Program
February 6–8 • San Diego, CA
Program
All program times are shown in pacific time (PT).
Tuesday, February 6 | Wednesday, February 7 | Thursday, February 8
Committee Meetings
Separate registration from conference registration.
Tuesday, February 6
8:30 a.m.–2:30 p.m.
Joint BDAC/BTRAC Committee Meeting
8:30 a.m.–4:00 p.m.
Transfer Agent Advisory Committee (TAAC) Meeting
Thursday, February 8
1:30–3:30 p.m.
Technology Committee Meeting
Tuesday, February 6
2:30–6:30 p.m.
Registration Open
3:00–4:00 p.m.
Young Professionals Meet Up
4:00–5:00 p.m.
Opening Keynote Session (CLOSED TO THE MEDIA)
HOUTAN MOSHREFI
Assistant Special Agent in Charge
Federal Bureau of Investigation, San Diego Field Office
5:00–6:30 p.m.
Opening Networking Reception Sponsored by Citi in Exhibit Hall
Wednesday, February 7
7:45 a.m.–6:00 p.m.
Registration & Exhibit Hall Open
7:45–8:45 a.m.
Breakfast
8:50–9:00 a.m.
Welcome & Opening Remarks
JEFF NAYLOR
Chief Industry Operations Officer
Investment Company Institute
9:00–10:00 a.m.
Keynote: Microsoft Copilot
PASCAL BELAUD
General Manager
Microsoft Corporation Customer Success Data and AI Group
10:00–10:45 a.m.
Fireside Chat: Microsoft Copilot
PASCAL BELAUD
General Manager
Microsoft Corporation Customer Success Data and AI Group
JOE BOERIO
EVP, Chief Risk & Transformation Officer
Franklin Templeton Investments
10:45–11:30 a.m.
Networking Break in Exhibit Hall
10:50–11:05 a.m.
Delta Data Demo in Exhibit Hall
11:10–11:25 a.m.
FundGuard Demo in Exhibit Hall
11:30 a.m.–12:10 p.m.
Concurrent Session A: The Future of Distribution – Reimagining Distribution in the AI Era
DEEP RATNA SRIVASTAV, Moderator
Global Head of AI & Digital Transformation
Franklin Templeton
KSHITIJ AGRAWAL
Principal, Head of Digital Distribution
KPMG
LEE KOWARSKI
Head of Distribution Solutions
SS&C Technologies
CHARLES NOVICKI
Product Management
Broadridge Data & Analytics
Concurrent Session B: Show Me the Money (CLOSED TO THE MEDIA)
RYAN WEEMER
Intelligence Group Supervisor
Homeland Security Investigations
12:15–1:15 p.m.
A Conversation with Chris Krebs (CLOSED TO THE MEDIA)
CHRIS KREBS
Chief Intelligence and Public Policy Officer, SentinelOne
President, PinnacleOne
CBS News Contributor
Former Director, Cybersecurity and Infrastructure Agency (CISA)
Department of Homeland Security
PETER SALMON
Senior Director, Technology & Cybersecurity
Investment Company Institute
1:15–2:15 p.m.
Networking Lunch
1:20–1:35 p.m.
QES Demo in Exhibit Hall
1:40–1:55 p.m.
SimCorp Demo in Exhibit Hall
2:00–2:15 p.m.
CloudAngles Demo in Exhibit Hall
2:15–2:55 p.m.
Concurrent Session C: Modern Day Fraud: Why Federal Regulators Are Warning FIs of “Financial Grooming” Schemes, and How Your Clients Could Be the Next Target
RICHARD GRAHAM, Moderator
Director KYC and Financial Crime
Moody's Analytics
KARA SURO
Managing Director, Financial Crimes
Charles Schwab
DAVID B. CHENKIN
Managing Partner
Zeichner, Ellman, and Krause, LLP
Concurrent Session D: Intelligent Automation – The Robotic Team Member
LOU BACHENHEIMER, PhD
Chief Technology Officer
SS&C Blue Prism
3:00–3:45 p.m.
Beyond T+1 – DLT Driven Settlement
BOB WALLEY, Moderator
Principal, Risk and Financial Advisory
Deloitte
RYAN MARSH
Global Head of Blockchain, Digital Assets and Innovation
Citi Securities Services
CHRIS McHUGH
Senior Operations Specialist
Vanguard
3:50–4:45 p.m.
Asset Management's First Year of GenAI: Disruption, Transformation, and Future Directions
CALEN BYERS
Partner, Financial Services—Asset & Wealth Management—Real Estate
PwC
TIM PERSONS
Principal, Digital Assurance and Transparency
PwC
4:45–6:00 p.m.
Networking Reception in Exhibit Hall
4:50–5:05 p.m.
Equisoft Demo in Exhibit Hall
Thursday, February 8
7:40–11:00 a.m.
Registration & Exhibit Hall Open
8:00–9:00 a.m.
Breakfast
8:00–9:00 a.m.
Young Professionals Breakfast
9:00–9:40 a.m.
ICI President’s Address and Discussion
ERIC PAN
President and CEO
Investment Company Institute
RHEETA WISE
President
MFS Service Center
9:45–10:30 a.m.
A Discussion with Ben Miller: Lessons From the Future
BEN MILLER
Chief Executive Officer
Fundrise
ERIC PAN
President and CEO
Investment Company Institute
10:30–11:00 a.m.
Networking Break in Exhibit Hall
11:05–11:45 a.m.
Digital TA: Myth, Reality or Eventuality?
GHASSAN HAKIM, Moderator
Senior Advisor
Global Transfer Agency, Operations & Technology
LISA SHEA
Product Executive – Vice President, Transfer Agency
FIS Global
PHIL GOFFIN
Founder / Chief Executive Officer
ZILO
NEIL D'ROSARIO
Senior Vice President, Senior Product Manager, Global Fund Services
Northern Trust
11:45 a.m.–12:30 p.m.
Artificial Intelligence or Artificial Chaos: A Discussion
SNEHAL WAGHULDE, Moderator
Managing Director, Investment Management Analytics/AI Leader
Deloitte
DAN GRELLER
Chief Information Officer
Artisan Partners
CIHAN KASIKARA
Senior Vice President, Global Head of Investment Operations Investments
American Century
ARI VINOCOR
Senior Vice President, Global Risk Management
Capital Research and Management Company
12:30 p.m.