20th Meeting of The Asset Owner Roundtable

Wednesday, April 26, 2023

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.

A FRAMEWORK FOR BENCHMARKING

PRIVATE INVESTMENTS

Jesse Reyes, J-Curve Advisors

Slide Deck (Download)

Article (PDF-Download)

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

OPEN DISCUSSION:

MEMBER CHALLENGES & QUESTIONS

2:00 – 3:00 P.M.

TOTAL FUND ATTRIBUTION

BRAD SINCLAIR, CPP INVESTMENTS

3:00 – 3:15 P.M.

AFTERNOON BREAK

3:15 – 4:15 P.M.

THE RELATIONSHIP BETWEEN PERFORMANCE AND IBOR

BEN PAGE-FORT, SIMCORP

Presentation

4:15 – 5:00 P.M.

OPEN DISCUSSION:

MEMBER CHALLENGES & QUESTIONS

5:00 P.M.

END OF DAY WRAP-UP