Investment Institute Conference 2022 | Northern Trust Asset Management | 20 September 2022 | Swissotel Chicago, 323 E Wacker Dr, Chicago, IL 60601, USA

Engage with industry experts, enhance your investment expertise and gain practical insights and innovative solutions when you join us next autumn.

Conference Highlights:
• Engage with Northern Trust senior management and investment professionals and other investment management experts and industry peers from around the country.
• Listen to objective commentary and analysis on the economic and market environments and acquire strategies for identifying and capitalizing on global investment opportunities and managing risk.
• Hear our views on the equity and fixed income markets including top picks from our equity research analysts and strategies for uncovering value in the current rate and credit environments from our fixed income experts.
• Gain insights on a variety of compelling investment and practice management topics such as sustainable investing, building scale with multi-asset model portfolios, portfolio construction, retirement planning and income generation, tax and wealth planning and more.
• Engage our experts in conversation around the issues that are most important to you by reserving time to Meet Our Experts at the end of each day. Our Asset Allocation Strategists will be available to answer your questions on strategic asset allocation and tactical positioning; our Portfolio Construction Specialists can provide insights on risk exposures and efficient portfolio design, our Equity Analysts can offer perspectives on sectors and individual stocks and our Fixed Income Specialists will be available to discuss our credit research and fixed income outlook.

2022 Speakers

Christopher Shipley
Chief Investment Strategist, North America

Julie Canna
CFA, Director of Investor Relations, 50 South Capital

Ryan FitzSimons
Partner & Senior Director of Investor Relations, Diameter Capital

Jane Ditelberg
Assistant General Counsel, Northern Trust

David Levine
Principal, Groom Law Group

Michael O’Grady
Chairman / President / CEO, Northern Trust

Carl Tannenbaum
Chief Economist, Northern Trust

Will Bailey
Chief Strategy Officer, EVP

Tim Johnson
Chief Fixed Income Strategist

Brad Peterson
National Portfolio Advisor, Northern Trust Wealth Management

Martin Grosskopf
Vice President and Portfolio Manager, AGF Investments, Inc.

Jon Hale, Ph.D.,
CFA, Head of Sustainability Research, Morningstar, Inc.

Paula Kar
Global Head, Product Strategy

David F. Gordon
Senior Advisor, Eurasia Group

Rob Mounts
Director, Portfolio Management Solutions

Laura Di Poce
CFA, CAIA, Senior Portfolio Strategist, Global Asset Allocation

Michael Hunstad, Ph.D.
Director, Quantitative Strategies

Mark Carlson
CFA, Senior Investment Strategist, Commodities/Fixed Income

Kelly Finegan
CFA, Senior Multi-Manager Analyst, Private/Public Real Estate

Christopher Huemmer
CFA, Senior Investment Strategist, Equities

Laura Hanichak Gregg
Director of Practice Management and Advisor Research

Eric Williams
Head of Capital Structure & Senior Portfolio Manager

Stephanie Woeppel
Head of Diversified Municipal Strategies & Senior Portfolio Manager

Angelo Manioudakis
Chief Investment Officer

Jackson Hockley
CFA, Senior Equity Analyst

Michael Towle
Senior Equity Analyst

Agam Sharma
Practice Lead, Investments

Andrew Sherman
Senior Manager, Client Programs

Christopher Vella
CFA, Head, Multi-Manager Investment Solutions

Erick Noensie, Ph.D.,
Senior Equity Analyst

Brett Varchetto
Senior Equity Analyst

Geoff Zailyk
Senior Equity Analyst

Lee Freitag
Practice Lead, Retirement Solutions

Drew Maresca
Head of Research, Retirement Solutions

Daniel Ballantine
CFA, Investment Strategist, Global Asset Allocation

Michelle Morley
AAMS, Head of Internal Sales

Nadia Papagiannis
CFA, Practice Lead, Multi-Asset Class Solutions

Colin Cheesman, CFA
Senior Analyst, Global Asset Allocation

Michael DeJuan, CIM, CAIA
Director, Portfolio Strategy

Shawn Kirby, CFA, CAIA
Manager, Portfolio Consulting Services

Daniel Clifton
Partner and Head of Policy Research, Strategas

MODERATOR:

Rossana Colangelo
Investment Services Manager

Daniel Phillips
CFA, Director, Asset Allocation Strategy

Sheri Hawkins
CFA, Head, Strategic Product Management

Sean Murphy
CFA, Equity Specialist

Michael Natale
Head, Intermediary Distribution

Michael Smith
CFA, Fixed Income Specialist

Ben Hier
CFA, Senior Equity Analyst

Deborah Koch
CFA, Senior Equity Analyst

James Hutchens, J.D., LL.M., CPA
Senior Wealth Advisor, Northern Trust Wealth Management

Anthony Rodriguez, J.D., CFP, RICP
Retirement Strategy Lead, Northern Trust Wealth Management

2022 Sponsors

PLATINUM SPONSORS:
• Fitek
• Eurasia Group
• Strategas

GOLD SPONSORS:
• Investcloud
• Morningstar