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Monday, October 01, 2018

Week In Preview, October 1-7

Reported by Neil Anderson, Managing Editor

The Investment Company Institute's (ICI's) 2018 Tax and Accounting Conference continues today at the Manchester Grand Hyatt in San Diego. Keynote speakers will include: Morgan Hounsel, analyst and columnist for the Wall Street Journal and Motley Fool; Susan Olson, general counsel for the ICI; and Stephen Young, senior partner at Insight Education Systems. The conference continues through Wednesday. Sponsors include: AccountingToday; BBD; BBH; BKD; BNP Paribas; Citi; Command Financial; Confluence; Donnelley Financial Solutions; EY; Linedata; Milestone Group; MUFG Investor Services; Northern Trust; State Street; Taxand; Wolters Kluwer; and Workiva.

Hester M. Peirce
Securities and Exchange Commission
Commissioner (R)
On Wedensday, the Financial Planning Association (FPA) team will kick off their 2018 Annual Conference at the Hyatt Regency in Chicago. Keynote speakers will include: Ron Carson, founder and CEO of Carson Group; Daniel Crosby, president of Nocturne Capital; Joe Davis, principal and global chief economist at Vanguard; and Robyn Scott, actor.

On Thursday morning, Pageant Media's Fund Intelligence team will host a breakfast briefing on "Blurring lines and getting deeper with your distributors." The event will be held at the Lambs Club in New York City and will feature remarks from: Rocco Benedetto, senior vice president and head of the broker-dealer channel at OppenheimerFunds; Jillian DelSignore, executive director and head of ETF distribution at J.P. Morgan Asset Management; and Estee Jimerson, managing director and head of asset manager distribution and engagement at Envestnet. Paul McMillan, head of editorial content at Fund Intelligence, will moderate the discussion.

Also on Thursday, Neil Bathon and his Fuse Research Network team will host their fifth annual FUSE Forum, again at the Harvard Club of Boston. Speakers scheduled to appear include: Bathon himself; Scott Brady of Columbia Threadneedle; Sam Campbell of Fuse; Mark Casady of Vestigo Ventures; Brian Connolly of Narrative Science; Hank Detering of Lazard Asset Management; Dick Davies; Michael Evans of Fuse; Chris Fasciano of Commonwealth Financial Network; Bill Finnegan of AMG; Hannah Glover of Ignites; Fred Gabriel of InvestmentNews; Jim Jessee; Kevin Keefe of Keefe Capital Partners; Jeff Kellogg of Franklin Templeton; Bob Kennedy of Fuse; Ross Kerber of Reuters; Craig Kilgallen of Fuse; Rick Ledbury of Fuse; Roland Meerdter of Door; Patrick Newcomb of Fuse; Mike Raso of PineBridge; Mark Spina of Russell; Roger Stamper of Fuse; Jeff Strange of Fuse; John Sweeney; Eric Thieslcher of Cambridge Associates; Pete Tufts of Victory; Leslie Walstrom of Columbia Threadneedle; Brett Wright of Macquarie; and Cindy Zarker of Fuse. The event will also feature Fuse's first ever "best of" industry acknowledgements.

Also on Thursday, SEC Commissioner Hester Peirce will deliver a keynote speech at the 2018 ISDA Annual North America Conference at the Roosevelt Hotel in New York City.

On Thursday night, Pageant's Fund Intelligence team will host their 2018 Mutual Fund Services and Technology Awards. The reception, dinner, and awards ceremony will all be held at the Lotte New York Palace in New York City.

This week on the defined contribution side of the industry, the teams at Envestnet Retirement Solutions, GRPAA, and FIS are hosting events. Our sister publication, 401kWire, has more details

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