Consultants Congress

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Investment Management Institute 33rd Annual Consultants Congress March 29 – 30, 2016 The Sheraton Fisherman’s Wharf, San Francisco, CA Day One – Tuesday, March 29, 2016 8:00 AM – REGISTRATION OPENS WITH CONTINENTAL BREAKFAST 8:15 AM OPENING REMARKS Russell Mason President INVESTMENT MANAGEMENT INSTITUTE 8:30 AM – THE NEW MARKETING LANDSCAPE Recent IMI surveys among asset management firms indicates in 2016 marketing expenditures and sales budgets are growing once again. With over 20,000 asset managers competing for these financial asset allocations the market has become saturated with sale professionals. Institutions and consultants are finding their I-phones, I- pads and computers being overrun with manager commentary about products, performance and meeting opportunities. Managers and consultants are hosting massive investor educational events promoting client retention. Research departments are being expanded to keep investors informed on economic and political developments affecting their portfolios. Hear from this group of senior consultants how they are prioritizing their relationships with managers in understanding the market changes to managing institutional assets. Speakers: Ian Toner, CFA Senior Consultant VERUS INVESTMENTS Phil Edwards Principal CURCIO WEBB
9:30 AM - THE ELEMENTS OF A GREAT MARKETING ORGANIZATION The global financial markets have undergone changes not seen in decades. Investors have diversified the assets into areas that will alter risk-taking for years. Managers need to be responsive to these subtle changes offering products which will fit investor needs. The challenge for managers is clear that to be competitive senior management most play a significant role in organization of positioning the asset management firm. No longer will asset managers attain success with institutions on performance alone. Rather, a successful marketing model will focus on transparency, risk-control and most importantly building trust with institutional investor clients. Hear how leading consultants are working with managers to achieve these organization goals. Speakers: John S. Shanklin, CFA, CAIA Senior Consultant NEPC, LLC Jeffrey McConnell Chief Investment Officer GRAYSTONE CONSULTING 10:30 AM - MORNING RECEPTION 10:45 AM THE NEW REALITY IN REVIEWING TRADITIONAL AND ALTERNATIVE MANAGERS Since 2010, many consultants have begun changing the way asset managers are reviewed. This has emerged from the thousands of new products introductions, over 4000. These new products are a result of portfolio diversification and the emergence of new strategies to combat the uncertainty in the world. Faced with thousands of product opportunities consultants have been forced to set new review standards which enable managers to present their firms in a more transparent setting. Consultants are also conducting more on-site meetings as they build out the research. Even the traditional review bar of 5 years, top quartile performance and $#00 million under management is getting a second look enabling new products to move through the review process. Hear from these senior consultants how they are broadening the review process. Speakers: Natalka Bukalo President CHARTWELL CONSULTING David Russell, CFA Senior Investment Strategist, Senior Consultant INVESTMENT PERFORMANCE SERVICES LLC Mark W. Dundee Managing Director & Division Leader WILLIS TOWERS WATSON
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Consultants Congress

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