COO Management Roundtable

Nov 16th - Nov 17th 2017
The Fairmont
Washington, D.C.

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.

2016 Featured Session


State of the Industry

Knowing the lay of the land is essential before embarking on a journey. Emerging industry trends, such as retail dominance over net flows and client embrace of multi-asset solutions, were highlighted in the latest “Performance Intelligence” study by Casey Quirk by Deloitte/ McLagan of US Institute and European Institute firms.
Jeffrey Levi, Partner, Casey Quirk by Deloitte

View 2016 agenda

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
Northern Trust Asset Management

Michael Even
Numeric Investors

David A. Hunt
President & Chief Executive Officer

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


The Fairmont

2401 M St NW,
Washington, DC 20037
United States

Located in Washington’s fashionable West End and adjacent to historic Georgetown, the newly renovated Fairmont Washington, D.C. welcomes guests in capital style. With a sunlit urban courtyard that soothes the spirit, the Fairmont is the perfect hotel for business or leisure travel. Fairmont Washington, D.C., Georgetown is known for its engaging service and stylish surroundings.


Registration is limited to members of the US Institute. If you wish to obtain more information on joining this membership, please click here and a member of our team will be in touch shortly. We look forward to having you with us.


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