U.S. Institute

Chief Investment Officer Roundtable

Date - To be confirmed
Four Seasons Hotel
Miami
About

Specifically designed for Chief Investment Officers, Senior Delegates and other senior executives in charge of the investment department, this forum addresses the management role of the CIO.  Members openly discuss such timely issues as new product development, talent recruiting and retention, compensation strategies, structural dynamics surrounding “core” competencies vs. product innovation, effective risk management techniques and streamlining the investment process.

INSTITUTIONAL FUND FLOWS AND THE ALLOCATOR PERSPECTIVE: WHAT CIOS NEED TO KNOW

The availability of data has empowered asset allocators to shift their approach to manager selection and research. How are these allocators thinking differently about strategies, products and performance? What does the data reveal about fund flows—and how can chief investment officers respond?

 

John R. Reinsberg (Moderator), Deputy Chairman, Lazard Asset Management, New York

Ryan Bailey, Head of Investments, Children’s Health System of Texas, Dallas

John Molesphini, Senior Vice President, Global Head of Insights, eVestment, Atlanta

Susan Slocum, Chief Investment Officer, Children’s Hospital and Clinics of Minnesota, Edina, MN

James Voytko, President, RVK, Portland, OR