Check back often for agenda updates.


8:30 am, Welcome & Opening Remarks

  • Donald M. Cobin, CFA® – Chief Executive Officer, Kennedy Capital Management

8:40 – 9:30 am, Market Outlook

Senior Economist, Ryan James Boyle, shares thoughts on the current market, as well as potential opportunities and risks ahead.

  • Ryan James Boyle – Vice President, Senior Economist, Northern Trust

9:30 – 10:20 am, Consultant Roundtable

Industry consultants share their current initiatives, trends in asset flows and client needs, as well as their current market outlooks.


  • Chuck Bryant – Director, Consultant Relations and Institutional Sales, Kennedy Capital Management


  • Miles Fortas, CPA, CFE – Senior Vice President, Senior Consultant, CBIZ
  • Brian A. Maxwell, CFA®, AIF® – Principal, Millcreek Capital Advisors
  • Steven Roth, CFA® – Managing Director, Chief Investment Officer, Dahab Associates

10:20 – 10:35 am, Break

10:35 – 11:25 am, Fixed Income

An in-depth discussion of the current state of fixed income markets from industry leaders.

  • Stephen J. Douglass – Senior Economic Strategist, NISA Investment Advisors
  • Kevin D. Schuman, CFA® – Director, Client Services, NISA Investment Advisors

11:25 – 12:15 pm, Cybersecurity

A conversation on several of today’s hot topics in cybersecurity, including phishing, ransomware, cybersecurity awareness, and approaches in privacy protection.

12:15 – 1:30 pm, Featured Speaker (Lunch)

  • Ronald J. Kruszewski – Chairman of the Board of Directors and Chief Executive Officer of Stifel Financial Corp.

1:30 – 2:30 pm, CIO Roundtable

Chief Investment Officers share their industry experience, investment initiatives, and current market outlook.


  • George A. Tarlas, CFA® – Senior Managing Director, Asset Consulting Group


  • Tony Graves – Chief Investment Officer, Kemmons Wilson Companies
  • Craig Husting, CFA® – Chief Investment Officer, Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS)
  • Frank Latuda, Jr., CFA® – Chief Investment Officer, Kennedy Capital Management

2:30 – 2:45 pm, Break

2:45 – 3:45 pm, ESG: Past, Present, and Future

An examination of the Environmental, Social, and Governance space: the evolution of client needs, reporting and data availability, and the future impact of ESG on the industry as a whole.


  • Aimee O’Connor, CFP® – Managing Partner, Marquette Associates


  • Tim Kavanaugh – Director of Investments, Mercy Investment Services
  • Christian McDonald, CFA® – Portfolio Manager, Kennedy Capital Management
  • Zachary Rasure – Senior Analyst of Investments, Ascension Investment Management

3:45 – 4:45 pm, Private Markets

A discussion of the current state of private markets from industry leaders, highlighting parallels with public markets, along with key distinguishing factors.

  • Benjamin Frede, CFA®, CAIA – Senior Portfolio Manager, Private Markets, Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS)
  • John True – General Partner, Cultivation Capital
  • Eric Wilcomes – Co-Founder and Managing General Partner, Taurus Private Markets

4:45 pm, Closing Remarks

  • Donald M. Cobin, CFA® – Chief Executive Officer, Kennedy Capital Management

5:00 – 9:00 pm, Cocktail Reception

Please check back for additional updates and speaker announcements.

Contact Lauren Caldwell and the Client Service team with any questions. or 314-262-7777