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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:
 
  • Board oversight of expenses, focusing on the collection, presentation, and possible improvements to fund share class expense information
  • Fund stewardship grades, including a possible survey to provide Morningstar with additional information about board practices
  • Risks embedded in alternatives funds
  • Fixed income liquidity challenges
  • Morningstar’s view of key Washington regulatory issues
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.
Business Attire
     
Wednesday, October 7, 2015
10:00 am - 3:15 pm
 
Chicago, IL  
This event is closed to the media.
This program is open to all fund industry professionals.
Marco Adelfio
Partner
Goodwin Procter
 
Jay Baris
Partner
Morrison & Foerster
 
John Boyer
Independent Chair
Voya Funds
 
Scott Cooley
Morningstar
 
Michael Doherty
Partner
Ropes & Gray
 
Paul Ellenbogen
Morningstar
 
Kenneth Froewiss
Independent Chairman
Deutsche Mutual Funds
 
Diana Harrington
Independent Chair
LMP Fixed Income Funds
 
Eric Jacobson
Morningstar
 
Laura Lallos
Morningstar
 
Michelle McCarthy
Managing Director, Risk Management
Nuveen Investments
 
Warren Miller
Morningstar
 
Nadia Papagiannis
Vice President, Alternative Sales
Goldman Sachs
 
Karen Wallace
Morningstar
 
Susan Wyderko
President/CEO
Mutual Fund Directors Forum
 
Robert Zakem
Director
Deloitte Advisory
$200
$100
ON
Morningstar Headquarters
22 W. Washington Street (map)
Chicago, IL 60602
  Oct October Wednesday 7 2015
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

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