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Monday, May 09, 2016

Fundsters Gather to Ponder the Fiduciary Reg

Reported by Neil Anderson, Managing Editor

Fundsters are gathering in Washington, D.C. specifically to discuss a single, giant regulatory change: the Department of Labor's (DoL's) fiduciary reg.

Tomorrow at the JW Marriott in Washington, D.C., the Investment Company Institute (ICI) will host a special, one-day conference: "Assessing the New DOL Fiduciary Rule: Policy and Practical Challenges." An ICI spokeswoman tells MFWire that they expect about 240 people to attend.

Frederick William McNabb III
Investment Company Institute
Featured speakers scheduled to appear include: Yaqub Ahmed, senior vice president and head of defined contribution-U.S. for Franklin Templeton [profile]; Stuart Bateman, senior vice president at Franklin Templeton; Jason Bortz, associate counsel and vice president at Capital Research and Management Company [profile]; Jon Breyfogle, executive principal at Groom Law Group; Brad Campbell, counsel at Drinker Biddle & Reath; Michele Coletti, senior vice president at Mid Atlantic Capital Group; Robert Dearman, vice president at Jackson National/National Planning Holdings; Tim Hauser, Deputy Assistant Secretary for Program Operations at the DoL's Employee Benefits Security Administration (EBSA); Douglas Kant, senior vice president and deputy general counsel at Fidelity [profile]; Dan Kleinman, partner at Morgan Lewis & Bockius; Joseph Lai, associate partner at McKinsey; John McDonough, president and head of distribution at OppenheimerFunds Distributor [profile]; Anthony Palermo, vice president and senior operations relationship manager at Capital Group's American Funds; Margaret Raymond, vice president and associate managing counsel at T. Rowe Price [profile]; Congressman Phil Roe (R-Tennessee), chairman of the House Education and Workforce Committee's Health Employement Labor and Pensions Subcommittee; and Paul Schott Stevens, president and CEO of the ICI. 

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