The takeaways from the event will help asset managers deliver a truly differentiated client experience, successfully navigate the investment consultant manager research process, position themselves for future success in the private markets space, understand the trends and implications of Outsourced CIO adoption, explore how sales and marketing collaboration can be optimized to increase efficiencies and win rates, and meet the evolving needs and objectives of asset owners.
| Time |
Wednesday, October 11th |
| 7:30AM - 8:30AM |
Onsite Registration & Breakfast |
| 8:30AM - 9:30AM |
Welcome Address and Overview of Industry
Presenter: Todd Glickson, Head of Investment Management - North America, Coalition Greenwich
|
| 9:30AM - 10:15AM |
PANEL
CX — Delivering a Uniquely Compelling Client Experience
Clients expect a flexible, seamless and personalized experience at each stage of the client journey, and managers who deliver this forge deeper and longer relationships with their client base. What are the greatest detractors or creators of value in the client experience? What tools, technologies and channels are managers utilizing to reduce friction in the client journey? How can managers deliver a truly differentiated client experience and evolve from being a service provider to a strategic partner?
SPEAKERS
Liz Haines
SVP - Client Experience Program Manager
Voya Investment Management
Susan McMurry
COO, Client Platform
Wellington Management
Francis Sempill
Head of Client Service
Walter Scott North America
MODERATOR
Sophie Emler
Senior Relationship Manager
Coalition Greenwich
|
| 10:15AM - 10:30AM |
Break & Morning Snack |
| 10:30AM - 11:15AM |
KEYNOTE SPEAKER
Kevin Rosenbaum
Global Head, Capital Markets Research
Cambridge Associates
|
| 11:15AM - 12:00PM |
PANEL
Private Markets — Positioning for the Future
Institutional Investor demand for Private Market investments remains very strong across multiple asset classes, with both traditional and specialist managers vying for market share. However, changes in the market environment have impacted investors' priorities, preferences, and plans, requiring managers to review their business strategies and offerings. Liquidity, transparency and fees are just a few of the issues that are top-of-mind as investors ponder future asset allocation decisions. This panel will assess how asset managers should be thinking about positioning themselves for future success in the Private Markets space.
SPEAKERS
James Kase
Managing Director & Head of Global Investor Relations
HarbourVest Partners
Amy Lesch
Partner, Client and Partner Group
KKR
Ria Nova
Partner, Client and Product Solutions
Apollo Global Management
MODERATOR
Mark Buckley
Head of Investment Management
Coalition Greenwich
|
| 12:00PM - 1:00PM |
Lunch |
| 1:00PM - 1:45PM |
KEYNOTE SPEAKER — FIRESIDE CHAT
Allison Fisch
Managing Principal, President, and Portfolio Manager
Pzena Investment Management
|
| 1:45PM - 2:45PM |
PANEL
Marketing + Sales
Impactful gains in productivity, client/prospect engagement and sales can be attributed not only to the quality of distribution and marketing teams, but to the support and resources allocated by the organization they represent. In this panel, we will explore how sales and marketing collaboration via shared responsibilities, focus on developing strategic partnerships, and elevation of targeted thought leadership initiatives can be optimized to increase efficiencies and win rates.
SPEAKERS
Robert Duwa
Partner, Head of North America Distribution
William Blair Investment Management
Maurice Leger
Head of Global Distribution
Loomis Sayles
Judy May
Vice President, Marketing
RBC Global Asset Management
Paul Zettl
EVP, Chief Marketing Officer
Cohen & Steers
MODERATOR
Todd Glickson
Head of Investment Management - North America
Coalition Greenwich
|
| 2:45PM - 3:00PM |
Break & Afternoon Snack |
| 3:00PM - 3:45PM |
PANEL
OCIO — A 360° Perspective
As OCIO adoption has matured into a common solution to challenges facing institutional investors of different types and sizes this panel will address considerations including governance, fee transparency, asset allocation and reporting from the perspective of asset owners, managers and the specialist consultants that conduct due diligence in the manager selection process.
SPEAKERS
Jeffry Haber
Professor of Accounting
Iona University
Nikki Kraus
President and Chief Client Officer
Strategic Investment Group
Christopher Philips
Senior Vice President, OCIO Practice Leader
LCG Associates, Inc.
Brian Schroeder
Founder
OCIO Monitor
MODERATOR
Alasdair Philip
Senior Relationship Manager
Coalition Greenwich
|
| 3:45PM - 4:15PM |
PRESENTATION
The Opportunity in Asia
Asian asset pools continue to grow on an unhindered trajectory in the last decade, driven by growing national budgetary surpluses, pension and insurance assets and rapid retail investing. Further, outsourcing has outpaced asset growth driven by internationalization of portfolios amongst Asian asset owners and proliferation of private assets. This has created a great opportunity for international managers to grow their business and position themselves for future growth in the region. That being said, the opportunity remains concentrated relative to other regions, heterogeneous (E.g. G10 markets like Japan and Australia in addition to large EM markets) and heavily competed. In this session we will explore the nature of the opportunity, where do managers need to invest and how do managers compete in this complex opportunity.
PRESENTER
Parijat Banerjee
Head of Asia-Pacific
Coalition Greenwich
|
| 4:15PM - 5:00PM |
ROUND TABLE DISCUSSIONS
Asset Management Hot Topics
Drawing on some of the themes covered during the day, this session offers an opportunity to participate in focused, curated roundtable discussions examining some of the pressing issues and challenges facing the asset management industry. Facilitated by the Coalition Greenwich team, attendees will be invited to share their views as they relate to the table topics, consider examples of best practice seen in the market and exchange ideas on how firms might look to differentiate themselves against a backdrop of evolving client needs.
Topics to be covered:
- Product Development - Where to invest and when to pull the plug
- A.I. — Game changer or game changer?
- Brand - Can we bank on the halo effect?
- Culture - The balancing act
|
| 6:00PM - 7:00PM |
Cocktail Reception |
| 7:00PM - 8:30PM |
Plated Dinner |
| Time |
Thursday, October 12th |
| 7:30AM - 8:30AM |
Breakfast |
| 8:30AM - 8:45AM |
Welcome Back to Competitive Challenges |
| 8:45AM - 9:30AM |
KEYNOTE SPEAKER
Churchill Franklin
Executive Chairperson
Intech
|
| 9:30AM - 10:25AM |
PANEL
Consultant Relationships — The Road to Ratings
Investment Consultants role as a key intermediary to over 85% of asset owners in the U.S. and U.K. has led to manager research teams being inundated with requests to initiate coverage on new strategies, in addition to remaining current on existing manager offerings. Building relationships with this influential group is table stakes for the Consultant Relations team, who must gain access to and develop a relationship with these gatekeepers in order to obtain a place on their short lists. Panelists from consultant relations teams at asset managers and manager research staff at consulting firms will discuss navigating the manager research process from the initiation of coverage through successful due diligence to ongoing monitoring and client adoption.
SPEAKERS
Josh Brough
Managing Principal / Co-Head of Equity Research
Meketa Investment Group
Seyi Bucknor
Head of Consultant Relations
Fidelity Investments
John Hume
Vice President
Segal Marco Advisors
Mark Najarian
SVP, Co-Head of Global Institutional
American Century Investments
MODERATOR
Susan Gould
Senior Relationship Manager
Coalition Greenwich
|
| 10:25AM - 10:45AM |
Break & Morning Snack |
| 10:45AM - 11:30AM |
KEYNOTE SPEAKER
Bruce Geddes
President
PH&N Institutional
|
| 11:30AM - 12:00PM |
VOICE OF CLIENT
Asset Owners — Best-in-Class Practices during the Selection Process
Asset owners are reviewing their asset allocation strategies in light of market volatility and inflation, offering opportunities for investment managers to gain new mandates. Once they have decided to make a change and to evaluate new managers, how do investors go about the manager selection process? To what extent do broader factors such as brand and culture play a role? What are the key steps that managers should take, the 'must-haves', and the things to avoid, when they are being evaluated? Investors will provide views on how managers can give themselves the greatest chance for success.
SPEAKER
Anthony Criscuolo
SVP, Chief Investment Officer & Treasurer
Blue Cross Blue Shield of Massachusetts
MODERATOR
Sophie Emler
Senior Relationship Manager
Coalition Greenwich
|
| 12:00PM - 1:15PM |
Box Lunch & Networking |
