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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 |
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
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
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