Please click on the short videos below to hear about each day’s important takeaways.
Keynote Remarks: Mark Uyeda,
Acting Chairman, SEC
Challenges and Opportunities: Assessing the
Fund Industry’s Regulatory Future
Legal and Operational Issues Around
Advisers’ Use of AI
Whac-a-Mole: Keeping up with the States
Diving Into ETFs: Are you ready
for a sea change?
Keynote Conversation: Natasha Vij Greiner
Fund Governance in a New Era
Full Disclosure: Implementing the Names Rule and Addressing Other Fund Disclosure Issues
Trillion-Piece Puzzles: 2025 Tax Legislation
& Tax-Driven Products Trends
Reimagining the 1940 Act: Key
Recommendations from ICI’s Multi-Year Review
You Stay Classy, San Diego:
A Discussion on ETF Share Classes