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Home >  Events >  The Economics of the Mutual Fund Industry
The Economics of the Mutual Fund Industry
Print Mail
Start:  Wednesday, March 15, 2006  2:00 PM
End:  Wednesday, March 15, 2006  4:00 PM
Location:  Wohlstetter Conference Center, Twelfth Floor, AEI
1150 Seventeenth Street, N.W., Washington, D.C. 20036
Directions to AEI

Online registration for this event is now closed. Walk-in registrations will be accepted.

Recently, two large players in the mutual fund business, Citigroup and Merrill Lynch, sold off control of their fund businesses to smaller, more specialized organizations. In addition, many smaller investment advisory organizations have been leaving the field, although there has been little change in the overall concentration of the industry. What economic or regulatory forces are driving the acquisitions, dispositions, entries, and exits that characterize the mutual fund industry today? This and other questions will be the subject of this conference.

This is the sixth event in a continuing series on mutual fund regulation entitled “Is There a Better Way to Regulate Mutual Funds?”

1:45 p.m.
Registration
 
 
 
2:00
Introduction:
Peter J. Wallison, AEI
2:15
Panel:
Robert G. Dorsey, Ultimus Fund Solutions, LLC
 
 
Robert C. Pozen, Massachusetts Financial Services
 
 
Michael Sharp, Citigroup
 
 
Paul Stevens, Investment Company Institute
 
Moderators:
Robert E. Litan, Brookings Institution
 
 
Peter J. Wallison, AEI
 
 
 
4:00
Adjournment
 

More Information
Daniel Geary
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-5940
Fax: 202-862-7177
E-mail: DGeary@aei.org

Media Inquiries
Veronique Rodman
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-4870
E-mail: VRodman@aei.org
AEI Print Index No. 19779


Part of the
Is There a Better Way to Regulate Mutual Funds? Event Series
Event Materials
  Summary
  Transcript
  Video
Related Material
Wallison Introduction  
Pozen Presentation  
Stevens Presentation  
Dorsey Presentation  
Related Links
Speaker biographies