III Roundtable for Consultants & Institutional Investors

Oct 17th - Oct 18th 2019
Four Seasons Hotel
2018 Agenda

The Clashes of Asset Management

Ten years of bull markets and sustained economic growth – despite it rarely feeling that way—now allows CIOs and investment consultants the opportunity to debate and reflect on the paradigms on the business of institutional asset management. The Roundtable for Consultants & Institutional Investors will focus on the clashes of asset management, the pivotal arguments to be had on asset classes, approaches, risks, rewards, and the future of the industry. In keeping with a key theme of U.S. midterm elections, the Roundtable aims to prepare you for change, on the investment and political stages.

2018 Advisory Board

Jim Vos
Chief Executive Officer
Aksia LLC

Alan Biller
CEO & Founder
Alan Biller & Associates

Russell Read, Ph.D.
Chief Investment Officer
Alaska Permanent Fund Corporation
*Public Pension Funds Chair

Dr. John Claisse
Partner, CEO
Albourne Partners

Mike Welker
President and CEO
AndCo Consulting

Michael A. Rosen
Principal & Chief Investment Officer
Angeles Investment Advisors LLC

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

George Tarlas, CFA
Senior Managing Director
Asset Consulting Group

Cameron Black
Chief Investment Officer & Treasurer
Blue Cross Blue Shield of Arizona
*Insurance Funds Chair

Jim Callahan
Callan LLC

David R. Druley
Chairman & CEO
Cambridge Associates LLC

Debashis Chowdhury
Canterbury Consulting

Cindy Potter
Managing Director
Cardinal Investment Advisors

Steve Nesbitt
Chief Executive Officer
Cliffwater LLC

Charlie Georgalas
Chief Executive Officer
Colonial Consulting, LLC

Erin Archer
DePaul University

Russell Hill, Chairman
CEO, and Senior Consultant
Ellwood Associates

Scott Harsh
President & Chief Executive Officer
Fund Evaluation Group, LLC

Rosalind Hewsenian
Chief Investment Officer
Helmsley Trust

Harshal Chaudhari
Chief Investment Officer
IBM Retirement Funds
*Corporate Pension Funds Chair

Josh Rabuck
Executive Director and Chief Investment Officer
Indiana University Healthcare
*Healthcare Institutions Chair

Edward Johnson
President & Chief Executive Officer
LCG Associates, Inc.

Brian Wrubel
President & Chief Executive Officer
Marquette Associates, Inc.

Michael Trotsky, Executive Director
Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board (Mass PRIM)
*Public Pension Funds Chair

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

Rich Nuzum
President, Global Wealth Business

Michael Manning
Managing Partner

Amy Jensen
Investment Director
Northwest Area Foundation
*Foundations Chair

Ryan Tidwell
Managing Director/Chief Investment Officer
Oklahoma State University Foundation
*Endowments Chair

Keith Mote
President & Managing Director
Pavilion Advisory Group

Allan R. Emkin
Managing Director
Pension Consulting Alliance, LLC

Robin Pellish
Chief Executive Officer
Rocaton Investment Advisors, LLC

Rachel Carroll
Managing Director, Consulting
Russell Investments

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

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

Stephen Holmes
Summit Strategies Group

Jeffrey J. MacLean
Chief Executive Officer

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

Andrew Junkin
Wilshire Associates

2018 Featured Speaker

David Axelrod

Senior Political Commentator, CNN
Senior Advisor to President Barack Obama (2009-2011)
Host, The Axe Files

He is one of the greatest political strategists in recent American history. With the midterm elections upon us in just four short weeks, hear the latest updates and analysis on both sides of the aisle. Will this be the fourth consecutive “changeover” midterm election? What are the implications on policy and this ever-tumultuous White House’s agenda?

View 2018 agenda


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.



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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.