Thursday, October 16, 2025

1. 11:00 am - 12:00 pm

   NextGen Idea Exchange

   CIO’s 2025 NextGens are invited to a private session where they will hear insights from and ask questions of seasoned CIOs.

2. 12:00 pm - 12:40 pm

   Lunch and Registration

3. 12:40 pm - 12:45 pm

   Opening Remarks

4. 12:45 pm - 1:30 pm

   The New Portfolio Theories: Integrating Active, Passive, Public and Private

   Panelists will examine how all types of institutional allocators are thinking about these investment segments and using barbelled portfolios to get the best performance out of their risk and fee budgets.

   Moderator
   Walter Kress, CIO, EY Americas

   Panelist
   Laura Tuttle, Family Office Adviser
   Shawn Pope, Senior Director- Investments, Cox Enterprises Inc
   Gene Podkaminer, Senior Asset Allocation Strategist, Capital Group

5. 1:30 pm - 2:15 pm

   SEC Regulation Update

   Nationally recognized attorney, Lauren Ormsbee, a partner in the New York office of Labaton Keller Sucharow LLP, will discuss the changes at the Securities Exchange Commission under new SEC Chair Paul S. Atkins and U.S. President Donald J. Trump—proxy voting rules, mandatory arbitration policy, earnings reporting frequency and what they mean for investors.

   Presenter
   Lauren A. Ormsbee, Partner, Labaton Keller Sucharow LLP

6. 2:15 pm - 2:30 pm

   Break

7. 2:30 pm - 3:00 pm

   Building and Managing an Investment Team

   Investment leaders will share experiences and suggestions for how to recruit, develop and motivate staff amid the changing landscape for institutional investors—across OCIOs, foundations and endowments, and retirement and pension funds.

   Moderator
   Andrew Palmer, CIO, Maryland State Retirement and Pension System

   Panelist
   Adam Berk, Principal, Ernst & Young LLP
   Brenna Noble, Portfolio Manager, Public School and Education Employees Retirement Systems of Missouri

8. 3:00 pm - 3:45 pm

   Operational Due Diligence

   Experts will explore diligence best practices in day-to-day operations—including manager selection and monitoring; systems review; and regulatory compliance—and the use of technology and artificial intelligence to support these initiatives.

   Moderator
   Robin Diamonte, CIO, RTX

   Panelist
   Michael Ashmore, Founder, Rondeivu
   Christine Wilson, Principal, People Consulting, EY

9. 3:45 pm - 4:00 pm

   Break

10. 4:00 pm - 4:45 pm

    Human Capital: More Material Than Ever in the Age of AI

    Hear about how, in the AI era, the materiality of human capital management to business outcomes may be greater than ever, as shown by recent academic research.

    Presenter
    Hernando Cortina, Managing Director, ISS Sustainability Solutions

11. 4:45 pm - 5:30 pm

    Portfolio Complexity

    Panelists will discuss, for different types of institutional portfolios, the benefits and risks of including in portfolios assets from a wide range of sectors, such as digital assets, post-pandemic real estate and infrastructure.

    Moderator
    Amy Resnick, Executive Editor, Chief Investment Officer
    Panelist
    Steven R. Meier, Deputy Comptroller-Asset Management & Chief Investment Officer, Office of the NYC Comptroller
    Jennifer Neppel, Vice President and CIO, Pinnacol Assurance
    Joe Siprut, CEO & CIO, Kerberos Capital Management

12. 6:00 pm - 7:00 pm

    Cocktail Reception

13. 7:00 pm - 9:30 pm

    Dinner and Awards

14. 9:30 pm

    Post-Awards Celebration