7:30 AM 8:00 AM
6:30 AM 7:00 AM
5:30 AM 6:00 AM
4:30 AM 5:00 AM
10:00 AM 5:00 PM
9:00 AM 4:00 PM
8:00 AM 3:00 PM
7:00 AM 2:00 PM
8:00 AM 10:00 AM
7:00 AM 9:00 AM
6:00 AM 8:00 AM
5:00 AM 7:00 AM
Connect with industry thought leaders on hot topics in an exclusive idea-exchanging panel format followed by an intimate environment for networking.
*This session is an add-on to your conference experience. Space is limited.
Gain insight from key players in the industry in an interactive Q&A panel on these hot topics and more:
Moderator:
Elana Margulies-Snyderman, Senior Manager
Eisner Advisory Group LLC
Panelists:
John Trammell, Managing Director, Head of Global Strategic Initiatives
Symphony Financial Partners, Japan
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management
Patricia Carroll, Vice President, Global Head of RFP, Institutional Client Group
State Street Global Advisors
10:00 AM 10:10 AM
9:00 AM 9:10 AM
8:00 AM 8:10 AM
7:00 AM 7:10 AM
Jim Folwell, Client Relationship Manager,
Door Ventures
10:10 AM 10:55 AM
9:10 AM 9:55 AM
8:10 AM 8:55 AM
7:10 AM 7:55 AM
Professional buyers of investment management control increasing levels of industry assets – creating an environment where access to high quality, transparent and timely due diligence and client service resources are primary areas of differentiation. Compounded with the opportunities (and challenges) that digitization of information presents, how are asset managers acting to take advantage of this competitive arena?
Roland Meerdter, Founder,
Door Ventures
Kira Mikulecky, Senior Manager,
Casey Quirk (Deloitte)
10:55 AM 11:40 AM
9:55 AM 10:40 AM
8:55 AM 9:40 AM
7:55 AM 8:40 AM
Moderator:
John Trammell, Managing Director, Head of Global Strategic Initiatives
Symphony Financial Partners, Japan
Panelists:
Sari J. Mayer, CAIA, Director of Marketing and Investor Relations
Global Credit Advisers, LLC
Nancy Vailakis, Principal
Ancram IRBD
Ganesh Shankar, Chief Executive Officer and Cofounder
RFPIO, Inc.
11:40 AM 12:25 PM
10:40 AM 11:25 AM
9:40 AM 10:25 AM
8:40 AM 9:25 AM
Moderator:
Afiya Kirk, Senior Consultant Relations Associate
American Century Investments
Panelists:
Alison Darrar, Director of Client Relations
Corbin Capital Partner, L.P.
Adrienne Garofalo, Partner, Head of Business Development and Client Management
Gagnon Securities
12:25 PM 1:25 PM
11:25 AM 12:25 PM
10:25 AM 11:25 AM
9:25 AM 10:25 AM
1:25 PM 2:10 PM
12:25 PM 1:10 PM
11:25 AM 12:10 PM
10:25 AM 11:10 AM
Laura Levesque, CFA, Co-Head of Institutional
Cerulli Associates
Patricia Carroll, Vice President, Global Head of RFP, Institutional Client Group
State Street Global Advisors
2:10 PM 2:55 PM
1:10 PM 1:55 PM
12:10 PM 12:55 PM
11:10 AM 11:55 AM
Moderator:
John Trammell, Managing Director, Head of Global Strategic Initiatives
Symphony Financial Partners, Japan
Panelists:
Elizabeth Hiss, Investment Research Analyst
Brown Advisory
Cindy Chen Delano, Founder
Invictus Capital Management
2:55 PM 3:15 PM
1:55 PM 2:15 PM
12:55 PM 1:15 PM
11:55 AM 12:15 PM
3:15 PM 4:00 PM
2:15 PM 3:00 PM
1:15 PM 2:00 PM
12:15 PM 1:00 PM
Moderator:
Elana Margulies-Snyderman, Senior Manager
Eisner Advisory Group LLC
Panelists:
Annemarie Burgess, AIF, CRPS, Institutional Consultant & RFP Analyst
Raymond James, Institutional Fiduciary Solutions
Cindy Chen Delano, Founder
Invictus Capital Management
Gerson Guzman, Co-Founder,
Ceiba Capital Partners
Eleni Delimpaltadaki Janis, Managing Partner and Chief Investment Officer,
Equivico by NCRC
4:00 PM 4:05 PM
3:00 PM 3:05 PM
2:00 PM 2:05 PM
1:00 PM 1:05 PM
Jim Folwell, Client Relationship Manager,
Door Ventures
4:05 PM 5:05 PM
3:05 PM 4:05 PM
2:05 PM 3:05 PM
1:05 PM 2:05 PM
8:00 AM 9:00 AM
7:00 AM 8:00 AM
6:00 AM 7:00 AM
5:00 AM 6:00 AM
8:00 AM 3:00 PM
7:00 AM 2:00 PM
6:00 AM 1:00 PM
5:00 AM 12:00 PM
9:00 AM 9:10 AM
8:00 AM 8:10 AM
7:00 AM 7:10 AM
6:00 AM 6:10 AM
Jim Folwell, Client Relationship Manager,
Door Ventures
9:10 AM 9:55 AM
8:10 AM 8:55 AM
7:10 AM 7:55 AM
6:10 AM 6:55 AM
Vicky Berke, Executive Director
Morgan Stanley Investment Management
Beth Mosley, Senior Manager, Global Product Information
Principal Global Investors
9:55 AM 10:40 AM
8:55 AM 9:40 AM
7:55 AM 8:40 AM
6:55 AM 7:40 AM
Moderator:
Elana Margulies-Snyderman, Senior Manager
Eisner Advisory Group LLC
Panelists:
Rahul Mahna, Managing Director,
Eisner Advisory Group LLC
Michael Von Bevern, CPA, CAIA, Partner and Co-Founder,
Socium Fund Services
John Polis, Chief Operating Officer & Chief Technology Officer,
Star Mountain Capital
10:40 AM 11:00 AM
9:40 AM 10:00 AM
8:40 AM 9:00 AM
7:40 AM 8:00 AM
11:00 AM 11:45 AM
10:00 AM 10:45 AM
9:00 AM 9:45 AM
8:00 AM 8:45 AM
Moderator:
Bill Elcock, Head of Sales
Diligence Vault
Panelists:
Ellen Jones, Vice President, Global Marketing Services
Nuveen
Kellie Gries, Senior RFP Writer
Principal Global Investors
11:45 AM 12:45 PM
10:45 AM 11:45 AM
9:45 AM 10:45 AM
8:45 AM 9:45 AM
12:45 PM 1:30 PM
11:45 AM 12:30 PM
10:45 AM 11:30 AM
9:45 AM 10:30 AM
Dominic Ward, Managing Director
Iconic Holding
Alexandra Barrage, Partner,
Davis Wright Tremaine
John D'Agostino, Senior Advisor,
Coinbase
1:30 PM 2:15 PM
12:30 PM 1:15 PM
11:30 AM 12:15 PM
10:30 AM 11:15 AM
Moderator:
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management
Panelists:
Zack Bono, Vice President, Director, Business Services & Support
Federated Investors, Inc.
Beth Mosley, Senior Manager, Global Product Information
Principal Global Investors
2:15 PM 2:25 PM
1:15 PM 1:25 PM
12:15 PM 12:25 PM
11:15 AM 11:25 AM
Jim Folwell, Client Relationship Manager,
Door Ventures