Roundtable for Consultants and Institutional Investors 2017 | Institutional Investor Conferences | 5 October 2017 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611

The Consultants Roundtable brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The one and one-half day meeting examines cutting-edge topics from the perspectives of each fiduciary group.

As the industry ticks off another year in the 2nd longest bull market on record, investors remain challenged to properly diligence, source and monitor compelling, yet cost-efficient, portfolio opportunities. If the current era is truly the late-stage of an economic megacycle – characterized by globalization, a low-interest rate environment and central bank intervention – what will be the effects of the new administration’s fiscal policy, normalization of monetary policy and continued structural shifts in the asset management industry? And as hope fades for near-term legislative approval of regulation relaxation, tax reform, and massive infrastructure spending programs, institutions are coming to terms with a much more modest economic reality. If the only certainty is uncertainty, what strategies, tools, and information can best equip asset owners and advisors alike to successfully fulfill the objectives of generating attractive returns and managing risks in the current investing environment?

2017 SPEAKERS

• FEATURED SPEAKER •

Campbell R. Harvey
Professor of Finance, Fuqua School of Business, Duke University
Research Associate, National Bureau of Economic Research
President, American Association of Finance (2016)

• ADVISORY BOARD •

Stephen L. Nesbitt
Chief Executive Officer
Cliffwater LLC

Charlie Georgalas
Chief Executive Officer
Colonial Consulting, LLC

Robert DiMeo
Managing Director
DiMeo, Schneider & Associates, LLC

Russell W. Hill
Chairman, CEO & Senior Consultant
Ellwood Associates

Kenyatta Matheny
Chief Investment Officer
EquiTrust Life Insurance Company

Douglas J. Brown
Senior Vice President & Chief Investment Officer
Exelon Corporation

Carol Y. Chan, CFA
Deputy Chief Investment Officer
EY

Scott B. Harsh
President & Chief Executive Officer
Fund Evaluation Group, LLC

Edward F. Johnson
President & Chief Executive Officer
LCG Associates, Inc.

Brian Wrubel
President & Chief Executive Officer
Marquette Associates, Inc.

Richard Nuzum
Wealth Leader, Growth Markets Region
Mercer

Michael P. Manning
Managing Partner
NEPC, LLC

Steven P. Klimkowski
Chief Investment Officer
Northwestern Memorial HealthCare

Allan R. Emkin
Founder, Managing Director
Pension Consulting Alliance

Robin Pellish
Chief Executive Officer
Rocaton Investment Advisors, LLC

Rachel Carroll
Managing Director, Consulting
Russell Investments

Jason MacDonald
Director of Investments
Rutgers University

Jim “James” Voytko
President, Director of Research.
Senior Consultant, Principal
RVK, Inc.

Michael D. Joyce
Senior Vice President/
Senior Consultant
Segal Marco Advisors

Stephen P. Holmes
President
Summit Strategies Group

Craig M. Lawson
Vice President--Labor Relations
& Employment Practices
Univar USA, Inc.

Shelly Heier
President & COO, Senior Consultant
Verus

Steven M. Carlson
Head of Investments, Americas
Willis Towers Watson

Andrew Junkin
President
Wilshire Associate