Agenda

Monday June 1, 2020

15:30–16:30Asset Manager Briefing Registration

16:30–18:55Asset Manager Briefing

19:00–21:00Welcome Reception & Buffet Dinner

Tuesday June 2, 2020

07:30–08:45Registration

07:45–08:55Breakfast

09:00–09:10Welcome and Opening

Christine MahoneyWealth Leader, US

09:10–09:30It’s a Matter of Time: Themes and Opportunities for 2020 and Beyond

Deb ClarkeGlobal Head of Investment Research

09:30–09:35MC

Orly KrauseSenior Investment Consultant

09:35–09:50Don’t Give Up on Diversification

Travis PruittUS Delegated Not-for-Profit Business Leader

09:50–10:00Biding Time? Eyes on the Emerging Markets and China

Mark StonerAsset Class Specialist, Equity Boutique

10:00–10:40A Timely Debate: Is Modern Monetary Theory the Solution?

Anthony BrownUS Director of Capital Markets

Susan McDermottUS Strategic Research Director

10:40–11:10Networking Break

11:10–12:10Keynote Address

David GregoryJournalist, Former Moderator NBC’s Meet the Press: Political Analyst, CNN

12:10–12:20Gold: You’re Indestructible

Amish GandhiSenior Investment Consultant

12:20–12:45MMC Insights Global Risks

Richard Smith-BinghamExecutive Director, Insights, Marsh & McLennan Advantage

12:45–14:00Lunch

14:00–14:25Decarbonisation in the ‘Decade of Delivery’

Max MesservyResponsible Investment Consultant

Nick WhiteGlobal Strategic Research Director

14:30–15:05BREAKOUTS ROUND 1

1.Workshop Your Investment Beliefs

Facilitators

Katie HockenmaierDC Segment Leader, West Region

Jessica PortisUS Not-for-Profit Consulting Services Leader

2.Panel – Why Bother with Active Management?

Facilitators

Sean ChatburnAsset Class Specialist, Equity Boutique

Chris MooreChief Investment Officer, Not-for-Profit

3.Workshop – Benchmarking Unbenchmarkable Private Assets

Facilitators

Mike MolinoSenior Investment Consultant

Richard PugmireSenior Investment Consultant

4.Insurance Company Investment Trends and Outlook

Facilitators

Gregory HalaganSenior Investment Consultant

Christopher TschidaSenior Investment Consultant

15:10–15:50BREAKOUTS ROUND 2

1.Workshop Your Investment Beliefs

Facilitators

Katie HockenmaierDC Segment Leader, West Region

Jessica PortisUS Not-for-Profit Consulting Services Leader

2.Panel – Why Bother with Active Management?

Facilitators

Sean ChatburnAsset Class Specialist, Equity Boutique

Chris MooreChief Investment Officer, Not-for-Profit

3.Workshop – Benchmarking Unbenchmarkable Private Assets

Facilitators

Mike MolinoSenior Investment Consultant

Richard PugmireSenior Investment Consultant

4.Insurance Company Investment Trends and Outlook

Facilitators

Gregory HalaganSenior Investment Consultant

Christopher TschidaSenior Investment Consultant

15:50–16:20Networking Break

16:20–17:00Fab Four: The Battle for 4% Real Return

Host

Jennifer FlodinSenior Investment Consultant

Sessions

1.Don't Fight the Future: In Tech We Trust

Turner BaileyPrivate Equity Specialist, Mercer Alternatives

2.Time Heals All Wounds: Value Equity

Stacy WaltersAsset Class Specialist, Equity Boutique

3.What about Water?! Time to Tap into this Opportunity!

TBA

4.Making Time: Activist Hedge Funds

Scott ZipfelAsset Class Specialist, Diversifying Alternatives

17:00–17:15Day One Close

Brandi WustTri-State Wealth Leader

18:30-22:00Offsite Dinner

Wednesday June 3, 2020

07:45-08:55Breakfast

09:00–09:15Opening – Day 2

Rich NuzumPresident, Wealth

09:15–09:20MC

Hugh MerkelSenior Investment Consultant

09:20–10:20Guest Speaker

Speaker TBC

10:20–10:50Good Governance: The Key to Successful Private Markets Investing

Raelan LambertGlobal Head of Private Debt, Alternatives

Jim TreanorSenior Investment Consultant

10:50–11:20Networking and Coffee Break

11:20–11:55Is it Just a Matter of Time Until Active Ownership Becomes Mainstream?

Facilitator

Nicole DelahantySenior Investment Consultant

Panelists

To be announced

11:55–12:25The Science of Leadership: How Organizations Succeed Through Culture

Dr. Patrick HylandDirector of Research and Development, Mercer Sirota

12:25–12:45The Time Is Now: Go Forth Boldly and Shape the Future

Jay LoveUS Investment Consulting Leader

12:45–14:00Lunch

Draft Agenda. Subject to change.