III Senior Delegates Roundtable

Jan 21st - Jan 23rd 2020
Montage Deer Valley
Park City, UT
Bringing Fact to Anecdote

We talk of emerging distribution channels – but who is actually executing?
We talk of relationship customization – but what does genuine implementation look like?
We talk of team compensation and structure – but what are the statistics?
At the 2020 Senior Delegates Roundtable, we will move beyond talk and into the realm of concrete fact, statistics, and analysis.

2020 Advisory Board

Ted Noon
Acadian Asset Management

Jeffrey Alt
Apollo Global Management

Ranjit Sufi
Aristotle Capital Management

Christopher Krein
Artisan Partners

Thomas Meyers
Aviva Investors

Tom Fisher
Franklin Templeton Investments

Keith Wosneski

Brett Wright
Macquarie Investment Management

Christopher Callahan
MFS Investment Management

Adam Broder
QMA, a PGIM Company

Tim McCoy
The London Company

John Abunassar
Northern Trust Asset Management

Amit Mukadam
Vontobel Asset Management

Susan Brengle
Eaton Vance Management

Miguel Rozensztroch

Larysa Bemko
Baillie Gifford & Co.

Kyle Betty
Bain Capital Credit

Daniel Klein
BNP Paribas Asset Management

Adam Spector
Brandywine Global Investment Management

Lori McEvoy
Jennison Associates

James Peagam
J.P. Morgan Asset Management

Jennifer Horne

Brian Crowell
WorldQuant LLC

Maureen Beshar


Registration is limited to Senior Delegate members of the Institutional Investor Institute. If you wish to obtain more information on joining this membership please email us and member of our team will be in touch shortly. We look forward to having you with us


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Please view the preliminary agenda here


Montage Deer Valley

9100 Marsac Ave
Park City, UT 84060
United States

An authentic yet elegant mountain getaway, Montage Deer Valley provides unrivaled ski-in / ski-out access to one of America’s premier ski resorts. Located just five minutes from Main Street, the retreat is home to a 35,000-square-foot spa sanctuary, inspired dining and year-round activities from mountain biking to fly fishing.