2024 MMI Institutional Roundtable

Welcome & Opening Remarks

Arlen Oransky, Executive Vice President, Chief Membership Officer, Money Management Institute

Community Co-Chairs:
Mark Najarian, Co-Head Global Institutional, American Century Investments
Mike Saliba, Director, Head of U.S. Intermediary, Baillie Gifford
Michael Walton, Managing Director, Sage Advisory Services

Fireside Chat with Jeremy France: Leading Through Change in the Institutional Marketplace

Change within the institutional landscape is inevitable. How institutional professionals respond to change will ultimately determine success. In this session, Michael Walton and Jeremy France will discuss the challenges and opportunities brought on by the constant evolution in client demand, consulting, and investment solutions.

Host:
Michael Walton, Managing Director, Sage Advisory Services

Speaker:
Jeremy France, Managing Director, Head of Institutional Consulting Solutions, Morgan Stanley

The Consultants' Perspective

The definition of ‘consult’ is to seek information or advice from someone with expertise in a particular area. At the core, institutional consultants are the trusted experts their clients rely on. In this session, we’ll speak with institutional consultants about trends in client activity, fulfilling their role as a fiduciary, best practices in communication, and their approach to achieving successful outcomes with clients.

Moderator:
Mark Najarian, Co-Head Global Institutional, American Century Investments

Speakers:
Matt Lasko, CFP, Managing Director, Senior Retirement Plan Consultant, UBS
Rich Nuzum, CFA, Executive Director, Investments and Global Chief Investment Strategist, Mercer
Jason Samansky, CFA, Investment Consultant, RVK, Inc.

Strategies for Serving the Institutional Marketplace

Organizations serving the institutional marketplace must continue to transform to meet client expectations and achieve sustained growth.  Hear from industry leaders on their firm’s growth strategy, sales team structure, coverage models, and strategies for success.

Moderator:
Nicole Jenkins, Managing Director, Head of UHNW & Institutional Advisory, UBS

Speakers:
Yaqub Ahmed, Co-Head of U.S. Investment-Only Business and Global Retirement Strategy Lead, Franklin Templeton
Jim Haddon, CFA, Managing Director, Head of Client Service & Marketing, Ramirez Asset Management

The Evolution of Product Strategy: Try to Keep Up

In an industry where the demand for unique, high-performing products at lower costs is ever-present, managers must make pivotal decisions about which products to innovate, improve, or discontinue. This discussion will explore the challenges and trends in product development, influenced by changing investor demands, from strategic approaches to the delivery vehicles used.

Moderator: 
Mike Saliba, Director, Head of U.S. Intermediary, Baillie Gifford

Speakers:
Matt Barry, CFA, Vice President, Product Management & Head of Capital Markets, Touchstone Investments
Tyler Cloherty, Managing Director, Head of the Knowledge Center, Casey Quirk by Deloitte

A Conversation around the Voice of the Client with Walter Kress, Managing Director and Chief Investment Officer, Ernst & Young

With over 38 years of sell side and buy side experience, Walter leads a team who oversee ~$26B of qualified and non-qualified retirement plan assets. This session will delve into how institutional allocators like EY are addressing market volatility and asset allocation, highlighting their top priorities. 

Host:
Bret Young, Head of North American Institutional Sales, American Century Investments

Speaker:
Walter Kress, Managing Director and Chief Investment Officer, Ernst & Young