The Conference for Investment Firms

Pack One Month of Investor Meetings into One Day

May 8th | CHICAGO

8:30AM Networking / 10:00AM Start

20 LEADING ALLOCATORS DISCUSS THEIR MANDATES

6 OCIOS MAP THE FUTURE OF THEIR INDUSTRY

EXTENSIVE NETWORKING TIME WITH COLLEAGUES

Learn where 20 leading allocators are investing in 2019

MANDATES FOR 2019

CURRENT APPROACH TO ALTERNATIVES

DETAILS ON THEIR INVESTMENT PLATFORMS

ANALYST CONTACTS BY ASSET CLASS

CHARACTERISTICS THEY LOOK FOR IN A MANAGER

HOW THEY LIKE TO BE PITCHED TO

MEET THE

SPEAKERS

MATT LEBLANC

PNC BANK

KELLY FINEGAN

Northern Trust

TED FINLAY

Fifth Third

MARIELLE STOCKDALE

USAA

MATT GLASER

Wilmington Trust

RYAN TAGAL

Envestnet

BILL HARDING

Jackson National

RJ SMOLENSKI

Pitcairn

TOM PIERCE

Wilmington Trust

MAUREEN AUSTIN

Cambridge Associates

BARRY MENDELSON

Capital Market Consultants

GEOFF STROTTMAN

Segal Macro Advisors

JOHN THOMPSON

AON Hewitt

JIM DUNN

Verger Capital Management

SAM KIRKLAND

Wells Fargo

SCOTT NISSENBAUM

Ben Franklin Tech Partners

VIEW THE

SCHEDULE

8:30 AM 

Registration, Coffee & Networking

10:00 AM 

Keynote I: Gui Costin

Founder, Dakota Funds Group

10:30 AM 

Inner Circle Live, Hosted by: Chris O’Grady

Chris O’Grady will interview each speaker for 7-10 minutes and will discuss their investment platform and where they are looking to allocate in 2019.

Kelly Finegan, NORTHERN TRUST

Matt LeBlanc, PNC BANK

Ted Finlay, FIFTH THIRD BANK

Marielle Stockdale, USAA INSURANCE

Sam Kirkland, WELLS FARGO

Matt Glazer, WILMINGTON TRUST

Ryan Tagal, ENVESTNET

Bill Harding, JACKSON NATIONAL

12:00 PM 

Lunch

1:00 PM 

Keynote II: Dan DiDomenico

President, Dakota Funds Group

1:15 PM 

Allocator Roundtable: Chris O’Grady

RJ Smolenski, PITCAIRN

Tom Pierce, WILMINGTON TRUST

Jim Dunn, VERGER CAPITAL MANAGEMENT

2:00 PM 

Blockchain & Fund Formation: Gui Costin

The Future is here and blockchain technology is revolutionizing just about every aspect of business. The panel will discuss the effects on the investment industry and in particular fund formation.


Scott Nissenbaum, BEN FRANKLIN TECHNOLOGY PARTNERS

2:30 PM 

Networking Break


3:00 PM 

OCIO Panel: Dan DiDomenico

Maureen Austin, CAMBRIDGE ASSOCIATES

Barry Mendelson, CAPITAL MARKET CONSULTANTS

Geoff Strottman, SEGAL MACRO ADVISORS

John Thompson, AON HEWITT

4:00 PM 

Cocktails & Reception

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