III Roundtable for Consultants & Institutional Investors

Oct 17th - Oct 18th 2019
Four Seasons Hotel
In A World Where…

You’ve all heard it: That baritone voiceover in movie trailers announcing the premise of a (probably) absurd film.

“In a world where dinosaurs roam…”

“In a world where violence rules…”

And while they tend not to make films about diversification, factor investing, regulatory reform, or portable alpha, this scenario-based analysis and extrapolation is uniquely suited to portfolio management.

The 2019 Roundtable for Consultants & Institutional Investors will look ahead to the worlds that could be and examine the implicit – or explicit – bets that institutional investors have made on those variations.

2019 Advisory Board

Alternative Investor Institute - Investment Consultants:

John Claisse, Partner, CEO, Albourne America LLC

David Fann, President and CEO, TorreyCove Capital Partners

Jeffrey J. MacLean, Chief Executive Officer, Verus

Stephen L. Nesbitt, Chief Executive Officer, Cliffwater LLC

Michael Elio, Partner, StepStone Group LLC

Jim Vos, Chief Executive Officer, Aksia LLC

James Walsh, Head of Portfolio Advisory, Albourne America LLC

Alternative Investor Institute - Asset Allocators:

Ryan Bailey, Head of Investments, Children's Health System of Texas

John Barker, Managing Director, Kresge Foundation

Kris Chikelue, Associate Vice President, Investments, Memorial Hermann Health System

Bruce H. Cundick, Chief Investment Officer, Utah State Retirement Systems

Thiago de Freitas, Portfolio Manager – Liquid Alternative Investments, UPS Group Trust

Al Y. Kim, Director of Investments, Helmsley Charitable Trust

Eric Nierenberg, Chief Strategy Officer, Massachusetts Pension Reserves Investment Management Board (Mass PRIM)

Jason Rector, Senior Analyst, State of Wisconsin Investment Board

Michael Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management

Institutional Investor Institute - Investment Consultants:

Danielle Natonson, Managing Director, Cardinal Investment Advisors LLC

Michael D. Joyce, Senior Vice President/Senior Consultant, Segal Marco Advisors

Debashis Chowdhury, President, Canterbury Consulting

Stephen T. Cummings, Senior Partner, Chief Executive Officer, Aon Hewitt Investment Consulting, Inc.

Rich Nuzum, President, Wealth, Mercer

Robert DiMeo, Managing Director, DiMeo Schneider & Associates, LLC

Andrew Junkin, President, Wilshire Consulting, Wilshire Associates

Stephen P. McCourt, Managing Principal, Co-CEO, Meketa Investment Group

George A. Tarlas, Senior Managing Director, Asset Consulting Group

David R. Druley, Chairman and CEO, Cambridge Associates LLC

Aaron Ward, Managing Director of Consulting, Ellwood Associates

Jim Callahan, President, Callan LLC

Steven M. Carlson, Head of Investment, Americas, Willis Towers Watson

Becky Wood, President & Chief Executive Officer, Fund Evaluation Group, LLC

Mike Welker, President and CEO, AndCo Consulting

Ed Johnson, President & Chief Executive Officer, LCG Associates, Inc

Mike Manning, Managing Partner, NEPC, LLC

Jim Voytko, President, Director of Research, Senior Consultant, Principal, RVK, Inc.

Institutional Investor Institute - Asset Allocators:

Cheryl D. Alston, Executive Director and Chief Investment Officer, Employees' Retirement Fund of the City of Dallas

Lisa Laird, Chief Investment Officer, Providence St. Joseph Health

Leslie Lenzo, Senior Vice President, Investments, Advocate Aurora Health

Elizabeth McGeveran, Director of Impact Investing, McKnight Foundation

Mary O'Reilly, Vice President and Assistant Treasurer, Excellus Health Plan Inc.

John Orner, VP, Treasurer, Chief Investment Officer, Blue Cross Blue Shield of Minnesota

Dina Richards, Senior Vice President and Chief Investment Officer, Trinity Health

J. Richard Robben, Chief Investment Officer, Kentucky Retirement Systems

Rob Roy, Chief Investment Officer, AdventHealth

Adam Schwab, Director of Investments, American Enterprise Group

Susan Slocum, Chief Investment Officer, Children's Hospital of Minnesota

Anthony S. Waskiewicz, Chief Investment Officer, Mercy Health

Highlights from the Agenda
  • Thursday October 17
  • Friday October 18

Registration is limited to members of the Institutional 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. If you are an asset allocator or investment consultant, please refer to the appropriate site. We look forward to having you with us.


GDPR Consent Notice

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Please See Our Event Participant Terms & Conditions

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Please See Our Event Participant Terms & Conditions


Four Seasons Hotel

120 E Delaware Pl
Chicago, IL 60611
United States

The Four Seasons Hotel Chicago is located steps away from the famed Magnificent Mile. With the highest luxury guest rooms in the city, guests enjoy a bird’s-eye vantage from the 30th to 46th floors with breathtaking views of Lake Michigan and the city’s skyline. This summer, Four Seasons Hotel Chicago unveiled a multi-million renovation, revamping most of the hotel from corridors to 280 guest rooms. Led by design group BAMO, the renovation infuses residentially-inspired palettes and décor with a Chicago-centric sophistication. The Four Seasons Chicago has received a Forbes Five Star rating for 22 years in a row, the coveted AAA Five Diamond Award for 27 years and is honored to be ranked as one of TripAdvisor’s Top 25 Luxury Hotels in the United States.