Roundtable for Consultants & Institutional Investors

Oct 16th - Oct 18th 2019
Four Seasons Hotel

In A World Where…

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. 

2019 Advisory Board

The Roundtable program is developed in consultation with our esteemed Advisory Board. We thank them for their invaluable contributions to this event.

Alternative Investor Institute


Investment Consultants

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

Asset Allocators

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

Institutional Investor Institute


Investment Consultants

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

Asset Allocators

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.



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2018 Topics and Agenda

The following topics were discussed during our 2018 Roundtable.

  • Creditor-on-Creditor Violence is a Thing. Here’s What You Need to Know.
  • The II Braintrust: Crisis Portfolio Construction
  • Fireside Chat: Stephen Feinberg
  • Clash of the Assets
    • The Return of Synthetics
    • Managing Capital (and Doubts) in Real Assets
    • Navigating Venture Capital and the Disruption It’s Funding
  • Clash of the Approaches
    • Having Your Portfolio Via Behavioral Investing
    • Not Every Data Set Matters
    • Knowing When to Quit, Even When You’re Behind
  • The Next Generation of CIOs Semifinals
  • A Sovereign Fund, an Asset Manager, and an Opportunity Set: Alaska Permanent Fund Corporation & the MEASA Fund
  • Confronting a No-Brainer: Emerging Manager Programs
  • The II Braintrust: Novel Constructs in Asset Management – Blue Sky vs. Real Life
  • Allocator vs. Consultant: Jobs Edition
  • Clash of the Anxiety Attacks
    • The Return of Vol
    • You Can Only Be Wrong For So Long: Interest Rates Edition
    • Nosebleed Valuations Should Make All Asset Holders Happy. So Why Aren’t They?
  • Clash of the Opportunities
    • Sourcing – and Avoiding – in Emerging Markets
    • A Matter of Fit: Equity Derivatives
    • The Cold, Hard Data of ESG and Impact Investing
  • Fireside Chat: David Axelrod
  • Clash of the Chief Executive Officers
  • Conflicts of Interest in the Consulting World

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

Lois Wilkins