Conference Program

Please note: all conference sessions and materials will be in English, and business attire is customary for all sessions. These sessions are closed to the media.

Delegate Fee: $2,900

Monday, October 21, 2013

08:30–17:00  |  Registration

Gallery Foyer

09:00–10:30  |  Investment Fund Data Discussion

(all IIFA members invited)
Boardroom

11:00–12:30  |  IIFA International Regulatory Affairs Committee Meeting

La Chinoiserie A

15:00–17:00  |  IIFA Board Meeting

Gallery

17:30–19:30  |  Welcome Reception

(see Evening Program section)
 

Tuesday, October 22, 2013

Conference sessions will be held in the Gallery.

07:30  |  Registration

07:30–08:00  |  Continental Breakfast

08:00–08:15  |  Opening Remarks

Paul Schott Stevens
President and CEO
Investment Company Institute (ICI), United States

Eduardo Penido
Chairman
International Investment Funds Association (IIFA)
Vice President, International Relations Committee
Brazilian Financial and Capital Markets Association (ANBIMA)

08:15–09:00  |  Keynote Address

Tajinder Singh
Deputy Secretary General
International Organization of Securities Commissions (IOSCO)

09:00–10:00  |  Inside Insights

Discussion among ICI President and CEO Paul Schott Stevens, Vanguard Chairman and CEO F. William McNabb III, and Invesco Ltd. President and CEO Martin L. Flanagan on the challenges of running a global fund business

10:00–10:30  |  Coffee Break

10:30–11:30  |  Asia and Pacific: Hot Topics and Trends

Sung Uk Yang, Moderator
Director, International Affairs Department
Korea Financial Investment Association (KOFIA)

Martin Codina
Director of Policy and International Markets
Financial Services Council (FSC), Australia

Michael Lim
Executive Director
Investment Management Association of Singapore (IMAS)

Samantha Lin
Associate
Securities Investment Trust & Consulting Association of the ROC (SITCA)

Hoshang Sinor
Chief Executive
Association of Mutual Funds in India (AMFI)

Atsushi Tsuchiya
Manager, Planning and Policy Department
The Investment Trusts Association, Japan (JITA)

Chen Zhongyu
Staff
Asset Management Association of China (AMAC)

11:30–12:30  |  Europe and Africa: Hot Topics and Trends

Armin Kammel, Moderator
Head of Legal and International Affairs
Austrian Association of Investment Fund Management Companies (VÖIG)

Leon Campher
CEO
Association for Savings & Investment South Africa (ASISA)

Fabio Galli
Director General
Assogestioni, Italy

Stéphane Janin
Director, Head of International Affairs Division
French Asset Management Association (AFG)

Pat Lardner
Chief Executive
Irish Funds Industry Association (IFIA)

12:30–14:00  |  Lunch and Speaker

Lunch will be served in La Chinoiserie Room.

Jorge Palacios
Vice President, Technical Supervision
National Banking and Securities Commission (CNBV), Mexico

14:00–15:30  |  Improving Retirement Savings and Promoting the Use of Funds

Presentation:
David O. Harris
Managing Director
TOR Financial Consulting Ltd

Panel:
Brian Reid, Moderator
Chief Economist
Investment Company Institute (ICI), United States

Martin Codina
Director of Policy and International Markets
Financial Services Council (FSC), Australia

Eva Gottfridsdotter-Nilsson
President
Swedish Investment Fund Association

Michael Lim
Executive Director
Investment Management Association of Singapore (IMAS)

15:30–16:30  |  New and Changing Tax Policies Around the World: Implications for Funds and Their Investors

Ryan Lovin, Moderator
Assistant Counsel, Tax Law
Investment Company Institute (ICI), United States

Rebecca English
Associate Tax Counsel and Vice President
T. Rowe Price

Michael H. Plowgian
Principal
KPMG LLP

Richard Simpson
Director, Product Tax
BlackRock, Inc.

16:30–17:00  |  Official Photograph of Delegates and Coffee Break

17:00–18:00  |  Annual General Meeting and Board Meeting
 

Wednesday, October 23, 2013

07:30–08:00  |  Continental Breakfast

08:00–09:00  |  Establishing and Maintaining High Standards: The Role of Investment Fund Associations

Peter De Proft, Moderator
Director General
European Fund and Asset Management Association (EFAMA)

Leon Campher
CEO
Association for Savings & Investment South Africa (ASISA)

José Carlos H. Doherty
CEO
Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais (ANBIMA), Brazil

Sun Jie
Chairman
Asset Management Association of China (AMAC)

Camille Thommes
Director General
Association of the Luxembourg Fund Industry (ALFI)

09:00–10:00  |  Our Increasingly Interconnected World—A Regulator’s Perspective

Interview with Elisse Walter, former Commissioner, U.S. Securities and Exchange Commission

10:00–10:15  |  Coffee Break

10:15–11:30  |  The Electronic Age: Informing and Educating Investors in a New Way

Lee Kowarski, Moderator
Partner
kasina

Monica Cavallini
Managing Director
Asociación de Administradoras de Fondos Mutuos de Chile A.G. (AAFM)

Wendy Harrington
Executive Vice President, Global Marketing
Franklin Templeton Investments

Thomas Richter
CEO
Bundesverband Investment und Asset Management e.V. (BVI)

11:30–12:15  |  ETFs: Exploring Worldwide Market and User Trends

Deborah Fuhr
Managing Partner and Cofounder
ETFGI LLP

12:15–13:30  |  Lunch

Lunch will be served in La Chinoiserie Room.

13:30–14:30  |  South and Central America: Hot Topics and Trends

Eduardo Penido, Moderator
Chairman
International Investment Funds Association (IIFA)

Juan Pablo Lira
Board Director
Asociación de Administradoras de Fondos Mutuos de Chile A.G. (AAFM)

Pablo Montes de Oca
President
Cámara de Fondos de Inversión, Costa Rica

14:30–15:30  |  North America: Hot Topics and Trends

Susan Olson, Moderator
Senior Counsel, International Affairs
Investment Company Institute (ICI), United States

Glen Gowland
Chairman of the Board
The Investment Funds Institute of Canada (IFIC)
Managing Director and Head, Canadian Wealth Management Advisory
Scotiabank

Hugo Petricioli
Member of the Board
Asociación Mexicana de Intermediários Bursátiles, A.C. (AMIB)
Director and Country Manager, Mexico and Central America
Franklin Templeton Investments

Brian Reid
Chief Economist
Investment Company Institute (ICI), United States

15:30–16:00  |  Coffee Break

16:00–17:30  |  Changes in the Regulation of Fund Distribution: Are Investors Better Off?

Presentation:
Avi Nachmany
Executive Vice President, Director of Research
Strategic Insight

Panel:
Joanne De Laurentiis, Moderator
President and CEO
The Investment Funds Institute of Canada (IFIC)

Martin Codina
Director of Policy and International Markets
Financial Services Council (FSC), Australia

Daniel Godfrey
Chief Executive
Investment Management Association (IMA), United Kingdom

Jens Jørgen Hølm Møller
Chief Executive
The Federation of Danish Investment Associations

V. Ramesh
Deputy Chief Executive
Association of Mutual Funds in India (AMFI)

17:30–18:00  |  Presentation on IIFA 2014 in Australia and Closing Remarks