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Event Date Thu May 6 EDT (9 months ago)
Location Virtual
Region Americas

The General Membership Meeting (GMM) provides fund industry executives with a forum to discuss key issues, hear from regulators and policymakers, and welcome colleagues from around the world. Service providers and the media are important participants at the event. The 62nd annual ICI General Membership Meeting, to be held virtually in May 2021, will celebrate the extraordinary evolution and success of the investment company model since the creation of the first modern mutual fund in 1924.

Agenda Topics:
• Characteristics of early ETFs and unintended consequences that have implications today
• Importance and evolution of liquidity in capital markets
• How an ETF issuer’s partners can help them achieve their goals
• Projections for the ETFs of the 2020s
• Where are the assets going? What type of products are winning?
• What distribution trends are developing and are there new routes to market? How are the institutional and retail markets different?
• What does the future hold for the semi-transparent ETF?
• What’s the best route to market for new entrants?
• Reimagining the office experience and footprint
• Talent acquisition and management
• Company culture and social dynamics
• Enabling digital collaboration


2021 Speakers


Jamie Dimon
Chairman and CEO, JPMorgan Chase

Cathy Engelbert
Commissioner, WNBA, Former CEO, Deloitte

Carol Geremia
President, MFS Institutional Advisors

Yie-Hsin Hung
CEO, New York Life Investment Management

Kevin Mandia
CEO, FireEye

Ronald O'Hanley
Chairman and CEO, State Street Corporation


Thomas Centrone
Head of ETF Solutions North America, BNP Paribas

Brian Fagen
Head of Execution Services, BNP Paribas Global Markets

Eric Pollackov
Global Head of Capital Markets, Invesco

Ross Tremblay
Senior Manager, Accenture Strategy & Consulting

Scott Chronert
Managing Director, Global Head of ETF Research, Citi

Peggy Vena
Director, ETF Product Manager, Citi Securities Services

Lauren Davides
Managing Director, Regulatory Insights, State Street

Brian Kapko
Regulatory Reporting Operations Director, Confluence

Melissa Mcdonough
Vice President, Brown Brothers Harriman

Eric J. Pan
President and CEO, Investment Company Institute

Stephanie G. Braming
Global Head of Investment Management, William Blair & Company

Christine Hurtsellers
CEO, Voya Investment Management

Virginia Chapman
Vice President of Outsourcing Services, NRS

George C. W. Gatch
Chairman, Investment Company Institute, CEO, J.P. Morgan Asset Management

Joseph Deangelis
Senior Legal Counsel, Fidelity Investments

Melissa Harke
Senior Special Counsel, Division of Investment Management, Securities and Exchange Commission

Amy Sochard
Vice President, Advertising Regulation, FINRA

Carrie Wong
Vice President and Counsel, Dimensional Fund Advisors

Chris Herd
Founder and CEO, Firstbase

Lisa M. Jones
Chair, GMM Planning Committee


Jeffrey Baccash
Global Head of ETF Solutions, BNP Paribas Securities Services

Gary Casagrande
Vice President of Global Market Strategy, Confluence

Bridgett Farrell
Assistant General Counsel, Investment Company Institute

Matt Thornton
Associate General Counsel, Investment Company Institute

Sponsors & Partners

2021 Sponsors

• AxiomSL
• BasisCode
• BNP Paribas
• BNY Mellon
• Broadridge
• Citi
• Command Financial
• Confluence
• Compliance Solutions Strategies (CSS)
• Delta Data
• Diligent
• Foreside
• 15(c) Board Services, an ISS Business
• J.P. Morgan
• Morrison & Foerster LLP
• MUFG Investor Services
• Northern Trust
• PwC
• SS&C
• State Street
• Temenos
• Ultimus Fund Solutions
• UMB Fund Services
• Workiva