Agenda & Speakers

The attire for the event is business casual.
WEDNESDAY, November 16
4:00 p.m. SYMPOSIUM REGISTRATION OPENS
The Registration Desk will be located on the third floor in the Rotunda area. Please stop by to check-in and pick up your event packet.
6:00 p.m.
THURSDAY, November 17
7:30 a.m. REGISTRATION AND CONTINENTAL BREAKFAST
The Registration Desk will be located on the third floor in the Rotunda area. Please stop by to check-in and pick up your event packet.
8:30 a.m. Welcome
 
Preston Athey (emcee)
portfolio manager
  Opening Remarks
 
Brian Rogers
chairman and chief investment officer, T. Rowe Price Group
9:00 a.m. Global Investment Environment
 
Christopher Alderson
president, International Equity
Michael Gitlin
director, Fixed Income
John Linehan
director, U.S. Equities
Tim Noel (moderator)
director, portfolio specialists
10:00 a.m. --- BREAK ---
10:15 a.m. A Washington Perspective: Assessing the Political Landscape
 
Charlie Cook
publisher of The Cook Political Report and political analyst for the National Journal Group
11:15 a.m. --- BREAK ---
11:30 a.m. CONCURRENT SESSIONS
  EU Sovereign Debt Update
and Where Opportunities Are in Europe
 
Samy Muaddi
credit analyst
Kenneth Orchard
credit analyst
Mitchell Todd
investment analyst
Stephane Fertat (moderator)
portfolio specialist
  Finding Growth in a Low-Growth World
 
Scott Berg
portfolio manager
Robert Sharps
portfolio manager
Robert Smith
portfolio manager
Ron Taylor (moderator)
portfolio specialist
  Diversification With Real Assets:
An Equity-Based Approach
 
Richard de los Reyes
portfolio manager
David Lee
portfolio manager
Susanta Mazumdar
portfolio manager
Wyatt Lee (moderator)
portfolio manager
12:30 p.m. LUNCH AND KEYNOTE PRESENTATION
 
General Colin L. Powell, USA (Ret.)
former United States Secretary of State (2001–2005) and chairman of the Joint Chiefs of Staff (1989–1993)
2:30 p.m. --- BREAK ---
2:45 p.m. CONCURRENT SESSIONS
  Emerging Markets Equities:
A Favorable Long-Term Outlook
 
Ulle Adamson
analyst
Sridhar Nishtala
analyst
Gonzalo Pángaro
portfolio manager
Verena Wachnitz
analyst
Todd Henry (moderator)
portfolio specialist
  The Municipal Bond Market—An Evolving
and Resilient Asset Class
 
Hugh McGuirk
portfolio manager
Linda Murphy
credit analyst
Christopher Dillon (moderator)
portfolio specialist
  Target-Date Investments: Current Issues and Trends
 
Jerome Clark
portfolio manager
Carol Waddell
head of product management and
development, Retirement Plan Services, Inc.
Richard Whitney
director, Asset Allocation
Richard Fullmer (moderator)
asset allocation strategist
3:45 p.m. --- BREAK ---
4:00 p.m. CONCURRENT SESSIONS
  Emerging Markets Debt—
Opportunities in an Evolving Landscape
 
Carolyn Chu
credit analyst
Michael Conelius
portfolio manager
Andrew Keirle
portfolio manager
Julie Salsbery
credit analyst
Christopher Dillon (moderator)
portfolio specialist
  Finding Value in Global Markets
 
Mark Finn
portfolio manager
Tom Huber
portfolio manager
Ray Mills
portfolio manager
Jason White (moderator)
portfolio specialist
  Trends and Best Practices in Today's
Evolving Defined Contribution Plan Landscape
 
Brian Donoghue
senior consultant, NEPC, LLC
Philip Lin, Esq.
director, North Asia Investment Services,
T. Rowe Price International Ltd
Martha Tejera
search consultant, Tejera & Associates, LLC
Cynthia Egan (moderator)
president, Retirement Plan Services, Inc.
5:00 p.m. DAY ONE SESSIONS CONCLUDE
5:30 p.m. DINNER EVENT AT THE BALTIMORE MARRIOTT WATERFRONT HOTEL
Join us for an engaging evening that begins with cocktails overlooking Baltimore's cityscape. Continue into the ballroom for dinner and fine entertainment. The evening concludes with a decadent dessert reception.
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FRIDAY, November 18
7:30 a.m. CONTINENTAL BREAKFAST
8:30 a.m. State of the Company
 
Ed Bernard
vice chairman and director, T. Rowe Price Group
9:00 a.m. Where Do Alpha Opportunities Exist in
Today's Fixed Income Markets?
 
Ian Kelson
portfolio manager
Andrew McCormick
portfolio manager
David Tiberii
portfolio manager
Mark Vaselkiv
portfolio manager
Steven Huber (moderator)
portfolio manager
10:00 a.m. --- BREAK ---
10:15 a.m. Investing in an Era of Technological
Innovation and Disruptive Technologies
 
Rob Bartolo
portfolio manager
Dave Eiswert
portfolio manager
Henry Ellenbogen
portfolio manager
Kris Jenner
portfolio manager
Stephon Jackson (moderator)
portfolio specialist
11:15 a.m. --- BREAK ---
11:30 a.m. CONCURRENT SESSIONS
  Managing Fixed Income Portfolios in a Challenging
Interest Rate Environment
 
Justin Gerbereux
portfolio manager
David Giroux
portfolio manager
Dan Shackelford
portfolio manager
Ted Wiese
portfolio manager
Terry Moore (moderator)
portfolio specialist
  What's Impacting Small-/Mid-Cap Investing?
 
Gregory McCrickard
portfolio manager
Heather McPherson
portfolio manager
Dave Wagner
portfolio manager
David Wallack
portfolio manager
Brian Dausch (moderator)
portfolio specialist
  Risk Management in the New Normal
 
Bruce Curwood
director, Investment Strategy, Russell Investments
William Kopey
senior investment manager, AstraZeneca Pharmaceuticals LP
Bert Tibben
investment manager, Nedlloyd Pension Funds, the Netherlands
Craig Siddall (moderator)
consultant relations manager
 
Additional panelists to be announced.  
  Developed Markets Investing Outside of the U.S.
 
Ray Mills
portfolio manager
Justin Thomson
portfolio manager
Kurt Umbarger (moderator)
portfolio specialist
12:30 p.m. LUNCH PRESENTATION
 
Jim Carroll
one of the world's leading international
futurists and innovation experts
2:15 p.m. CLOSING REMARKS
   
Session times, topics, and speakers are subject to change. Back to top