Alternative Investment Consultants Summit | Investment Management Institute | 20 July 2017 | 165 W. Putnam Avenue Greenwich, CT 06830

Hear from institutional investors, consultants, and family offices on how to develop new business opportunities with institutional investors. Listen to institutional investors on what they expect from their alternative managers.

Leading consulting firms include Cliffwater LLC, Manager Analysis Service, Willis Towers Watson, Smart Consulting LLC and Kamp Consulting Solutions.

Topic’s Covered:

Differentiating Hedge Funds With Consultants
How Institutional Investors are Diversifying Into Alternatives
Where The Alternative RFP Process is Changing

David Sancewich
Principal
PENSION CONSULTING ALLIANCE, LLC

David A. Russell, CFA
Senior Investment Strategist, Senior Consultant
INVESTMENT PERFORMANCE SERVICES, LLC

Ramon Gonzalez, CFA
Vice President
WILSHIRE ASSOCIATES

Jim Neill, CFA
Director
WILLIS TOWERS WATSON

Andy Parrillo
Founder & President
NEWPORT CAPITAL ADVISERS LLC

Dorothy Weaver
Chairman
COLLINS CAPITAL

Samuel K. Won
Founder and Managing Director
GLOBAL RISK MANAGEMENT ADVISORS, INC

Brett Ginter
Principal
SMART CONSULTING, LLC

Ernest Liebre
Senior Vice President
CAPTRUST FINANCIAL ADVISORS

Chris Solarz, CFA
Managing Director
CLIFFWATER LLC

Russ Kamp
Managing Partner
KAMP CONSULTING SOLUTIONS, LLC

Alex Hammond
Managing Director
SANDPOINTE, LLC

John Daly
Board Treasurer and Chairman
CULINARY INSTITUTE OF AMERICA

Sean P. Cover
Director of Treasury and Investment Operations
WILDLIFE CONSERVATION SOCIETY

Donald G. Hart
President
UNITED CHURCH FUNDS

Reid Smith
Principal
MERCER

Jeffry Haber, PhD, CPA
Controller
THE COMMONWEALTH FUND

Andrea Malagoli
Commodity Analyst
KOCH INDUSTRIES

Ulf Nofelt
President
UN CCONSULTING

Karen Chandor, CFA, CAIA
Principal
MERCER

Marty Dirks
Senior Consultant
MILLIMAN

Eric Mangold
Vice President, Wealth Management
MANHATTAN RIDGE ADVISORS

Gene Miller
President
GALAXY FAMILY RESOURCES

Thomas A. Pacilio
Senior Director
RSM US WEALTH MANAGEMENT LLC

Heather Myers
Partner, Delegated Product Solutions Lead - Non-Profit
AON HEWITT

Bryan Decker
Managing Director
MESA INVESTMENT CONSULTING

Sidney Wigfall (JD/Esq.)
Managing Partner & Consultant-Counsel
SCA COMPLIANCE+CONSULTING GROUP

Chris Cutler, CFA
Managing Director, Senior Consultant
MANAGER ANALYSIS SERVICES, LLC

Tom Donegan, CIPM
Managing Director, Principal
DAHAB ASSOCIATES

Peggy Fynn, CFA
Plan Investment Executive
AMERICAN WATER CO.

Bruce Graham, CFA
Vice President
CAPTRUST FINANCIAL ADVISORS

Todor Todorov, CFA
Senior Investment Consultant - Hedge Fund Research
WILLIS TOWERS WATSON

Media Sponsor:

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