Conference Program Table of Contents Agenda 3 Conference Chairs 12 Moderators & Speakers 14 Our Partners 42 Exhibitors 44
AIMSE 2017 Fall Conference October 11–12 Princeton Club New York CONFERENCE PROGRAM TABLE OF CONTENTS AGENDA 3 CONFERENCE CHAIRS 12 MODERATORS & SPEAKERS 14 OUR PARTNERS 42 EXHIBITORS 44 As a participant in the CFA Institute Approved-Provider Program, AIMSE has determined that this program qualifies for 5 credit hours. If you are a CFA Institute member, credit for your participation in this program will automatically be recorded in your CE tracking tool. AGENDA OCTOBER 11, 2017 12:00 pm – 6:00 pm Registration 1:15 – 1:30 pm Welcome Remarks James Madison Room CONFERENCE CO-CHAIRS Tim Hill Vice President, Sales & Marketing Q- Emerging Markets Corp. Michael Gillis Senior Vice President, Business Development Greystone Managed Investments, Inc. AIMSE PRESIDENT Carolyn Patton, CFA Head of Distribution Americas First State Investments 1:30 – 2:10 pm What’s Going On? James Madison Room To kick off the conference we will hear from leading industry thinkers about the state of the industry today and where it is headed tomorrow. What are investors thinking given the ever-changing global investment landscape and how will that lead to changes in portfolio allocations? MODERATOR Bart Marchant Institutional Regional Director, Southeast WisdomTree Asset Management SPEAKERS Safia Mehta, CFA Senior Vice President, Portfolio Manager Progress Investment Management Company, LLC Timothy Ng Chief Investment Officer Clearbrook Timothy Taylor Senior Investment Officer, Global Equity Florida State Board of Administration Mark Yusko Chief Executive Officer & Chief Investment Officer Morgan Creek Capital Management 3 2:15 – 3:10 pm New York State of Mind James Madison Room With over a trillion dollars of investable assets in pension plans, endowments, foundations and family offices, the State of New York is home to one of the largest pools of capital available to investment managers.
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