INSTITUTIONAL INVESTOR'S

Transcription

1 INSTITUTIONAL INVESTOR'S III Senior Delegates Roundtable 2014 St Regis Aspen 01/21/ /23/2014 Tracey Grant Head of Institutional Business Development Aberdeen Asset Management Sue Mullin Head of Consultant Relations, US Aberdeen Asset Management Inc. Theodore W. Noon Director, North American Business Development Acadian Asset Management LLC Christopher Boyle, Institutional AGF Investments Inc. Loraine E. McEvoy, Head of Institutional Sales and ALGER Richard A. Davies Senior, Defined Contribution and Co-Head North America AllianceBernstein Joel R. Stevens, II SVP/Senior Head- North American Institutions & Consultants Relations AllianceBernstein Mark Weiller Global Head of Consultant Relations & Corporate Treasury Solutions Ashmore Investment Management Limited Kelly Williams, Jr. President Chief Operating Officer Atlanta Capital Management Company, LLC Lawrence Remstedt Director of Institutional Business Development and Relations AXA Investment Managers Jeffrey Stammen Babson Capital Management Chad Lockey Strean Babson Capital Management Jeff Anderson,Head of Pension, Endowment & Foundation Solutions Barclays Michael Siciliano Head of Sales and Business Development Baring Asset Management Jill Lohrfink, Head of Institutional- North America Allianz Global Investors Carla F. Avila Vice President, Head of Financial Institutions Baron Capital Sheila Hartnett-Devlin, CFA SVP Institutional American Century Investments James Barrett Head of Institutional Sales Baron Capital Management Gregor Andrade, Ph.D Principal AQR Capital Management, LLC David Reilly Senior Partner Ares Management LLC Steve Borowski President Aristotle Capital Management LLC Dean Patenaude, Jr. Artisan Partners LP Phillip E. Enochs, CFA Head of Relationship Management, U.S. and International BMO Global Asset Management James Johnston Head of North American Sales BNP Paribas Investment Partners John Donaghey, CFA, CAIA, Head of N.A. Institutional Distribution BNY Mellon Investment Management Adam B. Spector Brandywine Global Investment Management, LLC Page 1 of 5

2 Daniel Greifenkamp Brown Brothers Harriman Asset Management Timothy R. Sweeney Head of Business Development DuPont Capital Management Jennifer Dunsdon, CFA Vice President Burgundy Asset Management Jeffrey W. Smith, CFA Head of the Americas Eastspring Investments Walt Best SVP, Head of Institutional Distribution Capital Group Susan M. Brengle Director of Relationship Management Eaton Vance Investment Managers Judith W. O'Connell Chief Operating Officer/Managing Partner Champlain Investment Partners, LLC Alan Christensen Vice President and Chief Operating Officer (COO) Fayez Sarofim & Co. Russell Mahland, Chief Marketing Officer ClearBridge Investments James Heaton Federated Investors, Inc. Stephen W. Dunn /Director of Institutional Marketing Cohen & Steers Capital Management, Inc. Steven Snyder Head of US Institutional Sales Columbia Management Eric Hasenauer SVP, Head of Institutional Sales Connor, Clark & Lunn (USA) Ltd. Steve Sexeny Cornerstone Capital Chris Keating, Head of Global Sales Cutwater Asset Management Jack O'Connor Head of Business Development & Client DDJ Capital Management Aiden Redmond, Head of Institutional Delaware Investments Kelly Carbone Managing Partner DePrince Race & Zollo, Inc. J. Kurt Wood Director of Client DePrince, Race & Zollo, Inc. Laurie Riebel, CFA Head of Institutional Business Diamond Hill Capital Management Paul A. Uhlman Federated Investors, Inc. Richard (Rick) Nino -Institutional Markets Fiera Asset Management USA James R. Tufts Chief Operating Officer First Quadrant, L.P. Justin Arbuckle Fisher Investments Matthew C. Waz FPA Funds Kent P. Strazza Franklin Templeton Alternative Investments Strategies Scott M. Lee, CFA, US Institutional Business Development Franklin Templeton Institutional Tom Regner President Franklin Templeton Institutional, LLC. Joseph F. Gieger GAM Tim Cayen Director, Business Development Hancock Timber Resource Group Page 2 of 5

3 Erica Evans Head of Sales & Marketing Hartford Investment Management Company Jason Ciaglo Partner & Director, Business Development LSV Asset Management Lois A. Gallagher, HSBC Global Asset Management (USA) Inc. HSBC Global Asset Management Stephen Weiss Principal, Senior Client Team Income Research & Management Bas NieuweWeme, Head of Institutional Distribution ING U.S. Investment Management Richard Garland, Americas and Japan Client Group Investec Asset Management Gary Wing Mackenzie Institutional Frank Saeli Head of Sales & Relationship Management Manulife Asset Management Ranjit Sufi Martin Currie Inc. Andy Sowerby of marketing, distribution and product management Martin Currie Investment Management Ltd. Steven W. Paddon Consultant Relations Director Investec Asset Management Charles L. von Breitenbach, II Chief Executive Officer Itaú USA Asset Management Susan Oh, Head of Janus Capital Institutional Janus Capital Institutional John Reynolds Director of Institutional Marketing and Consultant Relations McKinley Capital Management Richard K. Watson, Global Head of Distribution Mellon Capital Management John C. Clavin Merganser Capital Management Joseph M. Carrabes, Head of Institutional Sales & Client Jennison Associates Kevin D. Welsh Senior Kayne Anderson Capital Advisors, L.P. Doug Lee Metropolitan Real Estate Equity Management, LLC Christopher C. Callahan Senior, North American Sales & Relationship Management MFS Investment Management Amy Lesch, Capital Raising Team Kohlberg Kravis Roberts & Co. Stephen A. Hearty Managing Executive, Client Solutions Group Northern Trust Asset Management Greg Mulready Director of Sales and Marketing Lee Munder Capital Group John F. Gallagher, III, Director of Institutional s Loomis, Sayles & Company, L.P. David M. Stewart, CFA Director, Business Development and Relationship Management Numeric Investors, LLC Scott Draper, Head of Institutional Distribution Nuveen Investments Robert Krantz VP, Director of Marketing Loomis, Sayles & Company, L.P. Dimitrios Stathopoulos Head of Global Consultant Relations Nuveen Investments Inc. Frank Paone Partner, Director of Institutional Investor s Lord Abbett & Co. LLC George P. Webb Head of Distribution NWQ Investment Management Page 3 of 5

4 James-Keith (JK) Brown Head of Global Investor Relations, Executive Managing Director Och-Ziff Capital Management Group Paul Eisenhardt SVP, Head of Institutional Sales & Client Relationship Management OFI Global Asset Management Christie Loftus, Director DCIO/Sub-Advisory Strategic Accounts OFI Global Asset Management Brian J. Carroll, Head of North American Distribution Old Mutual Asset Management Linda T. Gibson, Head of Global Distribution Old Mutual Asset Management Shane Clifford EVP, Head of US Business Development Permal Group Marc S. Pester Prudential Financial Peter Cordrey Prudential Fixed Income Management F. Peter Ferrelli Director of Global Institutional Client Putnam Investments Michael Palermo, Head of Relationship Management Pyramis Global Advisors Pyramis Global Advisors Neil T. Johnson, CFA Head of Sales USA RobecoSAM, Inc. Ronan J. Burke Director of Institutional Sales and Consultant Relations Rockefeller & Co. Dorsey Horowitz Director Russell Indexes, Russell Investments Joseph Gelly and Head of Institutional Russell Investments Stephen F. Nimmo, Business Development Sands Capital Management Jeffrey Hawkins Chief Operating Officer Sankaty Advisors LLC Eric Nelson US Alternatives Director Schroder Investment Management Jennifer Horne Head of Relationship Management Schroders Investment Management Deborah LaBerge - Head of North America Scottish Widows Investment Partnership Mimi M. Humphrey Head of Marketing and Business Development Select Equity Group, Inc Cliff Yonce Siguler Guff & Company Brad Allinson Quantitative Management Associates LLC Kelly Battle Vice President Sionna Investment Managers Matthew Appelstein, CFA, CPA Head of Distribution - US RBC Global Asset Management (U.S.) Jack Boyce, Head of US Distribution Standard Life Investments Chris Adair Director-Head of Americas Record Currency Management Inc Thomas P. Sorbo, CFA Partner & Regiment Capital Advisors, LP Christopher P. Austin, CFA, Head of U.S. Sales and Global Consultant Relations Standish Kristi Mitchem State Street Global Advisors Page 4 of 5

5 Keith Lewis Head of Global Investment s, Americas T. Rowe Price Associates, Inc. Chris Coburn, Business Development Tradewinds Global Investors, LLC Carter Lyons Global Head of Investor Relations Two Sigma Robert C. McGowan, Head of Distribution, Financial Institutions and Corporate UBS Global Asset Management Shawn Lytle Head of Americas, Group UBS Global Asset Management (Americas) Inc. Michael S. Reeves Vermillion Asset Management, LLC Paul G. Pasicznyk Head of Institutional Victory Capital Management David Eikenberry Partner, Director, Americas Institutional Group Wellington Management Company, LLP Amru Khan, Institutional Long-Term Sales, Asset Management Group Wells Capital Management Morton L. Fearey, II Managing Partner, Director of Marketing & Client Westfield Capital Management Daniel P. Charles Global Head of Client and Business Development William Blair Christopher J. Krein Director of Institutional Sales WisdomTree Asset Management Inc. Page 5 of 5