2020 Roundtable for Consultants & Institutional Investors

Date - To be confirmed
Four Seasons Hotel

The 2020 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. 

*Date Change: Due to ongoing safety concerns regarding Covid-19, the 2020 Roundtable for Consultants & Institutional Investors will be postponed to 2021.

2020 Advisory Board

We thank our 2020 Advisory Board for their input into this year's agenda.


Investment Consultants

Alan D. Biller, CEO & Founder, Alan Biller & Associates

Tara A. Blackburn, Managing Director, Hamilton Lane Advisors

Jim Callahan, President, Callan LLC.

Debashis Chowdhury, President, Canterbury Consulting

John Claisse, Partner, CEO, Albourne Partners

Stephen T. Cummings, Global Head of Investment, Aon Hewitt

Robert DiMeo, Managing Director, DiMeo Schneider & Associates, LLC

Trey Echols, President and CEO, Highland Capital Management, LP

Michael Elio, Partner, StepStone Group LLC

Edward F. Johnson, President & Chief Executive Officer, LCG Associates, Inc

Michael D. Joyce, Senior Vice President/Senior Consultant, Segal Marco Advisors

Jeffrey J. MacLean, Chief Executive Officer, Verus

Michael P. Manning, Managing Partner, NEPC, LLC

Stephen P. McCourt, Managing Principal, Co-CEO, Meketa Investment Group

Danielle Natonson, Managing Director, Cardinal Investment Advisors LLC

Noel O'Neill, President and Head of Global Investing, Cambridge Associates LLC

Richard Nuzum, President, Investments & Retirement, Mercer

Michael Rosen, Principal & Chief Investment Officer, Angeles Investment Advisors LLC

George A. Tarlas, Senior Managing Director, Asset Consulting Group Inc.

Jim Vos, Chief Executive Officer, Aksia LLC

Jim Voytko, President, Director of Research, Senior Consultant, Principal, RVK, Inc.

Aaron Ward, Managing Director of Consulting, Ellwood Associates

Mike Welker, President and CEO, AndCo Consulting

Brian Wrubel, President and Chief Executive Officer, Marquette Associates, Inc.

Manager Research

Timothy R. Barron, SVP, Chief Investment Officer, Segal Marco Advisors

Stuart Blair, Director of Research, Canterbury Consulting

Hunter Craig, Director of Manager Research, Highland Associates

Gregory M. Dowling, Managing Principal / Deputy CIO / Head of Research, Fund Evaluation Group, LLC

Alex Farquhar, Managing Director, Senior Consultant, Ellwood Associates

Russell Ivinjack, Senior Partner, Aon Hewitt

Timothy F. McCusker, Chief Investment Officer, NEPC, LLC

Chris Moore, Partner, Chief Investment Officer, Pavilion Advisory Group

Rob Noe, Managing Director, Wilshire Associates

Philip Schmitt, Research Director, AndCo Consulting

Ian Toner, Chief Investment Officer, Verus

James Walsh, Head of Portfolio Advisory, Albourne America LLC

Roger J. Willis, Director of Research, Asset Consulting Group Inc.

Asset Allocators

David A. Barcus, Director of Investments, Denison University

Stephen Blundin, Vice President - Equities & Alternatives, Verizon Investment Management

Douglas J. Brown, Senior Vice President & Chief Investment Officer, Exelon Corporation

Kris Chikelue, Associate Vice President, Investments, Memorial Hermann Health System

Paul Colonna, President and Chief Investment Officer, Lockheed Martin Investment Management Company

Ryan Dotson, Investment Officer, Smithsonian Institution

Derek Drummond, Funds Alpha Manager, State of Wisconsin Investment Board

David E. Erickson, Chief Investment Officer, Ascension Investment Management

Matthew Freedman, CIO, Louisiana School Employees Retirement System

Eric Henry, Chief Investment Officer, Vermont State Treasurer's Office Retirement System

Christine Kelleher, CIO, National Gallery of Art

Scott McIntosh, EVP and Senior Managing Director, Global Diversified Program, Capital Markets, Ontario Municipal Employees' Retirement System (OMERS)

Eric Nierenberg, Chief Strategy Officer, Massachusetts Pension Reserves Investment Management Board (Mass PRIM)

John Orner, VP, Treasurer and Chief Investment Officer, Blue Cross Blue Shield of Minnesota

Hiren Patel, Director of Investments, Health Care Service Corporation

Rip Reeves, Chief Investment Officer/Treasurer, AEGIS Insurance Services

Susan Ridlen, Chief Investment Officer & Assistant Treasurer, Eli Lilly & Company

Stephanie Thomes, Head of Alternative Investments, Allianz

Kelli P. Washington, Managing Director of Research & Investment Strategy, Cleveland Clinic

Katharine H. Wyatt, Chief Investment Officer, Loyola University of Chicago


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 inquire here, Institutional Investor Institute members should inquire here.


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Four Seasons Hotel

120 E Delaware Pl
Chicago, IL 60611
United States

The Four Seasons Hotel Chicago is located steps away from the famed Magnificent Mile. With the highest luxury guest rooms in the city, guests enjoy a bird’s-eye vantage from the 30th to 46th floors with breathtaking views of Lake Michigan and the city’s skyline. This summer, Four Seasons Hotel Chicago unveiled a multi-million renovation, revamping most of the hotel from corridors to 280 guest rooms. Led by design group BAMO, the renovation infuses residentially-inspired palettes and décor with a Chicago-centric sophistication. The Four Seasons Chicago has received a Forbes Five Star rating for 22 years in a row, the coveted AAA Five Diamond Award for 27 years and is honored to be ranked as one of TripAdvisor’s Top 25 Luxury Hotels in the United States.


Institutional Investors

Katarina Storfer


Asset Managers

Raina Bedard