Conversation with SEC Chair Gary Gensler
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GARY GENSLER Chair US Securities and Exchange Commission |
|
ERIC J. PAN President and CEO Investment Company Institute |
9:30–10:00 a.m.
Senior Leadership Insights
Market Optimism: Siding with Human Ingenuity
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GEORGE C. W. GATCH, Moderator CEO, Asset Management J.P. Morgan Asset Management |
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DAVID BOOTH Founder and Executive Chairman Dimensional Fund Advisors |
10:00–10:40 a.m.
Senior Leadership Insights
Growth Opportunities: Investment Markets and Vehicles
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WILLIAM F. “TED” TRUSCOTT, Moderator CEO Columbia Threadneedle Investments |
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JOANNA F. JONSSON Portfolio Manager Capital Group |
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SALIM RAMJI Senior Managing Director Global Head of iShares and Index Investments BlackRock |
10:40–11:10 a.m.
Networking Break
11:10 a.m.–Noon
Overcoming Disruption in the Age of Distraction
The way we work today is fundamentally misaligned with how our brains and bodies work. At this dynamic session, attendees will learn how to increase their own productivity and that of their staff without increasing hours worked.
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SAHAR YOUSEF Cognitive Neuroscientist UC Berkeley’s Haas School of Business |
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LUCAS MILLER Cognitive Neuroscientist UC Berkeley’s Haas School of Business |
12:10–12:50 p.m.
Concurrent Sessions
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Session A: Digital Assets: Growth Drivers and Investment Opportunities
BRIAN QUINTENZ, Moderator
Former Commissioner
Commodity Futures Trading Commission
JENNY JOHNSON
President and CEO
Franklin Templeton
BRETT TEJPAUL
CEO, Institutional
Coinbase
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Session B: NextGen Investing and Talent Trends
HEATHER BRILLIANT, Moderator
CEO
Diamond Hill
KUNAL KAPOOR
CEO
Morningstar
CATHY SAUNDERS
Head of Public Policy and Advocacy
Putnam Investments
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IDC Education Session: Governance Practices in the Modern Age
KARLA RABUSCH, Moderator
Independent Director
Lord Abbett Funds
MAUREEN MILLER
Shareholder
Vedder Price
THOMAS O’NEIL
Independent Trustee
Brown Advisory Funds
1:00–2:20 p.m.
Luncheon with Keynote Speaker Thasunda Duckett in Conversation with Yie-Hsin Hung
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THASUNDA DUCKETT President and CEO TIAA |
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YIE-HSIN HUNG Chair Investment Company Institute CEO New York Life Investment Management |
2:35–3:15 p.m.
Concurrent Sessions
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Session D: The End of the Beginning for ESG: A Look Forward Through a Changing Landscape
JOHN STREUR, Moderator
President and CEO
Calvert Research & Management
CAROL GEREMIA
President
MFS Investment Management
JANINE GUILLOT
CEO
Value Reporting Foundation
Special Advisor to the International Sustainability Standards Board (ISSB)
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Session E: Sales and Marketing Analytics: Driving Growth and Effectiveness
PETER STRELOW, Moderator
Managing Director and Co–Chief Operating Officer
PIMCO
Chair
PIMCO Funds
KEN BURD
Managing Director – Digital Enablement & Analytics
Principal Global Investors
EMILY PACHUTA
Chief Marketing and Analytics Officer
Invesco
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IDC Education Session: A Primer on SMAs, CITs, and Other Investment Products
PAMELA CARLTON, Moderator
Independent Director
Columbia Funds
T. NEIL BATHON
Founder & Managing Partner
FUSE Research Network
DAVID BLASS
Partner
Simpson Thacher & Bartlett LLP
3:25–4:05 p.m.
Insights on the Investment Markets from Leading Chief Investment Officers
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MICHAEL P. WANDS, Moderator Head of Global Investment Strategies Putnam Investments |
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RUPAL J. BHANSALI Chief Investment Officer, Global Equities Ariel Investments |
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SAIRA MALIK Chief Investment Officer Nuveen |
4:05–4:10 p.m.
Closing Remarks
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SHAWN LYTLE Chair 2022 Summit Planning Committee Global Head of Public Investments Macquarie Asset Management Head of Americas–Macquarie Group |
4:10–5:00 p.m.