|5310||Risk, Reward & Regulation||30||Oct||10:00AM||3:15PM||October||Wednesday||7||2015||
Risk, Reward, and Regulation is a joint program by the Mutual Fund Directors Forum and Morningstar, Inc. The program will explore:
A small room block has been reserved for participants of this program at Hotel Burnham, (1 W. Washington Street, Chicago, IL). The Hotel Burnham is located right across from the Morningstar Headquarter building.
Tthe group rate at Hotel Burnham $269 per night. To make a reservation, click here or call 1.800.KIMPTON (1.800.546.7866) and mention the Mutual Fund Directors Forum rate.
Wednesday, October 7, 2015
10:00 am - 3:15 pm
This event is closed to the media.
This program is open to all fund industry professionals.
Morrison & Foerster
Ropes & Gray
Deutsche Mutual Funds
LMP Fixed Income Funds
Managing Director, Risk Management
Vice President, Alternative Sales
Mutual Fund Directors Forum
22 W. Washington Street (map)
Chicago, IL 60602
9:30 – 10:00 am Registration
10:00 – 10:05 am Welcome
10:05 – 10:25 am What’s Beyond the Partisan Divide?
Scott Cooley, Morningstar
10:25 – 11:25 am Spelling Out a New Share Class Alphabet
Moderator: Jay Baris, Partner, Morrison & Foerster
John Boyer, Independent Chair, Voya Funds
Paul Ellenbogen and Karen Wallace, Morningstar
11:25 – 12:10 pm A Stewardship Grade Questionnaire for Boards?
Susan Wyderko, President/CEO, Mutual Fund Directors Forum
Laura Lallos, Morningstar
12:10 – 1:00 pm Lunch
1:00 – 2:00 pm Alternative Risks: Embedded but Not Apparent
Moderator: Michael Doherty, Partner, Ropes & Gray
Kenneth Froewiss, Independent Chairman, Deutsche Mutual Funds
Warren Miller, Morningstar
Nadia Papagiannis, Vice President, Alternative Sales, Goldman Sachs
Robert Zakem, Director, Deloitte Advisory
2:00 – 2:15 pm Break
2:15 – 3:15 pm Liquid, Illiquid or Swinging? How "open" does an open-end fund have to be?
Marco Adelfio, Partner, Goodwin Procter
Diana Harrington, Independent Chair, LMP Fixed Income Funds
Eric Jacobson, Morningstar
Michelle McCarthy, Managing Director, Risk Management, Nuveen Investments
WHO SHOULD ATTEND
PRESS / MEDIA