Monday, MAY 14, 2018 DAY 1 |
| WELCOME AND STATE OF THE FIRM Michael P. Manning, CFA, CAIA, Managing Partner, NEPC |
| MEGATRENDS Timothy F. McCusker, FSA, CFA, CAIA, Partner, Chief Investment Officer, NEPC |
| THE WISDOM OF FINANCE: DISCOVERING HUMANITY IN THE WORLD OF RISK AND RETURN Mihir A. Desai, Mizuho Financial Group Professor, Harvard Business School and Professor, Harvard Law School |
TUESDAY, MAY 15, 2018 DAY 2 |
| MARKET OUTLOOK FOR A WORLD IN DISRUPTION Phillip R. Nelson, CFA, Partner, Director of Asset Allocation, NEPC |
| NEPC EQUITY BETA GROUP: 2018 THOUGHTS ON IMPLEMENTATION AND BEST IDEAS Timothy R. Bruce, Partner, Director of Traditional Research, NEPC Timothy O’Connell, CFA, Research Consultant, NEPC |
| APPLYING ESG: WHAT FACTORS MATTER AND HOW CAN WE EVALUATE INVESTMENT MANAGERS? Reino G. Ecklord, Research Consultant, Hedge Funds, CFA, CAIA, NEPC Dulari D. Pancholi, CFA, CAIA, Principal, NEPC Asha Mehta, CFA, Senior Vice President, Portfolio Manager, Director of Responsible Investing, Acadian Asset Management LLC |
| NOTHING VENTURED, NOTHING GAINED: THE EUROPEAN VENTURE OPPORTUNITY Melissa Mendenhall, Senior Research Consultant, Private Equity, NEPC Bradley M. Rowbotham, CAIA, Senior Research Analyst, Private Equity, NEPC Klaus Hommels, Founder and CEO, Lakestar Filip Dames, Founding Partner, Cherry Ventures |
| OPPORTUNITIES IN NICHE PRIVATE LENDING Oliver Fadly, Research Consultant, Private Equity, NEPC Jon Beizer, Investment Partner, Western Technology Investments Dave Philipp, CFA, Senior Portfolio Manager of the Fund Liquidity Solutions Group, Crestline Investors, Inc. Aron Dantzig, Managing Partner, Capital IP Investment Partners, LLC |
| WHY INVEST IN WOMEN? Kristine M. Pelletier, Principal, NEPC Kristin M. Reynolds, CFA, CAIA, Partner, NEPC Sydney Dollmeyer, Performance Analyst, NEPC Nataliya Kofman, Managing Director and Equity Portfolio Manager, Wellington Management Company LLP Hillary D. Flynn, Vice President and ESG Analyst, Wellington Management Company LLP |
| ONE-SIZE DOES NOT FIT ALL: TRANSFORMATIVE TRENDS IN CUSTOMIZING PLAN COMPONENTS Ross A. Bremen, CFA, Partner, NEPC Brian S. Donoghue, Partner, NEPC |
| OUTSOURCING (OCIO): DISRUPTION OF THE INVESTMENT INDUSTRY Lenia M. Ascenso, Director of Discretionary Operations, Principal, NEPC Christopher J. Klapinsky, CFA, Partner, Director of Portfolio Strategy, NEPC |
| THE BEST OFFENSE IS A GOOD DEFENSE – OVERVIEW OF DEFENSIVE EQUITY STRATEGIES Richard T. Chari, Consultant, NEPC Michael J. Valchine, CAIA, CIPM, Principal, NEPC |
| DEFLATIONARY TECHNOLOGY Andrew M. Brett, CAIA, Director of Real Assets Research, NEPC Mark J. Cintolo, CAIA, Senior Research Consultant, NEPC |
| WHAT’S APP’ENING (WITH FINANCIAL WELLNESS)? Thomas D. Cook, Consultant, NEPC Christine A. Loughlin, CFA, CAIA, Partner, NEPC Deirdre Pomerleau, CFA, CAIA, Consultant, NEPC |
| OPERATING FUNDS IN A RISING RATE ENVIRONMENT David Moore, ARM, CEBS, CPCU, Partner, NEPC Gary Wyniemko, CFA, Senior Consultant, NEPC |
| IS ALTERNATIVE BETA DISRUPTING HEDGE FUNDS? Reino G. Ecklord, Research Consultant, Hedge Funds, CFA, CAIA, NEPC |
| CLOSING REMARKS Steven F. Charlton, CFA, Partner, Director of Consulting Services, NEPC |
