U.S. Institute

COO Management Roundtable

Date - To be confirmed
The Fairmont
Washington, D.C.
About

A benchmarking opportunity for the executive who often serves as the second in command at his or her firm, this forum promotes sharing of solutions to common concerns. The program for each annual gathering in a major business city in the US will focus on “Best Practice” applications in new and developing trends shaping the future of asset management.

2017 Advisory Board

Marie Chandoha
President & Chief Executive Officer
Charles Schwab

Dana Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Mehdi Mahmud
President & Chief Executive Officer
First Eagle Investment Management

Jeffrey Becker
Chief Executive Officer
Jennison Associates

John R. Reinsberg
Deputy Chairman
Lazard Asset Management
 

Stephen N. Potter
President
Northern Trust Asset Management

Michael Even
Chairman
Numeric Investors

David A. Hunt
President & Chief Executive Officer
PGIM

Lisa Jones
President & Chief Executive Officer
Pioneer Investments

James P. McCaughan
Chief Executive Officer
Principal Global Investors

Karl Dasher
Chief Executive Officer, North America & Co-Head of Fixed Income
Schroder Investment Management

Kim Shannon
President & Chief Investment Officer
Sionna Investment Managers

Michelle R. Seitz
Head of Investment Management
William Blair Investment Management

Jason Schwarz
President, Wilshire Funds Management
Wilshire Associates