III Senior Delegates Roundtable

Jan 21st - Jan 23rd 2020
Montage Deer Valley
Park City, UT

The high point of the year, this forum brings together senior delegates and distinguished outside experts. The agenda balances sessions on “big picture” topics with those on strategic business development and the running of the sales and marketing operation. Ample time is provided for informal discussion among members, and there are also organized social activities. Spouses or significant others are invited to attend this event.

2019 Advisory Board

Ted Noon
Acadian Asset Management

Miguel Rozensztroch
AllianceBernstein [AB]

Jeffrey Alt
Apollo Global Management

Ranjit Sufi
Aristotle Capital Management

Larysa Bemko
Baille Gifford & Co.

Steven J. Snyder
Columbia Threadneedle Investments

Susan Brengle
Eaton Vance Management

Tom Fisher
Franklin Templeton Investments

Timothy Meckel
HighVista Strategies LLC

Lori McEvoy
Jennison Associates

Jason Ciaglo
LSV Asset Management

Gary Faccenda
Lyrical Asset Management

Brett Wright
Macquarie Investment Management

Christopher Callahan
MFS Investment Management

Bill Irvine
Newfleet Asset Management 

John Abunassar
Northern Trust Asset Management

Bas Nieuweweme
PGIM Fixed Income

Jennifer Horne

Kevin Smith
State Street Global Advisors


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.


Registration is limited to senior delegates 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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