Upcoming

Consultants & Institutional Investors Roundtable 2026

Name: Consultants & Institutional Investors Roundtable 2026
Start: 2026-10-07
End: 2026-10-08

Consultants & Institutional Investors Roundtable 2026 is an organiser-published meeting designed around the research, governance and portfolio decisions made by institutional asset owners and other professional allocators.

Investment consultingAsset allocationManager research

About this event

Institutional Investor is pleased to welcome back our flagship consultants forum for candid conversation, deep analysis, and peer-to-peer exchange.

The investment landscape continues to evolve at a historic pace. The sustained higher‑rate environment is reshaping asset allocation frameworks and exposing new fault lines across global markets. Innovation—powered by rapid advancements in data, automation, and AI—is accelerating structural change across industries and portfolios. Meanwhile, geopolitical realignments and shifting trade relationships are redefining global connectivity and ushering in a more complex, regionally driven economic order.

Against this backdrop, the ability to interpret, adapt, and engage has never been more critical.

Join us this October for forward‑looking insights from leading practitioners, practical guidance for navigating today's uncertainty, and meaningful dialogue with peers who are confronting the same challenges and opportunities.

Source: organiser materials

Featured speakers

Source: organiser public event page Retrieved: 2026-08-30

Serge AgresManaging Investment DirectorCambridge Associates LLC

Joe AguilarSenior Vice President, Chief Investment OfficerMarket Street Trust Company

Karin AndersonSenior Director, Credit Manager ResearchWTW

Jim CallahanPresidentCallan LLC

James ChallenChief Executive OfficerLCG Associates

KC ConnorsChief Consulting Officer and Head of Strategic Growth & EngagementNEPC

Heather DeGarmoHead of Product Management & IR for Ares Systematic CreditAres Systematic Credit

John DelaneyU.S. Chief Investment OfficerWTW

Clay DruryChief Investment OfficerNorth Star Investments, Inc.

Chirag GandhiPortfolio Manager - Fixed IncomeNorth Dakota Retirement and Investment Office

Dan GranaSenior Investment DirectorUniversity of Iowa Foundation

Jeremy James HeerManaging Director, Investment Research and EngagementUniversity of Illinois Foundation

Trevor JacksonManaging DirectorAksia, LLC

Ryan JohnstonSenior Analyst - Funds AlphaState of Wisconsin Investment Board

Nathaniel KelloggPresidentMarquette Associates

Tony LissuzzoSenior Vice PresidentCallan LLC.

Stephen McCaffreySenior CounselNationalgrid

Daniel MegesChief Economist/Senior Managing Director - ResearchClearstead

Cameron MockExecutive Director & Chief Investment OfficerLaborers' & Retirement Board Employees' Annuity & Benefit Fund of Chicago

Steve NelsonDirector of ConsultingPrime Buchholz LLC

Brady O'ConnellManaging DirectorCliffwater LLC

John PearceEquity Portfolio Manager - Internal ManagementIllinois Municipal Retirement Fund

Michael RosenChief Investment OfficerAngeles Investment Advisors LLC

Michael SchlachterChief Investment OfficerState Universities Retirement System of Illinois

Event location