Nonprofit clients – Please join us for a discussion on the state of the global economic recovery, best practices in research and manager search, and emerging investment themes for the nonprofit investor. 


Agenda

7:00 - 8:00 AM
Registration Open/Breakfast


8:00 - 8:15 AM
Welcome and Opening Remarks

Brian Wrubel, CEO/President


8:15 - 9:15 AM
Global Economic Outlook: Europe in Crisis, Global Recession, and the US Election

Jim McDonald, Chief Investment Strategist, Northern Trust
Steve Vogt, Ph.D., CIO, Mesirow Advanced Strategies
Gary Fencik, Partner, Adams Street

Moderator: Tim Burdick, CFA, Managing Director & Chief Investment Officer


9:15 - 9:30 AM
Networking Break


9:30 - 10:30 AM
Breakout session 1 - choose one of the two topics

Yin and Yang of Investment Manager Research - Qualitative vs. Quantitative Factors

Kelli Schrade, Managing Partner & Director of Manager Research
Eric Przbylinski, CAIA, Senior Research Analyst
Moderator: Tim Fallon, CIMA®, Managing Director


Emerging Trends in Alternative Asset Classes

Greg Leonberger, FSA, EA, MAAA, Director of Research
Nat Kellogg, CFA, Associate Director of Research
Moderator: James Wesner, CFA, Vice President


10:45 - 11:45 AM

Breakout session 2 - choose one of the two topics

Global Investing - Identifying Value in a Volatile Market

Tom Salemy, CFA, Senior Research Analyst
Dave Smith, CFA, Vice President
Moderator: Miguel Zarate, Senior Vice President


Seeking Income in a Low Rate Environment

Elizabeth Francis, CIMA®, Vice President
Tim Burdick, CFA, Managing Director & Chief Investment Officer
Moderator: Doug Oest, CAIA, Managing Partner


12:00 - 2:00 PM
Keynote Luncheon: Afsaneh Beschloss, CEO, Rock Creek Group and Former Treasurer and Chief Investment Officer, World Bank

Current Global Political and Economic Climate and its Impact on Institutional Investors


2:00 PM
Conference Adjourns