14th Meeting of The Asset Owner Roundtable

Wednesday, May 12, 2021

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS AND “AROUND THE HORN”

10:45 – 11:00 A.M.

MORNING BREAK

11:00 – 12:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

REPORTING TO THE BOARD: A DISCUSSION

Slide Deck (PDF)

Katherine Smith, Alaska Permanent Fund 

2:00 – 3:00 P.M.

ANSWERING THE RIGHT QUESTIONS: MAKING PERFORMANCE ATTRIBUTION MEANINGFUL FOR ASSET OWNERS

Slide Deck (PDF)

Stephen Campisi, CFA

3:00 – 3:15 P.M.

AFTERNOON BREAK

3:15 – 4:15 P.M.

PRIVATE EQUITY ANALYSIS – WHY LESS IS NOT MORE

Katey Bogue, Nasdaq

Melissa Ahern, State Street

4:15 – 5:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

5:00 P.M.

END OF DAY WRAP-UP