Annual Institutional Investment Consulting Roundtable

PRI signatories qualify for a discount to attend this event.

Click here to visit the event website

Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. Cerulli Associates’ survey of institutional asset managers indicates that consultant-intermediated business accounts for just less than 60% of 2012 asset flows. Further segmentation of the data by firm size shows that consultant-generated business was greater for smaller firms with $10 billion or less in asset under management, accounting for 75% of these firms’ asset flows. Conversely, asset management firms with greater than $50 billion in AUM generated a little less than half of their new flows were consultant-intermediated. 

Who should attend? 

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.


5.30PM Check-in
06.00PM Welcome and Opening Comments
06.05PM Keynote Address
Richard M. Charlton, Chairman Emeritus, NEPC, LLC

Moderator: Steve Case, CFA, Partner, Mercer Investment Consulting

Tod Trabocco
, CFA, Managing Director, Cambridge Associates
John Robinson, Senior Managing Consultant, PFM Asset Management
Mark Brubaker, CFA, Managing Director, Wilshire OCIO Solutions Group
Pete Keliuotis, Senior Managing Director, Cliffwater LLC
Roger Fenningdorf, Head of Global Manager Research, Founder & Partner, Rocaton

07.30PM Closing Keynote
Michael Ryan
, CFA, Managing Director and Head of Research, Hamilton Lane
07.55PM Closing Remarks
Jonathan Prin
, CFA, Managing Director, Greylock Capital
07.55PM Adjournment and Reception
This event is organised by NYSSA.




NYSSA Conference Center
1540 Broadway
    Suite 1010 (entrance on 45th Street)
    New York NY 10036
    United States


26 Jan 2017 05:30 PM - 08:00 PM (EST)

Social Stream

Participate on Twitter

Find out what people see and say about this event, and join the conversation.

Use this tag: #pri_news