You’ve all heard it: That baritone voiceover in movie trailers announcing the premise of a (probably) absurd film.
“In a world where dinosaurs roam…”
“In a world where violence rules…”
And while they tend not to make films about diversification, factor investing, regulatory reform, or portable alpha, this scenario-based analysis and extrapolation is uniquely suited to portfolio management.
The 2019 Roundtable for Consultants & Institutional Investors will look ahead to the worlds that could be and examine the implicit – or explicit – bets that institutional investors have made on those variations.
The Roundtable program is developed in consultation with our esteemed Advisory Board. We thank them for their invaluable contributions to this event.
John Claisse, Partner, CEO, Albourne America LLC
David Fann, President and CEO, TorreyCove Capital Partners
Jeffrey J. MacLean, Chief Executive Officer, Verus
Stephen L. Nesbitt, Chief Executive Officer, Cliffwater LLC
Michael Elio, Partner, StepStone Group LLC
Jim Vos, Chief Executive Officer, Aksia LLC
James Walsh, Head of Portfolio Advisory, Albourne America LL
Ryan Bailey, Head of Investments, Children's Health System of Texas
John Barker, Managing Director, Kresge Foundation
Kris Chikelue, Associate Vice President, Investments, Memorial Hermann Health System
Bruce H. Cundick, Chief Investment Officer, Utah State Retirement Systems
Thiago de Freitas, Portfolio Manager – Liquid Alternative Investments, UPS Group Trust
Eric Nierenberg, Chief Strategy Officer, Massachusetts Pension Reserves Investment Management Board (Mass PRIM)
Jason Rector, Senior Analyst, State of Wisconsin Investment Board
Michael Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management
Danielle Natonson, Managing Director, Cardinal Investment Advisors LLC
Michael D. Joyce, Senior Vice President/Senior Consultant, Segal Marco Advisors
Debashis Chowdhury, President, Canterbury Consulting
Rich Nuzum, President, Wealth, Mercer
Robert DiMeo, Managing Director, DiMeo Schneider & Associates, LLC
Andrew Junkin, President, Wilshire Consulting, Wilshire Associates
Stephen P. McCourt, Managing Principal, Co-CEO, Meketa Investment Group
George A. Tarlas, Senior Managing Director, Asset Consulting Group
David R. Druley, Chairman and CEO, Cambridge Associates LLC
Aaron Ward, Managing Director of Consulting, Ellwood Associates
Jim Callahan, President, Callan LLC
Steven M. Carlson, Head of Investment, Americas, Willis Towers Watson
Becky Wood, President & Chief Executive Officer, Fund Evaluation Group, LLC
Mike Welker, President and CEO, AndCo Consulting
Ed Johnson, President & Chief Executive Officer, LCG Associates, Inc
Mike Manning, Managing Partner, NEPC, LLC
Jim Voytko, President, Director of Research, Senior Consultant, Principal, RVK, Inc
Cheryl D. Alston, Executive Director and Chief Investment Officer, Employees' Retirement Fund of the City of Dallas
Lisa Laird, Chief Investment Officer, Providence St. Joseph Health
Leslie Lenzo, Senior Vice President, Investments, Advocate Aurora Health
Elizabeth McGeveran, Director of Impact Investing, McKnight Foundation
Mary O'Reilly, Vice President and Assistant Treasurer, Excellus Health Plan Inc.
John Orner, VP, Treasurer, Chief Investment Officer, Blue Cross Blue Shield of Minnesota
Dina Richards, Senior Vice President and Chief Investment Officer, Trinity Health
J. Richard Robben, Chief Investment Officer, Kentucky Retirement Systems
Rob Roy, Chief Investment Officer, AdventHealth
Adam Schwab, Director of Investments, American Enterprise Group
Susan Slocum, Chief Investment Officer, Children's Hospital of Minnesota
Anthony S. Waskiewicz, Chief Investment Officer, Mercy Health
Registration is limited to investment executives from qualified investment consultants, pension funds, endowments and foundations. If you are a member of the Alternative Investor Institute, please register here, Institutional Investor Institute members should register here.
The following topics were discussed during our 2018 Roundtable.
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