1. Investment Solutions

    Investment leaders will explore “solutions” investing, including:

    • How solutions investing is defined
    • The roles of the adviser, the asset manager, and technology in a solutions framework and in product development
    • How to demonstrate that your solution is delivering value
    • What solutions investing is likely to mean worldwide

    Scott Burns, Moderator
    Head of Asset Management Client Solutions, Morningstar

    Paul Hatch
    Group Managing Director and the Head of Advice and Solutions, UBS Wealth Management Americas

    Anne Lester
    Senior Portfolio Manager, Global Multi-Asset Group, J.P. Morgan Asset Management

    James Macey
    Director and Portfolio Manager, Global Multi-Asset Team, Allianz Global Investors

    # vimeo.com/127867564 Uploaded
  2. In the March 13, 2015, edition of Focus on Funds, General Membership Meeting (GMM) Chair George Gatch discusses key takeaways that the upcoming meeting will offer and previews some of the most notable corporate and industry leaders slated to speak.

    # vimeo.com/121820758 Uploaded
  3. In the April 10, 2015, edition of Focus on Funds, ICI General Membership Meeting (GMM) Chair George Gatch, CEO, Global Funds Management, JP Morgan Asset Management, outlines what attendees can expect to learn from PepsiCo Chairman and CEO Indira Nooyi and SEC Chair Mary Jo White.

    # vimeo.com/124345209 Uploaded
  4. Luncheon with Keynote Speaker: Indra Nooyi

    In a lively conversation with ICI Chairman F. William McNabb III, PepsiCo’s Indra Nooyi explains why—and how—she leads with the goal of delivering both performance and purpose.

    Indra Nooyi
    Chairman and CEO
    PepsiCo

    F. William McNabb III
    Chairman
    Investment Company Institute
    Chairman and CEO
    The Vanguard Group

    # vimeo.com/127268134 Uploaded
  5. The May 22, 2015, edition of Focus on Funds includes insights from PepsiCo Chairman and CEO Indra Nooyi on effective ways to reach consumers, as well as key takeaways from a panel of fund industry experts on how best to reach investors from the Millennial Generation.

    # vimeo.com/128503417 Uploaded

2015 General Membership Meeting

Investment Company Institute PRO

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