Events Content

Europe's Bad Tax Brainstorm The EU is considering not one but two proposals for a financial-transaction tax. From the perspective of the long-term investor, the first is terrible and the second is worse. By Dan Waters (As published in the Wall Street Journal on January 29, 2012.)...

“Our Shared Mission: Ensuring That Global Markets Work for Investors” Opening Remarks 2011 Equity Markets Conference Karrie McMillan General Counsel Investment Company Institute December 6, 2011 New York Marriott Downtown New York, NY As Prepared for Delivery Good morning, everyone. I...

“After the Financial Crisis: The Outlook for Investors and Investing” Luncheon Address, Rotary Club of Seattle Paul Schott Stevens, President and CEO Investment Company Institute October 12, 2011 Red Lion Hotel Seattle, WA As prepared for delivery Thank you, Karl [Ege, senior counsel...

Sustaining Asset Management’s Global Momentum ALFI Global Distribution Conference Paul Schott Stevens, President and CEO Investment Company Institute September 27, 2011 Kirchberg, Luxembourg As prepared for delivery Thank you, and thanks to ALFI for giving me the opportunity to appear...

Helping Working Americans Achieve a Financially Secure Retirement How the 401(k) System Is Succeeding Ayco Summer InnerCircle Benefits and Compensation Conference Paul Schott Stevens, President and CEO Investment Company Institute July 28, 2011 Saratoga Springs, NY Download slides...

Helping Working Americans Achieve A Financially Secure Retirement How the 401(k) System Is Succeeding Ayco Summer InnerCircle Benefits and Compensation Conference July 28, 2011 Saratoga Springs, New York Paul Schott Stevens President and CEO Overview •  Why ICI? Role of Mutual Funds...

The Investment Management Lawyer Keynote Address Fundamentals of Mutual Funds and Exchange-Traded Funds 2011 Practising Law Institute Karrie McMillan, General Counsel Investment Company Institute June 8, 2011 New York, NY As Prepared for Delivery Thank you, everyone, and good morning...

Coping in the Expanding World of Compliance Opening Remarks The Mutual Fund Compliance Programs Conference Karrie McMillan General Counsel, Investment Company Institute May 5, 2011 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Good morning, everyone. I’m Karrie...

The Way Forward with Fund Investors Chairman’s Address 53rd Annual General Membership Meeting Gregory E. Johnson President and CEO, Franklin Templeton Investments May 4, 2011 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Good afternoon, and welcome to the ICI’s...

Fostering the Next Generation of Investors ICI Chairman’s Address 53rd Annual General Membership Meeting Edward C. Bernard Chairman, Investment Company Institute, and Vice Chairman, T. Rowe Price Group Inc. May 4, 2011 Marriott Wardman Park Hotel Washington, DC As prepared for...