Wednesday, October 21
| 1:00pm |
Registration |
| 1:30pm |
Welcome
Andrew Sollinger, Publisher, Ignites |
| 1:45pm |
Ensuring Tight Compliance with Fewer Resources
Panelists: Lisa White Waldie, Jeff Engelsman, Bruce Treff |
| 2:45pm |
Valuation and Pricing: Facing Current Industry Challenges
Panelists: Kathy Cuocolo, Maria Dwyer, Tim Parker, Chamaine Williams |
| 3:45pm |
Networking and Refreshment Break |
| 4:05pm |
Executive Roundtable: The Top CEOs on What's Next
Interviewees: Keith Hartstein, John Carter |
| 5:15pm |
Industry Roundtables — Expert Perspectives on the Industry's Top Issues
- Fund Use of Derivatives
Alison Fuller, Partner, Stradley Ronon
- M&A – Recent Deals and What They Mean for the Fund Industry
Brian McCabe, Partner, Ropes & Gray
- Reviving Securities Lending
Bruce G. Leto, Partner, Stradley Ronon
- Will Harmonized Regs Strike the Right Key?
Craig Tyle, General Counsel, Franklin Resources, Inc.
- Summary Prospectus: Implementation and Success
David Olshever, Director of Ordering, Postsale Ordering, Broadridge Financial Solutions
- ETFs - Pressure in the Market
Jeff Bieselin , Managing Director, U.S. Investment Operations, BNY Mellon Asset Servicing
|
| 6:15pm |
Cocktail Reception |
| 7:15pm |
Dinner and Fund Titans Awards Ceremony
|
| 9:15pm |
Day 1 Close |
Thursday, October 22
| 7:30am |
Registration and Breakfast |
| 7:45am |
Annual Compliance Review: Best Practices for CCOs
Panelists: Dexter Buck, Larry Lafer, Mavis Kelly |
| 8:45am |
A Conversation with Buddy Donohue
Facilitator: Gavin Daly
Speaker: Andrew J. Donohue |
| 9:45am |
Networking and Refreshment Break |
| 10:15am |
Concurrent Break Out Sessions: (choose one)
|
| 11:15am |
Networking and Refreshment Break |
| 11:35am |
Concurrent Break Out Sessions: (choose one)
|
| 12:35pm |
Luncheon Discussion: The New Regulatory Framework and the Fund Industry
Panelists:Amy Doberman |
| 1:45pm |
Closing Remarks and Conference Close |
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