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Agenda

 

Monday October 26, 2020

 

Tuesday October 27, 2020

  • 10:15 am – 10:35 am   |   Coffee Break and Table Topics

    1. Insurance Linked Strategies – A Unique Diversifying Asset Class
    2. Vintage Diversification
    3. Sentinel
    4. Securities Lending
    5. Insurance
    6. DC in the U.S.
    7. DC in Canada
    8. DB in the US
    9. DB in Canada
    10. Family Offices
    11. Financial Intermediaries
    12. Analytic and research Tools 
    13. DS / Investment solutions in the US
    14. DS / Investment solutions in Canada
    15. Capital Market
    16. Asset Allocation
    17. Manager Selection
    18. Portfolio Construction
    19. Equities
    20. Fixed Income
    21. Real Estate
    22. Hedge Funds
    23. Private Markets
    24. Emerging Markets
    25. Responsible Investment
    26. Investment Governance
    27. Financial Wellness
    28. Diversity
    29. WEF – Systemic Risks

  • 10:40 am – 11:10 am   |   Keynote Speaker

    David Gregory, CNN Political Analyst

  • 11:15 am – 11:45 am   |   Breakouts

    Breakout 1: Value Investing – Is Now the Time to Increase Your Allocation?
    Rich Dell, Global Leader, Equity Boutique

    Breakout 2: Hedge Fund and Liquid Alts – Do the Merits of Diversifying Alternatives Still Stand?
    Jim Treanor
    , Alternatives Leader, U.S. and Canada

    Panelists:
    Trent Webster
    , Senior Investment Officer, Strategic Investments for the State Board of Administration of Florida

    Breakout 3: Dealing with the Doldrums: Fixed Income Strategies in the Lower-for-Longer Environment

    Gregory Halagan, Senior Investment Consultant

    Breakout 4: The Implications for Real Estate Investing in a Post COVID-19 WorldAllison Yager, Global Alternatives Leader, Real Estate

    Breakout 5: Private Equity – Is Infinite Capacity Possible in a Post COVID-19 World?
    Raelan Lambert
    ,
    Global Alternatives Leader

    Panelists: 
    Amy Lesch,
    Partner, Client and Partner Group, KKR
    Leslie Lenzo, Chief Investment Officer, Advocate Aurora Health

  • 11:50 am – 12:35 pm   |   World Pension Fund: Influence the Portfolio Allocation

    CIO: Jay Love, U.S. Investment Consulting Leader

    Sub-committee chairs:

    Value (Equities)
    Nicole Delahanty
    , Senior Investment Consultant

    Private Equity
    Texas Hemmaplardh
    , Co-Lead, Endowments

    Fixed Income
    Chris Tschida
    , Senior Investment Consultant

    Real Estate
    David Axelson
    , Senior Investment Consultant

    Hedge Funds
    Chris Grimm
    , Senior Investment Consultant

  • 12:35 pm – 12:45 pm   |   Final Remarks

    Christine Bradford, Senior Not-for-Profit Consultant

 

Wednesday October 28, 2020

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Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums.