III Roundtable for Consultants & Institutional Investors

Oct 8th - Oct 9th 2020
Four Seasons Hotel
About 2019's Event

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.

Information for 2020 coming soon.

2019's Advisory Board

2020 Advisory Board Coming Soon

Investment Consultants:

Jim Callahan 
Callan LLC

Steven M. Carlson
Willis Towers Watson

Debashis Chowdhury
Canterbury Consulting

Stephen T. Cummings
Aon Hewitt Investment Consulting, Inc.

David R. Druley
Cambridge Associates LLC

Ed Johnson
LCG Associates, Inc

Michael D. Joyce
Segal Marco Advisors

Andrew Junkin
Wilshire Consulting, Wilshire Associates

Mike Manning

Stephen P. McCourt
Meketa Investment Group

Danielle Natonson
Cardinal Investment Advisors LLC

Rich Nuzum

Michael Rosen
Angeles Investment Advisors LLC

George A. Tarlas
Asset Consulting Group

Aaron Ward
Ellwood Associates

Mike Welker
AndCo Consulting

Becky Wood
Fund Evaluation Group, LLC

Jim Voytko
RVK, Inc.

Asset Allocators:

Cheryl D. Alston
Employees' Retirement Fund of the City of Dallas

Lisa Laird
formerly Providence St. Joseph Health

Leslie Lenzo
Advocate Aurora Health

Elizabeth McGeveran
McKnight Foundation

Mary O'Reilly
Excellus Health Plan Inc.

John Orner
Blue Cross Blue Shield of Minnesota

Dina Richards
Trinity Health

J. Richard Robben
Kentucky Retirement Systems

Rob Roy

Adam Schwab
American Enterprise Group

Susan Slocum
Children's Minnesota

Anthony S. Waskiewicz
Mercy Health


Four Seasons Hotel

120 E Delaware Pl
Chicago, IL 60611
United States

Four Seasons Hotel Chicago

120 East Delaware Place
Chicago Illinois U.S.A. 60611-1443

+1 (312) 280-8400

Located steps away from the famed Magnificent Mile, glamorous North Michigan Avenue shopping, and minutes from the city's business and financial centres. Explore the highest luxury guest rooms in the city with unrivaled Lake Michigan and skyline views. The award-winning Hotel 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.