Mutual Funds and Investment Management Conference 2018 | Investment Company Institute (ICI) | 18 March 2018 | JW Marriott San Antonio Hill Country Resort and Spa, 23808 Resort Pkwy, San Antonio, TX 78261, USA

2018 Speakers

Charles Etherington
Senior Vice President and General Counsel, American Century Investments

Susan M. Olson
General Counsel, Investment Company Institute

Dalia Blass
Director, Division of Investment Management, US Securities and Exchange Commission

Hester M. Peirce
Commissioner, US Securities and Exchange Commission

Michelle Rosenberg
Senior Vice President, Head of Legal, North America, Janus Henderson Investors

T. Neil Bathon
Managing Partner, FUSE Research Network LLC

Jane Carten
President, Saturna Capital Corporation

James G. Whetzel, Vice President and Senior Strategy Officer, Financial Advice and Solutions Group, USAA

Eva Mykolenko
Associate Chief Counsel, Securities Regulation, ICI Global

Gregory P. Dulski
Senior Corporate Counsel, Federated Investors, Inc.

Monica Gogna
Partner, Dechert LLP

Andrew O’Callaghan
Asset and Wealth Management Leader—EMEA, PwC

Denise Voss
Conducting Officer, Franklin Templeton Investments, Luxembourg, Chairman, Association of the Luxembourg Fund Industry (ALFI)

Linda M. French
Assistant General Counsel, Securities Regulation, Investment Company Institute

Megan Claucherty
Senior Counsel, Harris Associates L.P.

Judy Cotte
Vice President and Head, Corporate Governance and Responsible Investment, RBC Global Asset Management, Inc.

Joshua A. Weinberg, Managing Director and Managing Counsel, State Street Global Advisors

Dorothy M. Donohue, Deputy General Counsel, Securities Regulation, Investment Company Institute

Margaret Carey
Vice President, Fidelity Investments

Andrew J. Donohue, Of Counsel, Shearman & Sterling LLP

Rick A. Fleming, Investor Advocate, Office of the Investor Advocate, US Securities and Exchange Commission

Jennifer S. Choi
Chief Counsel, ICI Global

Lisa Bloomberg
Principal Director, Finance and Risk, Accenture

Leonard Ng
Partner, Sidley Austin LLP

Michael Triessl
Senior Counsel, Capital Research and Management Company

Amy B. R. Lancellotta
Managing Director, Independent Directors Council

Timothy W. Levin
Partner, Morgan, Lewis & Bockius LLP

Elizabeth Reza
Partner, Ropes & Gray LLP

Jonathan F. Zeschin
Independent Trustee and Board Chair, Matthews Asia Funds

Frank J. Nasta
Managing Director, JP Morgan Asset Management

Barry P. Barbash
Partner, Willkie Farr & Gallagher LLP

Peter B. Driscoll
Director, Office of Compliance Inspections and Examinations, US Securities and Exchange Commission

Anthony S. Kelly
Cochief, Asset Management Unit, Division of Enforcement, US Securities and Exchange Commission

Katie Sunderland
Counsel, Tax Law, Investment Company Institute

Deanna Flores
Principal, Washington National Tax, National Tax Leader, Public Investment Management, KPMG LLP

Michael Horn
Vice President and Tax Counsel, Ameriprise Financial, Inc.

Dana Smith
Managing Director, Fund Administration, Charles Schwab Investment Management, Inc.

Julia Ulstrup
Vice President and General Counsel, ICI Mutual Insurance Company

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

Heidi W. Hardin
Executive Vice President and General Counsel, MFS Investment Management

Mark Holland
Partner, Goodwin Procter LLP

Rachel H. Graham
Associate General Counsel, Securities Regulation, Investment Company Institute

Susan Gault-Brown
Partner, Morrison & Foerster LLP

Christyn L. Rossman
Senior Counsel, The Vanguard Group

Jib Wilkinson
Principal, Financial Services and Technology, Deloitte Consulting LLP

George M. Gilbert
Assistant General Counsel, Securities Regulation, Investment Company Institute

Molly S. Boast
Partner, WilmerHale

Joanne Medero
Managing Director, BlackRock, Inc.

Ryan Nolan
Senior Legal Counsel, Legal Department, T. Rowe Price Associates, Inc.

Tom Hardin
Tipper X Advisors

Tamara K. Salmon
Associate General Counsel, Securities Regulation, Investment Company Institute

Darrell N. Braman
Vice President, Managing Counsel, T. Rowe Price Associates, Inc.

Matt Chambers
Chief Compliance Officer, Horizon Funds

Robert G. Dorsey
Interested Trustee, Ultimus Managers Trust

Robert I. Frenkel
General Counsel, US Mutual Funds, Legg Mason

Mary E. Keefe, Managing Director, Regulatory Affairs, Nuveen Investments, Inc.

Karrie McMillan
Independent Director, Patomak Global Partners, LLC

Michelle Rosenberg
Senior Vice President Head of Legal, North America, Janus Henderson Investors

2018 Sponsors

• Ast
• BNY Mellon
• Citi
• Css
• Investor Businnes Daily
• KesslerTopaz Meltzer Check
• Lieff cabraser
• Perkins Coie
• Donnelley
• State Street}
• Strategic Insight
• Omufg
• Workiva
• Bancorp
• Stradley Ronon
• SimCorp
• Global Asset Management
• Temenos Multifonds
• K&l Gates
• JP Morgan
• Gunn Steer
• Command Financial
• Chapman and Cutler