AII Roundtable for Corporate Funds and Insurance Portfolios

Mar 4th - Mar 5th 2019
The Watergate Hotel
Washington, D.C.
2018 Agenda

Convergence & Divergence

Two mega-trends are impacting the corporate and insurance fund worlds: the convergence of portfolios’ towards a singular asset allocation, portfolio construction, and risk management paradigm — and a divergence in opinion over how to position these portfolios for future market events.

The 2018 Roundtable for Corporate Funds & Insurance Portfolios will address both trends in depth, and aim to arm chief investment officers and their teams with the crucial knowledge needed to succeed going forward. In addition, the Roundtable will take up two topics in depth for blue-sky discussion: Disruption in Asset Management and the Talent Crisis.

2018 Preliminary Agenda

2018 Featured Speaker

The Five ‘Everything’ Trends Shaping the World... and What They Mean for Politics, Business, Technology, and ‘Everything’ Else

From rapid urbanization and growing middle classes to unprecedented connectivity and technology acceleration, there are five “everything” trends shaping the world. Molavi describes what they mean for the future of geopolitics and geoeconomics and the global landscape companies face today and in the future.

Afshin Molavi, School of Advanced International Studies, Johns Hopkins University

2018 Allocator Advisory Board

Rip Reeves
AEGIS Insurance Services

Russell Smith
Aetna Inc.

John Patin
Allied World Assurance Company

Paul Benjamin
Aloca Inc.

Gregory T. Williamson
American Red Cross (formerly)

Mark Rose
Argo Group

Carolynn Walton
Blue Cross Blue Shield of Michigan

Kathleen Lutito
CenturyLink Investment Management

Pantelis Apessos

Valerie Sill
DuPont Capital Management

Mark Silverstein
Sompo International

Walter Kress
Ernst & Young

Maite Irakoze Baur
Farmers Insurance

Harshal Chaudhari
IBM Retirement Funds

Wayne Wicker
ICMA Retirement Corporation

Robert Ewers
Inter-American Development Bank

Robert Hunkeler
International Paper Company

Christopher Li
Lockheed Martin Investment Management Company

Richard W. Scott
Loews Corporation

Fred Nieuwland
Mars Incorporated

Phillip Titolo
MassMutual Insurance

Jeremy Ellermeyer
MetLife Investment Management

Clifton Moore
Michelin North America Inc.

Al Campos
National Education Association

Jeanmarie C. Grisi
Nokia Americas

Mark Hopkins

Sanjay Chawla
Raytheon Company

Aaron Diefenthaler

Joseph Eppers
Selective Insurance Company of America

Randy Brown
Sun Life Financial

Charles Van Vleet
Textron Inc.

Brian Pellegrino
UPS Group Trust (formerly)

John Gandolfo
World Bank

Carol McFate
Xerox (formerly)


The Watergate Hotel

2650 Virginia Ave NW
Washington, DC, DC 20037
United States

Perfect for business, pleasure, or family travel, The Watergate Hotel is home to an array of venues for dining, drinking, fitness, wellness and more. You're encouraged to lounge at the seductive The Next Whisky Bar and enjoy stunning views from Top Of The Gate, as well as enjoy some of DC's best cuisine at Kingbird and indulge in a relaxing treatment from Argentta Spa during your stay.

In addition to the activities and experiences found at The Watergate, our location near The National Mall and the historic Georgetown neighborhood gives you access to the best of DC's destinations and experiences. From great jazz at an iconic venue, to beloved baked goods, to some of the nation's finest memorials and more, there is truly something for everyone in Washington DC.


Registration is limited to members of the Alternative Investor Institute. If you wish to obtain more information on joining this membership please email us and member of our team will be in touch shortly. We look forward to having you with us.



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