The Consultants Roundtable brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The one and one-half day meeting examines cutting-edge topics from the perspectives of each fiduciary group.
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.
Jim Vos
Chief Executive Officer
Aksia LLC
Russell Read, Ph.D.
Chief Investment Officer
Alaska Permanent Fund Corporation
*Public Pension Funds Chair
Dr. John Claisse
Partner, CEO
Albourne Partners
Mike Welker
President and CEO
AndCo Consulting
Michael A. Rosen
Principal & Chief Investment Officer
Angeles Investment Advisors LLC
Stephen T. Cummings
Senior Partner, Chief Executive Officer
Aon Hewitt Investment Consulting, Inc.
George Tarlas, CFA
Senior Managing Director
Asset Consulting Group
Cameron Black
Chief Investment Officer & Treasurer
Blue Cross Blue Shield of Arizona
*Insurance Funds Chair
Jim Callahan
Executive Vice President, Head of Fund Sponsor Consulting
Callan Associates Inc.
David R. Druley
Chairman & CEO
Cambridge Associates LLC
Debashis Chowdhury
President
Canterbury Consulting
Charlie Georgalas
Chief Executive Officer
Colonial Consulting, LLC
Russell Hill, Chairman
CEO, and Senior Consultant
Ellwood Associates
Scott Harsh
President & Chief Executive Officer
Fund Evaluation Group, LLC
Harshal Chaudhari
Chief Investment Officer
IBM Retirement Funds
*Corporate Pension Funds Chair
Josh Rabuck
Executive Director and Chief Investment Officer
Indiana University Healthcare
*Healthcare Institutions Chair
Edward Johnson
President & Chief Executive Officer
LCG Associates, Inc.
Brian Wrubel
President & Chief Executive Officer
Marquette Associates, Inc.
Michael Trotsky, Executive Director
Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board (Mass PRIM)
*Public Pension Funds Chair
Stephen P. McCourt
Managing Principal, Co-CEO
Meketa Investment Group
Rich Nuzum
President, Global Wealth Business
Mercer
Michael Manning
Managing Partner
NEPC, LLC
Amy Jensen
Investment Director
Northwest Area Foundation
*Foundations Chair
Ryan Tidwell
Managing Director/Chief Investment Officer
Oklahoma State University Foundation
*Endowments Chair
Allan R. Emkin
Managing Director
Pension Consulting Alliance, LLC
Robin Pellish
Chief Executive Officer
Rocaton Investment Advisors, LLC
Rachel Carroll
Managing Director, Consulting
Russell Investments
Jim Voytko
President, Director of Research, Senior Consultant
RVK, Inc.
Michael D. Joyce
Senior Vice President/Senior Consultant
Segal Marco Advisors
Stephen Holmes
President
Summit Strategies Group
Jeffrey J. MacLean
Chief Executive Officer
Verus
Steven M. Carlson
Head of Investment, Americas
Willis Towers Watson
Andrew Junkin
President
Wilshire Associates