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5308   Distribution, Product and Pricing Considerations for Fund Directors within an Evolving Marketplace 30 Sep 9:00AM 3:15PM September Thursday 10 2015
The evolution of mutual fund distribution, product development and share class pricing has presented many challenges to fund directors within an increasingly complex marketplace.
 
Join the Mutual Fund Directors Forum and Strategic Insight on September 10th for a program exploring important considerations for fund directors around the proliferation of new products (including liquid alternatives, ETFs and more), bond fund liquidity and the debate around mutual fund systemic risks, and the evolving distribution and pricing dynamics of intermediary distribution.
 
Topics include:
• Board Approval and Oversight of New Products
• Key Forces Impacting Investor Demand and Product Innovation
• Assessing Bond Fund Liquidity and Mutual Fund Systemic Risk
• Board Oversight of Payments to Intermediaries
            New York, NY  
This event is closed to the media.
This program is open to all professionals in the mutual fund industry.
Bruce Crockett
Independent Chair
Invesco Funds
 
Nicholas D'Angelo
Director
PwC
 
Richard Flynn
Managing Director, Global Head of RQA Fixed Income
BlackRock
 
Margery Neale
Partner
Willkie Farr and Gallagher LLP
 
Rachel Schnoll
Managing Director and Head of Product Strategy
Goldman Sachs Asset Management
 
Jeremy Smith
Partner
Ropes and Gray LLP
 
Anthony Zacharski
Partner
Dechert LLP
$300
$150
ON
3 West Club
3 West 51st
New York, NY 10019
212.582.5454
  Sep September Thursday 10 2015
8:00 - 8:45       Registration and Breakfast
 
8:50 - 9:00       Introductions & Welcome
 
9:00 - 9:40       SI Presentation - Key Forces Impacting Investor Demand and Product Innovation
 
9:40 - 10:40      Panel - Board Approval and Oversight of New Products
 
10:40 - 11:10    Break
 
11:10 - 11:30    SI Presentation - Assessing Bond Fund Liquidity and Mutual Fund Systemic Risk
 
11:30 - 12:15    Panel - Bond Fund Liquidity Management: A Board Perspective
 
12:15 - 1:15      Lunch
 
1:30 - 2:10       SI Presentation - Distribution, Pricing and the Evolving Relationship between Fund Managers
                           and Distributors

 
2:10 - 3:10       Panel - Board Oversight of Fund Distribution via Intermediaries
 
3:10 - 3:15       Closing Remarks
 
https://www.eiseverywhere.com/ereg/newreg.php?eventid=135954 0.0000 0.0000
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