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INVESTMENT MANAGEMENT CONFERENCE

Program

March 16–19, 2025 • San Diego, CA

Preliminary Program

All program times are shown in pacific time (PT).

Sunday, March 16 | Monday, March 17 | Tuesday, March 18 | Wednesday, March 19

Sunday, March 16

4:00–6:30 p.m.

Conference Registration

 

5:00–6:30 p.m.

Welcome Reception 

Monday, March 17

7:00 a.m.–4:15 p.m.

Conference Registration

 

7:00–8:30 a.m.

Breakfast

 

8:30–8:35 a.m.

Welcoming Remarks

Stefanie Chang Yu
Managing Director
Morgan Stanley Investment Management Inc.

 

8:35–8:55 a.m.

ICI General Counsel’s Address

Paul Cellupica
General Counsel
Investment Company Institute 

 

9:00–9:30 a.m.

Keynote Remarks

 

9:30–10:30 a.m.

General Session
Challenges and Opportunities: Assessing the Fund Industry’s Regulatory Future

Matthew Thornton, Moderator
Associate General Counsel
Investment Company Institute

 

10:30–11:00 a.m.

Refreshment Break

 

11:00–11:45 a.m.

Concurrent Panels
  • Session A: CCO Issues/Perspectives

    Kenneth C. Fang, Moderator
    Associate General Counsel
    Investment Company Institute

  • Session B: Legal and Operational Issues Around Advisers’ Use of AI

    Mitra Surrell, Moderator 
    Associate General Counsel
    Investment Company Institute

  • Session C: State Issues (including ESG)

    Amy McDonald, Moderator
    Associate General Counsel
    Investment Company Institute

 

11:45 a.m.–1:30 p.m.

Lunch on your own

 

1:30–2:00 p.m.

Keynote Remarks

 

2:15–3:00 p.m.

Concurrent Panels
  • Session D: Board Issues/Perspectives

    Thomas T. Kim, Moderator 
    Managing Director
    Independent Directors Council

  • Session E: Names Rule Implementation and Other Fund Registration and Disclosure Issues 

    Erica Evans, Moderator 
    Assistant General Counsel
    Investment Company Institute

  • Session F: Tax Issues and Developments

    Mike Horn, Moderator 
    Deputy General Counsel, Tax Law
    Investment Company Institute

  • Session G: Impact of the Courts

    Julia Ulstrup, Moderator 
    Executive Vice President and General Counsel
    ICI Mutual Insurance Company

 

3:15–4:15 p.m.

Diversity and Inclusion Panel

Tuesday, March 18

7:00 a.m.–12:30 p.m.

Conference Registration

 

7:00–8:00 a.m.

Breakfast

 

8:15–9:00 a.m.

Keynote Remarks

 

9:00–10:00 a.m.

General Session
Reimagining the 1940 Act: Key Recommendations from ICI’s Multi-Year Review

Rachel H. Graham, Moderator
Associate General Counsel and Corporate Secretary
Investment Company Institute 

 

10:00–10:15 a.m.

Refreshment Break

 

10:15–11:15 a.m.

General Session
Retailization of the Private Markets

Kevin Ercoline, Moderator
Assistant General Counsel
Investment Company Institute

 

11:15–11:45 a.m.

Refreshment Break

 

11:45 a.m.–12:30 p.m.

Concurrent Panels
  • Session H: ETF Developments

    Joshua Weinberg, Moderator
    Associate General Counsel
    Investment Company Institute

  • Session I: International Developments

    Tracey Wingate, Moderator
    Chief Global Affairs Officer
    Investment Company Institute

  • Session J: Market Structure and Treasury Clearing Implementation

    Kimberly Thomasson, Moderator
    Assistant General Counsel
    Investment Company Institute

Wednesday, March 19

7:30–10:30 a.m.

Conference Registration

 

7:30–8:30 a.m.

Breakfast

 

8:30–9:30 a.m.

General Session
Examinations and Enforcement Developments

 

9:30–10:30 a.m.

General Session
Ethics Panel 

Shannon N. Salinas, Moderator
Associate General Counsel
Investment Company Institute

 

10:30 a.m.

Conference Adjourns