Nonprofit Investment Symposium

June 04, 2012

Friday, September 14, 2012 – 8:00 AM – 2:00 PM

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

Hotel Monaco Chicago
225 North Wabash Avenue
Chicago, Illinois 60601
Tel: (312) 960-8500


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