Virtual Event

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 4 EDT - Fri May 7 EDT (6 months ago)
Location Virtual Event
Region All

During the week, we welcomed over 1,000 delegates, including nearly 550 investors and consultants, with an astounding $5.5tn of assets in the virtual room. There was some great content provided across the panel discussions and individual presentations, notably David Villa’s thought-provoking keynote address on Tuesday and Monday’s panel on artificial intelligence in asset management.

Through our detailed matching process, we were able to arrange over 1,000 introductory meetings between investors and managers. By working directly with investors and consultants to agree these meetings with relevant, properly briefed managers ahead of time, we were able to ensure a high completion rate and feedback from investors has been overwhelmingly positive.

5 key questions answered at the event?

• What is the Steepening Yield Curve Telling us about Expectations for this Recession and the Shape of Recovery?
• What will the Post-COVID World Look Like and how do you Invest for that?
• What are the Best Strategies and Approaches for Downside Protection during a Prolonged Period of Market Stress and Volatility?
• How can we Best Assess and Manage Climate Change Risks and Impact?
• How can you Incorporate Artificial Intelligence into Investment Decision-Making and Portfolio Management?


2020 Past Speakers


David Villa
CFA, Chief Investment Officer, State of Wisconsin Investment Board


James Grant
Founder, Grant’s Interest Rate Observer


Sylvia Owens
Global Private Credit Strategist, Aksia

Tathata Lohachitkul
Partner and Portfolio Analyst, Albourne

Steve Cummings
CFA, Global Head of Investments, Aon Investment Consulting

Mark Steed
Chief Investment Officer, Arizona Public Safety Personnel Retirement System Trust

Stacie Olivares Castain
Board Member, California Public Employees' Retirement System

Mike Rosborough
Senior Portfolio Manager, Investment Director, Trust Level Portfolio Management, California Public Employees' Retirement System

Anne Simpson
Interim Managing Investment Director for Board Governance & Sustainability, California Public Employees' Retirement System

Travis Antoniono
Associate Portfolio Manager, Sustainable Investment & Stewardship Strategies, California State Teachers’ Retirement System

Thomas Shingler
Senior Vice President, Chair of the ESG Committee, Callan

Julia Winterson
Senior Director, Alternative Investments, CommonSpirit Health

Nicholas Maffeo
Portfolio Manager – Hedge Funds, Employees Retirement System of Texas

Paul R. Yett
Managing Director, Hamilton Lane

Howard Hodel
Investment Officer - Risk Management, Hawaii Employees' Retirement System

Ben Mohr
CFA, Director of Fixed Income, Marquette Associates

Andrew Palmer
Chief Investment Officer, Maryland State Retirement and Pension System

Neil Rue
CFA, Managing Principal, Meketa Investment Group

David Scopelliti
Global Head of Private Credit, Mercer Alternatives

Kristine Pelletier
Partner, NEPC

Sarah Samuels
CFA, CAIA, Partner, Director of Public Markets, NEPC

Stephen J. Neel
Deputy Chief Investment Officer, Alternative and Private Market Investments, New Mexico Educational Retirement Board

Jonathan Lieber
Director of Fixed Income, New York State Common Retirement Fund - Office of the State Comptroller

David Hunter
Executive Director, Chief Investment Officer, North Dakota Retirement & Investment Office; North Dakota State Investment Board

Ryan Bisch
Director, Private Markets, Ontario Power Generation

Anthony Breault
Senior Investment Officer, Real Estate, Oregon State Treasury

John D. Skjervem
CFA, Chief Executive Officer, Alan Biller and Associates

Robert M. Maynard
Chief Investment Officer, Public Employee Retirement System of Idaho

Dominic Garcia
Chief Investment Officer, Public Employees Retirement Association of New Mexico

Craig Husting
CFA, Chief Investment Officer, Public School & Education Employee Retirement Systems of Missouri

Amy Hsiang
Director of Fixed Income and Alternative Credit, RVK, Inc.

Rebecca Gratsinger
Chief Executive Officer, Senior Consultant, RVK

Jake Abbott
Investment Officer, SBCERA

William Coaker
CFA, MBA, Chief Investment Officer, San Francisco Employees' Retirement System

Andrew Collins
Director of ESG & Responsible Investing, San Francisco Employees' Retirement System

Farouki Majeed
Cheif Investment Officer, School Employees Retirement System of Ohio

Craig Chaikin
Vice President, Segal Marco Advisors

Bert W. Feuss
Senior Vice President, Investments, Silicon Valley Community Foundation

Derek Drummond
CAIA, Portfolio Manager – Funds Alpha, State of Wisconsin Investment Board

Edwin Denson
PhD, Managing Director, Asset & Risk Allocation, State of Wisconsin Investment Board

Todd Lapenna
CFA, CAIA, Partner, Infrastructure & Real Assets, StepStone Group

Scottie D. Bevill
Senior Investment Officer - Global Income Strategies, Teachers’ Retirement System of the State of Illinois

Chae Hong
Partner, The Townsend Group, an Aon Company

Mark Brubaker
Senior Consultant, Managing Director, Verus Investments

Steve Foresti
Chief Investment Officer, Wilshire Consulting


Hiram Hamilton
Global Head of Structured Credit and Senior Portfolio Manager, Alcentra

Catherine D. Wood
Founder, CEO and CIO, ARK Invest

Jason Dillow
Chief Executive Officer and Chief Investment Officer, Bardin Hill Investment Partners

Shuyang Bai
Research Analyst, Baron Capital Management

Scott Klein
Founding Partner, Co-CEO and Co-CIO, Beach Point Capital Management

Pamela C. Chan
Chief Investment Officer and Global Head, BlackRock Alternative Solutions, BlackRock

Lowell Baron
Managing Partner, Real Estate, Brookfield Asset Management

Andrew Bernstein
Senior Managing Director, Head of Private Equity, Capital Dynamics

Neal J. Wilson
Co-Chief Executive Officer, EJF Capital

Max Darnell
Partner, Chairman, First Quadrant

Niels Schuehle
Head of Fixed Income Research for Quantitative Beta Strategies, J.P. Morgan Asset Management

David Elms
Head of Diversified Alternatives, Portfolio Manager, Janus Henderson Investors

John Liguori
Co-Founding Member, Chief Investment Officer of Direct Lending, Jefferies Finance

Jeremiah S. Lane
Partner, KKR Credit

David Fass
Head of MIRA Americas, Senior Managing Director, Macquarie Infrastructure and Real Assets

Brian Rodde
Managing Director, Makena Capital Management

Roberto M. Croce
PhD, Managing Director, Senior Portfolio Manager, Mellon

Mark Astley
Chief Executive Officer, Millennium Global Investments

Ashok K. Bhatia
CFA, Deputy Chief Investment Officer - Fixed Income, Neuberger Berman

Shawn Lese
Head of Product, Solutions & Portfolio Management, Americas, Nuveen Real Estate

Bryan Belton
Managing Director, Multi Asset Investments, PanAgora Asset Management

Mariusz Banasiak
Principal and Head of Local Currency Rates and FX, PGIM Fixed Income

Richard Sem
Partner, Pantheon Ventures

Mohsen Fahmi
Managing Director, Portfolio Manager, Global Fixed Income, PIMCO

Dr. Indraneel Karlekar
PhD, Senior Managing Director, Global Head of Research and Strategy, Principal Real Estate Investors, Principal Global Investors

Todd C. Thompson
CFA, Fixed Income Portfolio Manager, Head of Credit Process, Reams Asset Management

Erik van Leeuwen
Co-Head of Fixed Income, Robeco

Tom Fletcher
CFA, Managing Director, Overlay Services, Russell Investments

Megan Starr
Global Head of Impact, The Carlyle Group

Ronald Lagnado
Director - Research, Universa Investments

Alan Hsu
Global Industry Analyst and Portfolio Manager, Wellington Management Company

Andre A. Hakkak
Chief Executive Officer, White Oak Global Advisors