Moderators

David D. Spaulding, DPS, CIPM

Roundtable Moderator

John D. Simpson, CIPM

Alternatives

18th Meeting of The Asset Owner Roundtable

Wednesday, May 25, 2022

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8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

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9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS AND “AROUND THE HORN”

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9:30 – 10:30 A.M.

DATA AGGREGATION CHALLENGES FOR A

PAN-ASSET CLASS ALLOCATION 

Ben Page-Fort, NASDAQ

Presentation

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

OPEN DISCUSSION 

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2:00 – 3:00 P.M.

RISK OF CRYPTO INVESTMENTS FOR ASSET OWNERS

Stephen Campisi, CFA

Presentation

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

OPEN DISCUSSION: MEMBER CHALLENGES & QUESTIONS

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4:15 – 5:00 P.M.

HANDLING PERFORMANCE ISSUES WITH

ALTERNATIVE ASSET CLASSES

John D. Simpson, CIPM, The Spaulding Group, Inc.

Presentation

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5:00 P.M.

END OF DAY WRAP-UP

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6:30 P.M.

AORT NETWORKING AND DINNER EVENT

May 25, 2022

Wednesday

9:00 AM – 5:00 PM CDT (GMT-5)

LOCATION

W Nashville

300 12th Avenue South

Nashville, Tennessee 37203-4006

Tel: +1 615-379-9000

Stephen Campisi, CFA

Crypto Risks

Ben Page-Fort

Data Aggregation Challenges

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