General Inquiries:
Allana Burke
Tel: (917) 664-3507


Sponsorship Information:
Paul Zampitella
Advertising Director - Asset International
Tel: (617) 670-4706





Strategic Insight
25th Anniversary Gala
Monday, Nov 7, 2011
Chelsea Piers, Pier 61, The Lighthouse

About | Visionary Awards | Visionary Advisory Board | Speakers | Testimonials | Photos

Fund Trends Conference 2011

On Monday, November 7th, 2011, Strategic Insight hosted a gala dinner celebrating the last 25 years of the mutual fund industry, and SI's quarter-century anniversary. This gala drew 400 attendees, including senior mutual fund company executives and other industry leaders. At the gala we honored individual "Visionaries" for their accomplishments and outstanding contribution to the foundation of our industry. These leaders were nominated by their peers and colleagues and were selected by Strategic Insight and its "Visionaries" Advisory Board.

Strategic Insight 25th Anniversary Gala Dinner
Monday, November 7, 2011
Chelsea Piers, Pier 61, The Lighthouse
New York City


Featured Speaker: Paul Schott StevensFeatured Speaker: Paul Schott Stevens

Paul Schott Stevens has served as president and CEO of the Investment Company Institute since June 2004. He also is a director of ICI Mutual Insurance Co.  Previously, he was ICI's general counsel.  Outside ICI, Stevens' career has included varied roles in private law practice, as corporate counsel, and in government service.  He was a leader of the financial services practice of Dechert LLP, and general counsel for mutual funds and international enterprise at Charles Schwab & Co., Inc.  Earlier in his career, Stevens served as special assistant for national security affairs to President Reagan, as executive secretary and legal adviser of the National Security Council, and in other senior positions at the White House and the Pentagon. Upon leaving government service, he received the Department of Defense Medal for Distinguished Public Service, DOD's highest civilian decoration.  To learn more


To find out more about the gala dinner, book your table, please contact Allana Burke at (917) 664-3507 or

For sponsorship opportunities, please contact
Paul Zampitella at (617) 670-4706 or


Visionaries Advisory Board

Ed Bernard
Jack Brennan
Andrew J. "Buddy" Donohue
Peter Drotch
Matt Fink
Carl Frischling
Paul Haaga
Theresa Hamacher
Susan Kerley
Amy Lancellotta
Mike Lipper
Avi Nachmany
Judy Rice
Roger Servison
Susan Wyderko

For advisory board members' affiliations, click here.