Discussion Leaders

Patrick W. Fowler

Roundtable Moderator

David D. Spaulding, DPS, CIPM

Illiquid Assets

Dan Golosovker

Transformative Shifts in Technology

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

June 12, 2024

Wednesday

9:00 AM – 5:00 PM PDT

LOCATION

JW Marriott

Resort & Spa

221 N Rampart Boulevard

Las Vegas, NV 89145

Claude Giguere

Discretionary vs. Non-Discretionary Assets

Edward Kim, CFA

Discretionary vs. Non-Discretionary Assets

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