We are excited to welcome our community back together and in-person at AIMSE’s 45th Annual Conference scheduled for April 24-26, 2022! Join us at the Ritz-Carlton Orlando, Grande Lakes as we reconnect with friends and colleagues to network, collaborate, and share best practices. We’ve put together an engaging agenda featuring key players in our industry who will discuss strategies for thriving in a challenging marketplace. We also know that safety is top of mind so please know that we are taking every precaution to make this event a safe experience for all attendees.
Pre-Conference
Sunday, April 24, 2022
All Time Zones are Eastern Time (ET)
7:00 AM – 1:30 PM
Golf Tournament and Golf Clinic with Breakfast & Lunch
The Central Florida landscape provided inspiration to legendary golf course designer Greg Norman, who worked with nature to create challenging greens, wide fairways, and hazards. The 18-hole championship course is a Certified Audubon Cooperative Sanctuary and tests the abilities of every skill level. Breakfast begins at 7:00 AM; Tournament Shotgun starts at 7:30 AM; Clinic begins at 10:00 AM
2:30 PM – 5:30 PM
Session 1: 2:00 PM – 4:00 PM Bootcamp
Session 2: 4:30 PM – 5:30 PM Consultant Bootcamp
6:00 PM – 6:30 PM
Mentor/Mentee Reception
6:30 PM – 9:30 PM
Welcome Reception/Meet the Sponsors
Enjoy appetizers and drinks, introduce yourself to our sponsors, and enjoy each other’s company at this networking social event! Be sure to register at the conference registration desk beforehand.
Main Conference
Monday, April 25, 2022
All Time Zones are Eastern Time (ET)
6:30 AM – 7:00 AM
Morning Yoga
Select Morning Yoga on Monday or Tuesday during your event registration to start your day with a relaxing yoga session led by a Ritz Carlton resort instructor.
7:00 AM – 8:00 AM
Breakfast with Exhibitors
8:00 AM – 9:45 AM
President’s Welcome with Miriam Tai – AIMSE President
Keynote Fireside Chat with retired NASA astronaut Dr. Scott Parazynski
Learn about thriving in a challenging environment from the first person to have walked in space and summited Mt. Everest!
A Word from Our Partners
Meet representatives from our sponsors
9:45 AM – 10:45 AM
Featured Consultant – Mercer
Rich Nuzum, CFA, President
Moderator: Claudette Grant, Client Relationship Manager, Capital Group
Mercer is the world’s largest consulting firm serving clients all around the world in an advisory capacity, as the largest delegated/OCIO service provider and through Mercer data services. The New York-based US business leader will address the state of the institutional investment industry, and provide insights into how Mercer is working with their clients and how AIMSE members should best work with Mercer.
10:45 AM – 11:00 AM
Break with Exhibitors
Grab a cup of coffee and introduce yourself to our sponsors!
11:00 AM – 11:50 AM
Concurrent Sessions
- Track 1:
Traditional Investments – Making the Most of Rare Plate Appearances
Fiducient Advisors – Brad Long, CFA, Deputy Chief Investment Officer
Lilien Communications – Copie Harris, Principal Consultant
Moderators: Matthew Applestein CFA, CPA, Head of Americas at Eastspring Investments, Inc., Sean Clark, CFA, Institutional Sales & Consultant Relations at Westwood Holdings Group, Inc.
Traditional long-only equity portfolios have been the bedrock of institutional investing; however, alternative strategies have been garnering the bulk of flows in recent years. Successful executives must make the best of fewer opportunities. A senior consultant, a senior fund selector, and an industry consultant will address these industry dynamics and provide insights into thriving in this challenging marketplace. They will address success in both in-person and virtual meetings.
- Track 2:
Alternative Investments: Deliver on Investments & Manage Liquidity Needs
Aberdeen Asset Management – Kevin Lyons, Senior Investment Manager
Bayshore Capital – Chris Grizzard, CFA, CAIA, Director University of Nebraska – CIO
Moderator: Brett Graffy, CAIA, Senior Research Analyst Marquette Associates
With a continuously evolving macroeconomic backdrop including rising (but still low) interest rates, inflation, and market volatility, asset owners are challenged to achieve their return objectives. On this panel, consultants and investors will address the role of alternatives in their portfolios. They will discuss where they are taking a risk, as well as their appetite for less-liquid options across private equity, private credit, and real assets. We will also discuss top priorities in alternatives over the next 12-18 months.
- Track 3:
OCIO Opportunities & Challenges: Navigating the Evolving Landscape
AON – Heather Myers, Partner & Non – Profit Practice Leader
Disciplina – Brian Arsenault, Partner & Managing Director
NEPC – Steve Charlton, CFA, Director of Consulting
Strategic Investment Group – Nikki Kraus, CFA, Chief Client Officer
Moderator: Molly Giffen, Vice President, Head of Consultant Relations at Burgundy Asset Management, Ltd.
The growth of OCIO has created both opportunities and challenges for investment management firms and consultants alike. Our panel of key decision-makers will address the unique nature of the OCIO business and how investment management firms can thrive and prosper in this growing but challenging channel.
12:00 PM – 1:00 PM
Luncheon Presentation: AIMSE Toigo Scholarship
Presenter: Dhvani Shah, CFA – The Robert Toigo Foundation, Board Member and Secretary; JM Family Enterprises, Chief Investment Officer
AIMSE has partnered with the Robert Toigo Foundation to establish a scholarship program for participants of the Toigo Fellowship program. During this luncheon presentation, you will learn how the Toigo Foundation is creating mechanisms for greater inclusion from the classroom to the boardroom.
1:10 PM – 2:10 PM
DE&I/ESG: The ‘S’ in ESG Takes Center Stage: DEI 2.0 and Beyond
JM Family Enterprises – Dhvani Shah, CFA
NEPC – Krissy Pelletier, Partner
Segal Marco – Francois Otieno, Director of Fixed Income
Eversource – Jennifer Rizza, CFA, CAIA
Moderator: Len Oremland, Managing Director, Head of Distribution, Xponance
The adoption of ESG may be the most significant development in the asset management industry in the last decade. Most attention has been focused on the E and the G – Environment and Governance. A panel of industry experts will assess the S in ESG with particular attention to Diversity, Equity, and Inclusion: where “we are” and “where we are going”. What do managers need to know as DEI trends evolve?
2:10 PM – 2:45 PM
Break With Exhibitors
2:45 PM – 3:45 PM
Concurrent Sessions
- Track 1:
Innovation in the DC Marketplace: Importance of CIT Vehicles
Mercer – Diane Improta, Partner and Senior Investment Consultant
SEI – Robert Muse, Executive Vice Preside
Moderator: Jeffrey Vilker, Director, Defined Contribution Impax Asset Management
The Defined Contribution market continues to be a growth area for institutional asset managers (and consultants too). Historically, mutual funds have been the vehicle of choice for the DC market but innovation in CITs has made these vehicles more attractive. Learn about these innovations from a senior DC consulting specialist and an executive who has assisted asset managers in launching CITs. Look out for mutual funds!
- Track 2:
How to Unlock Opportunities in the Ever-Changing Subadvisory Channel
ISS Market Intelligence – Gene Liu, Analyst
Lincoln Financial – Maria Ma, CFA, Head of Manager Research
Northern Trust – Chris Vella, CFA, CIO
Moderator: Mike Raso, MD, Head of Intermediary & Retail Americas PineBridge Investments
The Subadvisory channel is an important area of growth for many asset management firms. Two senior manager selectors and the founder of a leading provider of Subadvisory market intelligence will address the keys to unlocking opportunities in the world of sub-advised mutual funds, variable annuities, active ETF’s, CIT’s and other new vehicle structures
3:45 PM – 4:30 PM
Break with Exhibitors
4:30 PM – 6:45 PM
Optional Activities: Volleyball, Tennis, Bocce Ball, & Cornhole & Pickle Ball (TBD)
7:30 PM – 11:00 PM
Reception, Dinner, & Lothrop Award
Tuesday, April 26, 2022
All Time Zones are Eastern Time (ET)
6:30 AM – 7:00 AM
Morning Yoga/5k Fun Run
Start your day with a relaxing yoga session led by a Ritz Carlton resort instructor OR join the 5K fun run around the beautiful Ritz Carlton property!
7:00 AM – 8:00 AM
Breakfast with Exhibitors
8:00 AM – 8:45 AM
Industry Veterans Panel: Notable Nuances That Will Aid in Your Success
Artisan Partners – Chris Krein, Executive Vice President
Coho Partners – Tim McAvoy, Partner, Client & Consultant Relations
Jennison Associates – Lori McEvoy, Managing Director, Global Head of Distribution
Redwood Investments – Scott Kearney, Director of Marketing & Client Service
Sustainable Growth Advisers – Carolyn Patton, CFA, Director of Business Development
Moderator: Sally Stalcup, President & Founder, Stalcup Consulting
AIMSE Past Presidents and AIMSE Lothrop Award recipients share their collective insights that have led to their success over the years. From creative ideas for developing relationships to building your social capital (internally and externally), these industry veterans will offer their thoughts, experiences, and lessons learned.
Pay attention, listen closely, and take notes so you can shorten your ‘sales success cycle’.
8:45 AM – 9:45 AM
Featured Consultant – AndCo
Steve Gordon, Partner, Executive Director
Kerry Richardville, CFA, Consultant
Evan Scussel, CFA, CAIA, Partner, Research Director
Headquartered in Orlando, and is a Top 20 investment consulting firm. AndCo has grown organically and through acquisition and serves more than 700 clients with more than $100 billion in AuM. Three AndCo partners will address the keys to AndCo’s success and also how AIMSE members can successfully engage with AndCo and their clients.
9:45 AM – 10:00 AM
Break with Exhibitors
10:00 AM – 10:45 AM
Concurrent Sessions
- Track 1:
Public Funds: Opportunity and Obstacles
Kentucky Public Pensions Authority – Steve Herbert, CIO
Marquette Associates– Nat Kellogg, CFA, Director of Manager Search Verus – Mark Brubaker, CFA, Managing Director, Senior Consultant
Join allocators from several state pension systems and a senior consultant to discuss public pensions’ priorities and how you can best serve funds and their consultants. - Track 2:
Fixed Income Perspectives: Thrive through Innovation and Solution Orientation
Meketa Investment Group – Mark McKeown, CFA, Managing Principal, Head of Fixed Income
Mercer – Lead Portfolio Manager
Wilshire Fixed Income –
Moderators: John Larson, VP, Consultant Relations Federated Hermes, Jon Morgan, Head of Consultant Relations, North America Insight Investment
Leading fixed income experts to share their observations on how they are navigating the challenging inflation environment, managing Fed policy changes, evaluating sustainability, diversifying, and maximizing the impact of fixed income portfolios amidst historically challenging headwinds.
10:45 AM – 10:55 AM
Break with Exhibitors
10:55 AM – 11:40 AM
Concurrent Sessions
- Track 1:
Endowments, Foundations, and Family Offices
NEPC – Sebastian Grzejka, Senior Consultant
The Helmsley Charitable Trust – Josh Fenton, Director of Investments
CrossGrain Family Investments – William Pusey Jr., Partner
Moderator: Beth Murphy, Managing Director, Jennison Associates
Endowments, Foundations, and Family Offices represent an important client segment for both traditional and alternative asset managers. These clients are unique because of their time horizons. Many allocators employ The Endowment Model inspired by David Swenson of Yale. A senior institutional consultant, Foundation Investment Director, and Family Office Partner will address how they are thinking about the current market environment, especially inflation and planning for both the short-term and long-term. What portfolio allocations have they made and what are they considering.
- Track 2:
Insurance: The Untapped & Growing Market
Cardinal – Ed Jacobs, CFA, CIPM, Managing Director
Florida Blue – Bill Coats, Chief Investment Officer
Mercer – Christopher Tschida, CFA, Co-Head of US Insurance
Mercer – Greg Halagan, CFA, Partner & Co-Head of US Insurance
Moderator: Frederic Barthelemy, Senior Managing Director, Head of Institutional Group, US
A panel of experts will address the changing dynamics in the marketplace to serve the investment needs of insurance companies. Historically, the insurance market segment has been dominated by the search for yield, however, insurance companies have been re-evaluating their approach to investing and portfolio structures. Major Consulting firms have launched specialized teams to meet the needs of insurance companies who are looking to alternatives, expanding their toolkit, and re-thinking old paradigms.
11:40 AM – 11:50 AM
Break with Exhibitors
11:50 AM – 1:20 PM
Consultant Roundtables
ACG – Craig Coleman, CIMA, Vice President
AndCo – Evan Scussel, CFA, CAIA, Partner, Research Director
Cambridge Associates – Maureen Austin, Managing Director
CBIZ – Michael Perdzock, Research Director
Fiducient Advisors – Brad Long, CFA, Deputy Chief Investment Officer
Gallagher – Brad Hampton, Field Consultant & Research Analyst
LCG – Tayler Covey, CAIA, Vice President, Co-Director of Private Investments
Marquette Associates – Nat Kellogg, CFA, Director of Manager Search
Verus – Mark Brubaker, CFA, Managing Director, Senior Consultant
1:20 PM – 2:20 PM
Luncheon
Link for more information or to register for the event:
https://aimse.org/events/45th-annual-conference/