The 15th Annual Greenwich Associates Competitive Challenges Conference | October 16 - 17, 2018

The Resort at Pelican Hill | Newport Beach, California

2017 Agenda
Conference: Growth through Adversity

Time Thursday, October 12th
7:00 - 8:00am

Onsite Registration & Breakfast

8:00 - 9:00am

Welcome Address and Overview of Industry: Growth through Adversity
Presenter: Davis Walmsley (Greenwich Associates)

9:00 - 10:00am

Growth through Adjacencies

As asset management margins shrink, the need to identify new growth opportunities becomes more urgent. This panel will examine real-world examples of strategies that managers have pursued to grow through adjacency. Strategies include growth in new products, new channels, new client segments, or new geographies.


Benjamin Thompson
Chief Executive Officer
Fiera Capital

David Nirtaut
Co-head of US Fixed Income
Legal & General Investment Management America

Matthew Malloy
Head of Institutional Business and Global Head of Insurance Solutions
Neuberger Berman

10:00 - 10:15am

Break & Morning Snack

10:15 - 11:15am

Keynote Speaker

Kristi Mitchem
Chief Executive Officer
Wells Fargo Asset Management

11:15 - 12:15pm

Coverage during Convergence

As investment consultants increasingly establish relationships with intermediary distribution platforms, asset managers will need to re-consider long-standing coverage practices. This panel will examine the needs and preferences of investment consultants and distribution platforms as well as the strategies that asset managers are pursuing to take advantage of this changing industry dynamic.


Leonard Oremland
Senior Vice President & Managing Director of Global Consultant Relations
OFI Global Asset Management

Matthew Hunter
Assistant Vice President, Investment Research/Business Development
Waddell & Reed

Rob Noe
Head of Manager Research Group
Wilshire Associates

12:15 - 1:15pm


1:15 - 2:30pm

Marketing as a New Competitive Advantage

As the industry matures, asset management firms are using the marketing function as a new source of competitive advantage. This panel will examine the marketing strategies that asset managers are deploying in the institutional market, ranging from client journey mapping to persona segmentation to leveraging big data.


Isla Mackenzie
Global Head of Marketing & External Communications
Aviva Investors

Andrew Washburn
Chief Marketing Officer
MFS Investment Management

Cathy Stahl
Head of Global Marketing

2:30 - 3:30pm

Keynote Speaker - Fireside Chat

Dana Emery
Chief Executive Officer
Dodge & Cox

3:30 - 3:45pm

Break & Afternoon Snack

3:45 - 5:00pm

The Link between Culture and Success

The "culture" of an organization is hard to define and manage, but it is critical to talent acquisition and retention. Given the importance of human capital and stability to asset management organizations, leading firms have started to think about organizational culture as a potential competitive advantage. This panel will examine approaches to "culture management" that have proven successful as well as pitfalls to avoid.


Jack Boyce
Head of Institutional Distribution - Americas
Aberdeen Standard Investments

Matthew Breitfelder
Chief Talent Officer and Managing Director

Robin Shanahan
Co‑Chief Operating Officer

Charles Argyle
Vice Chairman, Senior Managing Director, and Director of Global Equity Portfolio Management
Wellington Management

5:30 - 7:00pm

Cocktail Reception

7:00 - 8:30pm


Time Friday, October 13th
7:00 - 8:00am


8:00 - 9:00am

Keynote Speaker

Helena Morrissey
Head of Personal Investing
Legal & General Investment Management (LGIM)

9:00 - 10:00am

Catching the ESG Wave

U.S. based asset owners are increasingly incorporating ESG risk factors into their investment decision making and we may be on the precipice of significant adoption. Yet the definitions and approaches used in the industry vary greatly, leading to confusion and lackluster satisfaction levels among investors. This panel will examine the ESG trend, manager approaches, best practices, and seek to establish the likely pace of adoption in the years ahead.


John Streur
Chief Executive Officer
Calvert Research and Management

Michael Schlachter
Partner - Senior Consultant
Mercer Investment Consulting

Christopher McKnett
Managing Director, Head ESG Strategist
State Street Global Advisors

10:00 - 10:15am

Break & Morning Snack

10:15 - 11:15am

Keynote Speaker - Fireside Chat

Michelle Seitz
Chief Executive Officer
Russell Investments

11:15 - 12:15pm

Pension and Endowment CIO Perspectives

Institutional investors face a wide range of complex challenges. As they increasingly seek counsel from their service providers, this panel will provide guidance to asset managers about their shifting needs and the best approaches for establishing, maintaining, and expanding partnerships with these important firms.


Joseph Cullen
Chief Investment Officer
Montana Board of Investments

William McLean
Chief Investment Officer
Northwestern University

Sanjay Chawla
Chief Investment Officer, Pension Investments
Raytheon Company

12:15 - 1:30pm

Box Lunch & Networking