Events Content

Chairman’s Address 60th Annual General Membership Meeting William F. “Ted” Truscott CEO Columbia Threadneedle Investments May 23, 2018 Washington Hilton Hotel Washington, DC As prepared for delivery. Thank you. Thank you all for being here today. And while I’m thanking people—on...

Welcoming Remarks 60th Annual General Membership Meeting Stuart Parker Chairman, GMM Planning Committee President, PGIM Investments May 22, 2018 Washington Hilton Hotel Washington, DC As prepared for delivery. Good afternoon! Welcome to ICI’s 2018 General Membership Meeting. I’m...

Does America Face a “Retirement Crisis”? Paul Schott Stevens President and CEO Investment Company Institute April 10, 2018 Tiburon CEO Summit XXXIV New York As prepared for delivery. In the United States, ICI’s mutual fund members manage roughly half of all the assets in individual...

General Counsel’s Address Susan Olson General Counsel Investment Company Institute March 19, 2018 2018 Mutual Funds and Investment Management Conference San Antonio, TX As prepared for delivery. Hello—a very good morning and welcome to everyone! I’m so pleased to be here with you...

Fund Governance: A Successful, Evolving Model IDC Foundations for Fund Directors Orientation Program Dinner Remarks Paul Schott Stevens President and CEO Investment Company Institute September 12, 2017 Boston As prepared for delivery. Good evening. I hope you’re all enjoying your...

Welcoming Remarks 59th Annual General Membership Meeting James McNamara GMM Chair President and CEO, Goldman Sachs Mutual Funds May 3, 2017 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Thank you everyone, and welcome to the 2017 ICI General Membership meeting...

ICI General Counsel David Blass Discusses New Environment of Political and Regulatory Change The new year ushered in a new era of politics in Washington, DC, ICI General Counsel David Blass said during his speech at the 2017 Mutual Funds and Investment Management Conference. As...

VIDEO HIGHLIGHTS 2017 Mutual Funds and Investment Management ConferenceMarch 12–15, 2017Palm Desert, CA Are You Ready for Some Fun(d Reporting)? Implementing the SEC’s New Reporting Modernization Rules The compliance dates for the SEC’s reporting modernization rules are quickly...

Navigating a New Environment General Counsel’s Address: 2017 Mutual Funds and Investment Management Conference David W. Blass General Counsel Investment Company Institute Palm Desert, CA March 13, 2017 As prepared for delivery. Good morning, everyone. Welcome, and thank you all for...

VIDEO HIGHLIGHTS 2017 Mutual Funds and Investment Management ConferenceMarch 12–15, 2017Palm Desert, CA Classified Assets: Translating the New Liquidity Rules into Firm Policies With the SEC’s recent adoption of comprehensive liquidity risk management rules, it is critical to...