Agenda

Thursday, September 10, 2015

8:00 - 8:45 Registration and Breakfast
8:50 - 9:00 Intro & Welcome
9:00 - 9:40 SI Presentation - Key Forces Impacting Investor Demand and Product Innovation

Speakers:

Avi Nachmany, Executive Vice President and Director of Research, Strategic Insight
Dennis Bowden, Managing Director, U.S. Mutual Fund Research, Strategic Insight
Kevin Shine, Senior Managing Director, Head of Board Services, Strategic Insight
9:40 - 10:40 Panel - Board Approval and Oversight of New Products

Moderator:

Anthony H. Zacharski, Partner, Dechert LLP

Panelist:

Rachel Schnoll, Managing Director, Head of Product Strategy, Goldman Sachs Asset Management
Jeff Haas, Independent Chair, American Independence Funds
Clifford J. Weber, Independent Trustee; former EVP - Global Index & Exchange-Traded Products, NYSE
10:40 - 11:10 Break
11:10 - 11:30 SI Presentation - Assessing Bond Fund Liquidity and Mutual Fund Systemic Risk

Speaker:

Avi Nachmany, Executive Vice President and Director of Research, Strategic Insight
11:30 - 12:15 Panel - Bond Fund Liquidity Management: A Board Perspective

Moderator:

Jeremy Smith, Partner, Ropes and Gray LLP

Panelists:

Richard Flynn, Managing Director, Global Head of RQA Fixed Income, BlackRock
12:15 - 1:15 Lunch
1:30 - 2:10 SI Presentation - Distribution, Pricing and the Evolving Relationship between Fund Managers and Distributors

Speakers:

Dennis Bowden, Managing Director, U.S. Mutual Fund Research, Strategic Insight
Kevin Shine, Senior Managing Director, Head of Board Services, Strategic Insight
2:10 - 3:10 Panel - Board Oversight of Fund Distribution via Intermediaries

Moderator

Margery Neale, Partner, Willkie Farr & Gallagher LLP

Panelists:

Bruce Crockett, Independent Chair, Invesco Funds
Nicholas D’Angelo, Director, PwC
3:10 - 3:15 Closing Remarks

General Information :

Carol Popkins
(203) 595-3282
cpopkins@assetinternational.com