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Event Date Thu May 13 EDT (5 months ago)
Location Virtual
Region All

More details soon...


2021 Speakers

Ronan Brennan
Chief Product Officer, CSS

Laura Flores
Partner, Morgan Lewis

Allison Fraser
Director of Registered Investment Company Services, CSS

Kevin M. Gleason
Chief Compliance Officer, Voya Funds, Senior Vice President, Voya Investment Management LLC

Declan Byrne
Partner, Mutual Fund Research and Analytics Leader, PwC US

Peter Finnerty
Partner, Mutual Funds Leader, PwC US

Tracey Keevan
Tax Partner, US Mutual Funds Tax Technology Leader, PwC

Nick Wright
CEO, SS&C Financial Services International and Europe, Head of Global Investor and Distribution Solutions, SS&C Financial Services

Bill Stone
Chairman and Chief Executive Officer, SS&C Technologies

Brenda Lyons
Chairman and Chief Executive Officer, SS&C Technologies

Lisa M. Jones
Chair, GMM Planning Committee, President and CEO Head of the Americas, Amundi US, Inc.

Ronald O'Hanley
Chairman and CEO, State Street Corporation

George Serafeim
Professor of Business Administration

Faculty Chair
Impact-Weighted Accounts Project, Harvard Business School

Eric J. Pan
President and CEO, Investment Company Institute

Greg Drose
Executive Vice President, Executive Director Business Development, UMB Fund Services

Scott Schulenburg
Senior Vice President & Director of Distribution and Client Services, UMB Fund Services

Laura A. Bautista
Associate Counsel, The Vanguard Group

Eva Mykolenko
Associate Chief Counsel, Securities Regulation, ICI Global

Don Rolfe
Senior Vice President and Senior Counsel, Capital Research and Management Company

Samantha Withers
Vice President, Legal and Compliance, BlackRock

Marshall McIntosh
Executive Vice President, Internal and Digital Sales, PIMCO

Katie McKay
Head of Sales Enablement and Distribution Strategy, John Hancock Investment Management

Andy Blomquist
Relationship Manager & Investment Platforms, Empower Retirement

John Mari
Managing Director of Intermediary Oversight and Transfer Agency Administration, Charles Schwab Investment Management

Michael Stroble
Director, PGIM

Joanne Kane
Senior Director, Operations and Transfer Agency, Investment Company Institute

Mark Trenchard
Director of Operational Compliance, Putnam Investments

Seema Hingorani
Managing Director, Morgan Stanley Investment Management, Founder, Girls Who Invest

Cristina Santos
Senior Vice President, Head of Diversity, Equity, and Inclusion, Capital Group

Sherrod Brown
Chairman, Senate Banking, Housing, and Urban Affairs Committee