Fund Intelligence Fund Leaders Summit Chicago 2018 | Pageant Media Ltd | 18 October 2018 | The Gwen, a Luxury Collection Hotel, Michigan Avenue Chicago, 521 N Rush St, Chicago, IL 60611, USA

The FI Fund Leaders Summit Boston is a new one day event, bringing together key executives from throughout the mutual fund space, exploring areas of overlap on topics including regulatory oversight, technology, cybersecurity, transforming operational infrastructure and optimizing your due diligence process.

Key Reasons to Attend
• Discuss with industry leaders about all the latest operational challenges and opportunities; including vendor management, cybersecurity and legacy systems.
• Explore the current regulatory landscape and gain insights into what future impact the SEC’s new focus will have on the industry.
• Gain actionable advice on how to run your fund more efficiently by implementing new technologies such as artificial intelligence and blockchain.
• Exchange ideas on how compliance, operations, tech and board members can run the back office to the best of its ability.

2018 Speakers:

Ellen-Blair Chube
Managing Director, Investment Banking, William Blair & Company

Megan Claucherty
Assistant General Counsel, Harris Associates L.P.

M. Elaine Dennis
Financial Advisor, Waddell & Reed

Paul Ellenbogen
Vice President, Regulatory and Compliance Group, Broadridge

Merrillyn Kosier
Executive Vice President Chief Marketing Officer, Mutual Funds, Ariel Investments

Palak Parekh
Vice President, Northern Trust Asset Management

Cynthia Plouché
Fund Board Director, Northern Institutional Funds/Northern Funds

Charles Ragauss
Director of Product Management, Exponential ETFs

Dwayne Roberts
Vice President, Information Security and Risk, Grosvenor Capital Management, L.P.

Michael Shoemaker
Chief Compliance Officer, Driehaus Capital Management LLC

Lloyd A. Wennlund
Independent Trustee, Calamos Funds

2018 Sponsors:

• Broadridge