4th Annual NASP Consultant Retreat

October 20-21, 2022

Program Outline/Agenda:

Day 1 – October 20, 2022 
1:00 PM – 6:00 PM EASTERN

12:00 PM – 4:00 PM Registration

1:00 PM – 1:30 PM Welcome and KPMG Speaker

1:30 PM – 2:30 PM What’s Trending – Where is Investor Capital Flowing?
Our panel of experienced consultants will discuss investment trends they have recently observed, as well as what’s on the horizon for limited partner capital allocations. This will include details by asset class, region, vehicle structure, and more. The panel will also share anecdotes on topics that resonate with both investor staff and investment board trustees.

Moderator: Jennifer Brown, Partner, Adams Street

Francois Otieno, Director, Fixed Income, Segal Marco

Justin Ellsesser, Research, AndCo

Caroline Greer, Managing Director, Commonfund

2:30 PM – 2:45 PM Program Break

2:45 PM – 3:45 PM Let’s Get Candid – The Role of the Consultant
Join us for a frank conversation about the role consultants play within the investment ecosystem. Our panel will help demystify consultant services performed for investors, the influence consultants have on decision making, and how consultant responsibilities continue to evolve. This is an opportunity for the audience to ask candid questions and share industry perceptions directly to the panel. We welcome a thought-provoking dialogue.

Moderator: Bonnie Orlowski, Senior Vice-President, Head of Consultant Relations & Financial Intermediaries, Ariel Investments

Angel Haddad, Callan, LLC

Tony Johnson, Director of Midwest Consulting, Senior Consultant, RVK

David Lindberg, Managing Director, Wilshire

Sam Austin, Partner, NEPC

3:45 PM – 4:00 PM Program Break

4:00 PM – 6:00 PM Welcome Reception

Day 2 October 21, 2022
7:00 AM – 1:00 PM EASTERN

7:00 AM – 8:00 AM Arrivals & Covid Testing (new guest arrivals)

Breakfast – KPMG Exchange

8:00 AM – 9:00 AM Failing to Prepare is Preparing to Fail – Best Meeting Practices for Managers
In order to prepare and manage productive meetings with consultants, there are several best practices to consider. Our panelists will discuss strategies and tools that will optimize meeting time for both the manager and consultant. Topics will include pre-meeting preparation, database population, meeting agenda and flow, and appropriate follow-up communications. In addition to our group of consultants, our panel will include representatives from eVestments, a leading institutional provider of investment data, analytics and market data, who will share their insights as well.

Moderator: Marcelia Freeman, Investor Relations and Product Management,  Clearlake Capital

Jill Banaszak, Senior Vice President, Omni Success, Evestment
Samantha Grant, Senior Consultant, Verus
Terrence Jones, Manager Research Consultant, Mercer

9:00 AM – 9:15 AM Program Break

9:15 AM – 12:05 PM Consultant/Manager Intro Meetings

20-minute meetings with 10-minute break between

12:05 PM – 1:00 PM Lunch and Guest Departure

KPMG Exchange