Moderators

David D. Spaulding, DPS, CIPM

Roundtable Moderator

Jose Michaelraj, CIPM, CAIA

Investment Performance Framework for Asset Owners

21st Meeting of The Asset Owner Roundtable

Wednesday, November 29, 2023

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8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

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9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS AND “AROUND THE HORN”

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9:30 – 10:30 A.M.

Investment Performance Framework for Asset Owners

Jose Michaelraj CIPM, CAIA, Meradia

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10:30 – 10:45 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

OPEN DISCUSSION 

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2:00 – 3:00 P.M.

Evolution of Performance Responsibilites

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

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4:15 – 5:00 P.M.

2023 Assest Owner Survey Results

David D. Spaulding, DPS, CIPM, TSG

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5:00 P.M.

END OF DAY WRAP-UP

November 29, 2023

Wednesday

9:00 AM – 5:00 PM EST

LOCATION

Hyatt Grand Cypress

1 Grand Cypress Boulevard

Orlando, FL 32836

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