Agenda overview

Host: Mary Wallace
                      Relationship Manager

Monday, 25th September, 2017
12:00 p.m. - 12:30 p.m.Check-in and lunch
NYSE 11 Wall Street, New York, NY 10005
12:30 p.m. – 12:45 p.m. Welcome JJ Wilczewski
Head of Institutional Client Group, 
12:45 p.m. – 1:30 p.m. European Elections:
A Front Row Seat
Joern Wasmund, CEFA
Global Head of Fixed Income
Johannes Mueller, CFA, CEFA
Head of CIO Office Markets
Jan Boehm
Head of Government & Public Affairs
Germany - Deutsche Bank, AG



Frank Kelly
1:30 p.m. – 2:30 p.m. A Changing Nature
in U.S. Politics?
Frank Kelly
Head of Government Affairs, Americas and Latin America - Deutsche Bank

2:30 p.m. – 3:15 p.m.

U.S. Market Outlook

David Bianco, CFA
Chief Investment Strategist,

3:30 p.m. – 4:30 p.m.

NYSE Tour & Closing Bell


5:00 p.m.

Depart for Cocktails & Dinner

5:30 p.m. – 8:00 p.m. Cocktails & Dinner Delmonico’s
56 Beaver Street, New York, NY 10004

Dinner Speaker:

Jeffrey A. Shapiro,
Peck Madigan Jones

Host: Jeffrey D. Pond, CFA
          Relationship Manager

Tuesday, 26th September, 2017
8:45 a.m.Check-in and breakfast
60 Wall Street, 47th Floor, Room 4703
9:00 a.m. – 9:15 a.m. Welcome John Cassedy
Head of Relationship Management, Americas
9:15 a.m. – 10:00 a.m. Hamilton and the Creation
of the US Central Bank
Richard E. Sylla
Professor Emeritus of Economics, NYU: Leonard N. Stern School of Business
10:00 a.m. – 10:45 a.m. Evaluating the Role
of Central Banks on Fixed Income
Joshua N. Feinman
Chief Global Economist
Rick Smith, CFA
Portfolio Manager-Fixed Income

10:45 a.m. – 11:00 a.m.


11:00 a.m. – 11:45 a.m. Cash Markets
Around the World
Sonelius I. Kendrick-Smith
Head of Corporate Treasury Solutions/Senior Liquidity Portfolio Manager, Americas
Reyer Kooy, CAIA, IMC
Head of Institutional Liquidity Management, EMEA and Asia Pacific
11:45 a.m. – 12:30 p.m. Infrastructure: Does Anyone
Want to Fix This Bridge?
Adie Tomer
Fellow, The Hamilton Project

Jorge Rodriguez
Global Head of Infrastructure Debt


Nicole Thie
12:30 p.m. – 1:30 p.m. Networking Lunch
1:30 p.m. – 2:00 p.m. Have Global Changes Impacted International Real Estate? Mark G. Roberts, CFA
Head of Research & Strategy, Alternatives
2:00 p.m. – 2:45 p.m. A Global Commodities
Jim Krane, PhD.
Center for Energy Studies, Rice University
Scott Ikuss
Portfolio Manager and Portfolio Analyst—Commodities
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:30 p.m. Rising Interest Rates
for Risk Fixed Income: Good or Bad?
Mark Rigazio
Portfolio Manager—Bank Loans
Lonnie Fox
Portfolio Manager—High Yield
3:30 p.m. – 4:15 p.m. How to Define Impact Investing Globally Amit Bouri
Chief Executive Officer,
Global Impact Investing Network

Caroline Vance
Portfolio Manager—Sustainable Investments
5:30 p.m. – 8:30 p.m. Rooftop Investor Reception The Roof at Park South
125 East 27th Street, New York, NY 10016

Host: Steven C. Doire, CPA, CFA, CPCU,
        Chair of Global Insurance Practice

Wednesday, 27th September, 2017
9:00 a.m.Breakfast
60 Wall Street
9:30 a.m. – 9:45 a.m. Welcome Steve Doire, CPA, CFA, CPCU
Chair of Global Insurance Practice and
Head of Insurance, Americas
9:45 a.m. – 10:45 a.m. Artificial Intelligence:
What Are We Talking About?
Marc Romano
CTO and Co-Founder, Seismic
10:45 a.m. – 11:30 a.m. Low Inflation, Low Rates
and a Fed Balance Sheet Reduction
Robert G. McCollum, Jr.
Head of Portfolio Management, Fixed Income Solutions
11:30 a.m. – 12:00 p.m. New Assumptions Impacting
Asset Allocation
Philip Bennett
Co-Head of Global Analytics—Client Solutions
12:00 p.m. – 1:00 p.m. Lunch
1:00 p.m. – 1:30 p.m. "Factoring" in Passive as Part
of an Insurance Portfolio
Arne Noack
Head of ETF Product Development—Americas
1:30 p.m. – 2:00 p.m. Regulatory, Accounting and
Capital Charges...What We Are Keeping Our Eye On
Mike Earley, CFA
Head of Client Solutions, Americas
2:00 p.m. – 2:45 p.m. New ideas in Enterprise
Risk Management
Mike Angelina
Executive Director, Academy of Risk Management & Insurance, St. Joseph’s University Haub School of Business
2:45 p.m. – 3:00 p.m. Closing Comments Bart Holl, CFA
Head of Insurance Coverage, Americas

Investor Education Summit


25th – 27th September, New York

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