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1st Annual Institutional Investment Consulting Roundtable

January 26, 2017

1st Annual Institutional Investment Consulting Roundtable

January 26, 2017

5:30 PM: Check-in

6:00 PM: Welcome and Opening Comments
Kelly Holmes,
Vice President, Consultant Relations, TIAA Global Asset Management

6:05 PM: Keynote Address
Richard M. Charlton, Chairman Emeritus, NEPC, LLC

6:30 PM: Panel

Steve Case, CFA, Partner, Mercer Investment Consulting

Tod Trabocco, CFA, Managing Director, Cambridge Associates
John Robinson, Senior Managing Consultant, PFM Asset Management
Mark Brubaker, CFA, Managing Director, Wilshire OCIO Solutions Group
Pete Keliuotis, Senior Managing Director, Cliffwater LLC
Roger Fenningdorf, Head of Global Manager Research, Founder & Partner, Rocaton

7:30 PM: Closing Keynote
Michael Ryan, CFA, Managing Director and Head of Research, Hamilton Lane

7:55 PM: Closing Remarks
Jonathan Prin, CFA, Managing Director, Greylock Capital

8:00 PM: Adjournment and Reception


Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees’ retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the “short list” of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. Cerulli Associates’ survey of institutional asset managers indicates that consultant-intermediated business accounts for just less than 60% of 2012 asset flows. Further segmentation of the data by firm size shows that consultant-generated business was greater for smaller firms with $10 billion or less in asset under management, accounting for 75% of these firms’ asset flows. Conversely, asset management firms with greater than $50 billion in AUM generated a little less than half of their new flows were consultant-intermediated.


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