Wednesday, November 9, 2022
| Time | Event | speaker |
|---|---|---|
| 5:30 - 6:00 p.m. | Welcome Reception | |
| 6:00 - 8:30 p.m. | Dinner and Keynote Presentation: The Intersection of Public & Private Credit |
Jennifer Kozicki Partner, Co-Head of Ares Global Liquid Credit PM Touchstone Ares Capital Opportunities Fund |
Thursday, November 9, 2022
Steve Seid, Divisional Vice President - West, Touchstone Investments, Moderator
| Time | Event | speaker |
|---|---|---|
| 7:30 - 8:30 a.m. | Breakfast - Gold Lounge, Lobby Level |
|
| 8:30 - 9:00 a.m. | Distinctively Active Touchstone Investments |
Blake Moore, President & CEO Steve Seid, CFA, Divisioinal VP - West |
| 9:00 - 9:30 a.m. | Markets Overview Touchstone Investments |
Richard "Crit" Thomas, CFA, CAIA, Global Market Strategist |
| 9:30 - 9:45 a.m. | Break | |
| 9:45 - 10:30 a.m. | Ares Edge |
Kapil Singh, CFA, Partner & PM, US Liquid Credit PM, Touchstone Ares Credit Opportunities Fund Erik Aarts, CIMA, Senior Fixed Income Strategist Touchstone Investments |
| Q&A session moderated by Erik Aarts with focus on relating prior Ares sessions to the Touchstone Ares Credit Opportunities Fund | ||
| 10:30 - 11:30 a.m. | Ares Research Insights | Patrick Maloney, VP, Investor Relations Ben Bonsall, Managing Director, Sr. Analyst Andrew Chen, Managing Director, Sr. Analyst Ruben Valverde, CFA, Managing Director, Co-Head of Quantitative Risk & Research |
| Research professional panel (energy, healthcare, QR2) providing their perspective on risk and reward in the market today as well as the power of the Ares Platform | ||
| 11:30 - 12:00 p.m. | Lunch - Gold Lounge, Lobby Level | |
| 12:30 - 1:00 p.m. | Active Share and Skill, Conviction, Opportunity, Patience and Expenses | Tim Paulin, CFA, SVP, Investment Research Touchstone Investments |
| 1:00 - 1:45 p.m. | Going Where the Growth Is Sands Capital Portfolio Manager Panel |
Kevin Murphy,CFA, Senior Director, Client Relations, PM Wes Johnston, CFA, Select Growth PM Katherine Okon, Research Analyst |
| 1:45 - 1:55 p.m. | Break | |
| 1:55 - 2:40 p.m. | Capitalizing on Two Market Inefficiencies: Time and Risk | Tim Paulin, CFA, SVP, Investment Research Touchstone Investments Brian Campbell, CFA, Principal, PM Mid Cap, The London Company |
| 2:40 - 2:55 p.m. | Strategies for Growing a More Sustainable & Profitable Business | Steve Seid, Divisional Vice President-West Touchstone Investments |
| 2:55 - 3:40 p.m. | Targeted Client Acquisition | John Choate Former Navy Seal |
| 3:40 - 3:45 p.m. | Summary | Steve Seid, Divisional Vice President-West Touchstone Investments |
| 5:30 p.m. | Dinner/Dine-Arounds | |
