III Senior Delegates Roundtable 2020 | Institutional Investor Conferences | 21 January 2020 | Montage Deer Valley, 9100 Marsac Ave, Park City, UT 84060, USA

Bringing Fact to Anecdote

We talk of emerging distribution channels – but who is actually executing?

We talk of relationship customization – but what does genuine implementation look like?

We talk of team compensation and structure – but what are the statistics?

At the 2020 Senior Delegates Roundtable, we will move beyond talk and into the realm of concrete fact, statistics, and analysis.

2020 Speakers

ADVISORY BOARD:

John Abunassar
Head of Institutional Client Group, Northern Trust Asset Management

Jeffrey Alt
Managing Director, Client and Product Solutions, Apollo Global Management, LLC

Larysa Bemko
Director, Global Consultant Relations, Baillie Gifford & Co.

Maureen Beshar
Managing Director, Head of US, Robeco

Kyle Betty
Managing Director, Bain Capital Credit

Susan Brengle
Managing Director, Institutional, Eaton Vance Management

Adam Broder
Managing Director & Head of Global Distribution, QMA

Christopher C. Callahan
Senior Managing Director, MFS Investment Management

Brian Crowell
Global Head of WMQS Portfolio Solutions, WorldQuant LLC

Thomas J. Fisher
Head of U.S. Institutional, Franklin Templeton Investments

Jennifer Horne
Head of US Institutional Clients, Schroders

Daniel Klein
CEO, North America, BNP Paribas Asset Management

Christopher Krein
Managing Director, Artisan Partners

Timothy C. McCoy
Head of Business Development, The London Company

Lori McEvoy
Global Head of Distribution, Jennison Associates

Thomas Meyers
Executive Director, Head of Americas Client Solutions, Aviva Investors Americas

Amit Mukadam
Executive Director, Head of Institutional Distribution, Vontobel Asset Management

Theodore W. Noon
Director, Americas Client Group, Acadian Asset Management

James Peagan
Managing Director, J.P. Morgan Asset Management

Miguel Rozensztroch
Head—North America Institutional Client Group, AllianceBernstein

Adam B. Spector
Managing Partner, Brandywine Global Investment Management

Ranjit Sufi
Managing Director, Head of Institutional Sales, Aristotle Capital Management

Keith Wosneski
Head of U.S. Institutional & Global Consultant Relations, Mackenzie Investments

Brett Wright
Co-Head of Client Group, MIM Americas, Macquarie Investment Management

PRESENTER:

Kip McDaniel
Chief Content Officer & Editor-in-Chief, Institutional Investor

SPEAKERS:

Jonathan Doolan
Principal, Casey Quirk by Deloitte

Michael McConville
Manager, Casey Quirk by Deloitte

Paige Scott
Senior Partner, Kingsley Gate Partners

Joe Carrubba
Managing Director & Partner, Boston Consulting Group

Chris McIntyre
Principal, Boston Consulting Group

PANELISTS:

Kevin Quirk
Principal, Casey Quirk by Deloitte

Molly Shannon
Director, Americas Institutional Group & Partner, Wellington Management Company, LLP

Ted Noon
SVP, Director, Americas Client Group, Acadian Asset Management

Allan R. Emkin
Managing Director, Meketa Investment Group

Michael P. Manning
Managing Partner, NEPC, LLC

DISCUSSION LEADERS:

David Schrock
Head of North America Institutional, Janus Henderson Investors

Davis Walmsley
Managing Director, Greenwich Asociates

Veronica Chau
Partner and Director, Sustainable Investing & Social Impact, Boston Consulting Group

Sara Sikes
Principal, Greenwich Associates

Mark Osterkamp
Head of Global Institutional Sales & Marketing, Causeway Capital