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Rating:Week In Preview, June 4-10 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 4, 2018

Week In Preview, June 4-10

Reported by Neil Anderson, Managing Editor

Today Susan Wyderko and her Mutual Fund Directors Forum (MFDF) team will host a Conference of Fund Leaders Roundtable (CFL Roundtable) at Harvard Law School in Cambridge, Massachusetts. Featured speakers expected to appear include Alison Staloch, chief accountant for the division of investment management in the SEC, and Frank McDonnell, head of global mutual funds in the investment solutions group at Merrill Lynch.

Tomorrow Dale Brown and his Financial Services Institute (FSI) team will kick off their 2018 FSI Capitol Hill Day. The two-day event will be held at the Embassy Suites at the convention center in Washington, D.C.

Also tomorrow, Larry Fink and his BlackRock team will host their 2018 investor day, accessible via a live video webcast accessible on BlackRock.com.

On Wednesday Lisa Dolly and her Pershing team will kick off the BNY Mellon subsidiary's 2018 Insite conference. The three-day conference returns to Orlando this year, to the Hyatt Regency. Keynote speakers are expected to include: James Comey, former FBI director; Jim Crowley, chief operating officer of Pershing; Dolly herself, CEO of Pershing; Michio Kaku, theoretical physicist; David Kelly, chief global strategist and head of the global market insights strategy team at J.P. Morgan Asset Management; Jay Leno, comedian; Jenn Lim, CEO and chief happiness officer at Delivering Happiness; Jim McKelvey, co-founder of Square; Vincent Reinhart, chief economist and macro strategist for BNY Mellon Asset Management North America; and Charlie Scharf, chairman and CEO of BNY Mellon. Sponsors include: Aberdeen Standard; ACA Compliance Group; Addepar; AdvisorEngine; AdvisorShares; AdvisoryWorld; Advizr; Agreement Express; AIG Funds; AllianceBernstein; Alps; American Century; American Endowment Foundation; Capital Group's American Funds; Ameritas; AMG; Amplify; AppCrown; AQR; Artisan; Aspire; AssetMark; Atlantic Fund Services; Schwartz's Ave Maria Mutual Funds; SS&C's Black Diamond; BlackRock; Bloomberg; BNP Paribas Asset Management; Broadridge; CAIS; Calamos; Capital First; Carillon Tower; Carmignac Latam; CFRA; CIM Cole Net Lease Assets; CircleBlack; ClientWise; Columbia Threadneedle; Colony S2k; Comerica; Credit Suisse; Davis; Rafferty's Direxion; Discovery Data; Docuspace Technologies; DoubleLine; BNY Mellon's Dreyfus; DWS; Eaton Vance; EFG Asset Management; eMoney Advisor; Envestnet Tamarac; EventShares; FA magazine; Federated; Fi360; FiComm Partners; Financial Planning magazine; Financial Media Group; First Trust; Fiserv; FlexFunds; Northern Trust's FlexShares; the Florida Securities Dealers Association (FSDA); Franklin Templeton; Frost; FS; Gemini; Gotham Funds; GPB Capital; Guggenheim; GWG; Hanlon; Harding Loevner; Hines Securities; Independent Trust Company; Invesco; the Insured Retirement Institute (IRI); Investec; InvestmentNews; iPipeline; Itegria; Ivy; Invesco's Jemstep; Jensen; John Hancock; J.P. Morgan; July Business Services; Jupiter Asset Management; Laserfiche; Legg Mason; LifeYield; Lincoln; Live Oak Bank; Lord Abbett; Mairs & Power; Manning & Napier; Marstone; Matthews Asia; MoneyGuidePro; Morgan Stanley Investment Management; Morningstar; Natixis; Neuberger Berman; Nuveen; OppenheimerFunds; Oranj, Orion Advisor Services; OS33; Pacific Funds; Permanent Portfolio; Pimco; PPCLoan; Preferred Capital Securities; Principal; Promontory Interfinancial Network; ProShares; Provasi Capital Partners; ProximID Group; Putnam; Reality Shares; Redtail; Reich & Tang; Renaissance Regulatory Services; RenPSG; Right Capital; Riskalyze; RNC Genter Capital; Russell; Schafer Cullen; SIGNiX; Smead; Source Media; SSgA; SumRidge Partners; T. Rowe Price; Third Avenue Management; Total Bank Solutions; Totum Risk; Tradeweb Direct; UBS; USCF; Value Line; Vanguard; Voya; Wealthmanagement.com; William Blair; Xtiva; and YCharts.

Also on Wednesday, Joe Neuberger and his U.S. Bancorp Fund Services team will kick off their 31st annual client conference. The three-day event will be held at the Grand Geneva in Lake Geneva, Wisconsin.

Also on Wednesday, the informa team will kick off their Inside Smart Beta and Active ETFs Summit. The two-day event will be held at Convene Midtown West in New York City and will be sponsored by: Davis; Goldman Sachs Asset Management; J.P. Morgan Asset Management; MainStay's IndexIQ; Invesco; John Hancock; Nationwide; OppenheimerFunds; and Vanguard. Speakers expected to appear include: Rochelle Antoniewicz, senior director of industry and financial analysis at the ICI; Rob Arnott, founder and chairman of Research Affiliates; Tim Baker, director of product strategy at Symmetry Partners; Eric Balchunas, ETF analyst for Bloomberg Intelligence; Eric Biegeleisen, managing director of research at 3EDGE; Salvatore Bruno, CIO at IndexIQ; Sebastian Ceria, CEO and founder of Axioma; Nicholas Chan, PM for quantitative investment strategies at Goldman Sachs; Yasmin Dahya, executive director and head of the Americas beta specialist team at JPMAM; John David, founder and CIO of Astoria Portfolio Advisors; Christopher Davis, chairman and PM at Davis; Stacy Fuller, partner at K&L Gates; Brian Giere, director of sales and marketing at Amplify; Blake Graves, director of ETF portfolio management at Milliman Financial Risk Management; Doug Grim, senior investment strategy in the Vanguard Investment Strategy Group; Mo Haghbin, senior vice president and head of product for beta solutions at OpFunds; Jane Heinrichs, associate general counsel at the ICI; Corey Hoffstein, CIO at Newfound Research; Brian Hunter, managing director of Strategic Capital Allocation Group; Ben Johnson, director of global ETF and passive strategies at Morningstar; Nick Kalivas, senior equity product strategist at Invesco ETFs; Dodd Kittsley, director at Davis; Ben Lavine, CIO at 3D; Tom Lydon, editor and publisher of ETF Trends; Michael McNiven, managing director and PM at Cumberland Advisors; David Nadig, managing director at ETF.com; Alex Pire, head of institutional portfolio management at Natixis Asset Management U.S.; Rich Powers, head of ETF product management in the Vanguard Portfolio Review Department; Barry Ritholtz, chairman and CIO of Ritholtz Wealth Management; Josh Rogers, vice president and beta specialist at JPMAM; Timothy Rooney, vice president of product development and acquisitions at Nationwide; Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA; Joel Shulman, founder and managing director of EntrepreneurShares; Lukas Smart, vice president and senior PM at DFA; Clint Sorenson, co-founder of WealthShield; Joe Staines, research analyst and PM at JPMAM; John Swolfs, CEO of Inside ETFs; Drew Voros, editor-in-chief of ETF.com; Mark Yusko, CEO and CIO of Morgan Creek Capital Management; and Linda Zhang, CEO and founder of Pureview Investments.

On Thursday night, Vanguard chairman Bill McNabb and SSgA president Ron O'Hanley will join Helena Morrissey, head of personal investing at Legal & General Investment Management for a discussion at the 4th anniversary celebration for the U.S. chapter of the 30% Club. The event, which doubles as a book launch party for Morrissey's new book, A Good Time to be a Girl, will be at Bloomberg in New York City. Morrissey founded the club, and Peter Grauer founded the U.S. chapter.

On Friday the Financial Planning Association (FPA) team will kick off their June 2018 FPA Residency Program. The six-day event will be held at the Hilton Denver Iverness in Englewood, Colorado.

This week on the defined contribution side of the industry, a prominent ERISA attorney and the teams at the American Society of Pension Professionals and Actuaries (ASPPA), the National Association of Plan Advisors (NAPA), and the Stable Value Investment Association (SVIA) are all hosting events. Our sister publication, 401kWire, has more details

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