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3rd Annual Institutional Investment Consulting Roundtable

Thursday, March 14

Overview

The third 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, and wealthy families 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.

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.

Agenda

5:30 PM | ATTENDEE REGISTRATION


6:00 PM | WELCOMING REMARKS

Thomas Brigandi, Board Member, Asset Owner Series Founder, CFA Society New York


6:05 PM | PANEL

Moderator

Jeff McConnell, CFA, Head of Institutional Investment Solutions, Morgan Stanley Wealth Management; former CIO, Greystone Consulting


Panelists

Rob Balkema, CFA, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments

William Charlton, CFA, Managing Director, Pavilion Alternatives Group

Texas Hemmaplardh, CFA, Partner, Mercer

Mikaylee O’Connor, Head of Defined Contribution Solutions and Principal, RVK, Inc

David O’Meara, CFA, Senior Investment Consultant, Willis Towers Watson


7:20 PM | CLOSING REMARKS

Joseph Cavatoni, Managing Director, USA & ETFs, World Gold Council


REFRESHMENTS & NETWORKING

Additional Details

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.

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