ICI INNOVATE

Program

All program times are shown in pacific time (PT).

Monday, February 3 | Tuesday, February 4 | Wednesday, February 5
 

2:00–6:00 p.m.

Registration Open

3:00–4:00 p.m.

Trends in Product Innovation – PwC

This session is open to committee meeting and conference attendees arriving early.

Declan Byrne  
Asset & Wealth Management Global Assurance Leader 
PwC  

Katie King  
Asset & Wealth Management Regulatory Leader 
PwC  

Luke Wilson  
Asset & Wealth Management Alternatives Partner 
PwC  

4:00–6:00 p.m.

Exhibit Hall Networking Reception

7:30 a.m.–6:00 p.m.

Registration & Exhibit Hall Open

7:30–8:30 a.m.

Breakfast

8:30–9:30 a.m.

Opening Fireside Chat

Eric Pan
President and CEO
Investment Company Institute

Kate Burke
President
Allspring Global Investments

9:30–10:15 a.m.

Trends in Digital Assets and Custody

Nadine Chakar
Global Head
DTCC Digital Assets

10:15–11:00 a.m.

Networking Break/Exhibit Hall Demos

10:30–10:35 a.m.

 SS&C Technologies Demo

10:40–10:45 a.m.

CloudAngles Demo

11:05–11:50 a.m.

Concurrent Sessions

• Regulatory Investigations – Appian

  Tom Pirone  
  Financial Services Industry Leader  
  Appian  

• Governance of AI Frameworks – What Boards Need to Know

  Bridget Farrell  
  Counsel  
  Edward Jones  

  Edward Ramos  
  Independent Director  
  Calvert Funds  

  Joel Grus  
  Director of AI an Emerging Technologies  
  Capital Group  

  Anna R. Gressel  
  Paul, Weiss, Rifkind, Wharton & Garrison LLP 

• Tech for Operational Success

12:00–12:40 p.m.

Lunch

12:40–1:25 p.m.

Designing the Workplace of the Future

Jamielynn Shah  
SW Regional Work Sector Leader and Workplace Consumer Goods Practice Area Leader 
Gensler  

1:30–2:15 p.m.

Concurrent Sessions

• More with Less – Innovation at Small and Mid-Sized Firms

  Elizabeth Scalf 
  US Bank Global Fund Services  

  Telmo Martins  
  First Eagle  

  Timothy McKnight  
  Neuberger Berman  

  Lisa Walker  
  ACA Compliance  

• AI Enabled Cloud Platforms – A Foundation to Solutions at Scale

  Chris Napoli  
  Snowflake  

2:15–2:55 p.m.

Networking Break/Exhibit Hall Demos

2:30–2:35 p.m.

LexisNexis Blue Sky Demo

3:00–3:40 p.m.

Concurrent Sessions

• A Comprehensive View of Retail Alternative Investments

  As interest in retail alternative investments continues to grow, this session will provide an in-depth exploration of these emerging products from all perspectives. Our panel of industry experts will offer thought leadership on key aspects of this dynamic market, including insights from issuers, distributors, technology providers, and transfer agent operations and the importance of an integrated ecosystem.

  Michael Andersen
  Managing Director
  iCapital

  Tara Blackburn
  Managing Director
  Hamilton Lane

  Prithvi Hariharan
  Chief Technology Officer
  Envision Financial Systems

  Michael Huisman
  Senior Vice President
  UMB Fund Services

  Tom Wiedecker
  Executive VP 
  Envision Financial Systems

• ICI Cyber Industry Tabletop Exercise – Lessons Learned and Next Steps

  Peter Poulos, Moderator
  Senior Director, Information Security
  Investment Company Institute

  Gina Gavito  
  VP and Global Head of Crisis Management 
  Capital Group  

  Tami Morrison  
  Vice President, Information Technology  
  Saturna Capital  

  Justin Rainey  
  CISO and Chief Privacy Officer  
  UMB Financial  

  Nick Vassilos  
  Managing Director and Head of Investment Risk & Performance Analytics 
  Charles Schwab  

  Laurie Wallace  
  Senior Manager, Business Continuity and Operational Resilience  
  Invesco  

• Tech Enabled Sales and Distribution

  Jennifer Ball  
  Chief Marketing Officer 
  Franklin Templeton  

  Cheryl DeLany  
  Senior Vice President, Digital Marketing  
  Franklin Templeton

3:45–4:30 p.m.

A Conversation with Google and Charles Schwab

Jason Gelman
Director of Product Management, Vertex AI
Google

Gabriel Schofield
Managing Director and Divisional CIO – Wealth & Asset Management
Charles Schwab

4:30–6:00 p.m.

Networking Reception

7:30 a.m.–12:35 p.m.

Registration & Exhibit Hall Open

7:45–9:00 a.m.

Breakfast

9:00–9:45 a.m.

Solving Problems with AI: A Discussion with Articul8

Arun Karthi Subramaniyan 
Founder  
Articul8 

9:45–10:30 a.m.

Deep Fakes and the Future of Business with Matt Groh

Matt Groh
Assistant Professor
Northwestern University - Kellogg School of Management

10:30–11:00 a.m.

Networking Break

11:05–11:50 a.m.

Concurrent Sessions

• Trends in Tokenization

  Jason Webb
  SS&C

• Reality Distorted: The Criminal Potential of AI Deepfakes

  Christoffer Lee
  Assistant U.S. Attorney, Corporate and Securities Fraud Section
  U.S. Attorney’s Office - Northern District of California
  U.S. Department of Justice

  Donovan McKendrick
  Special Assistant U.S. Attorney and Special Agent FBI
  U.S. Attorney’s Office – Northern District of California
  U.S. Department of Justice

  Michaela McMurrough
  Partner and co-chair of Covington's Global Technology Group
  Convington & Burling LLP

11:55 a.m.–12:35 p.m.

Emerging Leaders Session