Operations and Technology Conference 2018 | Investment Company Institute | 22 May 2018 | Washington Hilton Hotel, 1919 Connecticut Ave NW, Washington, DC 20009, US

2018 Speakers:

Stuart Parker
Chairman, GMM Planning Committee President, PGIM Investments

James Gorman
Chairman and CEO, Morgan Stanley

David M. Rubenstein
Cofounder and Co–Executive Chairman, The Carlyle Group

Paul Schott Stevens
President and CEO, Investment Company Institute

David W. Grim

George Michael Gerstein

Lawrence P. Stadulis

Craig Starble

Peter Bassler

Cary Fuchs
Discussion Co-Leader Director, Funds Services and Operations Principal Funds

Joanne Kane
Discussion Co-Leader Director, Operations and Transfer Agency Investment Company Institute

David Thomas
Discussion Co-Leader Senior Associate Counsel and Director of Cyber Risk Issues ICI Mutual

Adam Broun
President and Chief Operating Officer, Kensho Technologies

Marty Burns
Chief Industry Operations Officer, Investment Company Institute

Tim Ney
Principal, Operations, Edward Jones

Amy E. Herman
Founder and President The Art of Perception, Inc. Author, Visual Intelligence: Sharpen Your Intelligence, Change Your Life

Jon Meacham
Pulitzer Prize–Winning Author, Presidential Historian

Paul Schott Stevens
President and CEO, Investment Company Institute

Ahmed Elghazaly, Moderator
Director, Securities Operations, Investment Company Institute

Jamie Jones Ezefili
Vice President, Corporate Social Responsibility, Northern Trust

Mike Mastroianni
Executive Director, J.P. Morgan Asset Management

Kyle Schmiegel
Vice President, Operational Services, Charles Schwab & Co

Chad Renfro
Head of Enterprise Cybersecurity, Fidelity Investments

Paul Delligatti

Michael Isenman

Sandra Lu
Partner of Llinks

Michael S. Piwowar
Commissioner, US Securities and Exchange Commission

Paul Schott Stevens
President and CEO, Investment Company Institute

Tom Eck
Chief Technology Officer, Industry Platforms, IBM

Adam Jonas
Managing Director, Morgan Stanley

Jerry Linenger
NASA Astronaut, Unites States Navy (Ret.) Flight Surgeon

2018 Sponsors and Exhibitors:

• Brown Brothers Harriman
• BNP Paribas
• Citi
• Dechert LLP
• FIS
• J.P. Morgan
• Line Data
• Temenos Multifonds
• Northern Trust
• PGIM Investments
• PwC
• RSM
• Workiva

EXHIBITORS:
• ACA Compliance
• BNP Paribas
• BNY Mellon
• Broadridge
• Cerulli Associates
• Citi
• Command Financial
• Compliance Solutions Strategies
• Computershare
• Confluence
• Delta Data
• Dilligent Corporation
• Donnelley Financial Solutions
• DST
• eSecLending
• Fannie Mae & Freddie Mac
• Fidelity Corporate Actions Solutions
• Globe Tax
• Ice Data Services
• Ignites
• Keane
• Linedata
• Milestone Group
• Morningstar
• MUFG Union Bank
• National Qulaity Review
• NextShares Solutions, LLC
• NICSA
• Northern Trust
• ReFlow Services, LLC
• RSM
• SalesFocus Solutions
• SalesPage Technologies, LLC
• SEI
• Source Media
• StarCompliance
• State Street
• Strategic Insight
• Temenos Multifonds
• Gemini
• Thompson Reuters
• Toppan Vintage
• U.S. Bancorp Fund Services
• Ultimus Fund Solutions
• UMB Fund Services