Roundtable for Consultants & Institutional Investors 2019 | Institutional Investor | 16 October 2019 | Four Seasons Hotel, 120 E Delaware Pl, Chicago, IL 60611, USA

You’ve all heard it: That baritone voiceover in movie trailers announcing the premise of a (probably) absurd film.
“In a world where dinosaurs roam…”
“In a world where violence rules…” And while they tend not to make films about diversification, factor investing, regulatory reform, or portable alpha, this scenario-based analysis and extrapolation is uniquely suited to portfolio management. The 2019 Roundtable for Consultants & Institutional Investors will look ahead to the worlds that could be and examine the implicit – or explicit – bets that institutional investors have made on those variations.

2019 Speakers
ADVISORY BOARD:

INVESTMENT CONSULTANT

John Claisse
Partner, CEO, Albourne America LLC

David Fann
President and CEO, TorreyCove Capital Partners

Jeffrey J. MacLean
Chief Executive Officer, Verus

Stephen L. Nesbitt
Chief Executive Officer, Cliffwater LLC

Michael Elio
Partner, StepStone Group LLC

Jim Vos
Chief Executive Officer, Aksia LLC

James Walsh
Head of Portfolio Advisory, Albourne America LL

Danielle Natonson
Managing Director, Cardinal Investment Advisors LLC

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

Debashis Chowdhury
President, Canterbury Consulting

Rich Nuzum
President, Wealth, Mercer

Robert DiMeo
Managing Director, DiMeo Schneider & Associates, LLC

Andrew Junkin
President, Wilshire Consulting, Wilshire Associates

Stephen P. McCourt
Managing Principal, Co-CEO, Meketa Investment Group

George A. Tarlas
Senior Managing Director, Asset Consulting Group

David R. Druley
Chairman and CEO, Cambridge Associates LLC

Aaron Ward
Managing Director of Consulting, Ellwood Associates

Jim Callahan
President, Callan LLC

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

Becky Wood
President & Chief Executive Officer, Fund Evaluation Group, LLC

Mike Welker
President and CEO, AndCo Consulting

Ed Johnson
President & Chief Executive Officer, LCG Associates, Inc

Mike Manning
Managing Partner, NEPC, LLC

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

ASSET ALLOCATORS:

Ryan Bailey
Head of Investments, Children's Health System of Texas

Kris Chikelue
Associate Vice President, Investments, Memorial Hermann Health System

Bruce H. Cundick
Chief Investment Officer, Utah State Retirement Systems

Thiago de Freitas
Portfolio Manager – Liquid Alternative Investments, UPS Group Trust

Eric Nierenberg
Chief Strategy Officer, Massachusetts Pension Reserves

Investment Management Board (Mass PRIM)

Jason Rector
Senior Analyst, State of Wisconsin Investment Board

Cheryl D. Alston
Executive Director and Chief Investment Officer, Employees' Retirement Fund of the City of Dallas

Lisa Laird
Chief Investment Officer, Providence St. Joseph Health

Leslie Lenzo
Senior Vice President, Investments, Advocate Aurora Health

Elizabeth McGeveran
Director of Impact Investing, McKnight Foundation

Mary O'Reilly
Vice President and Assistant Treasurer, Excellus Health Plan Inc.

John Orner
VP, Treasurer, Chief Investment Officer, Blue Cross Blue Shield of Minnesota

Dina Richard
Senior Vice President and Chief Investment Officer, Trinity Health

J. Richard Robben
Chief Investment Officer, Kentucky Retirement Systems

Rob Roy
Chief Investment Officer, AdventHealth

Adam Schwab
Director of Investments, American Enterprise Group

Susan Slocum
Chief Investment Officer, Children's Hospital of Minnesota

Anthony S. Waskiewicz
Chief Investment Officer, Mercy Health