2022 ICI Leadership Summit

2022 ICI Leadership Summit

Program

May 25–26 • JW Marriott • Washington, DC

Program

All program times are shown in Eastern time (ET).

IDC Fund Directors Workshop sessions are closed to the media.

Wednesday, May 25 | Thursday, May 26
Speaker Bios

Wednesday, May 25
 

12:30–5:30 p.m.

Conference Registration
 

1:30–2:15 p.m. 

Concurrent Thought Leadership Sessions

Full session descriptions 

2:30–2:40 p.m.

Welcoming Remarks

 
SHAWN LYTLE
Chair
2022 Summit Planning Committee
Global Head of Public Investments
Macquarie Asset Management
Head of Americas–Macquarie Group
 

2:40–3:00 p.m.

Address from ICI Chair Yie-Hsin Hung

 
YIE-HSIN HUNG
Chair
Investment Company Institute
CEO
New York Life Investment Management
 

3:00–3:40 p.m.

Fireside Chat: Private Markets and the Retail Marketplace
CYRUS TARAPOREVALA, Moderator
President and CEO
State Street Global Advisors
 
JULIAN SALISBURY
Global Head
Goldman Sachs Asset Management
 

 
BEN WAY
Group Head
Macquarie Asset Management
 

3:40–4:10 p.m.

Senior Leadership Insights
Disruptive Technology

 
SHAWN LYTLE, Moderator
Chair
2022 Summit Planning Committee
Global Head of Public Investments
Macquarie Asset Management
Head of Americas–Macquarie Group

 
CATHIE WOOD
Founder, CEO, and CIO
ARK Investment Management LLC (“ARK” or “ARK Invest”)
 

4:10–4:45 p.m.

Senior Leadership Insights
Venture Capital: Advancing Racial and Economic Equity
STUART PARKER, Moderator
President and CEO
PGIM Investments
 
CARLA HARRIS
Senior Client Advisor
Morgan Stanley
 

4:45–5:00 p.m.

Refreshment Break
 

5:00–5:45 p.m.

Keynote Speaker Jean Hynes in Conversation with Eric J. Pan
JEAN HYNES
CEO
Wellington Management
 

 
ERIC J. PAN
President and CEO
Investment Company Institute
 

5:45–7:15 p.m.

Conference Reception
 

Thursday, May 26
 

7:15 a.m.–5:00 p.m.

Conference Registration
Networking breakfast available from 7:15 to 8:40 a.m.
 

7:45–8:30 a.m.

Concurrent Sponsored Thought Leadership Sessions

Full session descriptions 

  • SS&C

    Leveling Up Distribution

  • UMB Fund Services

    Beyond Traditional: The How, What, and Why of Trending New Product Structures
     

8:45–9:30 a.m.

Welcoming Remarks and Regulatory Priorities: A Conversation with SEC Chair Gary Gensler

View session recording

GARY GENSLER
Chair
US Securities and Exchange Commission
 

 
ERIC J. PAN
President and CEO
Investment Company Institute
 

9:30–10:00 a.m.

Senior Leadership Insights
Market Optimism: Siding with Human Ingenuity
GEORGE C. W. GATCH, Moderator
CEO, Asset Management
J.P. Morgan Asset Management
 

 
DAVID BOOTH
Founder and Executive Chairman
Dimensional Fund Advisors
 

10:00–10:40 a.m.

Senior Leadership Insights
Growth Opportunities: Investment Markets and Vehicles
WILLIAM F. “TED” TRUSCOTT, Moderator
CEO
Columbia Threadneedle Investments
 
JOANNA F. JONSSON
Portfolio Manager
Capital Group
 

 
SALIM RAMJI
Senior Managing Director
Global Head of iShares and Index Investments
BlackRock
 

10:40–11:10 a.m.

Networking Break
 

11:10 a.m.–Noon

Overcoming Disruption in the Age of Distraction

The way we work today is fundamentally misaligned with how our brains and bodies work. At this dynamic session, attendees will learn how to increase their own productivity and that of their staff without increasing hours worked.

SAHAR YOUSEF
Cognitive Neuroscientist
UC Berkeley’s Haas School of Business
 

 
LUCAS MILLER
Cognitive Neuroscientist
UC Berkeley’s Haas School of Business
 

12:10–12:50 p.m.

Concurrent Sessions
  • Session A: Digital Assets: Growth Drivers and Investment Opportunities
    BRIAN QUINTENZ, Moderator
    Former Commissioner
    Commodity Futures Trading Commission
     
    JENNY JOHNSON
    President and CEO
    Franklin Templeton
     
    BRETT TEJPAUL
    CEO, Institutional
    Coinbase
     
  • Session B: NextGen Investing and Talent Trends
    HEATHER BRILLIANT, Moderator
    CEO
    Diamond Hill
     
    KUNAL KAPOOR
    CEO
    Morningstar
     

     
    CATHY SAUNDERS
    Head of Public Policy and Advocacy
    Putnam Investments
     
  • IDC Education Session: Governance Practices in the Modern Age
    KARLA RABUSCH, Moderator
    Independent Director
    Lord Abbett Funds
    MAUREEN MILLER
    Shareholder
    Vedder Price

     
    THOMAS O’NEIL
    Independent Trustee
    Brown Advisory Funds
     

1:00–2:20 p.m.

Luncheon with Keynote Speaker Thasunda Duckett in Conversation with Yie-Hsin Hung
THASUNDA DUCKETT
President and CEO
TIAA
 

 
YIE-HSIN HUNG
Chair
Investment Company Institute
CEO
New York Life Investment Management
 

 

2:35–3:15 p.m.

Concurrent Sessions
  • Session D: The End of the Beginning for ESG: A Look Forward Through a Changing Landscape
    JOHN STREUR, Moderator
    President and CEO
    Calvert Research & Management
     
    CAROL GEREMIA
    President
    MFS Investment Management
     

     
    JANINE GUILLOT
    CEO
    Value Reporting Foundation
    Special Advisor to the International Sustainability Standards Board (ISSB)
     
  • Session E: Sales and Marketing Analytics: Driving Growth and Effectiveness
    PETER STRELOW, Moderator
    Managing Director and Co–Chief Operating Officer
    PIMCO
    Chair
    PIMCO Funds
    KEN BURD
    Managing Director – Digital Enablement & Analytics
    Principal Global Investors

     
    EMILY PACHUTA
    Chief Marketing and Analytics Officer
    Invesco
     
  • IDC Education Session: A Primer on SMAs, CITs, and Other Investment Products
    PAMELA CARLTON, Moderator
    Independent Director
    Columbia Funds
    T. NEIL BATHON
    Founder & Managing Partner
    FUSE Research Network

     
    DAVID BLASS
    Partner
    Simpson Thacher & Bartlett LLP
     

3:25–4:05 p.m.

Insights on the Investment Markets from Leading Chief Investment Officers
Michael Wands MICHAEL P. WANDS, Moderator
Head of Global Investment Strategies
Putnam Investments
RUPAL J. BHANSALI
Chief Investment Officer, Global Equities
Ariel Investments
SAIRA MALIK
Chief Investment Officer
Nuveen
 

4:05–4:10 p.m.

Closing Remarks

 
SHAWN LYTLE
Chair
2022 Summit Planning Committee
Global Head of Public Investments
Macquarie Asset Management
Head of Americas–Macquarie Group
 

4:10–5:00 p.m.

Closing Reception