Review Our Event Agenda

8:30 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

9:25 AM HOST WELCOME

9:30 AM 2024 Fall and Winter Asset Allocation Strategies

It’s been a whirlwind of a year so far, and the investment industry rarely stands still. Start the day by hearing from investors on current market conditions as we head towards the end of 2024. How will these conditions affect decision making and asset allocation for the rest of the year? Investors discuss whether to deviate from traditional allocations to more alternative investments, as well as different asset allocation strategies designed to manage risk and maximize returns.

Moderator:

Connor Carew, Partner, PermCap Investment Office

Panelists:

Doug Laskowski, Senior Portfolio Manager, Multi-Asset Group, Allstate Investments, Allstate Insurance

Chi Nguyen, Senior Investment Analyst - Endowments, Drexel University

10:20 AM Navigating the Intricate World of Private Credit - Presented by Victory Park Capital

Presenters:

Joel Hart, Managing Director & Chief Risk Officer, Victory Park Capital

John Martin, Senior Partner, Victory Park Capital

Tom Welch, Partner & Portfolio Manager, Victory Park Capital

10:40 AM Morning Networking Break

11:10 AM The OCIO and the Client

The OCIO industry is ever evolving and the collaboration between an OCIO and an independent firm can be tricky. Hear from OCIOs about the state of their industry and what trends they’re seeing. Additionally, about how OCIOs manage their relationship with the house CIO and their firm. How can both parties protect themselves against risk and market downturn this year?

Moderator:

Yussef Gheriani, Chief Investment Officer, IHT Wealth Management

Panelists:

Mary Cahill, CEO & CIO, Acansa Investment Management Group

Nate Krogman, Partner, Aon

Benjamin Patzik, Vice President, Head of Discretionary Investment Services, Segal Marco Advisors

Zachary Burghardt, Director - Investments, WTW

12:00 PM State of Wisconsin Investment Board Presents: Portable Beta and Total Portfolio Management

Total Portfolio Management requires balancing the risk and return drivers across asset classes, style exposures, and alpha. Style exposures have traditionally been applied as return enhancers. However, our studies show that they can be used to manage risk in such a way as to potentially reduce the risk of the policy portfolio. We share some of the findings of our pilot initiative.

Presenter:

Stefano Cavaglia, Senior Portfolio Manager, State of Wisconsin Investment Board

12:20 PM Networking Lunch

1:20 PM The World of Tomorrow - Artificial Intelligence

With ChatGPT and Google’s Gemini, it’s clear that AI is not going anywhere. Hear from investors about how they’re approaching AI developments, the factors considered in the decision to use AI, and how they’re embracing new tools to manage their investment portfolios. How can AI be utilized to make predictions, navigate risk, and make better investment decisions?

Moderator:

Jon Chesshire, Managing Director, Head of Research, Clearbrook Global Advisors

Panelists:

Mauricio Banuelos, Portfolio Manager, Office of the City Treasurer, City of Chicago

Snehasis Mukhopadhyay, Professor, Department of Computer and Information Sciences, Indiana University - Purdue University Indianapolis

Blair Webb, Managing Director, Purdue Research Foundation

2:10 PM Moving Forward - Global Markets, Strategies, and Risk

An investors job is not to predict change, but to be aware that change is inevitable and asses all possible scenarios. Close out the day by hearing industry professionals discuss how they are defining and navigating risk. How will conflict globally and political change domestically impact benchmarking, allocations, and country specific investment decisions? Gain insight on how investors are preparing their portfolio for change and best practices to keep in mind when building your portfolio in Q4.

Moderator:

Evan Frazier, Senior Research Analyst, Marquette Associates

Panelists:

Uwe Schillhorn, Program Director, Emerging Markets Investors Alliance (EMIA)

Scott Botterman, Senior Portfolio Engineer, Fisher Investments

Ju Hui Lee, Head of Market Risk, United Nations Joint Staff Pension Fund

3:00 PM Afternoon Networking Break

3:30 PM End of Day Round Up Session

This final panel will provide a comprehensive recap of all the discussions and insights gained throughout the day. Moderator and panelists will review the main themes covered, facilitating an interactive discussion with the audience to clarify any questions and share additional experiences. Join us to consolidate the knowledge acquired and highlight the best practices and key takeaways presented during the event

Moderator:

Chi Nguyen, CFA, CAIA, Senior Investment Analyst - Endowments, Drexel University

Panelists:

Stefano Cavaglia, Senior Portfolio Manager, State of Wisconsin Investment Board

Ju Hui Lee, Head of Market Risk, United Nations Joint Staff Pension Fund

4:00 PM NETWORKING HAPPY HOUR