Speech Content

Welcoming Remarks 2014 ICI Cybersecurity Forum Paul Schott Stevens President and CEO Investment Company Institute December 11, 2014 Washington, DC Good morning, and welcome to ICI’s first Cybersecurity Forum. With diverse backgrounds but a single common interest in protecting our...

Welcoming Remarks 2014 Securities Law Developments Conference David Blass General Counsel Investment Company Institute December 10, 2014 Washington, DC Good morning, everyone. I am David Blass, ICI’s General Counsel, and on behalf of the entire ICI team I am very pleased to welcome...

Preserving the Unique Role of Asset Management Fourth Annual Malta Conference Paul Schott Stevens President and CEO Investment Company Institute September 18, 2014 St. Julian’s Bay, Malta As prepared for delivery. Thank you, for those kind words of welcome and introduction. I am...

Serving Investors in an Evolving World Marie A. Chandoha GMM Chair President and CEO, Charles Schwab Investment Management, Inc. May 20, 2014 56th Annual General Membership Meeting Washington Hilton Washington, DC As prepared for delivery. Hello, and welcome to the 2014 General...

Financial Stability: A Conversation with Investors 56th Annual General Membership Meeting Paul Schott Stevens President and CEO Investment Company Institute May 20, 2014 Washington Hilton Washington, DC As prepared for delivery. Thank you, Marie [Chandoha], for those kind words, for...

Remarks at 10th Anniversary Dinner, Independent Directors Council Paul Schott Stevens President and CEO Investment Company Institute May 19, 2014 Washington, DC Hello, and thank you all for being here tonight. I’d especially like to thank Jim Bodurtha, Marguerite Bateman, and Dawn...

Preliminary Observations: FSB Proposed NBNI G-SIFI Methodology for Investment Funds Dan Waters Managing Director ICI Global March 2014 Overview • Observations About Systemic Risk Regulation • Comments on Proposed Methodology for Investment Funds • Size • Leverage • “Failure” •...

Financial Stability and Regulated Funds Dan Waters Managing Director ICI Global 17 March 2014 Chatham House London, United Kingdom As prepared for delivery Key policymakers across the globe, including those here in Europe, have acknowledged the need to enhance the resilience of the...

Financial Stability and U.S. Mutual Funds Paul Schott Stevens President and CEO Investment Company Institute March 17, 2014 Mutual Fund and Investment Management Conference Orlando, FL As prepared for delivery. Thank you, Heidi [Hardin, General Counsel, Janus Capital Management]. It...

Fund Boards—Fulfilling their Promise to Shareholders Amy B.R. Lancellotta Managing Director, Independent Directors Council January 24, 2014 Welcoming Remarks at the ’40 Act Valuation Roundtable Los Angeles, CA As prepared for delivery. Thank you for inviting me to participate in today...