III Roundtable for Corporate Funds and Insurance Portfolios

Mar 6th - Mar 7th 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.

Join us and your fellow corporate pension plan sponsors and insurance portfolio executives in exploring these, and other, issues — and converging on asset allocators’ most pressing problems. Registration is complimentary for qualified executives from corporate pension funds, insurance funds and investment executive. 

2018 Preliminary Agenda


2018 Featured Speaker
The Washington Insider
Seated Lunch with Featured Speaker

Bringing audiences Capitol Hill in a nutshell, ABC News’ chief White House correspondent Jonathan Karl discusses what is happening in the nation’s capital. Karl provides a unique perspective on the latest political news stories as well as insights about what he has learned from his many years covering domestic and foreign affairs.
Jonathan Karl, Senior Correspondent, ABC News
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 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 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. We look forward to having you with us.



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