Institutional Client Conference

 
Submit Search

Institutional Client Conference

 
 
Font Size Decrease Font SizeIncrease Font Size
2010ICC_banner_image_post_conference 
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

Steven Levitt Stephen Dubner
Thursday, October 28

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.
View Video
View Presentation

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.
View Video
View Presentation

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.
View Video
View Presentation

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.
View Video

Leo Abruzzese
Editorial Director,
Americas
Economist Intelligence Unit
Paul Kasriel
Chief Economist
Northern Trust

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.
View Video
View Presentation

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.
View Video
View Presentation

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.
View Video
View Presentation

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.
View Video
View Presentation

Jim McDonald  
Chief Investment Strategist,
Northern Trust Global Investments
Bob Browne
Chief Investment Officer,
Northern Trust Global Investments       

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.
View Video
View Presentation

Trends in Global Retirement Plans
View Presentation

CIO Roundtable

Friday, October 29

Keynote Speaker Session:

Systemic Risk: Fighting Last Year's War or Preparing For Next Year's Battle?
Author, A Demon of Our Own Design

 Richard Bookstaber
Author

Keynote Speaker Session:

Financial Regulatory Reform - Investor Safeguard vs. Red Tape and Politics

Michael Boland Founder, CEO, Dome Advisors

Richard Bookstaber Author

Carl Lingenfelter Senior Vice President,
Northern Trust (Moderator)
Barbara Ridpath Chief Executive,
International Centre for Financial Regulations

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.
View Video
View Presentation

Fresh Ideas to Position Portfolios for Investment Success
View Presentation

Asset Management Solutions Roundtable
View Presentation

Click here to email this page Contact Northern Trust
© 2014 Northern Trust Corporation
 
Keynote Speakers
View biographies of this year's speakers.
 
 
 
 
printable version: