MutualFundWire.com: Week In Preview, December 4-10
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Monday, December 4, 2017

Week In Preview, December 4-10


Today the MarketCounsel team is kicking off the tenth annual MarketCounsel Summit. The four-day event is again being held at the Fontainebleau in Miami Beach.

Speakers scheduled to take the main stage at the MarketCounsel Summit include: Luis Aguilar, former SEC commissioner; Noreen Beaman, CEO of Brinker Capital; Marty Bicknell, CEO of Mariner Holdings; Tom Bradley, former head of retail at and former head of institutional at TD Ameritrade; John Brennan, former director of the CIA; General Martin Dempsey, former Chairman of the Joint Chiefs Staff; Ric Edelman, co-founder of Edelman Financila Services; Greg Fleming, former president of Morgan Stanley Wealth Management; Brian Hamburger, CEO of MarketCounsel; Skip Schweiss, managing director of corporate services at TD Ameritrade and president of TD Ameritrade Trust Company; Tony Scott, former CIO of the USA; Elliot Weissbluth, founder and CEO of HighTower; and many more.

Also today, the informa team is kicking off their Global Custody Forum. The two-day event is being held at the Hilton London Tower Bridge in London. Northern Trust, Stockholding, and Xceptor are sponsoring the event.

Tomorrow, also in London, the ICI Global team is hosting their one-day Global Capital Markets Conference at the etc. venues St. Paul's Conference Centre. Megan Butler, director of supervision — investment, wholesale and specialist at the UK's Financial Conduct Authority, and Verena Ross, executive director of the European Securities and Markets Authority, are the featured speakers.

Also tomorrow, the Investments & Wealth Institute (formerly IMCA) team is hosting their one-day Focus on Global Macroeconomics conference at the Westin Galleria in Dallas. Speakers scheduled to appear include: Priscilla Hancock, managing director of J.P. Morgan Asset Management; Richard Herbert, vice president and product manager at Franklin Templeton; Andrew Mattock, PM at Matthews Asia; John Mauldin, president of Mauldin Solutions; Ehren Stanhope, client PM at O'Shaughnessy Asset Management; Ray Vars, portfolio specialist at Harding Loevner; and Scott Welch, chief investment officer for Dynasty Financial Partners. Nasdaq, Russell, and Wells Fargo Advisors Financial Network are sponsoring the event.

Also tomorrow, the Natixis Investment Managers team is hosting a media luncheon at Per Se in New York City. "Outlook 2018: Applying Active Thinking During Changing Global Markets" will feature a number of speakers, including: David Giunta, president and CEO of U.S. Canada for Natixis IM; Dave Goodsell, senior vice president and executive director of the Durable Portfolio Construction Researcher Center at Natixis IM; Alex Healy, deputy chief investment officer of AlphaSimplex Group and co-PM of the ASG Managed Futures Strategy Fund; Dave Lafferty, senior vice president and chief market strategist at Natixis IM; Win Murray, director of U.S. research at Harris Associates and PM of the Oakmark Select Fund; Jens Peers, chief investment officer of sustainable equities and fixed income at Mirova; and Dave Rolley, vice president and co-PM of the Loomis Sayles Global Bond Fund and the Global Equity and Income Fund.

Also tomorrow in the Big Apple, the Highland Capital Management team is hosting a late afternoon cocktail reception and media reception at the Paley Center for Media. Speakers to be featured at the event include: Michael Gregory, managing director, PM, and head of healthcare investments; Mark Okada, co-founder and co-CIO ; Trey Parker, partner, PM, and co-CIO; and Andrew Parmentier, partner, chief strategy officer, and head of thematic investing.

On Wednesday in Washington, D.C., the ICI team is hosting their 2017 Cybersecurity Forum at the Washington Marriott Marquis. Bob Kalka, vice president of the IBM Security Business Unit will be the featured speaker at the one-day event.

Also on Wednesday, the New York City chapter of the American Association of Individual Investors (AAII) is hosting an evening reception featuring Bruce Johnstone, senior marketing investment strategist at Fidelity. The event, which will be held at the community center at St. Jean de Baptistse Church, is titled, "Less Central Bank Monetary Stimulus? Can Economic Growth and Markets Remain Resilient?"

On Thursday in Washington, D.C., the ICI team is hosting their 2017 Securities Law Developments Conference. Like the Cybersecurity Forum the day before, this event will be held at the Washington Marriott Marquis. Kara Stein, SEC commissioner, and Dalia Blass, director of the SEC's division of investment management, will be the featured speakers at the event.

Also on Thursday in our nation's capital, the SEC is hosting a meeting of its Investor Advisory Committee. The meeting, which is open to the public and will be webcast live, will be held at SEC headquarters.


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