Consultants Congress

9:45 AM - HOW EMERGING MONEY MANAGER CAN GET INTO TODAY’S SEARCHES
With more than four thousand emerging managers to review consultants are being asked to identify those
managers who can provide unique products with exceptional performance. In recent years investors are seen
allocating funds to managers that avoid traditional boxes. Many of these allocations are also to managers under
one billion who are nimble and stand out in this overcrowded market. Learn about emerging managers screening
characteristics from senior consultants.
Speakers:
Ivory Day
Managing Director
CLEAR INVESTMENT CONSULTING
Sidney Wigfall, JD/Esq.
Managing Partner & Consultant
SCA CONSULTING GROUP
T. Patrick Mulvey
Principal
FIDUCIARY ADVISOR ADVOCATES
10:15 AM - MORNING RECEPTION
10:30 AM - MARKETING ACTIVE MANAGEMENT OVER PASSIVE
For years research statistics clearly demonstrate active management outperforms index funds for long-term
investors. In fact, since the 2008 recession many active managers have knocked the cover off the ball through their
exceptional analytical skills, risk management and decision-making. While investors, especially public funds haves
often embraced passive strategies this is hardly a smart strategy when many state funds have not kept pace with
their growing liabilities. One needs to look no further than endowments and foundations to see how active
management is working, Hear from these distinguished industry leaders.
Speakers:
Andy Wethern
Senior Consultant
SHEPHARD KAPLAN
Scott Fisher, CFA
Senior Investment Consultant
AON HEWITT INVESTMENT CONSULTING
11:15 AM – WINNING THE FINALS: HOW THE SELECTION PROCESS HAS CHANGED
Consultants are in a unique position as a valuable resource when preparing for the finals. The consultant wants
you presentation to have a winning formula. They can explain how in a short finals a value proposition can be
structured while avoiding unnecessary pitfalls. More importantly, learn from these consultants how you can build
a superb solutions presentation incorporating your firm’s uniqueness and special qualities which creates a
consensus with the investment committee.
Speakers:
Ulf Nofelt
President
UN CONSULTING
Katie Hockenmaier
Senior Consultant
MERCER
12:45 PMCLOSE OF CONGRESS