Effect of March 2020 on Fixed-Income Markets and Open-End Funds: Holistic Review and Policy Implications

Introduction and Keynote

Eric J. Pan
President and CEO, Investment Company Institute

Greg Medcraft
Director of the OECD Directorate for Financial and Enterprise Affairs, OECD

One Year On: A Retrospective on Market Turmoil in March 2020

Shelly Antoniewicz, Moderator
Senior Director
Industry and Financial Analysis
Investment Company Institute

Libby Cantrill
Managing Director and Head of Public Policy
PIMCO

Jay Clayton
Former Chairman
US Securities and Exchange Commission
Senior Policy Adviser and of Counsel
Sullivan & Cromwell LLP
Nonexecutive Chair and Lead Independent Director
Apollo Global Management

Andreas Lehnert
Director
Financial Stability
Federal Reserve Board

Robert Patalano
Acting Head of the Financial Markets Division
OECD

Anne Wrobel
Manager
Market Analysis and Risk Team
Financial Conduct Authority

A Close-Up Look at Open-End Fund Liquidity Management Practices

Heidi Hardin, Moderator
Executive Vice President and General Counsel
MFS

Michael Huang
Managing Director
Risk and Quantitative Analysis
BlackRock

Tilak Lal
Senior Vice President
Director of Investment Risk Management Group
Franklin Templeton Investments

Arthur Leiz
Chief Risk Officer for Asset Management Public Markets
GSAM

Ray Uy
Global Head of FIC Trading, Invesco

Commentary on Panel Discussions and Potential Reforms

Greg Medcraft
Director of the OECD Directorate for Financial and Enterprise Affairs
OECD

Robert Ophèle
Chairman
Autorité des marchés financiers

Eric J. Pan
President and CEO
Investment Company Institute