Competitive Challenges Conference 2023 | Greenwich Associates | 11 October 2023 | Fairmont Copley Plaza Boston, 138 St James Ave, Boston, MA 02116, USA

This event is recognized as the premier conference for the leaders of the asset management industry to share stories about and solutions to our collective business challenges.

It will be the central message at our conference. We'll cover topical issues and actionable solutions based on interactive dialogues with executives from the asset management community.

Over the coming weeks, be sure to check back for updates about the conference agenda and speaker line-up – we are excited to again foster insightful conversations on a wide array of forward-thinking and thought-provoking topics.

Those attending this event are typically business leaders and decision-makers, including CEOs, CFOs, COOs, and the heads of functions like Distribution, Consultant Relations, Client Service, Marketing, Product, Strategy, Talent, etc. from large multi-product managers to small boutique firms.

2023 Speakers

Susan McMurry
COO, Client Platform, Wellington Management

Francis Sempill
Head of Client Service, Walter Scott North America

Jennifer Taglia
Managing Director, Head of Client Experience, Voya Investment Management

James Kase
Managing Director & Head of Global Investor Relations, HarbourVest Partners

Amy Lesch
Partner, Client and Partner Group, KKR

Ria Nova
Partner, Client and Product Solutions, Apollo Global Management

Robert Duwa
Partner, William Blair Investment Management

Maurice Leger
Head of Global Distribution, Loomis Sayles

Maryanne Sheehan
Director, Marketing and Communications, RBC Global Asset Management

Paul Zettl
EVP, Chief Marketing Officer, Cohen & Steers

Jeffrey Haber
Professor of Accounting, Iona University

Nikki Kraus
President and Chief Client Officer, Strategic Investment Group

Christopher Philips
Senior Vice President, OCIO Practice Leader, LCG Associates, Inc.

Josh Brough
Managing Principal / Co-Head of Equity Research, Meketa Investment Group

Seyi Bucknor
Head of Consultant Relations, Fidelity Investments

Michael Joyce
Senior Vice President/Senior Consultant, Segal Marco Advisors

Mark Najarian
SVP, Global Head Consultant Relations and Professional Buyers, American Century Investments

KEYNOTE SPEAKERS:

Bruce Geddes
President, PH&N Institutional

Churchill Franklin
Executive Chairperson, Intech

Allison Fisch
Managing Principal, President, and Portfolio Manager, Pzena Investment Management

Kevin Rosenbaum
Global Head, Capital Markets Research, Cambridge Associates