About 1,200 fundsters are converging on central Florida this weekend for the Investment Company Institute's (
ICI's) and
Federal Bar Association's 2016
Mutual Funds and Investment Management Conference.
| David Blass ICI General Counsel | |
This year the conference is being held at the JW Marriott Grande Lakes in Orlando, Florida. The confab will start Sunday night with a welcome reception, and ICI general counsel (and SEC veteran)
David Blass's keynote speech will kick off the conference sessions on Monday morning. And on Tuesday afternoon there will be a special event,
Women in Leadership: The Evolving Role of Women in the Fund Industry.
Other featured speakers at the ICI MFIM 2016 include:
David Grim, director of the
SEC's division of investment management;
Timothy Massad, chairman of the
CFTC; and
Nancy Rapoport, law professor, acting executive vice president and provost at the University of Nevada, Las Vegas.
Moderators and panelists scheduled to take the main stage include:
David Abner, head of capital markets at
WisdomTree [
profile];
Diane Blizzard, associate director of rulemaking in the SEC's division of investment management;
Andrew Ceresney, director of the SEC's division of enforcement;
Andrew Donohue, chief of staff at the SEC;
Michael Downer, senior vice president at
Capital Research and Management Company [
profile];
Heidi Hardin, general counsel at
Harris Associates [
profile];
Karen Dunn Kelley, CEO of fixed income and senior managing director of investments at
Invesco Worldwide Fixed Income [
profile];
Stephen Kaplan, head of product strategy Americas at
J.P. Morgan Funds [
profile];
Joseph Lai, associate partner at
McKinsey;
John Loder, partner at
Ropes & Gray;
Susan McGee, president and general counsel at
U.S. Global Investors [
profile];
Karrie McMillan, managing director of
Patomak Global Partners;
Laura Merianos, principal at
Vanguard [
profile];
Thomas Mistele, chief operating officer, senior counsel and director at
Dodge & Cox [
profile];
Ghillaine Reid Melbourne, partner at
Schoeman Updike & Kaufman;
Paul Roye, director at Capital Research and Management Company;
Tamara Salmon, associate general counsel for securities regulation at the ICI;
Marc Wyatt, director of the SEC's office of compliance inspections and examinations; and
Robert Zack, independent director for the
ARK ETF Trust [
profile].
Sponsors of this year's MFIM conference include:
BBD,
BBH,
BFDS,
Bloomberg for Enterprise,
Command Financial,
Deloitte,
Gunn, Steers & Company,
Northern Trust Global Fund Services,
NRS,
RR Donnelley,
Stradley Ronon, and
US Bancorp Fund Services.
The first MFIM conference was held in 1965. The ICI took over the conference in 1996. 
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