Waldorf Astoria
Waldorf Astoria, 11 E Walton St, Chicago, IL 60611, USA

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Event Date Tue Apr 30 EDT - Wed May 1 EDT (over 2 years ago)
Location Waldorf Astoria
11 E Walton St, Chicago, IL 60611, USA
Region Americas

Since its inception 10 years ago, this meeting has evolved as the thinking around corporate governance, shareholder engagement, and active litigation has developed and matured. It began as a forum for public pension plans focused primarily on corporate governance and then became the meeting known as the Evolving Fiduciary Obligations of Pension Plans, taking on a more shareholder engagement perspective

A few years ago, again as the openness to and use of these tools became more developed, the meeting was renamed to the Evolving Obligations of Institutional Investors so as to reflect the growing acceptance and usage of active engagement and shareholder litigation abilities by asset management firms globally.

Now the meeting has achieved its maturity as the forum assessing and evaluating Litigation & Governance Trends for Asset Management Firms. With its subtitle of An Examination of the Top Issues for Legal and Compliance Executives, we believe the conference’s sole focus on examining the needs of legal and compliance teams at global asset management firms through the lens of active engagement, shareholder actions, and affirmative litigation accurately reflects the state of thinking and evolution in the market today and provides much-needed information that these executives require to fully fulfill their full range of responsibilities at their firms.


2019 Speakers

Kip Miller
Director, Institutional Investor Forums

Harvey Shapiro
Senior Advisor, Institutional Investor

Darren J. Check, Esq.
Partner, Kessler Topaz Meltzer & Check LLP

Afshin Molavi
Senior Fellow, Foreign Policy Institute, Johns Hopkins University School of Advanced International Studies

David C. Flattum
Managing Director & Global General Counsel, PIMCO

Scott Dias
Senior Vice President, Chief Compliance Officer & General Counsel, Acadian Asset Management (Invited)

Afshin Molavi
Senior Fellow, Foreign Policy Institute, Johns Hopkins University School of Advanced International Studies

David Muckley
Associate General Counsel, Legal & General Investment Management America

Phillip Gillespie
Former Executive Vice President & General Counsel, State Street Global Advisors

Keith R. Dutill
Partner, Stradley Ronon Stevens & Young LLP

Jennifer Nichols
Global Head of Legal, Aberdeen Standard Investments

Andy Cottrell
Client Development Manager, Kessler Topaz Meltzer & Check

Jennifer L. Joost
Partner, Kessler Topaz Meltzer & Check, LLP

Sarah Harrington
Partner, Goldstein & Russell, P.C.

Jonathan S. Massey
Partner, Massey & Gail

George T. Conway, III
Of Counsel, Litigation, Wachtell, Lipton, Rosen & Katz

Sharan Nirmul
Partner, Kessler Topaz Meltzer & Check, LLP

Gerald Lins
General Counsel, Voya Investment Management

Rick Sharma
Chief Legal Advisor, Bridgewater

Ryan Frampton
Senior Investment Counsel, PNC Bank

Mary Capasso
Senior Vice President & General Counsel, PPM America

Lee Rudy
Partner, Kessler Topaz Meltzer & Check, LLP

Michael White
Senior Counsel, Head of Litigation, Vanguard

Pamela Conover
Vice President and Managing Counsel, T. Rowe Price

Bonnie Saynay
Global Head of Responsible Investment, Invesco

Dr. Henning Stein
Head of Thought Leadership, Invesco