Mercer Global Investment Forums – Chicago, 8-10 June, 2015

Chicago, 9–10 June, 2015

Forum Agenda

Contains links to related content on Mercer.com

JUNE 8, MONDAY

16:00–18:30Asset Manager Session

19:00–21:00Welcome Reception

JUNE 9, TUESDAY

07:30–08:30Breakfast

Rich NuzumInvestments Business Leader, North America

08:40–08:50Master Of Ceremonies

Diana GreenstoneInvestment Consultant

Deb ClarkeGlobal Head of Investment Research

Panelists

Brian BirnbaumUS Director of Strategic Research

Phil EdwardsEuropean Director of Strategic Research

Nick WhiteGlobal Director of Portfolio Construction Research

Kim WoodInvestments Leader, Non-Profit Client Segment

09:35–09:45Lightning Talk: Diversification – Will It Ever Deliver?

Piotr WianeckiInvestment Consultant

09:45–10:15Networking Break

10:15–11:15Understanding US Housing and Labor Markets

Erik HurstV. Duane Rath Professor of Economics, University of Chicago

11:15–12:05The Future of our Industry

Samir MisraPartner, Oliver Wyman

Discussion Facilitator

Stacy ScapinoGlobal Leader, Multinational Consulting

Panelists

Ed WaldvogelVice President, Pension Investments, The Kroger Co.

Ash WilliamsExecutive Director and CIO, Florida State Board of Administration

James LaFleurInvestment Consultant

12:15–13:30Lunch

13:30–14:15BREAKOUT SESSIONS 1

Retirement Incomes Menu

Marina BatliwallaInvestment Consultant

Miriam TolbertInvestment Consultant

Alex BernhardtUS Head of Responsible Investment

Sarika GoelManager Researcher, Responsible Investment

Jamie EckertInvestment Consultant

Robert HowieManager Researcher, Alternatives Boutique

Rich DellGlobal Head, Equity Boutique

Hoa QuachManager Researcher, Equity Boutique

Reid SmithInvestment Consultant, Private Equity

14:15–15:00BREAKOUT SESSIONS 2

Retirement Incomes Menu

Marina BatliwallaInvestment Consultant

Miriam TolbertInvestment Consultant

Alex BernhardtUS Head of Responsible Investment

Sarika GoelManager Researcher, Responsible Investment

Jamie EckertInvestment Consultant

Robert HowieManager Researcher, Alternatives Boutique

Rich DellGlobal Head, Equity Boutique

Hoa QuachManager Researcher, Equity Boutique

Reid SmithInvestment Consultant, Private Equity

15:00–15:30Networking and Coffee Break

15:30–16:25Retirement Adequacy in the Real World

Fergal McGuinnessGlobal Defined Contribution Leader

Workshop

Annie BruneauFinancial Strategist

Sabrina BaileyUS Defined Contribution Segment Leader

Peter WillettManager Researcher, Alternatives Boutique

Chair

Jay LoveSenior Investment Consultant

Presenters

PRIVATE EQUITYMike ForestnerCo-CIO, Mercer Private Markets

HEDGE FUNDSDave McMillanChief Investment Officer for Hedge Funds

REAL ESTATEAllison YagerGlobal Leader, Real Estate Boutique

INFRASTRUCTUREToby BuscombeGlobal Head, Infrastructure

Judges

Russell ClarkeGlobal Chief Investment Officer, Mainstream Assets, Pacific Chief Investment Officer

Rick NelsonPrincipal, Syzygy Advisors LLC

Betsy Piper/BachVice President and COO, NADART

17:20–17:30Close of Day 1

Rich DabrowskiCentral Market Business Leader

19:00–22:00Cocktails and Dinner at the Adler Planetarium

Please meet in the hotel lobby at 6:30 for bus pickup.

JUNE 10, WEDNESDAY

08:00–09:00Breakfast

09:00–09:05Welcome and Opening

Chris TauberSenior Investment Consultant

09:05–09:50Mindwise: How We Misunderstand What Others Think, Believe, Feel, and Want

Nicholas EpleyProfessor of Behavioral Science, University of Chicago Booth School of Business and Author

09:50–10:00Lightning Talk: Tail Risk Hedging

Shaum ShrinivasInvestment Consultant

Chair

Troy SaharicNorth America Investments Sales Leader

Judges

David EisenbergUS Leader for Wealth Management

Shaila KarimDirector, RR Donnelley

Bonnie OrlowskiSenior Vice President and Managing Director

Presenters

EM EQUITY
& EM DEBT
Jenny KoelleManager Researcher, Equity Boutique

PRIVATE DEBTTom RafteryManager Researcher, Fixed Income Boutique

UNCONSTRAINED BONDSAlex ThompsonManager Researcher, Fixed Income Boutique

ACTIVIST INVESTINGSean ChatburnManager Researcher, Equity Boutique

11:05–11:35Networking and Coffee Break

Wendy HersheyInvestment Consultant

Interview

Alex BernhardtUS Head of Responsible Investment

Steven StermanSenior Portfolio Manager, University of California

Terry DennisonUS Director of Consulting and Global Operations Leader

Nick SykesGlobal Director, Manager Research

Rich NuzumInvestments Business Leader, North America

12:55–13:00Close of Forum

Chris TauberSenior Investment Consultant

13:00–14:15Lunch

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