The 2020 Roundtable for Consultants & Institutional Investors will look ahead to the worlds that could be and examine the implicit – or explicit – bets that institutional investors have made on those variations.
*Date Change: Due to ongoing safety concerns regarding Covid-19, the 2020 Roundtable for Consultants & Institutional Investors will be postponed to 2021.
We thank our 2020 Advisory Board for their input into this year's agenda.
Investment Consultants
Alan D. Biller, CEO & Founder, Alan Biller & Associates
Tara A. Blackburn, Managing Director, Hamilton Lane Advisors
Jim Callahan, President, Callan LLC.
Debashis Chowdhury, President, Canterbury Consulting
John Claisse, Partner, CEO, Albourne Partners
Stephen T. Cummings, Global Head of Investment, Aon Hewitt
Robert DiMeo, Managing Director, DiMeo Schneider & Associates, LLC
Trey Echols, President and CEO, Highland Capital Management, LP
Michael Elio, Partner, StepStone Group LLC
Edward F. Johnson, President & Chief Executive Officer, LCG Associates, Inc
Michael D. Joyce, Senior Vice President/Senior Consultant, Segal Marco Advisors
Jeffrey J. MacLean, Chief Executive Officer, Verus
Michael P. Manning, Managing Partner, NEPC, LLC
Stephen P. McCourt, Managing Principal, Co-CEO, Meketa Investment Group
Danielle Natonson, Managing Director, Cardinal Investment Advisors LLC
Noel O'Neill, President and Head of Global Investing, Cambridge Associates LLC
Richard Nuzum, President, Investments & Retirement, Mercer
Michael Rosen, Principal & Chief Investment Officer, Angeles Investment Advisors LLC
George A. Tarlas, Senior Managing Director, Asset Consulting Group Inc.
Jim Vos, Chief Executive Officer, Aksia LLC
Jim Voytko, President, Director of Research, Senior Consultant, Principal, RVK, Inc.
Aaron Ward, Managing Director of Consulting, Ellwood Associates
Mike Welker, President and CEO, AndCo Consulting
Brian Wrubel, President and Chief Executive Officer, Marquette Associates, Inc.
Manager Research
Timothy R. Barron, SVP, Chief Investment Officer, Segal Marco Advisors
Stuart Blair, Director of Research, Canterbury Consulting
Hunter Craig, Director of Manager Research, Highland Associates
Gregory M. Dowling, Managing Principal / Deputy CIO / Head of Research, Fund Evaluation Group, LLC
Alex Farquhar, Managing Director, Senior Consultant, Ellwood Associates
Russell Ivinjack, Senior Partner, Aon Hewitt
Timothy F. McCusker, Chief Investment Officer, NEPC, LLC
Chris Moore, Partner, Chief Investment Officer, Pavilion Advisory Group
Rob Noe, Managing Director, Wilshire Associates
Philip Schmitt, Research Director, AndCo Consulting
Ian Toner, Chief Investment Officer, Verus
James Walsh, Head of Portfolio Advisory, Albourne America LLC
Roger J. Willis, Director of Research, Asset Consulting Group Inc.
Asset Allocators
David A. Barcus, Director of Investments, Denison University
Stephen Blundin, Vice President - Equities & Alternatives, Verizon Investment Management
Douglas J. Brown, Senior Vice President & Chief Investment Officer, Exelon Corporation
Kris Chikelue, Associate Vice President, Investments, Memorial Hermann Health System
Paul Colonna, President and Chief Investment Officer, Lockheed Martin Investment Management Company
Ryan Dotson, Investment Officer, Smithsonian Institution
Derek Drummond, Funds Alpha Manager, State of Wisconsin Investment Board
David E. Erickson, Chief Investment Officer, Ascension Investment Management
Matthew Freedman, CIO, Louisiana School Employees Retirement System
Eric Henry, Chief Investment Officer, Vermont State Treasurer's Office Retirement System
Christine Kelleher, CIO, National Gallery of Art
Scott McIntosh, EVP and Senior Managing Director, Global Diversified Program, Capital Markets, Ontario Municipal Employees' Retirement System (OMERS)
Eric Nierenberg, Chief Strategy Officer, Massachusetts Pension Reserves Investment Management Board (Mass PRIM)
John Orner, VP, Treasurer and Chief Investment Officer, Blue Cross Blue Shield of Minnesota
Hiren Patel, Director of Investments, Health Care Service Corporation
Rip Reeves, Chief Investment Officer/Treasurer, AEGIS Insurance Services
Susan Ridlen, Chief Investment Officer & Assistant Treasurer, Eli Lilly & Company
Stephanie Thomes, Head of Alternative Investments, Allianz
Kelli P. Washington, Managing Director of Research & Investment Strategy, Cleveland Clinic
Katharine H. Wyatt, Chief Investment Officer, Loyola University of Chicago