The 18th Annual Competitive Challenges Conference
September 29 & 30, 2021 |  Virtual Format

2019 Agenda

Challenge & Change: Igniting a Metrics-Minded Approach

Time Tuesday, October 15th
4:00 - 5:30PM

Women's Networking Session & 'Know Your Voice' Workshop

5:30 - 7:00PM

Welcome Reception

Time Wednesday, October 16th
7:00 - 8:00AM

Onsite Registration & Breakfast

8:00 - 9:00AM

Welcome Address and Overview of Industry
Presenter: Greenwich Associates

9:00 - 10:00AM

A Re-imagined Client Experience: Leveraging Technology to Enhance Client Relationships

Pursuing a client-centric approach is nothing new. In fact, doing so is now table-stakes when discussing relationships with institutional clients and prospects. Technology, digital, and data represent the next new frontier of differentiation. Asset managers that take a proactive approach to embracing new opportunities for defining optimal engagement models and leveraging the power of an endless supply of data and information will come out ahead. This panel of experts will give you tips and tools to consider on your quest to harness the opportunities that exist and set the bar for best-in-class client engagement.


Cindy Sealey
Cutter Associates

Ainslie Simmonds
EVP, Head of Digital

Jonathan York
Chief Architect & Head of Product
Bridgewater Associates

10:00 - 10:15AM

Break & Morning Snack

10:15 - 11:15AM


Shundrawn Thomas
President of Asset Management
Northern Trust Asset Management

11:15 - 12:15PM

New Measures of Success: Cultivating a Culture to Attract & Retain the Best of the Best

As the war for talent continues to escalate, companies in all industries have been spending an outsized amount of time and resources ensuring that their culture and mission attracts and retains the best possible employees. External forces have underscored the importance of these efforts in the asset management industry; the most visible example being influential investment consulting firm Willis Towers Watson publically announcing a new measure of culture that goes into all of their manager ratings. This panel will feature senior executives from an array of different organizations that have been able to successfully enrich their culture to give meaning to the work being done on a day-to-day basis and to make their employees feel appreciated and valued, all while supporting important social and environmental missions – do good and do well.


Steven Eisenberg
Senior Managing Director & Global Head of Institutions

Hyde Hsu
Director – Investments
Willis Towers Watson

Dune Thorne
Head of Client Experience; Head of the Northeast
Brown Advisory

12:15 - 1:30PM


1:30 - 2:30PM


Brian Casey
President and Chief Executive Officer
Westwood Management

2:30 - 3:30PM

Communicating a Credible ESG Value Proposition: Winning the Hearts and Minds of Investors

As interest – and investment – in ESG strategies steadily climbs in all major developed markets, what better way to inform your investment approach and communication strategy than to hear directly from the market about preferences and needs – and how you will be measured. This panel of institutional investors will tell you what they love, and what they hate, about discussions with asset managers regarding ESG products. They will also address how they think about measuring or calibrating commitment to ESG and the investment performance of ESG strategies. Beyond a clear and differentiated investment approach, learn what else is a must have or nice to have – and how your firm can help to define the future of ESG investing.


Charles Burbridge
Executive Director
Chicago Teachers' Pension Fund

Laura Glick
Chief Investment Officer
The Spencer Foundation

Colleen Smiley
Principal, Investment Operations Manager
Meketa Investment Group

Dave Zellner
Chief Investment Officer
Wespath Benefits and Investments

3:30 - 4:00pm

Break & Afternoon Snack

4:00 - 5:00PM

Competing Overseas: Attracting Investors & Growing a Franchise in International Markets

As institutional investors increasingly explore international and global investment opportunities, asset managers are forced to consider their plans for international expansion and growth. In these concurrent break-out sessions, Greenwich Associates consultants with on-the-ground, local expertise will share data and trends about the European and Asian markets.


Mark Buckley
Greenwich Associates

Markus Ohlig
Managing Director
Greenwich Associates

6:00 - 7:00PM

Cocktail Reception

7:00 - 8:30PM


Time Thursday, October 17th
7:00 - 8:00AM


8:00 - 9:00am


Jennifer Murphy
Chief Operating Officer
Western Asset Management Company

9:00 - 10:00AM

Setting the Example from the Top: Becoming an Impactful Leader for the Future

Plenty has been written and said about what it takes to be a leader – what skillsets typically enable individuals to rise to the top. But as the asset management industry enters a new period of change in which topics like innovation, diversity, technology, and culture are top of mind, the profiles of the leaders of the future are also beginning to shift. This panel will feature accomplished leaders and industry experts to address fostering a culture of diversity of thought, experience, and background, building a bench of leaders, succession planning, and leadership “lessons learned” during tumultuous or challenging times. It will also address how companies have started to evolve their searches for CEOs and other senior executives to promote an innovative mindset, inclusive culture, and forward-looking, sustainable strategy.


Kevin Charleston
President, Chief Executive Officer
Loomis, Sayles & Company

Erich Gerth
Chief Executive Officer
BlueBay Asset Management

Shawn Lytle
Global Head (MIM), President (Delaware Funds), U.S. Country Head (Macquarie Group)
Macquarie Investment Management

Paige Scott
Senior Partner
Kingsley Gate Partners

10:00 - 10:15AM

Break & Morning Snack

10:15 - 11:15AM


Mark McCombe
Chief Client Officer

11:15 - 12:15PM

Rising to the Top: Elevating the Marketing Function & Finding Your Voice

It is no secret by this point that an effective and productive Marketing function is an important pillar of any successful and growing asset management organization. But for many organizations it is a challenge to understand how this influential group can, and should, interact with other parts of the business for maximum impact. For Marketing professionals: How do you know that you have arrived at the table as a contributing member of the senior leadership team? For Distribution professionals: How can you take action to encourage better collaboration and elevate your Marketing counterparts to contribute to, or even lead, broad strategic initiatives? This panel of Chief Marketing Officers will share best practices – and likely some war stories – about the ascent to the room where decisions are made and the ways they ensure the impact of their work is being properly measured, valued, and promoted across the organization.


Emma Friend
Senior Marketing Initiative Manager
Capital Group

Ken Poliziani
Chief Marketing Officer

Stephen Tisdalle
Chief Marketing Officer
State Street Global Advisors

Sylvia Toense
Head of Global Brand Marketing
T. Rowe Price

12:15 - 1:30PM

Box Lunch & Networking