Mid-America Club
Mid-America Club, 200 E Randolph St 80th Floor, Chicago, IL 60601, USA

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Event Date Wed Mar 23 CDT (in 2 months)
In your timezone (EST): Wed Mar 23 1:00am - Wed Mar 23 1:00am
Location Mid-America Club
200 E Randolph St 80th Floor, Chicago, IL 60601, USA
Region Americas

This summit is a one day meeting of 100+ Outsourced Chief Investment Officers and Institutional Consultants based across Illinois and the surrounding states. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics include asset allocation, risk mitigation, monetary, fiscal and societal issues around retirement planning and outsourcing. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build community.

Portfolio Summits content is built by and for Institutional Investors and includes dedicated discussions of investment topics as well as regulation, policy and industry trends.


2022 Speakers

Asad Ali
Executive Vice President, Alan Biller & Associates

Kelly Green
Institutional Consultant, Graystone Consulting

John Czerwionka
Regional Director - Nonprofit OCIO, Northern Trust Corporation

TJ Kistner
VP, Head of Discretionary Portfolio Management, Segal Marco

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Nat Kellogg
Director of Manager Search, Marquette Associates

Andy Schwarck
Director, OCIO Consulting, Ellwood Associates

Scott Perry
Partner, Endowments & Foundations, NEPC

Derek Schmidt
Director of Private Equity, Marquette Associates

Sponsors & Partners

2022 Sponsors

• Applied Real Intelligence
• Maples Group