Chief Investment Officers and Portfolio Managers to Speak at (K)onvergence Summit

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Of the 39 speakers at the second (K)onvergence Summit, 23 are Chief Investment Officers or Portfolio Managers at their firm.

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(K)onvergence Logo

Low global real yields has created a difficult environment for plan fiduciaries, particularly in the context of broader asset allocations.

Of the 39 speakers at the second (K)onvergence Summit, 23 are Chief Investment Officers or Portfolio Managers at their firm. Indeed, the (K)onvergence Summit is unique among industry events in that it is entirely dedicated to investment array constructions, and allows retirement plan investment advisers, investment platform managers, and analysts to meet face‐to‐face with top portfolio managers from 12 leading investment management firms and to complete due diligence on these firms at one even, sparing the need for multiple meetings. The 2015 edition of (K)onvergence will take place June 9 and 10, 2015 at the Seaport Hotel and World Trade Center in Boston, MA. Detailed agenda posted at (K)onvergence Agenda.

Speakers are among the leading Chief Investment Officers and Portfolio Managers in their respective asset class, and represent a full spectrum of investment strategies typically available in a 401(k) defined contribution plan menu:

  • Target-Date Funds / Multi-asset
  • International and Global Equity
  • US Equity
  • International Fixed Income
  • US Fixed Income
  • Stable Value
  • Liquid Alternatives
  • Socially Responsible Investing
  • Enhanced Index

Among the preeminent Chief Investment Officers and Portfolio Managers speaking at the Summit, Tucker Scott - Executive Vice President, Portfolio Manager and Research Analyst at Franklin Templeton Investments and Mark Hamilton - Chief Investment Officer, Asset Allocation at OppenheimerFunds will participate in a panel discussion of market outlook moderated by Steve Medina, Head of Global Asset Allocation & Senior Portfolio Manager at John Hancock Asset Management. Tucker Scott will address global markets on the panel, and Mark Hamilton will speak to multi-asset solutions.

“It just stands to reason that if you’re looking all over the world, you will find better bargains than if you’re looking in only one country,” says Tucker Scott, Executive Vice President, Portfolio Manager and Research Analyst for Templeton Global Equity Group at Franklin Templeton Investments

“Participant retirement readiness is on the minds of all investment managers. While successful retirement outcomes are the paramount concern, we also need to offer solutions that provide diversification and help manage volatility for plan participants who are accumulating retirement assets as well as those in retirement, ” adds Mark Hamilton - Chief Investment Officer, Asset Allocation at OppenheimerFunds.

At a second panel, three portfolio managers will discuss the challenges of managing a portfolio in their asset class, challenges that need to be brought to the attention of retirement plan fiduciaries. Among the three, Jason Brady, Managing Director, Thornburg Investment Management will speak to the fixed income asset class.

“Low global real yields has created a difficult environment for plan fiduciaries, particularly in the context of broader asset allocations. With some dark clouds of potentially volatility-inducing market conditions on the horizon, it is critical to consider portfolio structures and goals in order to navigate an increasingly complex set of investment choices on a global basis,” adds Jason Brady - Managing Director, Thornburg Investment Management

The (K)onvergence Summit is organized by EACH Enterprise, LLC.

About EACH Enterprise
EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms and recordkeeping service providers exclusively. EACH Enterprise helps client firms establish and maintain a clear position in target markets with coordinated initiatives involving meeting planning, research, reporting, news release, social media, public speaking, and campaign management services.

EACH Enterprise has been designing bold and innovative programs since its foundation in 2007, relying on a network of talented professionals with years of experience in retirement plans, research, meeting planning, communication, design, website development, marketing, sales, distribution management, project management, and human resource management. The firm organizes a number of events every year including the (K)onvergence Summit, the Annual Planning Meeting and the Semi‐Annual Meeting of the Retirement Advisor Council, two meetings of the Client Relationship Management Roundtable, the Participant Strategy Roundtable, the Strategic Account Management Roundtable, and the Conversion / Implementation Team Leader Roundtable.

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Eric Henon
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