Roundtable for Consultants and Institutional Investors 2017

Oct 3rd - Oct 6th 2017
Four Seasons Hotel

As the industry ticks off another year in the 2nd longest bull market on record, investors remain challenged to properly diligence, source and monitor compelling, yet cost-efficient, portfolio opportunities. If the current era is truly the late-stage of an economic megacycle – characterized by globalization, a low-interest rate environment and central bank intervention – what will be the effects of the new administration’s fiscal policy, normalization of monetary policy and continued structural shifts in the asset management industry? And as hope fades for near-term legislative approval of regulation relaxation, tax reform, and massive infrastructure spending programs, institutions are coming to terms with a much more modest economic reality. If the only certainty is uncertainty, what strategies, tools, and information can best equip asset owners and advisors alike to successfully fulfill the objectives of generating attractive returns and managing risks in the current investing environment?

The 2017 Roundtable for Consultants & Institutional Investors will explore the relationship and interdependency of the various constituents of the asset management industry and provide a venue to discuss the opportunities and challenges in today’s marketplace.

  • Is it News or Just Noise? How investors are processing and reacting to the relentless streams of data that may or may not impact their investment decisions.
  • Alpha, Where Art Thou?
  • Idea Labs: Innovative Portfolio Construction
  • Being Intelligent About A.I.
  • Infrastructure Investing: A Marshall Plan for the 21st Century?
  • Private Credit: The Democratization of Disintermediation
  • Healthcare Venture Investing
  • Responsible and Impact Investment: Stronger Together!
  • Innovative Risk Management
  • Asset Allocation: Regrets, I’ve Had a Few…
  • Asset Allocation and the Roles of the Investor, Consultant and Manager in the Decision-Making Process
  • Is Passive Investing the Next Bubble?
  • Successfully Navigating the DC Seas (or How NOT to Get Sued)
  • Emerging Markets: Where’s the Opportunity Set?
  • How To Best Organize The Investment Effort
  • The DOL Fiduciary Rule: Done Deal or More to Come?
  • Opportunities in Fixed Income: Working Harder AND Smarter
  • Jim Grant—How We Got Here and What We Can Do About It 

Please view the agenda for a full list of session topics.

View agenda

Featured Speakers


Campbell R. Harvey
J. Paul Sticht Professor of International Business, Fuqua School of Business, Duke University
Research Associate, National Bureau of Economic Research; Editor, The Journal of Finance

Campbell Harvey is President of the American Finance Association in 2016. Professor Harvey obtained his doctorate at the University of Chicago in business finance. He has served on the faculties of the Stockholm School of Economics, the Helsinki School of Economics, and the Booth School of Business at the University of Chicago. He was awarded an honorary doctorate from Svenska Handelshögskolan in Helsinki. Over the past two years, Professor Harvey has taught “Innovation and Cryptoventures” at Duke University. The course focuses on blockchain technology covering both the mechanics of blockchains as well as practical applications of both public and private implementations.



Dr. Ashby Monk

Executive and Research DirectorStanford Global Projects Center
Senior Research AssociateUniversity of Oxford
Senior Advisor to the CIOUniversity of California

Dr. Monk has a strong track record of academic and industry publications. He was named by aiCIO magazine as one of the most influential academics in the institutional investing world. His research and writing has been featured in The Economist, New York Times, Wall Street Journal, Financial Times, Institutional Investor, Reuters, Forbes, and on National Public Radio among a variety of other media. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. 


Ned Davis
Senior Investment Strategist & Founder, Ned Davis Research Group


Ned Davis, Senior Investment Strategist, founded Ned Davis Research Group (NDRG), in 1980. Ned has been professionally involved in the stock market for over 40 years. Ned is the author of Being Right or Making Money and The Triumph of Contrarian Investing. He has been the subject of numerous featured interviews in Barron’s, and has been a featured guest many times on the late Lou Rukeyser’s Wall Street Week. NDRG is widely quoted by various media and Wall Street sources. Ned is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill. He attended the Harvard Business School.

Roundtable Co-Chairs

Roundtable Co-Chairs

Stephen P. McCourt, CFA
Meketa Investment Group

J. Keith Mote, CFA
Pavilion Advisory Group

Advisory Board

Jim Vos
Aksia LLC

Alan D. Biller
Alan Biller & Associates

James Walsh
Albourne America LLC

Susan Chung, CFA
Allstate Investments

Mike Welker
AndCo Consulting

Michael A. Rosen
Angeles Investment Advisors LLC

Stephen T. Cummings, CFA
Aon Hewitt Investment Consulting, Inc.

George Tarlas, CFA
Asset Consulting Group

Jim Callahan, CFA
Callan Associates Inc.

David R. Druley
Cambridge Associates LLC

Debashis Chowdhury, CFA
Canterbury Consulting

Cindy Potter
Cardinal Investment Advisors LLC

Ryan Bailey, CFA, FRM, CAIA, CMT
Children’s Health

Craig Robbins
Children's Hospitals and Clinics of Minnesota

David Silber, CFA
City of Milwaukee Employees’ Retirement System

Stephen L. Nesbitt
Cliffwater LLC

Charlie Georgalas, CFA
Colonial Consulting, LLC

Robert DiMeo
DiMeo, Schneider & Associates, LLC

Russell W. Hill
Ellwood Associates

Kenyatta Matheny
EquiTrust Life Insurance Company

Douglas J. Brown
Exelon Corporation

Carol Y. Chan, CFA

Scott B. Harsh
Fund Evaluation Group, LLC

Edward F. Johnson
LCG Associates, Inc.

Brian Wrubel
Marquette Associates, Inc.

Richard Nuzum, CFA, MBA

Michael P. Manning, CFA, CAIA

Steven P. Klimkowski
Northwestern Memorial HealthCare

Allan R. Emkin
Pension Consulting Alliance, LLC

Robin Pellish
Rocaton Investment Advisors, LLC

Rachel Carroll, CFA
Russell Investments

Jason MacDonald
Rutgers University

Jim “James” Voytko
RVK, Inc.

Michael D. Joyce, Esq., CEBS
Segal Marco Advisors

Stephen P. Holmes, CFA
Summit Strategies Group

Craig M. Lawson
Univar USA, Inc.

Shelly Heier

Steven M. Carlson
Willis Towers Watson

Andrew Junkin, CFA, CAIA
Wilshire Associates


Registration is limited to investment consultants, investment executives from pensions 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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Four Seasons Hotel

120 East Delaware Place
Chicago, IL 60611
United States

Four Seasons Hotel Chicago, located steps away from the famed Magnificent Mile, glamorous North Michigan Avenue shopping, and minutes from the city's business and financial centers. Explore the highest luxury guest rooms in the city with unrivaled Lake Michigan and skyline views.


Institutional Investors

Katarina Storfer

Investment Consultants

Carolyn Leven

Asset Managers

Lois Wilkins