The 14th Annual Greenwich Associates Competitive Challenges Conference | October 12 - 13, 2017
The Langham | Chicago, IL

2016 Agenda

Time Monday, October 17th, 2016
7:00 - 8:00am Onsite Registration & Breakfast
8:00 - 9:00am Welcome: Overview of Industry and New Greenwich Report: The Future of Active Management Speaker: Andrew McCollum (Greenwich Associates)
9:00 - 10:15am Panel: Active to Passive Shifts - A Cyclical or Secular Change? Moderator: Davis Walmsley (Greenwich Associates) Speaker: Keith Crawford (State Street Corporation) Speaker: Jason Tyler (Northern Trust Asset Management) Speaker: Brad Allinson (Quantitative Management Associates) Speaker: Edward Johnson (LCG Associates)
10:15 - 10:30am Break & Morning Snack
10:30 - 11:30am Keynote Address
Speaker: Michael Dobson (Schroders)
11:30 - 12:30pm Panel: International & Global Industry Trends in Institutional Markets Moderator: Markus Ohlig (Greenwich Associates) Speaker: Jivan Sidhu (Greenwich Associates) Speaker: Chantal Grinderslev (Z-Ben Advisors)
12:30 - 1:30pm Lunch
1:30 - 2:15pm Town Hall Forum: Competitive Dynamics - Swimming with the Big Fish
Moderator: Sara Sikes (Greenwich Associates) Speaker: Thomas Fisher (J.P. Morgan Asset Management) Speaker: George Tarlas (Asset Consulting Group) Speaker: Jack Sommers (Income Research + Management)
2:15 - 3:00pm Town Hall Forum: Generational Change - Preparing for the Inevitable Moderator: Mark Buckley (Greenwich Associates) Speaker: John Gallagher (Loomis, Sayles & Company) Speaker: Kurt Harrison (Russell Reynolds) Speaker: Aidan Riordan (Old Mutual)
3:00 - 3:15pm Break & Afternoon Snack
3:15 - 4:15pm Keynote Address
Speaker: Harry Conaway (Employee Benefit Research Institute)
4:15 - 5:15pm Panel: Plan Sponsors - Juggling While Treading Water? Moderator: Rodger Smith (Greenwich Associates) Speaker: Alison Romano (Florida State Board of Administration)
Speaker: William Lee (New York Presbyterian Hospital)
Speaker: Kenneth Souza (University of South Florida Foundation)
5:30 - 6:30pm Cocktail Reception
6:30 - 7:15pm Dinner
7:15 - 8:00pm Keynote Address Speaker: Dr. Maximilian Horster (The South Pole Group)
Time Tuesday, October 18th, 2016
7:00 - 8:00am Breakfast
8:00 - 9:00am Keynote Address Speaker: Sarah Ketterer (Causeway Capital Management)
9:00 - 10:00am Panel: Future State Distribution Models: New Strategies for Success Moderator: Andrew McCollum (Greenwich Associates) Speaker: Edwin Conway (BlackRock) Speaker: Sheila Hartnett-Devlin (American Century Investments) Speaker: Douglas Meyer (First Eagle Investment Management)
10:00 - 10:15am Break & Morning Snack
10:15 - 11:15am Keynote Address Speaker: Michael Goldstein (Empirical Research Partners)
11:15 - 12:15pm Panel: The Blurring of Industry Lines: Fiduciary Management 2.0 Moderator: Christopher Dunn (Greenwich Associates) Speaker: Marc Brookman (Morgan Stanley Wealth Management) Speaker: John Hartman (Rocaton Investment Advisors) Speaker: Rich Nuzum (Mercer Investments)
12:15 - 1:30pm Box Lunch & Networking