Home News & Media Speeches & Commentaries Archive
2011 and Earlier Speeches
- Our Shared Mission: Ensuring That Global Markets Work for Investors
Karrie McMillan, ICI General Counsel, 2011 Equity Markets Conference Opening Remarks
Tue Dec 06 00:00:00 EST 2011 - After the Financial Crisis: The Outlook for Investors and Investing
Paul Schott Stevens, ICI President and CEO, Rotary Club of Seattle Luncheon Address
Wed Oct 12 00:00:00 EDT 2011 - Sustaining Asset Management's Global Momentum
Paul Schott Stevens, ICI President and CEO, AFLI Global Distribution Conference
Tue Sep 27 00:00:00 EDT 2011 - Slides: How the 401(k) System Is Succeeding (pdf)
Slides: Helping Working Americans Achieve A Financially Secure Retirement—How the 401(k) System is Succeeding (pdf)
Thu Jul 28 00:00:00 EDT 2011 - Helping Working Americans Achieve A Financially Secure Retirement—How the 401(k) System is Succeeding
Paul Schott Stevens, ICI President and CEO, Ayco Summer InnerCircle Benefits and Compensation Conference
Thu Jul 28 00:00:00 EDT 2011 - The Investment Management Lawyer
Karrie McMillan, ICI General Counsel, Fundamental of Mutual Funds and Exchange-Traded Funds 2011 Keynote Address
Wed Jun 08 00:00:00 EDT 2011 - ICI Chairman's Welcoming Remarks at 2011 Money Market Funds Summit
Edward C. Bernard, Chairman, Investment Company Institute, Money Market Fund Summit
Mon May 16 00:00:00 EDT 2011 - A World Without Money Market Funds?
F. William McNabb III, Chairman and CEO, Vanguard, 2011 Money Market Fund Summit
Mon May 16 00:00:00 EDT 2011 - Coping in the Expanding World of Compliance
Karrie McMillan, ICI General Counsel, The Mutual Fund Compliance Programs Conference Opening Remarks
Thu May 05 00:00:00 EDT 2011 - Fostering the Next Generation of Investors
Edward C. Bernard, ICI Chairman, 53rd Annual ICI General Membership Meeting
Wed May 04 00:00:00 EDT 2011 - The Way Forward with Fund Investors
Gregory E. Johnson, GMM Chairman, 53rd Annual ICI General Membership Meeting
Wed May 04 00:00:00 EDT 2011 - Sunlight Through the Clouds: Emerging from the Financial Storm
Karrie McMillan, ICI General Counsel, Mutual Funds and Investment Management Conference Opening Remarks
Mon Mar 28 00:00:00 EDT 2011 - Markets and Main Street
Karrie McMillan, ICI General Counsel, Equity Markets Conference Opening Remarks
Thu Dec 09 00:00:00 EST 2010 - The Global Challenge of Retirement Security
Paul Schott Stevens, ICI President and CEO, Henry Jackson Society
Mon Nov 29 00:00:00 EST 2010 - July 2010 Data Show Continued Trend Toward Bond Funds
Brian Reid, ICI Chief Economist
Mon Aug 30 00:00:00 EDT 2010 - The Seventh-Inning Stretch: The State of Play for Money Market Funds
Paul Schott Stevens, ICI President and CEO, Crane’s Money Fund Symposium Opening Address
Mon Jul 26 00:00:00 EDT 2010 - Investors and Investing—The Way Forward
Mark R. Fetting, GMM Chairman, 52nd Annual ICI General Membership Meeting Welcoming Address
Wed May 05 00:00:00 EDT 2010 - Doing What We Said We'd Do
Paul Schott Stevens, ICI President and CEO, 52nd Annual ICI General Membership Meeting
Wed May 05 00:00:00 EDT 2010 - Weathering the Worst: Making Money Market Funds Even Stronger (video)
Paul Schott Stevens, ICI President and CEO, Mutual Funds and Investment Management Conference
Tue Mar 16 00:00:00 EDT 2010 - Weathering the Worst: Making Money Market Funds Even Stronger (speech)
Paul Schott Stevens, ICI President and CEO, Mutual Funds and Investment Management Conference
Mon Mar 15 00:00:00 EDT 2010 - Stevens Discusses Key Strengths of 401(k)s
Paul Schott Stevens, ICI President and CEO, National Investment Company Service Assoc. Conference
Mon Feb 15 00:00:00 EST 2010 - Enduring Confidence in the 401(k) System: Investor Attitudes and Actions
Paul Schott Stevens, ICI President and CEO, National Press Club
Fri Jan 08 00:00:00 EST 2010 - Industry Leaders Discuss How to Strengthen the 401(k) and Broaden Retirement Savings (video)
Paul Schott Stevens, ICI President and CEO; John J. Brennan, Vanguard Chairman Emeritus and Senior Adviser; and Mellody Hobson, President of Ariel Investments; National Press Club
Fri Jan 08 00:00:00 EST 2010 - Fund Industry Leaders Discuss America's "Enduring Confidence" in the 401(k) System (summary)
Paul Schott Stevens, ICI President and CEO; John J. Brennan, Vanguard Chairman Emeritus and Senior Adviser; and Mellody Hobson, President of Ariel Investments; National Press Club
Fri Jan 08 00:00:00 EST 2010 - Financial Transaction Tax: Taxing U.S. Investment, Savings, and Growth
Paul Schott Stevens, ICI President and CEO, Center for Capital Markets Competitiveness, U.S. Chamber of Commerce
Wed Dec 16 00:00:00 EST 2009 - ICI Chairman Stresses Fiduciary Culture of Fund Industry
Edward C. Bernard, ICI Chairman, ICI Education Foundation Securities Law Developments Conference Keynote Address
Wed Dec 09 00:00:00 EST 2009 - Why Mutual Funds Do Not Pose Systemic Risk
Paul Schott Stevens, ICI President and CEO, 16th Annual Investment Company Directors Conference
Wed Nov 11 00:00:00 EST 2009 - IDC Chairman Remarks at 2009 IDC Conference
Michael S. Scofield, Chairman, Independent Directors Council, 2009 Investment Company Directors Conference Feb 12, 2009
Wed Nov 11 00:00:00 EST 2009 - One Year Later: Some Lessons from the Financial Crisis
Paul Schott Stevens, ICI President and CEO, ICI Capital Markets Conference
Thu Sep 24 00:00:00 EDT 2009 - “These Great Masses of Money”: Making Money Market Funds Even More Resilient
Paul Schott Stevens, ICI President and CEO, Institutional Money Market Funds Association Annual Dinner
Thu May 21 00:00:00 EDT 2009 - The Money Market Fund: Why It Matters
John J. Brennan, Chairman, Vanguard, Center for Capital Markets Competitiveness, U.S. Chamber of Commerce Keynote
Tue May 19 00:00:00 EDT 2009 - 2009 GMM: Welcome and Opening Remarks
F. William McNabb III, GMM Chairman, 2009 ICI General Membership Meeting
Wed May 06 00:00:00 EDT 2009 - 2009 GMM: ICI Chairman's Address
John V. Murphy, ICI Chairman, 2009 ICI General Membership Meeting
Wed May 06 00:00:00 EDT 2009 - SEC Roundtable on Oversight of Credit Rating Agencies
Paul Schott Stevens, ICI President and CEO, Securities and Exchange Commission Roundtable
Wed Apr 15 00:00:00 EDT 2009 - Meeting the Challenges of Financial Crisis
Paul Schott Stevens, ICI President and CEO, 2009 Mutual Funds and Investment Management Conference
Mon Mar 23 00:00:00 EDT 2009 - Stevens Outlines Strengths, Goals of 401(k) System
Paul Schott Stevens, ICI President and CEO, Retirement Savings Summit Welcoming Remarks
Thu Mar 05 00:00:00 EST 2009 - ICI President Outlines Improvements for 401(k)s
Paul Schott Stevens, ICI President and CEO, House Education and Labor Committee
Tue Feb 24 00:00:00 EST 2009 - MoneyVoices: ICI's Stevens Lists Needed Reforms
- 2008 Investment Company Directors Conf. - Opening Remarks by Michael Scofield
- ICI Commends Fed Move to Ease Credit
- Credit Markets in the Spotlight, October 2008
- Senator Robert Menendez (D-NJ) Addresses Conferees at ICI's Equity, Fixed-Income & Derivatives Markets Conferences
ICI Equity, Fixed-Income & Derivatives Markets Conference
Tue Oct 07 00:00:00 EDT 2008 - Andrew J. Donohue Addresses Conferees at ICI's 2008 Equity, Fixed-Income & Derivatives Markets Conferences
- Of Black Swans and Money Funds
Paul Schott Stevens, ICI President and CEO, ICI Equity, Fixed-Income & Derivatives Markets Conference Opening Address
Mon Oct 06 00:00:00 EDT 2008 - Pay Attention to Risk Management, Treasury's Ryan Tells Conference
- Statement from ICI's Paul Schott Stevens on Treasury's Guarantee Program
- September 22 Statement from ICI President and CEO Paul Schott Stevens
- Stevens Outlines How Funds Cast Proxy Votes in Their Shareholders' Interest (speech), July 2008
- Highlights from ICI's 2008 General Membership Meeting (video)
- The 401(k): Building on an American Success Story
Paul Schott Stevens, ICI President and CEO, 2008 General Membership Meeting
Wed May 07 00:00:00 EDT 2008 - ICI Chairman's Remarks at ICI's General Membership Meeting
Edward C. Bernard, GMM Chairman, 50th Annual ICI General Membership Meeting
Wed May 07 00:00:00 EDT 2008 - ICI President's Remarks at Mutual Funds and Investment Management Conference (speech), March 2008
- ICI President Presents Fund Industry View on Exchange-Traded Notes, January 2008
- ICI General Counsel Delivers Remarks at Securities Law Conference (speech), December 2007
- ICI General Counsel Delivers Remarks at International XBRL Conference (speech), December 2007
- Speeches from 2007 Investment Company Directors Conference
- ICI President and CEO Speaks at Directors Conference
Paul Schott Stevens, ICI President and CEO, 2007 Investment Company Directors Conference
Tue Nov 06 00:00:00 EST 2007 - ICI President and CEO Delivers Opening Remarks at Operations and Technology Conference (speech)
- ICI President and CEO Delivers Opening Remarks at Securities Markets Conference (speech), October 2007
- ICI President Delivers Remarks at Conference on Rule 12b-1
- Joint Submission to Labor Department on 401(k) Disclosure, July 2007
- ICI President Speaks at Annual Independent Counsel Roundtable (speech), July 2007
- ICI President: Keep DC Plan Default Options as They Are (op-ed), July 2007
- Keep Stable Value Funds Out of Auto Enroll (op-ed), July 2007
- Highlights from ICI's 2007 General Membership Meeting (video)
- Industry Leader's Opening Remarks at ICI's General Membership Meeting (speech), May 2007
- ICI Chairman's Remarks at ICI's 2007 General Membership Meeting
Martin L. Flanagan, ICI Chairman, ICI General Membership Meeting
Wed May 09 00:00:00 EDT 2007 - ICI President's Remarks at Mutual Funds and Investment Management Conference (speech), March 2007
- Vanguard Chairman's Remarks at the Pension Protection Act Developments Conference (speech), February 2007
- The Promise of a Better Retirement: Implementing the Pension Protection Act
Paul Schott Stevens, ICI President and CEO, Pension Protection Act Developments Conference Keynote Address
Wed Feb 07 00:00:00 EST 2007 - ICI President's Remarks at Securities Law Conference (speech), December 2006
- ICI President's Remarks Before the CFA's Financial Services Conference (speech), December 2006
- Looking Back on 25 Years of Retirement Savings (op-ed), November 2006
- ICI President's Remarks Before the Economic Club of Chicago (speech), November 2006
- ICI President Speaks at Equity Markets Conference (speech), September 2006
- ICI President Speaks Before the Investment and Financial Services Association, August 2006
- General Membership Meeting Sessions Explore Fund Disclosure and Savings Issues, May 2006
- GMM Chairman Murphy Opens Annual Gathering of Mutual Fund Industry (speech), May 2006
- ICI President Addresses Attendees at 48th Annual General Membership Meeting (speech), May 2006
- ICI Chairman Examines Past, Present, and Future Role for Mutual Funds at Leadership Dinner (speech), May 2006
- ICI President Speaks at 41st Annual Mutual Funds Conference (speech), March 2006
- ICI President Discusses Competition in Financial Services Marketplace, March 2006
- ICI President Discusses Internet Disclosure at National Press Club (speech), February 2006
- ICI Government Affairs Officer Speaks at Boston Conference (speech), January 2006
- ICI Officer Speaks at Securities Law Conference (speech), December 2005
- ICI President Speaks at Annual Fund Directors' Conference (speech), November 2005
- ICI Officer Speaks at Operations Conference (speech), October 2005
- ICI President Speaks at Annual Meeting of International Investment Funds Association (speech), October 2005
- ICI President Speaks at Equity Markets Conference (speech), September 2005
- Setting a New Standard at the SEC (op-ed), August 2005
- Institute President Discusses SEC Rulemaking at Compliance Programs Conference (speech), June 2005
- Funding Our Future: Ensuring a Strong Public and Private Retirement System (speech), May 2005
- Speaker of the House Addresses Congressional, Fund Industry Leaders, May 2005
- Institute Chairman Speaks at Mutual Funds Leadership Dinner (speech), May 2005
- ICI Research Focuses on History of IRAs, March 2005
- Institute President Speaks at Mutual Funds Conference (speech), March 2005
- ICI President Speaks at World Trade Center of New Orleans (speech), February 2005
- ICI President Issues Statement on Social Security Reform, December 2004
- ICI President Stevens Speaks at Exchequer Club (speech), December 2004
- ICI General Counsel Speaks at Securities Law Developments Conference (speech), December 2004
- New ICI Research Focuses on Mutual Fund Investors, October 2004
- ICI General Counsel Addresses Tax and Accounting Conference (speech), October 2004
- ICI President Addresses Attorneys General Conference, Says System is Working to Protect Investors (speech), September 2004
- ICI General Counsel Speaks at Equity Markets Conference (speech), September 2004
- ICI Commentary in Wall Street Journal Looks at Funds a Year After Market Timing, Late Trading Investigations Began (op-ed), September 2004
- ICI President Calls New SEC Compliance Rule An Essential Step in Sustaining Ethical Mutual Fund Business Culture, June 2004
- ICI President Speaks at Institute Compliance Conference (speech), June 2004
- New ICI President Delivers Inaugural Remarks at National Press Club (speech), June 2004
- ICI President Addresses the Road Ahead for America's Mutual Funds in National Press Club Speech, June 2004
- ICI President Issues Final Statement to ICI Members, May 2004
- ICI President Elect Speaks at Institute General Membership Meeting (speech), May 2004
- ICI Chairman Delivers Remarks at the ICI's 2004 General Membership Meeting (speech), May 2004
- Industry Leaders Discuss Issues Facing Fund Industry (video), May 2004
- Letter to USA Today Explains That Fund Industry Supports Aggressive SEC Reform Plan (op-ed), April 2004
- Letter to The American Banker Notes ICI's Record of Supporting Pro-Investor Reforms (op-ed), April 2004
- ICI President Addresses Challenges Facing Funds in Remarks at Mutual Funds Conference (speech), March 2004
- ICI Letter to WSJ Re: Requiring the Chair of Fund Boards to be Independent (op-ed), February 2004
- Letter to The Hill re Clear Errors in Op-Ed by Market Timing Association Representative (op-ed), February 2004
- Letter to WSJ Notes ICI Supports Revenue Sharing Disclosure (op-ed), January 2004
- Institute President, Senior Economist Discuss Comparisons of Mutual Fund, Pension Plan Fee Levels (Audio), January 2004
- Mutual Integrity, Mutual Trust (op-ed), December 2003
- Letter to Business Week Criticizes Article's Errors and Omissions (opinion-editorial), December 2003
- ICI General Counsel Tyle Remarks on Needed Industry and Regulatory Actions (speech), December 2003
- Letter to WSJ Cautions that Fair Value Pricing is Valuable But "No Panacea" (op-ed), November 2003
- Matt Fink Letter to USA Today Noting Mischaracterization of ICI Commentary (op-ed), September 2003
- ICI Commentary in USA Today Addresses Ongoing Mutual Fund Investigations (op-ed), September 2003
- ICI Chairman, President Discuss Investor Confidence, Other Issues (video), May 2003
- ICI President's Report at the 2003 ICI General Membership Meeting (speech), May 2003
- ICI Chairman's Remarks at the 2003 ICI General Membership Meeting (speech), May 2003
- Institute General Counsel Addresses the State of Fund Governance in a Post-Enron Environment (speech), April 2003
- Keynote Address at Mutual Funds and Investment Management Conference, March 2003
- Institute President Addresses Investor Confidence in Remarks at Mutual Fund Conference (speech), March 2003
- Institute Chairman and President Discuss Costs and Benefits of Mutual Funds (audio), March 2003
- ICI President Commends Administration's Common Sense Approach to Saving (op-ed), February 2003
- Fund Industry Leaders Join Forces on Proxy Voting Disclosure (op-ed), January 2003
- Maintaining the Industry's Reputation and Our Investors' Confidence in Difficult Times (op-ed), December 2002
- Keynote Address at the 2002 Mutual Funds and Investment Management in Asia Conference (speech), November 2002
- Institute Reminds Investors to Consider the Effects of Interest Rates on Bond Mutual Funds (audio), November 2002
- Changes Have Come, Quietly (op-ed), July 2002
- ICI Chairman's Report at the 2002 ICI General Membership Meeting (speech), May 2002
- Bilingual Version of Investing for Success Web Course Launched (video)
- Investor Awareness Program to Reach Historically Black Colleges, Universities (video), May 2002
- ICI President's Report at the 2002 ICI General Membership Meeting (speech), May 2002
- ICI Chairman, President Discuss Issues Facing the Industry, Investors (video), May 2002
- Hispanic College Fund President and CEO J. Fernando Barrueta Discusses Investing for Success Program (video), May 2002
- Theodore Daniels Discusses Investing for Success Program (video), May 2002
- Institute President, SEC Director Address Industry Conference (speech), March 2002
- ICI President's Remarks at the 2002 Mutual Funds & Investment Management Conference (speech), March 2002
- New Partner Joins Investing for Success Program (video), May 2001
- NUL Leader Discusses Economic Parity for African Americans (video), May 2001
- ICI Chairman's Report at the 2001 ICI General Membership Meeting (speech), May 2001
- ICI President's Report at the 2001 ICI General Membership Meeting (speech), May 2001
- ICI Chairman, President Discuss Maintaining Shareholder Confidence (video), May 2001
- Investing for Success Partners Announce Enhancements to Program (video), May 2001
- President's Keynote Address at the 2001 Mutual Funds & Investment Management Conference (speech), March 2001
- SEC Commemorates 60th Anniversary of the Investment Company Act of 1940 (audio), October 2000
- Closing the Investor Knowledge Gap (op-ed), August 2000
- Shareholders Need Useful Information (op-ed), July 2000
- It's a Matter of Fairness (op-ed), June 2000
- Understanding Today's Mutual Funds (op-ed), June 2000
- ICI Chairman's Report at the 2000 General Membership Meeting (speech), May 2000
- ICI President's Report at the 2000 General Membership Meeting (speech), May 2000
- Institute Executive Vice President Julie Domenick Discusses Investing for Success Program (audio), May 2000
- Remarks at the 2000 European Mutual Fund 2000 Conference, April 2000
- ICI President's Remarks at the 2000 Mutual Funds and Investment Management Conference (speech), March 2000
- Institute President Matthew P. Fink Discusses Costs of Investing (audio), September 1999
- ICI President's Report at the 1999 General Membership Meeting (speech), May 1999
- ICI Chairman's Report at the 1999 General Membership Meeting (speech), May 1999
- ICI President Delivers Keynote Address at the 1999 Mutual Funds and Investment Management Conference (speech), March 1999
- Institute President Matthew P. Fink Discusses Independent Fund Directors (audio), February 1999
- Institute Chairman John J. Brennan Speaks on Y2K (audio), February 1999
- Institute President Matthew P. Fink Discusses Costs of Investing (audio), February 1999
- Institute Chairman John J. Brennan Speaks About Investor Awareness (audio), February 1999
- The Role of the Mutual Fund Industry in the U.S. Economy (speech), December 1998
- Institute Economist Discusses Fund Fees (audio), November 1998
- Institute President Discusses Fund Fees (audio), September 1998
- In Search of Retirement Security (op-ed), June 1998
- ICI President's Report at the 1998 General Membership Meeting (speech), May 1998
- ICI Chairman's Report at the 1998 General Membership Meeting (speech), May 1998
- ICI General Counsel Remarks at the 1998 Mutual Funds Disclosure Reform Conference (speech), April 1998
- ICI President's Keynote Address at the 1998 Mutual Funds and Investment Management Conference (speech), March 1998
- Institute Applauds New Disclosure Rules (audio), March 1998
- ICI President's Report at the 1997 General Membership Meeting (speech), May 1997
- Institute Comments on 1997 Conference on Federal-State Securities Regulation, April 1997
- ICI President's Keynote Address at the Mutual Funds and Investment Management Conference (speech), March 1997
- Economic Developments In The Mutual Fund Industry (speech)
