Consultants Congress

Transcription

1 Register Now! Receive A $600 Discount Investment Management Institute 35th Fall Annual Consultants Congress November 14-15, 2018 Stamford Hilton Hotel One First Stamford Place, Stamford, CT Featured Speakers One-On- Ones Participate with Asterisk Captrust Financial Advisors *Morgan Stanley *NEPC *Chartwell Consulting * Dahab Associates *RVK, Inc. *CTC/myCFO *Quantelligent Solutions *AON * Curcio Webb * Lockton Consultant Ferguson Family Office Ryan ALM, Inc. UN Consulting Clapboard Hill Privates Wealth *Segal Marco Advisors Galaxy Family Resources *Pavilion Alternatives Group Chestnut Advisory Group Manager Analysis Services * Mercer Kamp Consulting Solutions *Spurwink River Consulting Longevity Financial Consulting Charnley & Rostvold, Inc. * Mesa Investment Consulting Allied Wealth Partners *North Pier Consulting OIC Counsel * Canterbury Consulting *Lowery Asset Consulting Media Sponsor

2 Investment Management Institute Consultants Congress November 14-15, 2018 Stamford Hilton Hotel Day One Wednesday, November 14 8:00 AM Registration Opens With Continental Breakfast 8:15 AM Welcome & Opening Remarks Russell Mason Investment Management Institute 8:30 AM POSITIONING AN ASSET MANAGEMENT FIRM WITH CONSULTANTS Ernest Liebre Senior Vice Captrust Financial Advisors Christopher Levell, CFA, CAIA Partner NEPC Frank Valle, CFA Senior Consultant Aon 9:30 AM RELATIONSHIP MANAGEMENT DEVELOPMENTS WITH CONSULTANTS Bryan Decker Managing Director Mesa Investment Consulting Bill Dahab, CFA Managing Director, Principal Dahab Associates Karen Chandor Principal Mercer 10:30 AM Mid-Morning Reception

3 10:45 AM CONSULTANTS PRIORITIES IN RECOMMENDING INVESTMENT MANAGERS Russ Kamp Managing Partner Kamp Consulting Solutions, LLC Jim Scheinberg, CIMA Managing Partner, Founder & Chief Investment Officer North Pier Consulting 11:45 AM WHY INSTITUTIONS ARE TURNING TO ACTIVE MANAGEMENT For years research statistics clearly demonstrate active management outperforms index funds for long-term investors. In fact, since the 2008 recession many active managers have knocked the cover off the ball through their exceptional analytical skills, risk management and decision-making. While investors, especially public funds haves often embraced passive strategies this is hardly a smart strategy when many state funds have not kept pace with their growing liabilities. One needs to look no further than endowments and foundations to see how active management is working, Hear from these distinguished industry leaders. Robert Palmeri, CFA Director, Consultant Head of DC Solutions RVK, Inc. Frank W. Salomone Director, Beta Research Segal Marco Advisors Jeff Kowalczyk, AIF Senior Investment Consulting Lowery Asset Consulting 12:45 PM Luncheon With Consultants & Delegates 2:00 PM Concurrent Workshops Workshop A HOW MONEY MANAGER ARE INCREASING THEIR COMPETITIVENESS WITH ESG AND IMPACT OFFERING Bruce L. Graham, CFA Vice Captrust Financial Advisors Brian O Connell Managing Partner Spurwink River Consulting, LLC

4 Workshop B PARTICIPATING IN THE ALTERNATIVE MARKETPLACE Investors today are casting a wider net for managers who offer new ideas, new thinking and a risk management approach which takes advantage of global economic changes. With over 25,000 managers to choose from selecting the best can often be difficult when consultants have limited time to see managers. Every effort needs to be made by the managers to assist in highlighting the key characteristics of your firm which encourages the consultant to learn more about your firm. Learn from these distinguished consultants how you can advance your firm in the review process. David Upson Title CTC/myCFO Christopher Farrington, CAIA Managing Director, Advisory Services Pavilion Alternatives Group Joe Cusick Director of Education OIC Counsel 3:00 PM Afternoon Break 3:15 PM Concurrent Workshops Workshop A GROWING WITH FAMILY OFFICES There has never been a market that has captured the imagination of managers like the family wealth. In fact, it is so explosive that managers of all disciplines are rushing in like it s a Gold Rush, and for some it might well be. It is estimated that by 2020 it will pass $200 trillion. It s no wonder Wall Street firms are salivating at the asset management prospects. For many families trust is a top of the selection ladder, so no need to apply if transparency at your firm is absent. What s also noticeable among families is often their avoidance of the traditional review process so characteristic with institutional screening. Hear from these family offices how your firm can be successful in this market. Abgail Laufer CEO Ferguson Family Office Karl Mergenthaler, CFA, CAIA Financial Advisor Morgan Stanley Thomas Pacilio Managing Partner Clapboard Hill Private Wealth

5 Workshop B GETTING INTO TODAY S SEARCHES Global markets are seeing volatility and market swings not experienced since the depression years. Consultants are finding themselves under a microscope from investors to guide them in these turbulent times. With so many managers to choose from the importance of a relationship-oriented department has never been greater. To stand out managers need to be nimble and move quickly when searches are announced. Hear from senior executives how they are working with managers to take advantage of search opportunities including enhancing your firm s chances for making the finals. Barry Gillman, CFA Principal Longevity Financial Consulting LLC Nadine Pfeiffer Senior Consultant Chartwell Consulting LLC Eric Mangold, CWS Managing Director Allied Wealth Partners 4:15 PM - General Session SAVING THE PENSION INDUSTRY (PUBLIC, CORPORATE) Ron Ryan, CFA CEO Ryan ALM, Inc. 5:00 PM Conference Ends 5:15 PM Cocktail Reception

6 Investment Management Institute Consultants Congress November 14-15, 2018 Stamford Hilton Hotel Day Two Wednesday, November 15 7:30 AM Registration Re-Opens With Continental Breakfast 8:00 AM DIFFERENTIATING AN ASSET MANAGEMENT FIRM Investors today are casting a wider net for managers who offer new ideas, new thinking and a risk management approach which takes advantage of global economic changes. With over 25,000 managers to choose from selecting the best can often be difficult when consultants have limited time to see managers. Every effort needs to be made by the managers to assist in highlighting the key characteristics of your firm which encourages the consultant to learn more about your firm. Learn from these distinguished consultants how you can advance your firm in the review process. Janine M. Foreman, CIMA, Senior Consultant Quantelligent Solutions, LLC Richard Shaffer Director of Research Chartwell Consulting Jacqueline L. Charnley Partner Charnley & Rostvold, Inc.

7 8:45 AM BUILDING VALUE AT THE FIRST CONSULTANT MEETING With many plan sponsor departments continuing to shrink it is incumbent upon managers to create value at their first meeting. In fact, managers need to hit a home run to insure a second meeting invitation is extended. With limited time to maximize your firm s strengths profiling the consultant s clients can often also prove invaluable. Discover from these leading consultants what is important and what should be left at home Ellen R. Shaer Investment Strategist, Consulting Solutions Group Captrust Financial Advisors Scott Fisher, CFA Associate Partner, Retirement & Investment Aon Phil Edwards, CFA Principal Curcio Webb 9:15 AM BUILDING ASSETS IN THE EXPLOSIVE OCIO WORLD Amanda Tepper CEO Chestnut Advisory Group Christopher Cutler, CFA Manager Analysis Services, LLC 10:00 AM Mid-Morning Reception 10:15 AM PRIORITY CONSIDERATIONS IN REVIEWING RFP S Christian Thomas, CFA Investment Consultant Lockton Consultant Gene Miller Galaxy Family Resources, LLC Poorvi Parekh Director of Outsourcing & Senior Consultant Canterbury Consulting

8 11:00 AM PREPARING AND WINNING THE FINALS Ulf Nofelt UN Consulting Natalka Bukalo Chartwell Consulting LLC 12: 15 PM Conference Close