22nd Meeting of The Asset Owner Roundtable

Wednesday, June 12, 2024

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

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9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

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9:30 – 10:30 A.M.

DISCRETIONARY VS. NON-DISCRETIONARY ASSETS

Claude Giguere, Robust Technologies

Edward Kim, CFA, Robust Technologies

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10:30 – 10:45 A.M.

MORNING BREAK

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10:45 – 12:00 P.M.

OPEN DISCUSSION

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:20 P.M.

OPEN DISCUSSION 

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2:20 – 3:00 P.M.

Data-Driven Technological Advancements: Transformative Shifts in Technology

Dan Golosvker, Addepar

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

OPEN DISCUSSION

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4:15 – 5:00 P.M.

ILLIQUID ASSETS (PRIVATE EQUITY, INFRASTRUCTURE, NATURAL RESOURCES): HOW ARE ORGANIZATIONS VALUING, BENCHMARKING, AND MEASURING PERFORMANCE?

David Spaulding, TSG, DPS, CIPM

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5:00 P.M.

END OF DAY WRAP-UP