Winter Investment Roundtable Orlando | 2023

Mar 14th - Mar 15th 2023
Waldorf Astoria Orlando
Orlando, FL
About

Uncertainty was one of the dominant themes in the investment industry throughout 2022. Increased Fed activity which has led to rising interest rates, heightened geopolitical tension entangled with slower real economic growth, the wider market fallout from the slump in tech stocks and the collapse of FTX, and inflation at 8.5%, the highest rate since 1982. 

Fully 65% of institutional allocators believe stagflation is a bigger risk than recession in 2023 (2023 Natixis Outlook Survey).  The acronym that is being widely used to describe the current climate is VUCA-fest – volatility, uncertainty, complexity, and ambiguity

Most allocators and asset owners will state that the macro environment does not impact their portfolio decision-making – at least in the short term. However, as a recent survey stated – ‘asset owners are reexamining traditional approaches to investing as they grapple with highly volatile markets, rising inflation, tightening monetary policy, ongoing disruptions from a global pandemic and increased awareness of social inequality.’

During our Winter Investment Roundtable, we will be examining, analyzing, and debating the question: How does the current macro environment impact an allocator’s (can you find a better word than this? I understand it’s the right word but it also gives off the impression of “insignificant”) investment decisions around their portfolio? In March, we will discuss which macro trends and events will impact allocators and their managers the most, how those impacts will manifest themselves in portfolio performance and risk factors, and how you can best mitigate these risks. 

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Session Details
March 13, 2023

Allocator-Only Welcome Reception
5:00 PM - 6:00 PM
America/New York
March 14, 2023

Tuesday | Institutional Investor Institute - March 14th (2023 Winter)
7:00 AM - 9:00 PM
America/New York
Registration & Breakfast | III
7:45 AM - 8:45 AM
America/New York
Morning Sessions | III
8:50 AM - 12:45 PM
America/New York
Seated Lunch | III
12:45 PM - 2:00 PM
America/New York
Afternoon Sessions | III
2:00 PM - 6:00 PM
America/New York
Dinner | III
6:30 PM - 8:30 PM
America/New York
March 15, 2023

Wednesday | Alternative Investor Institute - March 15th (2023 Winter)
7:00 AM - 9:00 PM
America/New York
Registration & Breakfast | AII
7:45 AM - 8:45 AM
America/New York
Morning Sessions | AII
8:50 AM - 12:45 PM
America/New York
Seated Lunch | AII
12:30 PM - 1:45 PM
America/New York
Afternoon Sessions | AII
2:00 PM - 6:00 PM
America/New York
Dinner | AII
6:30 PM - 8:30 PM
America/New York

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Allocator Advisory Board

Peggy Gartin
Chief Investment Officer
AAA-The Auto Club Group

Jeff Pearson
Executive Director of Investments
AdventHealth

Peter Oades
Senior Vice President, Chief Investment Officer, Investment Management
Aetna Inc.

Todd Hedtke
Chief Executive Officer
Allianz Investment Management

Nate Molinari
Vice President Investments, Group & US
Aspen Insurance

Cameron Black
Chief Investment Officer, Treasurer
Blue Cross Blue Shield of Arizona, Inc.

Canyon Chan
Senior Portfolio Strategist
CSAA Insurance Group

Valerie J. Sill
President & Chief Executive Officer
DuPont Capital Management

Brian Curran
Regional Chief Investment Officer
Enstar Group 

Ricky E. Lines
Chief Investment Officer
Everen Group 

Sanjay Chawla
Executive Vice President - Chief Investment Officer
FM Global

Geeta Kapadia
Chief Investment Officer
Fordham University

Derek L. Bills
Head and Chief Investment Officer, Investment Office
International Monetary Fund

Dhvani Shah
Chief Investment Officer
JM Family Enterprises, Inc. 

Neil W. Roache
Assistant Treasurer, Chief Investment Officer
Johnson & Johnson 

Nick Martowski
Chief Investment Officer
MagMutual 

Michael Sinoway
Director, Investments
Pennsylvania State University

Aaron P. Diefenthaler
Chief Investment Officer
RLI Corp.

Ming Zhang
Chief Investment Officer
SiriusPoint 

Mark Silverstein
Chief Investment Officer
Sompo International 

Jason Rector
Managing Analyst 
State of Wisconsin Investment Board

Charles Van Vleet
Assistant Treasurer, Chief Investment Officer, Pension Investments
Textron Inc. 

Donald Walker
Executive Vice President, Chief Investment Officer
The Board of Pensions of the Presbyterian Church (U.S.A.) 

T.C. Wilson
Chief Investment Officer
The Doctors Company 

Mike Huff
Senior Director, Portfolio Management & Asset Allocation
TIAA 

Ernie Caballero
Chief Investment Officer
UPS 

Jim Dunn
CEO/Co-Chief Investment Officer
Wake Forest / Verger Capital Management LLC

Alternative Investor Institute Advisory Board

Gardner LaMotte
Managing Director, Business Development & Investor Relations
Anchorage Capital Group 

Ria Nova, Partner
Client and Product Solutions
Apollo Global Management 

Anita Nassar
Partner & Senior Managing Director, CRG
Balyasny Asset Management 

Tyler Poniatowski
Co-Head of Sales and Relationship Management
The D. E. Shaw Group

Dianna L. Henrich
Managing Director, Co-head of Business Development
GCM Grosvenor 

Dimitri Stathopoulos
Head of Americas Institutional Advisory Services
Nuveen 

Maggie Gresio
Managing Director and Head of the Client Partner Group
Sculptor Capital Management 

David Cohen
Global Head of Investor Relations
Two Sigma

Institutional Investor Institute Advisory Board

Ted Noon
Senior Vice President, Director, Americas Client Group
Acadian Asset Management LLC 

Susan Raynes
Head of Institutional Client Group
Allspring Global Investments 

Bret Young
Head of North American Institutional Sales
American Century Investments 

Bonnie Orlowski
Senior Vice President
Ariel Investments 

Brad Thomas
Head of Liquid and Private Credit Investor Relations
Bain Capital Credit

John Creswell
Executive Managing Director
Duff & Phelps Investment Management Co. 

Casey Condron
Head of Institutional Client Group
Fidelity Investments 

Michael Foley
Head of U.S. institutional Services
Franklin Templeton 

Stephanie Ivy Sanford
Co-Head of Americas Institutional Client Business
Goldman Sachs 

John Galateria
Head of North America Institutional
Invesco US

Keith Wosneski
Head of U.S. Institutional & Global Consultant Relations
Mackenzie Investments 

Chris Crevier
Managing Director - Institutional Client Group
Neuberger Berman 

Seema Dala
Partner and Co-Head of U.S. Institutional Client Services
Orbis Investment Management 

Joseph Carieri
Group Managing Director - Head of Marketing
The TCW Group 

Molly K. Shannon
Senior Managing Director
Wellington Management Company LLP

Contact

For asset managers looking for more information, please contact:

Raina Bedard

Director, Client Services & Operations
raina.bedard@institutionalinvestor.com

For asset allocators looking for more information, please contact:

Julia Kufman

Director, Investor Relations
julia.kufman@institutionalinvestor.com

Membership