2025 ICI Innovate

All program times are shown in pacific time (PT).

Monday, February 3 | Tuesday, February 4 | Wednesday, February 5
 

 Monday, February 3

2:00–6:00 p.m.

Registration Open

GRAND FOYER NORTH

3:00–4:00 p.m.

Trends in Product Innovation – PwC

GRAND BALLROOM E–G

This session is open to committee meeting and conference attendees arriving early.

Declan Byrne  
Asset & Wealth Management Global Assurance Leader 
PwC  

Beth Savino
Registered Funds Leader 
PwC  

Luke Wilson  
Asset & Wealth Management Alternatives Partner 
PwC  

4:00–6:00 p.m.

Exhibit Hall Networking Reception Sponsored by Citi Securities Services and Stout

GRAND BALLROOM A–D

Tuesday, February 4

7:30 a.m.–6:00 p.m.

Registration & Exhibit Hall Open

GRAND FOYER NORTH

7:30–8:30 a.m.

Breakfast

GRAND BALLROOM A–D

8:30–9:30 a.m.

Opening Fireside Chat

GRAND BALLROOM E–G

Eric Pan
President and CEO
Investment Company Institute

Kate Burke
President
Allspring Global Investments

9:30–10:15 a.m.

Trends in Digital Assets and Custody

GRAND BALLROOM E–G

Andrew Kayiira, Moderator
Director, Technology and Financial Innovation
Investment Company Institute

Nadine Chakar
Global Head
DTCC Digital Assets

Mike Muir
Head of Digital Assets
Franklin Templeton

10:15–11:00 a.m.

Networking Break/Exhibit Hall Demos

GRAND BALLROOM A–D

10:20–10:25 a.m.

Workhall Demo

10:30–10:35 a.m.

 SS&C Technologies Demo

10:40–10:45 a.m.

CloudAngles Demo

10:50–10:55 a.m.

OpsCheck Demo

11:05–11:50 a.m.

Concurrent Sessions

• Governance of AI Frameworks – What Funds and Boards Need to Know

  GRAND BALLROOM E–G

  Listen to the perspectives of the Independent Board Director, Head of Fund Innovation, and Counsel as they discuss Generative AI, the governance framework surrounding its use, and its opportunities and risks and what boards should be asking of management teams.  The panel will address the opportunities for newer legislative and regulatory guidance in this area to leverage our industry’s already-thorough fund regulations for oversight, compliance, and risk.

  Bridget Farrell  
  Counsel  
  Edward Jones  

  Edward Ramos  
  Independent Director  
  Calvert Funds  

  Joel Grus  
  Director of AI and Emerging Technologies  
  Capital Group  

  Matthew Kelly  
  Counsel
  Debevoise and Plimpton

• The Human and the Machine: The Role of AI from the Practitioner’s Perspective

  HUNTINGTON BALLROOM NORTH

  R.J. Rondini, Moderator
  Director, Securities Operations
  Investment Company Institute

  Margot Kleinman
  Director of Research, Municipals
  Nuveen

  Venky Ramarathinam
  Founder and CEO
  Workhall and Vivas.ai

  David Rosenfeld
  Owner and Director of Operations
  Quality EDGAR Solutions

12:00–12:40 p.m.

Lunch

GRAND BALLROOM A–D

12:40–1:25 p.m.

Designing the Workplace of the Future

GRAND BALLROOM E–G

Jamielynn Shah  
SW Regional Work Sector Leader and Workplace Consumer Goods Practice Area Leader 
Gensler  

1:30–2:15 p.m.

Concurrent Sessions

• More with Less – Innovation at Small and Mid-Sized Firms

  GRAND BALLROOM E–G

  Small and mid-sized firms have the same client expectations and regulatory obligations as their larger competitors. Yet they often have less resources and less human capital to respond to the break-neck pace of the technology changes impacting our industry. Listen in on a panel of like-minded firms who are using innovation in creative ways to solve today’s business challenges.

  Elizabeth Scalf 
  US Bank Global Fund Services  

  Telmo Martins  
  First Eagle  

  Timothy McKnight  
  Neuberger Berman  

  Lisa Walker  
  ACA Compliance  

• AI Enabled Cloud Platforms – A Foundation to Solutions at Scale

  HUNTINGTON BALLROOM NORTH

  Chris Napoli  
  Snowflake  

  Michael Krause
  Chief Technology Officer
  EY Comply

2:15–2:55 p.m.

Networking Break/Exhibit Hall Demos

GRAND BALLROOM A–D

3:00–3:40 p.m.

Concurrent Sessions

• ICI Cyber Industry Tabletop Exercise – Lessons Learned and Next Steps

  GRAND BALLROOM E–G

  Peter Poulos, Moderator
  Senior Director, Information Security
  Investment Company Institute

  Gina Gavito  
  VP and Global Head of Crisis Management 
  Capital Group  

  Tami Morrison  
  Vice President, Information Technology  
  Saturna Capital  

  Justin Rainey  
  CISO and Chief Privacy Officer  
  UMB Financial  

  Nick Vassilos  
  Managing Director and Head of Risk & Performance Analytics 
  Charles Schwab  

  Laurie Wallace  
  Senior Manager, Business Continuity and Operational Resilience  
  Invesco  

• Tech Enabled Sales and Distribution

  HUNTINGTON BALLROOM NORTH

  Cheryl DeLany  
  Senior Vice President, Digital Marketing  
  Franklin Templeton

• A Comprehensive View of Retail Alternative Investments

  HUNTINGTON BALLROOM SOUTH

  As interest in retail alternative investments continues to grow, this session will provide an in-depth exploration of these emerging products from all perspectives. Our panel of industry experts will offer thought leadership on key aspects of this dynamic market, including insights from issuers, distributors, technology providers, and transfer agent operations and the importance of an integrated ecosystem.

  Tom Wiedecker, Moderator
  Executive VP 
  Envision Financial Systems

  Michael Andersen
  Managing Director
  iCapital

  Tara Blackburn
  Managing Director, Client Solutions
  Hamilton Lane

  Prithvi Hariharan
  Chief Technology Officer
  Envision Financial Systems

  Michael Huisman
  Senior Vice President
  UMB Fund Services

3:45–4:30 p.m.

A Conversation with Google and Charles Schwab

GRAND BALLROOM E–G

This session is closed to the media.

Jason Gelman
Director of Product Management, Vertex AI
Google

Gabriel Schofield
Managing Director and Divisional CIO – Wealth & Asset Management
Charles Schwab

4:30–6:00 p.m.

Networking Reception

GRAND BALLROOM A–D

Wednesday, February 5

7:30 a.m.–12:35 p.m.

Registration & Exhibit Hall Open

GRAND FOYER NORTH

7:45–9:00 a.m.

Breakfast

GRAND BALLROOM A–D

9:00–9:45 a.m.

Solving Problems with AI: A Discussion with Articul8

GRAND BALLROOM E–G

Craig Doeden
Head of Strategic Partnerships
Articul8 

9:45–10:30 a.m.

Deep Fakes and the Future of Business with Matt Groh

GRAND BALLROOM E–G

Our esteemed guest speaker, Assistant Professor Matthew Groh from Northwestern University shows us how pervasive and easy it has become to “fake it”. Professor Groh will discuss how videos and images can be easily manipulated by artificial intelligence and how this technology has infiltrated everything from social media to financial institutions. But the good news is that machine-learning models can also assist in detecting deepfakes. Come to this session to see if you have what it takes to discern what’s real and what’s fake.

Matt Groh
Assistant Professor
Northwestern University - Kellogg School of Management

10:30–11:00 a.m.

Networking Break

GRAND BALLROOM A–D

11:05–11:50 a.m.

Concurrent Sessions

• Reality Distorted: The Criminal Potential of AI Deepfakes

  GRAND BALLROOM E–G

  This session is closed to the media.

  Peter Poulos, Moderator
  Senior Director, Information Security
  Investment Company Institute

  Christoffer Lee
  Assistant U.S. Attorney, Corporate and Securities Fraud Section
  U.S. Attorney’s Office - Northern District of California
  U.S. Department of Justice

  Donovan McKendrick
  Special Assistant U.S. Attorney and Special Agent FBI
  U.S. Attorney’s Office – Northern District of California
  U.S. Department of Justice

  Micaela McMurrough
  Partner and co-chair of Covington's Global Technology Group
  Convington & Burling LLP

• Trends in Tokenization

  HUNTINGTON BALLROOM NORTH

  Nicole Greene, Moderator
  Head of US Global Investor and Distribution Solutions
  SS&C

  Jason Webb
  Director of Digital Assets, Web 3
  SS&C

  Daniel Coheur 
  Co-founder and CCO 
  Tokeny

  Brian Field
  Vice President
  Fidelity Investments

11:55 a.m.–12:35 p.m.

The Kids are Alright: Engaging New Generations

GRAND BALLROOM E–G

Erica Richardson
Chief Strategic Communications Officer
Investment Company Institute