Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

Katherine Smith

Reporting to the Board

Stephen Campisi, CFA

Answering the Right Attribution Questions

14th Meeting of The Asset Owner Roundtable

Wednesday, May 12, 2021

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS AND “AROUND THE HORN”

10:45 – 11:00 A.M.

MORNING BREAK

11:00 – 12:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

REPORTING TO THE BOARD: A DISCUSSION

Katherine Smith, Alaska Permanent Fund 

2:00 – 3:00 P.M.

ANSWERING THE RIGHT QUESTIONS: MAKING PERFORMANCE ATTRIBUTION MEANINGFUL FOR ASSET OWNERS

Stephen Campisi, CFA

3:00 – 3:15 P.M.

AFTERNOON BREAK

3:15 – 4:15 P.M.

PRIVATE EQUITY ANALYSIS – WHY LESS IS NOT MORE

Katey Bogue, Nasdaq

Dax Johnson, State Street

4:15 – 5:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

5:00 P.M.

END OF DAY WRAP-UP

May 12, 2021

Wednesday

9:00 AM – 5:00 PM ET

LOCATION

Westin Philadelphia

99 S 17th Street

Philadelphia, PA 19103

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