2020 INSTITUTIONAL 
SUMMIT

Shine a light

MAY 4, 2020  |  VIRTUAL MEETING

11:00 a.m. - 2:00 p.m. Eastern time

2020 INSTITUTIONAL 
SUMMIT

Shine a light

MAY 4, 2020  |  VIRTUAL MEETING

11:00 a.m. - 2:00 p.m. Eastern time

In times of crisis, we all need experts to help us illuminate the path – and we have a great team lined up to do just that in our newly re-vamped virtual program. On Monday, May 4, 2020 – we’ll be streaming four live sessions direct to your office, home office, kitchen table, couch, cabin, or wherever you find yourself working these days. All you need to participate is a computer and an internet connection.

We’ll be bringing you the most timely, up to date information on how we and the asset managers we work closely with are navigating today’s market environment. You’ll not only have access to some of the best and brightest in the industry, but we have a few surprises lined up for you as well.

We can’t wait to see you!

Session videos

We organized a few sessions designed to address the challenges you're currently facing in today's markets.

Read our speakers' bios

  •  
     

    Monday | May 4

  • RECORDED AT
    11:00 a.m. - 11:15 a.m. (ET)
     

    This time is different, right?

    Bryan Weeks, Head of Americas Institutional, Russell Investments

    Pete Gunning, Global Chief Investment Officer, Russell Investments

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  • RECORDED AT
    11:15 A.M. – 12:00 P.M. (ET)
     

    Evaluating opportunities in growth and value investing

    Barry Dargan, Portfolio Manager and CEO, Intermede Investment Partners

    Patrick Kaser, Managing Director and Portfolio Manager, Brandywine Global

    Megan Roach, Senior Portfolio Manager, Russell Investments

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  • 12:00 P.M. – 12:30 P.M. (ET)
     

    Break / Lunch

  • RECORDED AT
    12:30 P.M. – 12:40 P.M. (ET)
     

    Invested. Together.

    Michelle Seitz, Chairman and Chief Executive Officer, Russell Investments

  • RECORDED AT
    12:40 P.M. - 1:25 P.M. (ET)
     

    The tradeoffs between U.S. and Global equities

    Dave Iben, Chief Investment Officer and Lead Portfolio Manager, Kopernik Global Investors, LLC

    Jon Eggins, Senior Portfolio Manager, Russell Investments

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  • RECORDED AT
    1:25 P.M. - 1:55 P.M. (ET)
     

    Economic and market outlook

    Erik Ristuben, Chief Investment Strategist, Russell Investments

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  • 1:55 P.M. – 2:00 P.M. (ET)
     

    Wrap up and closing comments

    Rachel Carroll, Managing Director, Consulting, Russell Investments

 

Our speakers

Those who joined connected virtually with this select group of asset managers and Russell Investments' experts about the roller coaster that is today's markets.

Bryan Weeks, Head of Americas Institutional

Bryan Weeks, CFA

Head of Americas Institutional, Russell Investments

Bryan is Head of Americas Institutional for Russell Investments. Bryan is responsible for leading and expanding Russell Investments’ business with defined benefit plans, defined contribution plans, hospital and health systems, and nonprofit organizations in the U.S. He is a member of the firm’s Executive Committee and brings 25 years of institutional investing experience to the role.

Pete Gunning, Global Chief Investment Officer

Pete Gunning, CFA

Global Chief Investment Officer, Russell Investments

Pete is responsible for all aspects of Russell Investments’ investment division worldwide including asset management, implementation and research. He also is responsible for strategic oversight of Russell Investments’ business in the Asia-Pacific region including Japan, Korea, China, Taiwan, Australia and New Zealand. He is a member of the firm’s Executive Committee and has been with the firm since 1996.

Barry Dargan, Portfolio Manager and CEO, Intermede Investment Partners

Barry Dargan

Portfolio Manager and CEO, Intermede Investment Partners

Barry is a Chartered Accountant and a founding partner of Intermede, a global asset management firm that seeks to identify and invest in high quality, high return companies that can outperform if bought at the right price. Barry helps drive Intermede’s investment proposition and has nearly four decades of experience in the financial and investing industry.

Patrick Kaser, CFA

Managing Director and Portfolio Manager, Brandywine Global

Patrick is head of the Fundamental Equity team and serves as lead portfolio manager on the Classic Large Cap Value strategy. He is responsible for researching the financial and healthcare sectors and has been with the firm since 1998. Brandywine Global specializes in long-term value investing. They look beyond short-term, conventional thinking to rigorously pursue long-term value for their clients.

Megan Roach, Senior Portfolio Manager, Russell Investments

Megan Roach, CFA

Senior Portfolio Manager, Russell Investments

Megan is a senior portfolio manager for Russell Investments, with primary responsibility for U.S. equity portfolios. She is accountable for manager selection, strategic portfolio construction, and integrating the firm’s capital market insights to dynamically manage the portfolios in order to help clients achieve their objectives. She’s been with the firm since 2005.

Michelle Seitz, Chairman & Chief Executive Officer

Michelle Seitz, CFA

Chairman and Chief Executive Officer, Russell Investments

Michelle is Chairman and Chief Executive Officer of Russell Investments. She is passionate about solving clients’ needs and about purpose-driven leadership. With more than 30 years of experience in asset management, Michelle previously spent 22 years with William Blair, 16 of which were on the firm’s executive committee and as head of William Blair Investment Management (WBIM), which had more than $70 billion in AUM under her leadership. Prior to leading WBIM, Michelle led the firm’s private wealth management business. Her previous experience also includes senior portfolio management roles with WBIM, Concord Investment Company and NationsBank.

David Iben, CFA

Chief Investment Officer and Lead Portfolio Manager, Kopernik Global Investors, LLC

Dave is the CIO and sole Portfolio Manager of the Global All-Cap strategy, Lead Portfolio Manager of the Global Unconstrained strategy, Co-Portfolio Manager of the Global Long-Term Opportunities strategy and Co-Portfolio Manager of the International strategies. He is the Managing Member, Founder and Chairman of the Board of Governors and has been working in the investing industry for nearly forty years. Kopernik Global Investors is a global equity investment management specialist focused on fundamental bottom-up, value-oriented process.

Jon Eggins, Senior Portfolio Manager, Russell Investments

Jon Eggins, CFA

Senior Portfolio Manager, Russell Investments

Jon is a senior portfolio manager, overseeing the Global Equity Portfolio Management team including Global and International Equities, European Equities and Emerging Markets. Jon has primary portfolio management responsibility for the firm’s global and international equity funds in the US and Australasia. He’s been with the firm since 2003.

Erik Ristuben, Chief Investment Strategist, Russell Investments

Erik Ristuben

Chief Investment Strategist, Russell Investments

Erik's team is responsible for the creation and management of integrated client investment strategies for the firm’s institutional and retail clients globally, as well as the creation of global economic and market outlooks. As a principal spokesperson, he is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. He’s been with the firm since 1985.

Rachel Carroll, Managing Director, Consulting, Russell Investments

Rachel Carroll, CFA

Managing Director, Consulting, Russell Investments

Rachel has primary responsibility for Russell Investments’ U.S.-based consulting client relationships, and she manages the team of consultants engaged in the delivery of this service. Her duties include advising clients on all aspects of their investment programs, including investment policy and strategy, governance, asset allocation, asset class structure, manager selection, and investment implementation. She’s been with the firm since 1993.

Do you have questions?

Contact Angie Santo-Walter for any questions related to our 2020 Institutional Summit.

Email Angie

Angie Santo-Walter
DIRECTOR, AMERICAS INSTITUTIONAL

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