Venue
Le Méridien Columbus, The Joseph
Le Méridien Columbus, The Joseph, 620 N High St, Columbus, OH 43215, USA

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Event Date Thu Mar 2 EST (almost 2 years ago)
Location Le Méridien Columbus, The Joseph
620 N High St, Columbus, OH 43215, USA
Region Americas
Details

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service

Speakers

2023 Speakers

Richard Stensrud
Executive Director, School Employees Retirement System of Ohio

Jonathan Azoff
Chief of Finance & Senior Counsel, Ohio State Treasurer's Office

Timothy Gorrell
Executive Director, Ohio Tuition Trust Authority

Joseph Cullen
Chief Investment Officer, Pennsylvania State University

Stephen Ewen
Deputy Chief Investment Officer, Hedge Funds, Mercer

Mark Hackett, CFA, CMT
Chief of Investment Research, Nationwide Insurance Retirement Plan

Ryan Pontsler
Director, Investments, Bon Secours Mercy Health

Rick Karr
Chief Investment Officer, Delaware County Treasurer

Anthony Gattuso
Manager of Investments, Cleveland Foundation

Jason Morton
Director, Pension Investments, Alcoa

Aneet Deshpande
Chief Investment Strategist, Clearstead

Tim McEnery
Managing Director, Senior Consultant, Verus

Joshua Beitzel
Managing Director, Investments, Denison University

Karen Jones
Assistant Treasurer/Bursar, Cincinnati State

Charles Mansfield
Senior Director, Client Portfolio Manager, MissionSquare Retirement

Stephen Stuckwisch
Senior Lecturer - Real Estate Department of Finance, Ohio State University

Frank Valle
Senior Fixed Income Research Analyst, Marquette Associates

John Colla
Senior Managing Director, Institutional Consulting Group, Clearstead

Sponsors & Partners

2023 Sponsors

LEAD SPONSOR:
• Manulife Investment Management

PLATINUM SPONSORS:
• Allspring Global Investments
• Federated Hermes
• HSBC Asset Management
• J.P. Morgan Asset Management
• SLC Fixed Income

GOLD SPONSORS:
• American Century Investments
• Amundi Asset Management
• Barings
• Ninety One
• Parametric
• RBC Global Asset Management
• Societe Generale
• T. Rowe Price