Boston
13-15 June 2022
Join us at Mercer’s United States Global Investment Forum in June to discuss the evolution that will define markets and investing for many years to come. The Forums bring together asset owners, asset managers and senior investment professionals to discuss current and emerging themes impacting investors. They also provide an opportunity for you to catch-up with peers and expand your knowledge and professional network.
The Forum offers a day of main sessions, breakout and keynote addresses, as well as hundreds of 40-minute separate virtual manager-led sessions. Some of the topics that will be covered in the agenda include the latest themes and opportunities, sustainable investing, private markets, transformational investing and more. Watch this space for details on the agenda.
2:00 – 5:00 pm | Asset manager briefing
4:30 – 5:30 pm | Mercer client pre-cocktail welcome (exclusive to Asset Owner attendees)
After years of physical separation, we are grateful for the opportunity to once more have our clients at the Forum in person. Please join us before the general Welcome Reception to catch-up with your peers and the Mercer US investments leaders and get an exclusive sneak peek at the Forum agenda.
5:00 – 7:00 pm | Welcome reception
9:30 – 9:50 am | Metamorphosis: Themes & opportunities in 2022
Jo Holden, Global Head of Investment Research
Stan Mavromates, Americas Chief Investment Officer
9:50 – 10:20 am | Client response: Themes & opportunities
Moderator: Samantha Davidson, US Leader, OCIO Business
10:20 – 10:40 am | Principles for building a robust equity portfolio
Chris Kuhlman, Senior Investment Consultant
Larry Vasquez, Senior Portfolio Manager
11:10 – 11:30 am | Sustainability in practice
Moderator: Max Messervy, Sustainable Investment Specialist
11:40 am – 12:10 pm | Asset pool breakouts
Asset pool breakouts
1. Endowments & Foundations
Chris Adkerson, Senior Investment Consultant
2. Healthcare
Chris Grimm, Healthcare Practice Co-Lead
3. Insurance
Chris Tschida, Co-Head of US Insurance
4. Wealth Management
Gregg Sommer, US Financial Intermediaries Leader
5. Defined Contribution
Katie Hockenmaier, US DC Research Director
Holly Verdeyen, US DC Leader
6. Defined Benefit
Neeraj Baxi, Senior Investment Consultant
Andrew Scheufele, US Head of Investment Strategy, Delegated Solutions
2:05 – 2:30 pm | Inflation asset class lightning round
Speakers TBC
2:30 – 2:50 pm | Your turn: How will you respond to inflation?
Moderator: Katie Hockenmaier, US DC Research Director
2:50 – 3:20 pm | Empowered collaboration: Decision strategies for committees
4:00 – 4:30 pm | Asset class breakouts
4:30 – 4:50 pm | DEI in the investment community
4:50 pm | Closing remarks
Pat Tomlinson, President, US & Canada
Time TBD | Offsite dinner
9:30 – 9:35 am | Day 2 Opening
9:35 – 10:00 am | The great debate
Susan McDermott, US Strategic Research Director
Jay Love, US Investment Leader
10:00 – 10:45 am | Keynote conversation
Margaret Brennan, Journalist and Moderator, Face the Nation
Moderator: Rich Nuzum, President, Wealth
11:00 – 11:15 am | Private markets update
Raelan Lambert, Global Alternatives Leader
11:15 – 11:35 am | Hedge funds: The abandoned asset class?
Moderator: Dave McMillan, CIO, Hedge Funds
11:35 am – 12:05 pm | Thoughts on a changing world
12:05 pm | Closing remarks
Christine Mahoney, US Wealth Leader
Each Forum features top thought leaders from within Mercer and the investment community and renowned experts shaping the way we think. We look forward to sharing these names with you soon.
We look forward to welcoming clients and asset managers at the Intercontinental in Boston.
Venue: Intercontinental Boston
510 Atlantic Ave,
Boston, MA 02210,
United States
+1 617 747 1000
Hotel website
The InterContinental Boston is situated in the heart of historic downtown Boston, with a striking backdrop of Fort Point Channel. Facilities include SPA InterContinental, fitness center, lively RumBa bar, a vodka themed bar and acclaimed Miel Brasserie.
Each room benefits from a Keurig coffee maker, 55-inch HD TV, Agraira amenities and floor-to-ceiling windows.
Hotel booking information
For your convenience, Mercer has reserved a block of hotel rooms at the InterContinental Boston at the rate of $399 (plus 16.45% tax). This rate is available until Friday, May 20. Reservations made after this date will be based on hotel availability and at the prevailing rate.
Click here and enter IXY in the group code box to access the event rate.
Accommodation terms & conditions
Cancellation terms apply from 48 hours prior to the scheduled arrival date.
(select your option)
For the purposes of the Forum, an asset owner is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity. Invited asset owners do not have to pay registration fee.
The asset manager registration fee for this event is $14,500 (USD) for one attendee. Registration includes attendance at the asset manager briefing, attendance at the networking opportunities, main presentations and breakout sessions, one 40 minute Learn, Share, and Connect session, up to five 30 minute one-to-one sessions, opportunities to make new professional connections with hundreds of other attendees and all session materials after the event.
Global members have a secured seat at all five events. If you have purchased a global membership for the Global Investment Forums 2022 program, you can register as a global forum member. Please contact us if you are not sure of your status or click here to sign up for a global membership.
Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.
Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.
Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.
Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.
By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.
Cancellations must be communicated via email to Maria Reyes. Cancellation requests sent two months before the Forum will be refunded in full. Cancellation requests sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.
Africa
