HR Directors' Forum

Oct 16th - Oct 17th 2017
Four Seasons Hotel

The Future Workplace: Laying a Foundation for Change

Migration to passive strategies, shifting client demographics, disruptive technology, relentless pressure on fees and globally uncoordinated regulation are reshaping the asset management business. These changes only underscore the importance of talent and adaptation in what has always been a people business. A poll of CEOs this summer ranked hiring investment talent as the most important lever for alpha improvement in their active management business. This meeting will bring HR directors together to share perspectives on the skills, technology, expectations and environment necessary to help steer their organizations successfully into an unfamiliar future.

2017 Featured Speaker

Jeanne Meister

Founding Partner, Future Workplace
Co-Author, The Future Workplace Experience

To thrive in a transforming industry, asset managers will have to rethink traditional approaches to the workplace, seeking new types of talent, engaging them differently and providing new opportunities. The co-author of The Future Workplace Experience will share her views on how to drive long-term success by making the workplace a personalized experience, being an agile leader, using technology as an enabler and disrupter, embracing on-demand learning, tapping the power of multiple generations and planning for more gig economy workers.

View agenda

Advisory Board

Jeffrey Becker
Chief Executive Officer
Jennison Associates

Marie Chandoha
President & Chief Executive Officer
Charles Schwab

Karl Dasher
Chief Executive Officer, North America & Co-Head of Fixed Income
Schroder Investment Management

Dana Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Michael Even
Numeric Investors

David A. Hunt
President & Chief Executive Officer

Lisa Jones
President & Chief Executive Officer
Pioneer Investments

Mehdi Mahmud
President & Chief Executive Officer
First Eagle Investment Management

James P. McCaughan
Chief Executive Officer
Principal Global Investors

Stephen N. Potter
Northern Trust Asset Management

John R. Reinsberg
Deputy Chairman
Lazard Asset Management

Jason Schwarz
President, Wilshire Funds Management
Wilshire Associates

Michelle R. Seitz
Head of Investment Management
William Blair Investment Management

Kim Shannon
President & Chief Investment Officer
Sionna Investment Managers


Four Seasons Hotel

120 E. Delaware Place
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. 


Registration is limited to members of the US Institute. If you wish to obtain more information on joining this membership, please click here and a member of our team will be in touch shortly. We look forward to having you with us.



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