INVESTMENT MANAGEMENT INSTITUTE OCIO SUMMIT (WITH INSTITUTIONS & OCIO PROVIDERS)
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1 INVESTMENT MANAGEMENT INSTITUTE OCIO SUMMIT (WITH INSTITUTIONS & OCIO PROVIDERS) October 19, 2017 The Stamford Marriott Hotel & Spa 243 Tresser Blvd. Stamford, CT Conference Speakers & Sponsors CapTrust Financial Advisors Galaxy Family Resources, LLC New Providence Asset Mgt Mercer BNY Mellon State Street Global Pentegra Manager Analysis Services NEPC Wildlife Conservation Society Global Risk Management Fund Evaluation Group CA Capital Management Vanguard Rotary International Russell Investments Verus Teacher s College at Columbia University Milestone Group Fidelity Institutional Asset Mgt America for the Arts Meketa Investment Performance Svcs. Ryan ALM, Inc. US Trust Cliffwater LLC Retirement System for the City of San Jose
2 Thursday October 19, 2017 Investment Management Institute OCIO SUMMIT WITH INSTITUTIONS & OCIO PROVIDERS October 19, 2017 The Stamford Marriott Hotel & Spa 8:00 AM REGISTRATION OPENS WITH CONTINENTIAL BREAKFAST 8:30 AM Welcome Opening Remarks: THE EXPLOSION IN OCIO Russ Mason President INVESTMENT MANAGEMENT INSTITUTE 9:30 AM WHY OCIO MIGHT NOT BE FOR EVERYONE Bruce Graham, CFA Vice President CAPTRUST FINANCIAL ADVISORS Gene Miller President GALAXY FAMILY RESOURCES, LLC 10:00 AM WHAT S DRIVING INSTITUTIONS TO OCIO: THE CASE FOR OCIO John N. Daly Trustee Emeritus of the CULINARY INSTITUTE OF NEW YORK Jeanine Caruso NEW PROVIDENCE ASSET MANAGEMENT Margie Lane Director VERUS 10:30 AM Morning Reception
3 10:45 AM AVOIDING CONFLICTS WITH OCIO Kenneth Shimberg Chief Investment Officer, US Endowment & Foundation MERCER Andrew Wozniak Head of Fiduciary Solutions BNY MELLON Chaunice A. Peebles, CAIA Vice President MEKETA FIDUCIARY MANAGEMENT, LLC 11:15 AM DISCRETIONARY VS NON-DISCRETIONARY MANAGEMENT David Wiederecht Executive Vice President, Head Of Global OCIO STATE STREET GLOBAL Marty Dirks Board Member FEDERATED RETIREMENT SYSTEM FOR THE CITY OF SAN JOSE 11:45 AM OBTAINING PERFORMANCE OVER MULTIPLE ASSET CLASSES Scott Stone Senior Vice President - Chief Investment Officer PENTEGRA Chris Cutler, CFA MANAGER ANALYSIS SERVICES, LLC Christopher Philips, CFA Department Head VANGUARD INSTITUTIONAL INVESTOR SERVICES 12:15 Noon HOW OCIO PROVIDERS ARE CREATING TRUST Steven F. Charlton, CFA Director of Consulting Services NEPC, LLC Bernie Reidy National Philanthropic Sales Executive US TRUST Francois Pellerin LDI Strategist FIDELITY INSTITUTIONAL ASSET MANAGEMENT 12:45 PM Luncheon with Speakers & Delegates
4 2:00 PM WORKING WITH BOARDS & INVESTMENT COMMITTEE Sean Cover Director of Treasury and Investment Operations WILDLIFE CONSERVATION SOCIETY Samuel K. Won Founder and GLOBAL RISK MANAGEMENT ADVISORS, INC. Michael Condon, CFA Senior Vice President, Institutional Investments FUND EVALUATION GROUP 2:30 PM CHANGING ROLE OF CONSULTANTS IN AN OCIO ENVIRONMENT Robert B. Rodgers CA CAPITAL MANAGEMENT David Bahlmann Investment Committee ROTARY INTERNATIONAL Peter Keliuotis Senior CLIFFWATER LLC 3:00 PM Afternoon Reception 3:30 PM SCREENING AND SELECTING THE BEST FIT OCIO FIRMS Eric Macy, CFA, Americas Institutional RUSSELL INVESTMENTS David A. Russell, CFA Senior Investment Strategist, Senior Consultant INVESTMENT PERFORMANCE SERVICES, LLC Bruce G. Wilcox Chairman of the Investment Committee TEACHER S COLLEGE AT COLUMBIA UNIVERSITY
5 4:00 PM UTILIZING ESG WITH OCIO MANDATES Speaker: Julie Muraco Treasurer, Board of Directors AMERICA FOR THE ARTS 4:30 PM Conference Ends Program Committee Acknowledgements Bruce Graham, CFA Samuel Won CapTrust Financial Advisors Global Risk Management Advisors Scott Stone Robert Rodgers Pentegra CA Capital Management Chris Cutler, CFA David Bahlmann Manager Analysis Services, LLC Rotary International Steven Charlton, CFA Kenneth M. Shimberg, CFA, CIO NEPC Mercer Sean Cover Julie Muraco Wildlife Conservation Society America for the Arts About OCIO OCIO having surpassed two trillion dollars is gaining the attention of institutions as they wrestle with the growing complexities of investment strategies. Some institutions want to expand in-house teams with consultants while some want to delegate asset management responsibilities. Learn from these distinguished OCIO providers and institutional investors how asset management is rapidly changing and evolving.
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