Competitive Challenges Conference 2019 | Greenwich Associates | 16 October 2019 | The Langham, 330 N Wabash Ave, Chicago, IL 60611, USA

This year’s conference theme, Challenge & Change: Igniting a Metrics-Minded Approach, will be at the heart of our agenda. We all know the mantra, “If it doesn’t challenge you, it won’t change you.” Over the past several years, the industry has come to understand that while there is a future for active management, challenges abound, and those managers that will be successful in the future will seek opportunities to compete aggressively and imaginatively.

Measures of success like net flows and profitability are critical to any asset management business. But increasingly, firms are beginning to motivate other inputs and track new metrics – like client-centricity, culture, trust, marketing impact, and employee engagement – that will ultimately lead to sustained, long-term success and a differentiated approach to the business. Senior leaders who are willing to lead the charge in challenging the status quo to establish a holistic, forward-looking, long-term perspective on measures of success will be most effective in sparking meaningful growth across all parts of their organizations.

2019 Speakers

KEYNOTE SPEAKERS:

Brian Casey
President and Chief Executive Officer, Westwood Management

Mark McCombe
Chief Client Officer, BlackRock

Jennifer Murphy
Chief Operating Officer, Western Asset Management Company

Shundrawn Thomas
President of Asset Management, Northern Trust Asset Management

PANELISTS:

Charles Burbridge
Executive Director, Chicago Teachers' Pension Fund

Kevin Charleston
President, Chief Executive Officer, Loomis, Sayles & Company

Kyle Delaney
Co-Head of Client Service and Marketing, Bridgewater Associates

Steven Eisenberg
Senior Managing Director & Global Head of Institutions, AllianceBernstein

Emma Friend
Senior Marketing Initiative Manager, Capital Group

Erich Gerth
Chief Executive Officer, BlueBay Asset Management

Laura Glick
Chief Investment Officer, The Spencer Foundation

Hyde Hsu
Director – Investments, Willis Towers Watson

Shawn Lytle
Global Head (MIM), President (Delaware Funds), U.S. Country Head (Macquarie Group), Macquarie Investment Management

Ken Poliziani
Chief Marketing Officer, PGIM

Paige Scott
Senior Partner, Kingsley Gate Partners

Cindy Sealey
Principal, Cutter Associates

Ainslie Simmonds
EVP, Head of Digital, PIMCO

Colleen Smiley
Principal, Investment Operations Manager, Meketa Investment Group

Dune Thorne
Head of Client Experience; Head of the Northeast, Brown Advisory

Stephen Tisdalle
Chief Marketing Officer, State Street Global Advisors

Sylvia Toense
Head of Global Brand Marketing, T. Rowe Price

Dave Zellner
Chief Investment Officer, Wespath Benefits and Investments