News & Events

Tom Mitchell, Managing Director at Cambridge Associates, will moderate a panel discussion on the adoption gap seen in sustainable investing. The panel will examine the gap between the number of US asset allocators who say that ESG has the potential to improve performance or mitigate risk and those who have made a meaningful allocation to ESG or other sustainable funds. The panel will also dive into the structural and governance factors that impede the adoption of ESG and impact investments. Jeff Blazek, Head of the Healthcare Practice, will speak on a panel discussing the rapidly evolving healthcare sector, challenges facing the space, and the outlook for healthcare going forward.

The Trustee Conference is an annual event that brings together trustees, board members, and investment committee members of institutional investors in a collaborative forum. Keynote speaker Jeffrey Gundlach, CEO & CIO at DoubleLine, will address the current market environment, and other industry thought leaders will cover topics such as investing in emerging markets, impact investing, governance, venture capital, and Asian private investing.

Joe Marenda, Managing Director and Director of Hedge Funds, will moderate a panel on quantitative hedge funds. The panel will examine a number of topics related to quantitative strategies including key characteristics investors should evaluate and the impact of big data and machine learning on alpha generation.

Doug Macauley, Investment Managing Director, will participate in a 40-minute session entitled, “Concentrated Wealth: Recognizing the Signs That It’s Time to Diversify.” His presentation will focus on how investors, especially those who created their wealth in business ownership, deal with the behavioral challenges that come with diversifying out of a significant concentrated position. In this session, Doug will outline some of the key questions to ask to help determine when it is time to sell. Visit Website »