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Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LP

M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, Proskauer

Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how to manage “capital in waiting” as you build out a private markets portfolio, among other considerations for liquidity management.

Daniel Berkowitz, CFA, Investment Analyst, VanguardThis session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperceptions around the active versus passive decision and explain factors that can help investors determine an appropriate mix between them.

Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both a policy and political lens – and discuss the ensuing potential effects on markets and their investment implications.

Nate Hamilton, CFA, Advisory Board Member, Family Office Exchange

Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3Limited

Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office Exchange

Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.

Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley Jessen