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2nd Annual Institutional Investment Consulting Roundtable
Thursday, March 15th, 2018
5:30 pm – 8:00 pm
6:00 | WELCOMING REMARKS
TOM BRIGANDI, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award
6:02 | KEYNOTE
Tim Barron, Senior Vice President & Chief Investment Officer, Segal Marco Advisors
6:20 – 7:40 | PANEL
Rich Nuzum, President – Wealth, Mercer
Joe McDondald, FSA, EA, CERA, Senior Partner, Aon Hewitt
Jeffrey Blazek, CFA, Managing Director, Cambridge Associates LLC
Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations, Inc.
7:40 – 8:00 | SPECIAL GUEST CLOSING KEYNOTE
WINSTON MA, Managing Director, China Investment Corporation (CIC)
8:00 | SPONSOR CLOSING REMARKS
Trey Eno, Vice President, Global Consultant Relations, Nuveen
Followed by a Networking Reception
CFANY Conference Center
Suite 1010 (45th Street Entrance)
New York, NY 10036
Wednesday, March 14, 2018
[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.]
Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFANY’s code of conduct.
The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. 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.
Who Should Attend
Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*
*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, multilateral development bank or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.
CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.
The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.
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