Roundtable for Consultants and Institutional Investors 2017 | Institutional Investor | 3 October 2017 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, US

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?

The 2017 Roundtable for Consultants & Institutional Investors will explore the relationship and interdependency of the various constituents of the asset management industry and provide a venue to discuss the opportunities and challenges in today’s marketplace.

2017 Speakers:

Kip McDaniel
Chief Content Officer and Group Editorial Director, Institutional Investor

Stephen P. McCourt
CFA, Managing Principal / Co-Chief Executive Officer, Meketa Investment Group

J. Keith Mote
CFA, President and Managing Director, Pavilion Advisory Group

Campbell R. Harvey
Professor of Finance, Fuqua School of Business, Duke University;

Research Associate
National Bureau of Economic Research; 2016 President, American Finance Association

Ned Davis
Senior Investment Strategist & Founder, Ned Davis Research Group

Moderators:

Harvey Shapiro
Senior Advisor, Institutional Investor

Susan Chung
CFA, Head of Global Strategy, Allstate Investments

Anthony Fobel
Managing Partner – Private Debt Group, BlueBay Asset Management LLP

Alyssa Rieder
Chief Investment Officer, Dignity Health

Anthony A. Yoseloff
Deputy Executive Managing Member, Davidson Kempner Capital Management LLC

Derek Drummond
Fund Alpha Manager, State of Wisconsin Investment Board

Brad Gilbert
CFA, CAIA, Senior Director of Hedge Funds, Teacher Retirement System of Texas

Anurag Pandit
Chief Investment Officer, ALSAC/St. Jude Children’s Research Hospital

James Walsh
Partner and Head of Portfolio Group, Albourne America LLC

Dmitry Balyasny
Founder & CIO, Balyasny Asset Management

David J. Holmgren
Chief Investment Officer, Hartford HealthCare

Jim Vos
Chief Executive Officer, Aksia LLC

Angelo Calvello
Co-Founder, Rosetta Analytics & Institutional Investor columnist

Ashby Monk
Executive Director and Research Director, Global Projects Center at Stanford & Institutional Investor columnist

Tod Trabocco
CFA, Managing Director, Cambridge Associates LLC

Blair D. Faulstich
Managing Director, Benefit Street Partners

Mark Koschik
Senior Portfolio Manager, Exelon Corporation

Robert Thompson
Senior Portfolio Manager – Credit, UPS Group Trust

Philip Weingord
Chief Executive Officer, Seer Capital Management

James (Jim) R. McMillan
Senior Vice President, Courtland Partners, Ltd.

Christian Busken
Senior Vice President – Director of Real Assets Research, Fund Evaluation Group, LLC

David Hunter
Chief Investment Officer, North Dakota Legacy Fund

Todd Lapenna
Partner, StepStone Group LLC

Angela Miller-May
Director of Investments, Chicago Public School Teacher's Pension

Timothy EganSenior Investment Consultant, Ellwood Associates

William Deu Lee
Chief Investment Officer, New York Presbyterian Hospital

Craig Robbins
Senior Investment Strategist, Children’s Hospitals and Clinics of Minnesota

Liz Rockett
Director, Kaiser Permanente Ventures

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

David R. Druley
Chairman and CEO, Cambridge Associates LLC

John Patin
Chief Investment Officer, Allied World Assurance Company

Rip Reeves
Chief Investment Officer/Treasurer, AEGIS Insurance Services

Greg Richardson
Chief Risk & Strategy Officer, TransRe

Andrew Siwo
Senior Research Analyst, Colonial Consulting Group, LLC

Matt Christensen
Head of Responsible Investment, AXA Investment Management

Lori D. Mills
CFA, Director of Research, Asset Consulting Group

Shuaib Siddiqui
Director, Impact Investing, Surdna Foundation

Susan Slocum
Treasurer & Investment Officer, Children’s Hospitals and Clinics of Minnesota

Samuel Gallo
CPA, CAIA, Chief Investment Officer, University System of Maryland Foundation, Inc.

Andrew Junkin
CFA, CAIA, President, Wilshire Associates

J. Keith Mote
CFA, President and Managing Director, Pavilion Advisory Group

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

Jonathan D. Hook
Chief Investment Officer, The Harry and Jeanette Weinberg Foundation

Stephen P. McCourt
CFA, Managing Principal / Co-Chief Executive Officer, Meketa Investment Group

Anthony S. Waskiewicz
CFA, Chief Investment Officer, Mercy Health

Lori Lucas
CFA, DC Practice Leader, Callan Associates

Mark B. Blocker
Partner, Sidley Austin LLP

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

Flora Li Hedrick
Managing Director, ICMA Retirement Corporation

Marla Kreindler
Partner, Morgan, Lewis & Bockius LLP

Michael A. Rosen
Principal and Chief Investment Officer, Angeles Investment Advisors LLC

Rich Nuzum, CFA
MBA, Wealth Leader, Growth Markets Region, Mercer

Eric Vaang
CFA, Managing Director, International, John D. and Catherine T. MacArthur Foundation

Greg Van Guilder
Chief Investment Officer/Chief Financial Officer, ECMC Group

Harvey Shapiro
Senior Advisor, Institutional Investor

Josef Lakonishok
Founding Partner, CEO and CIO, LSV Asset Management

Stephen T. Cummings
CFA, Senior Partner, Chief Executive Officer, Aon Hewitt Investment Consulting, Inc.

Allan R. Emkin
Founder, Managing Director, Pension Consulting Alliance, LLC

Stephen P. Holmes
CFA, President, Summit Strategies Group

Michael P. Manning
CFA, CAIA, Managing Partner, NEPC, LLC

Robin Pellish
Chief Executive Officer, Rocaton Investment Advisors, LLC

Harvey Shapiro
Senior Advisor, Institutional Investor

George Michael Gerstein
Counsel, Stradley Ronon Stevens & Young, LLP

Ian S. Kopelman
Partner, DLA Piper US LLP

Stephen W. McCaffrey
Senior Counsel for Plans, National Grid USA

Karen Scheffler
Senior ERISA Legal Counsel, AB

David H. Smith
Managing Partner, Marquette Associates, Inc.

Julie W. Austin
CFA, Director of Fixed Income, Boeing

Ben Bronson
Investment Officer, Fire & Police Pension Association of Colorado

Aoifinn Devitt
Chief Investment Officer, Chicago Policemen’s Annuity and Benefit Fund

James Zelter
Managing Director – Credit, Apollo Global Management, LLC