OCIO Central Summit 2023 | Portfolio Summits | 22 March 2023 | The Metropolitan, 233 S Wacker Dr 67th Floor, Chicago, IL 60606, USA

he annual OCIO Central Summit is a one day meeting of 100+ Outsourced Chief Investment Officers and Institutional Consultants based throughout the midwest. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on asset allocation, risk mitigation, new opportunities for return as well as monetary, fiscal and societal issues around retirement planning and outsourcing. 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.

2023 Speakers

Mary Cahill
Chief Executive Officer, Chief Investment Officer, Acansa Investment Management Group

Elijah Reese
Partner, Head of Fixed Income Research and Portfolio Management, AON

Michael Dow
Chief Investment Officer, Beacon Pointe

Mauricio Banuelos
Portfolio Manager, City of Chicago

Timothy Schoolmaster
President, Board of Trustees, City of Evanston Police Pension Fund

Jon Chesshire
Head of Research, Clearbrook Global Advisors

Bradford Long
Partner, Deputy Chief Investment Officer, Fiducient Advisors

David Center
Senior Vice President, Fund Evaluation Group

Ed Condon
Head of Marketplace Sales, HALO

Yussef Gheriani
Director of Investments, IHT Wealth Management

Jim Maloney
Director and Advisory Board Memeber, Illinois Public Pension Fund Association

Jessica Noviskis
Associate Director of Research, Marquette Associates

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Terry Gottberg
Chairman, President and Chief Executive Officer, Merit Energy

Jessica Chu
Senior Vice President, Senior Portfolio Manager, Northern Trust Corporation

John Ferguson
Senior Investment Officer, Northern Trust Corporation

Anders Persson
Chief Investment Officer, Head of Nuveen Global Fixed Income, Nuveen

Charles Anselm
Chief Executive Officer, OSYTE Investment Technology

Steve Swanson
Executive Director, Park Employees' Annuity and Benefit Fund of Chicago

Floyd Simpson
Director, Multi-Asset Class Management, PFM Asset Management

Hunter Craig
Senior Vice President, Director of Investment Research Regions Asset Management, Multi-Asset Solutions, Regions Bank

Scott Thomas
Chief Investment Officer, TCP Asset Managment

Joesph Halwax
Managing Director, Institutional Investments, Wespath Institutional Investments

John Delaney
Portfolio Manager, Willis Towers Watson

2023 Sponsors

PARTNER SPONSOR:
• Halo

SPONSORS:
• Nuveen
• Osyte
• Select Equity
• Connor, Clark and Lunn Financial Group
• LSV Asset Management
• Merit Energy Company
• Nikko Asset Management