Program
All times are shown in eastern time (ET).
Wednesday, October 13 | Thursday, October 14 | Wednesday, October 20 | Thursday, October 21
Wednesday, October 13
1:00–4:00 p.m.
Core Responsibilities of Fund Directors
Time subject to change
PATTY LOUIE
Independent Trustee
Oakmark Funds
CHRIS PALMER
Partner
Goodwin Procter LLP
Thursday, October 14
1:00–4:00 p.m.
Core Responsibilities of Fund Directors
Time subject to change
DAVE CARSON
Senior Vice President, Client Strategies for Ultimus Fund Solutions
Trustee of Unified Series Trust and Ultimus Managers Trust
LAURA FLORES
Partner
Morgan, Lewis & Bockius LLP
PETER JONES
Independent Trustee
MFS Trusts
Wednesday, October 20
11:00–11:50 a.m.
Optional Sponsored Thought Leadership Sessions
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Citi
Beyond Bitcoin: What’s Next for Digital Assets?
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State Street
The Opportunity for ESG
-
Vedder Price
Board Oversight of Innovative Investments and Strategies
Noon–12:05 p.m.
Opening Remarks from the IDC Governing Council Chair
KATHIE BARR
Independent Director
William Blair Funds and Professionally Managed Portfolios
12:05–12:55 p.m.
General Session
Overview of Global Markets and the Economy
DAVID KELLY
Chief Market Strategist
JP Morgan Asset Management
KATHIE BARR
Independent Director
William Blair Funds and Professionally Managed Portfolios
12:55–1:30 p.m.
Coffee Break
-
Stradley Ronon
Board Perspectives: How Will Board Oversight Change Under the New Derivatives Rule?
1:30–2:20 p.m.
General Session
A Conversation with Sarah ten Siethoff
SARAH TEN SIETHOFF
Acting Director, Division of Investment Management
US Securities and Exchange Commission
THOMAS T. KIM
Managing Director
Independent Directors Council
2:20–3:20 p.m.
Concurrent Sessions
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Distribution Trends
JOHN KENNEY, Moderator
Independent Director
Principal FundsMAUREEN MITCHELL
Trustee
Natixis/Loomis Sayles FundsKEVIN QUIRK
Principal
Casey Quirk -
Regulatory Developments
KARRIE McMILLAN, Moderator
Independent Director
Principal FundsPAUL CELLUPICA
Executive Vice President and Deputy General Counsel, US Regulatory
PIMCOANNE CHOE
Partner
Willkie Farr & Gallagher LLP -
Trends in Fund Governance
TOM LEMKE, Moderator
Independent Director
JP Morgan ETF Trust and SEI FundsAMY PERSHKOW
Shareholder
Vedder PriceGREG SMITH
Senior Director, Fund Accounting and Compliance
Investment Company Institute
3:20–3:40 p.m.
Coffee Break
3:40–4:30 p.m.
General Session
Perspectives on DEI Efforts in the Fund Industry and Beyond
CYNTHIA PLOUCHÉ, Moderator
Vice Chair, IDC Governing Council
Independent Director, Northern Trust Funds
DARYN DODSON
Managing Director
Illumen Capital
DORRI McWHORTER
William Blair Funds/YMCA of Metropolitan Chicago
FIDEL VARGAS
President and CEO
Hispanic Scholarship Fund
Thursday, October 21
11:00–11:50 a.m.
Optional Sponsored Thought Leadership Sessions
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BBH
Current ETF Trends: Board Oversight Considerations
-
Dechert
Cryptocurrencies and Blockchain for Fund Directors
-
Ropes & Gray
Board Considerations for Securities Lending Programs: Current Landscape
Noon–12:50 p.m.
General Session
Remarks from IDC Managing Director followed by Interview with ICI Chief Executive Officer
THOMAS KIM
Managing Director
Independent Directors Council
ERIC J. PAN
President and CEO
Investment Company Institute
JOANNE PACE
Independent Director
Invesco ETF Trusts
12:50–1:40 p.m.
General Session
Update from Industry Executives
KATHIE BARR, Moderator
Independent Director
William Blair Funds and Professionally Managed Portfolios
YIE-HSIN HUNG
CEO
New York Life Investment Management
ANDREW SCHLOSSBERG
Senior Managing Director and Head of the Americas
Invesco
1:40–2:25 p.m.
Coffee Break
2:25–3:25 p.m.
Topical Discussion Sessions
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Cybersecurity and Ransomware
PEG McLAUGHLIN
Independent Director
Manning & Napier FundsLLOYD WENNLUND
Independent Director
Calamos FundsMARTY BURNS
Chief Industry Operations Officer
Investment Company Institute
-
Digital Assets
RAJIB CHANDA
Partner
Simpson Thacher & BartlettRON TOUPIN
Independent Trustee/Director, Chair of the Board
Guggenheim Funds -
ESG Investing
KARLA RABUSCH
Independent Director
Lord Abbett FundsANNETTE CAPRETTA
Associate General Counsel
Investment Company Institute
-
ETF Developments
JANE HEINRICHS
Associate General Counsel
Investment Company InstituteBARRY MENDELSON
Independent Trustee
American Century ETF Trust
-
Governance Practices
ERNIE CALDERON
Independent Trustee
Aquila Municipal TrustLISA HAMMAN
Associate Managing Director
Independent Directors Council
3:25–4:15 p.m.
General Session
ESG from an Economist’s Perspective
OLGA BITEL
Global Strategist
William Blair
BILL EBSWORTH
Independent Director
Wells Fargo Funds
4:15–4:30 p.m.