III Senior Delegates Roundtable

Jan 22nd - Jan 24th 2019
The Ritz-Carlton, Bachelor Gulch

The high point of the year, this forum brings together senior delegates and distinguished outside experts. The agenda balances sessions on “big picture” topics with those on strategic business development and the running of the sales and marketing operation. Ample time is provided for informal discussion among members, and there are also organized social activities. Spouses or significant others are invited to attend this event.

2018 Featured Speaker

George Hincapie

17-time Tour de France cyclist, five-time Olympian​

George Hincapie is one of the most recognized riders in the world, with numerous world championships, national championships and professional victories to his credit.

During his 19-year professional career Hincapie was regarded as the premier American classics rider of his generation. He competed in a record 17 Ronde van Vlaanderen races and finished second at the grueling Paris-Roubaix, the best ever for any American. Beyond the classics he rode in the Tour de France 17 times and won three US National Road Race championships.Despite all his accomplishments, Hincapie is most remembered for his role as a valued teammate and leader to winners of cycling’s top events such as the Tour de France and Milan-San Remo. As he said while standing on the storied Champs-Élysées at the conclusion of his final Tour de France, he wants first and foremost to be remembered as a great teammate.

View 2018 agenda

2019 Advisory Board

Ted Noon
Acadian Asset Management

Miguel Rozensztroch
AllianceBernstein [AB]

Jeffrey Alt
Apollo Global Management

Ranjit Sufi
Aristotle Capital Management

Larysa Bemko
Baille Gifford & Co.

Steven J. Snyder
Columbia Threadneedle Investments

Susan Brengle
Eaton Vance Management

Tom Fisher
Franklin Templeton Investments

Timothy Meckel
HighVista Strategies LLC

Lori McEvoy
Jennison Associates

Jason Ciaglo
LSV Asset Management

Gary Faccenda
Lyrical Asset Management

Brett Wright
Macquarie Investment Management

Christopher Callahan
MFS Investment Management

Bill Irvine
Newfleet Asset Management 

John Abunassar
Northern Trust Asset Management

Bas Nieuweweme
PGIM Fixed Income

Jennifer Horne

Kevin Smith
State Street Global Advisors


The Ritz-Carlton, Bachelor Gulch

0130 Daybreak Ridge Rd
Avon, CO 81620
United States

Tucked within the exclusive enclave of Beaver Creek, you will find a luxury hotel where the spirit awakens. Year-round beauty invites you to ski pristine powder, hike through lush mountain forests or simply relax by the glow of a roaring fire. At the center of it all, The Ritz-Carlton, Bachelor Gulch pampers you with luxurious accommodations, a resort spa, locally inspired dining and unmatched ski-in/ski-out access.


Registration is limited to senior delegates 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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