Institutional Investor Institute: Roundtable for Consultants & Institutional Investors 2023

Oct 4th - Oct 5th 2023
Four Seasons Hotel Chicago
Chicago, IL

Join us for the 2023 Roundtable for Consultants & Institutional Investors.

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.

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, Head of Consultant Relations & Financial Intermediaries
Ariel Investments

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

John Creswell
Executive Managing Director 
Duff & Phelps Investment Management

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 Asset Management

John Galateria
Head of North America Institutional 
Invesco US

Chris Crevier
Managing Director - Institutional Client Group 
Neuberger Berman

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

Peter Ferrelli
Head of Global Institutional Client Service 
Putnam Investments

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

Molly K. Shannon
Senior Managing Director 
Wellington Management Company LLP


For institutional investors and investment consultants looking for more information, please contact:

Serena Liegey

Deputy Director, Investor Relations

For asset managers looking for more information, please contact:

Giorgio Tupini

Head of Sales, North America