The Clashes of Asset Management
Ten years of bull markets and sustained economic growth – despite geopolitical contention – offer CIOs and investment consultants the opportunity to debate and reflect on the paradigms on the business of institutional asset management.
The Roundtable for Consultants & Institutional Investors will focus on the clashes of asset management, the pivotal arguments to be had on asset classes, approaches, risks, rewards, and the future of the industry.
In keeping with a key theme of U.S. midterm elections, the Roundtable aims to prepare you for change, on the investment and political stages.
The Roundtable program is developed in consultation with our esteemed Advisory Board. We thank them for their invaluable contributions to this event.
Consultant Advisory Board
Jim Vos
Chief Executive Officer
Aksia LLC
Alan Biller
CEO & Founder
Alan Biller & Associates
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
Jim Callahan
President
Callan
David R. Druley
Chairman & CEO
Cambridge Associates LLC
Debashis Chowdhury
President
Canterbury Consulting
Cindy Potter
Managing Director
Cardinal Investment Advisors
Steve Nesbitt
Chief Executive Officer
Cliffwater LLC
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
Edward Johnson
President & Chief Executive Officer
LCG Associates, Inc.
Brian Wrubel
President & Chief Executive Officer
Marquette Associates, Inc.
Stephen P. McCourt
Managing Principal, Co-CEO
Meketa Investment Group
Michael Manning
Managing Partner
NEPC, LLC
Keith Mote
President & Managing Director
Pavilion Advisory Group
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
Investor Advisory Board
Harshal Chaudhari
Chief Investment Officer
IBM Retirement Funds
Russell Read, Ph.D.
Chief Investment Officer
Alaska Permanent Fund Corporation
Michael Trotsky
Executive Director, Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board (Mass PRIM)
Erin Archer
Treasurer
DePaul University
Ryan Tidwell
Managing Director/Chief Investment Officer
Oklahoma State University Foundation
Amy Jensen
Investment Director
Northwest Area Foundation
Rosalind Hewsenian
Chief Investment Officer
Helmsley Trust
Josh Rabuck
Executive Director and Chief Investment Officer
Indiana University Healthcare
Cameron Black
Chief Investment Officer & Treasurer
Blue Cross Blue Shield of Arizona
- Creditor-on-Creditor Violence is a Thing. Here’s What You Need to Know.
- The II Braintrust: Crisis Portfolio Construction
- Fireside Chat: Stephen Feinberg
- Clash of the Assets
- The Return of Synthetics
- Managing Capital (and Doubts) in Real Assets
- Navigating Venture Capital and the Disruption It’s Funding
- Clash of the Approaches
- Having Your Portfolio Via Behavioral Investing
- Not Every Data Set Matters
- Knowing When to Quit, Even When You’re Behind
- The Next Generation of CIOs Semifinals
- A Sovereign Fund, an Asset Manager, and an Opportunity Set: Alaska Permanent Fund Corporation & the MEASA Fund
- Confronting a No-Brainer: Emerging Manager Programs
- The II Braintrust: Novel Constructs in Asset Management – Blue Sky vs. Real Life
- Allocator vs. Consultant: Jobs Edition
- Clash of the Anxiety Attacks
- The Return of Vol
- You Can Only Be Wrong For So Long: Interest Rates Edition
- Nosebleed Valuations Should Make All Asset Holders Happy. So Why Aren’t They?
- Clash of the Opportunities
- Sourcing – and Avoiding – in Emerging Markets
- A Matter of Fit: Equity Derivatives
- The Cold, Hard Data of ESG and Impact Investing
- Fireside Chat: David Axelrod
- Clash of the Chief Executive Officers
- Conflicts of Interest in the Consulting World