8:00 AM 9:00 AM
7:00 AM 8:00 AM
6:00 AM 7:00 AM
5:00 AM 6:00 AM
2:00 PM 3:00 PM
8:00 AM 6:00 PM
7:00 AM 5:00 PM
6:00 AM 4:00 PM
5:00 AM 3:00 PM
2:00 PM 12:00 AM
9:00 AM 9:10 AM
8:00 AM 8:10 AM
7:00 AM 7:10 AM
6:00 AM 6:10 AM
3:00 PM 3:10 PM
Eivind Lorgen, Chair Emeritus
Investor Advisory Group (SASB / ISSB)
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
6:10 AM 7:10 AM
3:10 PM 4:10 PM
Rob Balkema, Head of Multi-Asset Solutions, North America
Russell Investments
Sari Mayer, Director of Investor Relations
Global Credit Advisers LLC
Todd Copenhaver, Principal Deputy CIO and Portfolio Manager
Merganser Capital Management
Jeremy Burton, CFA, Portfolio Manager
PineBridge
10:10 AM 11:00 AM
9:10 AM 10:00 AM
8:10 AM 9:00 AM
7:10 AM 8:00 AM
4:10 PM 5:00 PM
Jamie Dunham, Director of Financial Institutions & National Accounts
William Blair
Steve Marks, Managing Director
Klitzberg Associates Inc.
11:10 AM 11:30 AM
10:10 AM 10:30 AM
9:10 AM 9:30 AM
8:10 AM 8:30 AM
5:10 PM 5:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
8:30 AM 9:30 AM
5:30 PM 6:30 PM
Benjamin Nye, Chief Investment Officer
Narwhal Capital Management
Keith Wagner, Managing Director
Opal Capital
Tom Russell, Director of Fixed Income
Narwhal Capital Management
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
6:30 PM 7:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
7:30 PM 8:30 PM
Kimberly Flynn, Managing Director, Alternative Investments
XAInvestments
Kenny Pitman, CFA, CAIA, Principal
Mercer
2:30 PM 2:50 PM
1:30 PM 1:50 PM
12:30 PM 12:50 PM
11:30 AM 11:50 AM
8:30 PM 8:50 PM
2:50 PM 3:50 PM
1:50 PM 2:50 PM
12:50 PM 1:50 PM
11:50 AM 12:50 PM
8:50 PM 9:50 PM
Engage in dynamic roundtable discussions led by premier allocators where they will share their expertise with the selection process and considerations related to criteria, strategies, and nuances which allocators prioritize when selecting sub-advisors.
Moderator:
Elana Margulies-Snyderman, Director
Eisner Advisory Group LLC
Lionel Erdely, Chief Investment Officer
Investcorp-Tages
Andrew Miller, Managing Director
Harbor Capital Advisors
3:50 PM 4:00 PM
2:50 PM 3:00 PM
1:50 PM 2:00 PM
12:50 PM 1:00 PM
9:50 PM 10:00 PM
Eivind Lorgen, Chair Emeritus
Investor Advisory Group (SASB / ISSB)
4:00 PM 5:00 PM
3:00 PM 4:00 PM
2:00 PM 3:00 PM
1:00 PM 2:00 PM
10:00 PM 11:00 PM
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
8:00 AM 9:00 AM
7:00 AM 8:00 AM
6:00 AM 7:00 AM
5:00 AM 6:00 AM
2:00 PM 3:00 PM
8:00 AM 1:40 PM
7:00 AM 12:40 PM
6:00 AM 11:40 AM
5:00 AM 10:40 AM
2:00 PM 7:40 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
3:00 PM 3:10 PM
Eivind Lorgen, Chair Emeritus
Investor Advisory Group (SASB / ISSB)
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
6:10 AM 7:10 AM
3:10 PM 4:10 PM
Stéphane Corsaletti, Chief Investment Officer
Allfunds
Pierre Bonart, CFA, Head of Multi Management
Edmond de Rothschild
Furio Pietribiasi, CEO
Mediolanum
Allison Fisch, Managing Principal, President, Portfolio Manager
Pzena
10:10 AM 11:10 AM
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
4:10 PM 5:10 PM
Kevin Mahn, President and Chief Investment Officer
Hennion and Walsh Asset Management
Nancy Vailakis, Principal
Ancram IRBD
11:10 AM 11:30 AM
10:10 AM 10:30 AM
9:10 AM 9:30 AM
8:10 AM 8:30 AM
5:10 PM 5:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
8:30 AM 9:30 AM
5:30 PM 6:30 PM
Elana Margulies-Snyderman, Director
Eisner Advisory Group LLC
Karina Fin, Talent Acquisition Manager
Pzena Investment Management
Aaron Chan, Chief Financial Officer
Enlightened Hospitality Investments
Bonni Pesner Pactor, Founding Member and Manager
ConnectMe Capital, llc
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
6:30 PM 7:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
7:30 PM 8:30 PM
Gulsey Torenli, Director, Global Private Equity Platform
Vistra
Loren Remetta, Chief Investment Officer
Bow Bridge
2:30 PM 2:40 PM
1:30 PM 1:40 PM
12:30 PM 12:40 PM
11:30 AM 11:40 AM
8:30 PM 8:40 PM
Eivind Lorgen, Chair Emeritus
Investor Advisory Group (SASB / ISSB)