... it's a matter of time
Times are in US Central Daylight Time (CDT)
8:45 am – 8:55 am | Welcome and Opening
Christine Bradford, Senior Not-for-Profit Consultant
8:55 am – 9:00 am | Opening Remarks
Louis Gagnon, President, U.S. and Canada
9:00 am – 9:25 am | It’s a Matter of Time: Issues, Themes and Opportunities
Deb Clarke, Global Head of Investment Research
Nick White, Global Strategic Research Director
9:25 am – 9:35 am | Reimagining the Future: Views from Our Peers
Facilitator:
Rachel Volynsky, Chief Investment Officer, Delegated Solutions
9:35 am – 10:00 am | The Future of Energy
Monika Freyman, Senior Responsible Investment Consultant
Rob Bailey, Director, Marsh & McLennan Insights, Oliver Wyman Group
Sid Vittal, Asset Class Specialist, Alternatives
10:00 am – 10:05 am | A Timely Check-In
Christine Bradford, Senior Not-for-Profit Consultant
10:05 am – 10:15 am | Break
Grab a cup of hot coffee or tea and make your way to your first ‘table topic’ networking chat with people who share your area of investment interest.
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
For information about the event, please contact:
Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums.