Agenda - AIMSE 45th Annual 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 start at 7:30 AM; Clinic begins at 10:00 AM

2:15 PM - 5:30 PM
Session 1: 2:15 PM - 4:15 PM Bootcamp
Presenters: Michael Gillis; Chris Rae, Senior Partner, Storm Capital Partners
Session 2: 4:30 PM - 5:30 PM Consultant Bootcamp Presenters: Maureen Kennedy Hays, Carolyn Patton, CFA, and Jennifer Pittman

6:00 PM - 6:30 PM
Mentor/Mentee Reception

6:30 PM - 9:30 PM
AIMSE Welcome and Exhibitor Reception
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.

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.

Sunrise Meditation and Lakeside Fellowship All are welcome to gather with friends and colleagues to fellowship and pray to start your day with the right mindset. AIMSE member, John Larson, will lead the time together. People of all faiths are welcome; bring a reading that you would like to share. No signup necessary, meet at the Lakeside Terrace

7:00 AM - 8:00 AM
Breakfast with Exhibitors

8:00 AM – 8:15 AM
AIMSE Conference Kickoff with Conference Co-Chairs:
Keith Wosneski, Head of US Institutional, Mackenzie Investments
Peter Crivelli, Senior Vice President, Institutional Sales & Consultant Relations, Carillon Tower Advisers

President's Welcome with Miriam Tai - CFAA, CAIA, FDP Vice President of Consultant Relations, Franklin Templeton Investments

8:15 AM – 9:15 AM
Keynote Fireside Chat with retired NASA astronaut Dr. Scott Parazynski

Moderator: Mark Sullivan, Senior Partner, Storm Capital Partners

Learn about thriving in a challenging environment from the first person to have walked in space and summited Mt. Everest!

9:15 AM – 9:45 AM
A Word from Our Partners Meet representatives from our sponsors

9:45 AM - 10:45 AM
Featured Consultant - Mercer
Rich Nuzum, CFA, President, Global Wealth

Moderator: Claudette Grant, Director, Relationship Manager, BlackRock

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, 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
Nasdaq - John Molesphini, Global Head of Insights, Invesment Intelligence
Fiducient Advisors - Brad Long, CFA, Deputy Chief Investment Officer
Lilien Communications, LLC - Copie Harris, Principal Consultant Wilshire - Julija Kod, CFA, Senior Vice President

Moderators: Matthew Applestein CFA, CPA, Head of Americas at Eastspring Investments, Inc.
Sean Clark, CFA, SVP, Institutional Sales & Consultant Relations at Westwood Holdings Group, Inc.

Traditional long-only equity portfolios have been the bed-rock 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. First, we will hear about these industry trends from a market intelligence expert. Then, two senior consultants and a communication skills expert will address these industry dynamics and provide guidance for thriving in this challenging marketplace. They will address achieving 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 - Brian Neale, CIO

Moderator: Brett Graffy, CAIA, Senior Research Analyst at 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 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, Managing Director, 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, CIO, Board Secretary - The Robert Toigo Foundation, Board Member and Secretary; JM Family Enterprises, Chief Investment Officer

Introduction: John Mirante, CFA, CPA, Director Relationship Management, Institutional Sales & Service

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, and will meet the current AIMSE Toigo Scholarship recipients.

1:10 PM - 2:10 PM
Diversity, Equity & Inclusion: The 'S' in ESG Takes Center Stage: DEI 2.0 and Beyond
Eversource - Jenifer Rizza, CFA, CAIA, Trust Investments Manager
Illinois Municipal Retirement Fund - Elizabeth Govea, Investment Officer Private Markets
NEPC - Krissy Pelletier, Partner
Segal Marco - Francois Otieno, Director of Fixed Income

Moderator: Len Oremland, Managing Director, Head of Distribution, Xponance

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 & Senior Investment Consultant
SEI - Robert Muse, President
DCIIA - Lew Minsky, President & CEO

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 mutual funds!
Track 2:
How to Unlock Opportunities in the Ever Changing Subadvisory Channel
ISS Market Intelligence - Gene Liu, Analyst
Lincoln Financial Group - Maria Ma, CFA, Head of Fixed Income & International Equity Manager Research
Northern Trust - Chris Vella, CFA, CIO

Moderator: Mike Raso, MD, Managing Director, Head of Intermediary & Retail America 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 subadvised 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 - 6:30 PM
Optional Activities: Volleyball, Tennis, Bocce Ball, Cornhole & Pickleball

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
AIMSE Business Meeting and Presentation of the Gavel

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

Moderator: Christa Maxwell, CFA, Head of Marketing and Business Development, Acuitas Investments

Headquartered in Orlando, AndCo 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 - Steven Herbert, CFA, CIO
Marquette Associates- Nat Kellogg, CFA, Director of Manager Search and President Verus - Mark Brubaker, CFA, Managing Director, Senior Consultant West Virginia Laborers Trust Funds - Steve Smith, CIO

Moderators: Jordan Loh, Senior Vice President, Carillon Tower Advisers; Andrew Miller, Senior Vice President, Acadian Asset Management

A CIO, a trustee, and a consultant walk into a conference…. Navigating the changing landscape of public plans is no joke! Join us to examine the opportunities and obstacles confronting public pensions from the vantage point of each of the three key decision-making roles: staff, trustees, and consultants. Learn where the focus of these decision-makers will be in 2022 and how asset managers can best serve and support them and their plans.
Track 2:
Fixed Income Perspectives: Thrive through Innovation and Solution Orientation
Meketa Investment Group - Mark McKeown, CFA, Managing Principal, Head of Fixed Income
Mercer - Erin Lefkowitz, Senior Portfolio Manager
Wilshire Fixed Income - William Beck, Senior Vice President

Moderators: John Larson, VP, Consultant Relations, Federated Hermes,
Jon Morgan, Head of Consultant Relations, North America Insight Investment

Leading fixed income experts 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: Lewis Del Ponte, Executive Director at Harvest Volatility Management

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 horizon. 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, CFA, Vice President, Treasurer, 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, Amundi 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 - Taylor 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 Wilshire Fixed Income - William Beck, Senior Vice President

A hallmark of AIMSE conferences, the Consultant Roundtables will give you the opportunity to learn how to partner and thrive working with the research teams and field consultants of both large and small consulting firms. The speed dating format gives each group ten minutes with the panelists. Make sure to be sensitive to your fellow AIMSE members.

Moderators - Matt Pawlak, AIF Director Consultant Relations, Sands Capital; Jennifer Pittman Director, Institutional Group, Thornburg Investment Management; Jean Reynolds, Head of Consultant Relations, Hamilton Lane

1:20 PM - 2:20 PM
Luncheon