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Over 300 clients, staff and speakers attended the 2010 Institutional Client Conference. All post-event materials, including videos and presentations from many of the keynote speaker and breakout sessions are now available below.
2010 Institutional Client Conference Highlights
This 5 minute video showcases highlights from this year’s event. View Video |
| Wednesday, October 27 |
| Keynote Speaker Session:
Challenging the Traditional Economic View
Authors of Freakonomics and Superfreakonomics
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Steven Levitt |
Stephen Dubner |
| Thursday, October 28 |
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Breakout Sessions:
Moving Mountains: How to Manage Risk Effectively When Re-Allocating Assets
The process of changing asset allocation is one of a plan sponsor's most complicated tasks. This session explores the associated risks. Speakers include: Grant Johnsey and Debbie Mastanuono from Northern Trust.
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Derivatives and the Recent Financial Forum
This session explores the recent financial reform law's impact on the derivatives industry. Experts discuss the changing landscape for all derivative participants (dealers, clearing firms, execution facilities, hedge funds, etc.) and focuses on the end-user firms including pension funds, endowments, non-financial corporations and others. Speakers include: Andrea Kramer, Partner, McDermott Will & Emery LLP and Kevin McPartland, Senior Analyst, TABB Group.
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Considerations for Investing Cash in a Low Interest Rate Environment
When investing in short-term vehicles, consideration must be given to the conflicting demands of liquidity and yield. Northern Trust experts discuss the dynamics impacting the short-term fixed income market, as well as various approaches for allocating cash in an environment of extremely low interest rates. Speakers include: Steve Everett, Lee Freitag, Geeta Sharma and Peter Yi from Northern Trust Global Investments.
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Keynote Speaker Session:
Winners and Losers – Coming Out of the Economic Downturn
This session features Paul Kasriel, Northern Trust’s Chief Economist and Leo Abruzzese, Editorial Director/Americas for the Economist Intelligence Unit. Together, they analyze lessons from the great historic downturns of the 1930s and 1970s, and how we can apply them to today’s environment.
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Leo Abruzzese
Editorial Director,
Americas
Economist Intelligence Unit |
Paul Kasriel
Chief Economist
Northern Trust
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Breakout Sessions:
The Unique Management of Risk Perspectives
The financial world changed in 2007-2008 with the global financial crisis, rewriting the way that risk is perceived, measured and monitored. This panel of experts discusses the changes to their risk management practices and how innovative solutions are being used to navigate through the crisis and beyond. Speakers include: Madhu Gayer, Senior Vice President, Northern Trust, Jeff Rabb, Vice President, Healthcare of Ontario Pension Plan and Tay Swee-Yuan, Senior Vice President, Government of Singapore Investment Group.
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The Path Forward: Designing the Ideal Defined Contribution Plan
This session reviews the results of a joint survey of more than 40 plan sponsors and consultants conducted by Northern Trust and Greenwich Associates. The study aimed to understand how those surveyed would design a Defined Contribution plan if they were unshackled by existing rules, regulators, structures and history. Speakers include: Dev Clifford, Managing Director, Greenwich Associates and Jim Danaher, Senior Vice President, Northern Trust Global Investments.
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Emerging and Frontier Markets – Expanding the Opportunity Set
Emerging and frontier markets are considerably different than in the past. Structural and market reforms have been enacted, making these markets more attractive, yet risks still remain. This session examines the merits of investing in these markets and expanding the equity opportunity set to include emerging small cap and frontier markets. Speakers include: Greg Behar, Julia Briggs and Patrick Dwyer from Northern Trust Global Investments.
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Keynote Speaker Session:
Looking Forward: Investing in the Post Crisis Environment
Northern Trust Global Investment’s Chief Investment Officer,
Bob Browne, and Chief Investment Strategist, Jim McDonald provide insights into our investment philosophy and asset allocation strategy as well as discuss potential challenges in the market and where they see upside opportunities for institutional investors.
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Jim McDonald
Chief Investment Strategist,
Northern Trust Global Investments
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Bob Browne
Chief Investment Officer,
Northern Trust Global Investments |
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Breakout Sessions:
The Realities of Private Equity and Hedge Fund Transparency and Fair Valuation
Understanding the nature of private equity partnership holdings has evolved beyond simply understanding exposure. This session explores the benefits and realities for private equity transparency, including company holdings, valuation practices and requirements. Speakers include: James Bachman, Director of Research, The Burgiss Group, David Larsen, Managing Director, Duff & Phelps and Peggy Bradley from Northern Trust.
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Trends in Global Retirement Plans
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CIO Roundtable
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| Friday, October 29 |
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Keynote Speaker Session:
Systemic Risk: Fighting Last Year's War or Preparing For Next Year's Battle?
Author, A Demon of Our Own Design
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Richard Bookstaber
Author |
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Keynote Speaker Session:
Financial Regulatory Reform - Investor Safeguard vs. Red Tape and Politics
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Michael Boland |
Founder, CEO, Dome Advisors
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Richard Bookstaber |
Author
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Carl Lingenfelter |
Senior Vice President,
Northern Trust (Moderator)
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Barbara Ridpath |
Chief Executive,
International Centre for Financial Regulations |
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Breakout Sessions:
Regulatory Trends and Impacts On Retirement Plans
This session focuses on the regulatory issues facing U.S. retirement plan sponsors. What impact will U.S. regulatory changes have on ERISA plans? What considerations do these changes entail for fiduciaries and plan administrators? Speakers include: Michael Barry, Founder and President, Plan Advisory Services Group and Lisa Chavez, Senior Attorney, Northern Trust.
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Fresh Ideas to Position Portfolios for Investment Success
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Asset Management Solutions Roundtable
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© 2013 Northern Trust Corporation
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