Consultants Congress

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11:45 AM MAXIMIZING THE CONSULTANT’S MEETINGS Consultants are discovering their clients demand for advice and counsel has been increasing exponentially as they wrestle with an erratic investment market environment. Managers have to make the most of the time spent with consultants. Meetings need to be focused and organized to be productive. Consultants need to receive information which will elevate your firm in the review process. Hear from this distinguished consultant panel the key elements of what makes your firm successful. This includes but not limited to quantitative and qualitative information, how your firm overcomes management challenges and crisis in a competitive asset management environment. Speakers: David Sancewich Principal PENSION CONSULTING ALLIANCE Shale Lapping President & Senior Consultants IPEX CONSULTING Jerry Woodham Principal Consultant MERCER 12:45 – 2:00 PM LUNCHEON WITH CONSULTANTS & DELEGATES 2:00 PM - CONCURRENT WORKSHOPS WORKSHOP A - BUILDING VALUE THROUGH CLIENT SERVICES IMI surveys indicate that investors are increasingly relying on client service professional for new ideas. The growing importance of client services has resulted in many managers expanding the frequency they reach out to institutions. Some managers have also established specialty roles where their expertise can be displayed including risk metric analysis, economic crisis, currency hedging, and political developments. Learn how consultants and managers are working together in serving the institutions. Speakers: Charlie Waibel, CFA Managing Director SELLWOOD CONSULTING LLC Robert P. Van Den Brink, CFA Senior Vice President FUND EVALUATION GROUP, LLC Andrew Klausner Founder and Principal AK ADVISORY PARTNERS LLC
WORKSHOP B - PARTICIPATING IN THE EXPLOSIVE ALTERNATIVE MARKET For years many alternative managers had a difficult job in convincing institutions of the value from investing in hedge funds and private equity. Today this has changed alternative have become part of the institutions investment fabric. Managers have responded too with strategies and products to fill their appetite. For consultants this has also been an opportunity to educate investors on Manager skills where risk management is critical. Hear form these senior consultants how they are working with managers in directing client assets to alternatives. Speakers: Michael P. Gayner Senior Vice President UBS FINANCIAL SERVICES INC. Marty Dirks Senior Consultant MILLIMAN Josh McFerron Vice President & Senior Consultant MORGAN STANLEY 3:00 PM - AFTERNOON RECEPTION 3:15 PM - CONCURRENT WORKSHOPS WORKSHOP A - MARKETING STRATEGIES WHICH ADDING VALUE In today’s competitive market there is often little difference between top quartile and third quartile performance. If managers expect consultants to recommend their firms, they need to demonstrate exceptional skills and client management for many, a firm’s culture has become the critical factor. Consultants want to know what makes your firm competitive, especially when investors have limited time to meet with managers. Learn from consultants how your firm can provide added value to their clients. Speakers: John Conner Vice President COLLINS CAPITAL Burgess Chambers President BCA CONSULTING Poorvi Parekh Director of Outsourced Investments, Senior Consultant CANTERBURY CONSULTING
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Consultants Congress

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