Asset Owner Series, Industry Conference

2nd Annual Institutional Investment Consulting Roundtable

March 15, 2018 | 5:30 PM - 8:00 PM

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2nd Annual Institutional Investment Consulting Roundtable

Thursday, March 15th, 2018
5:30 pm – 8:00 pm


TOM BRIGANDI, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award

6:02 | KEYNOTE

Tim BarronSenior Vice President & Chief Investment Officer, Segal Marco Advisors

6:20 – 7:40 | PANEL


Rich Nuzum, President – Wealth, Mercer


Joe McDondald, FSA, EA, CERASenior Partner, Aon Hewitt

Jeffrey Blazek, CFAManaging Director, Cambridge Associates LLC

Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations, Inc.


WINSTON MA, Managing Director, China Investment Corporation (CIC)


Trey EnoVice President, Global Consultant Relations, Nuveen

Followed by a Networking Reception

Members: $55 |
Nonmembers: $150

Asset Owners: Request Complimentary Admission


CFANY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, March 14, 2018


Member $55
Nonmember $150

[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.


Joe McDonald, FSA, EA, CERA, Senior Partner, Aon Hewitt
Jeffrey Blazek, CFA, Managing Director, Cambridge Associates LLC


Thomas Brigandi

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.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.