New York City Skyline in the daytime

Welcome to the Due Diligence Meeting

Westin New York at Times Square
270 West 43rd St
New York, NY 10036
May 15, 2023 - May 16, 2023



Westin New York at Times Square
270 West 43rd Street
New York, NY 10036
Westin-Times Square

Check-in: 4:00 p.m.
Check-out: 12:00 p.m.
Luggage can be left with concierge until you depart

Lyft/Uber Rides

LaGuardia Airport

Monday, May 15, 2023

Time Event speaker
2:00 p.m.
Gershwin Ballroom
Floor 4
Welcome and Touchstone Story Blake Moore, President & CEO, Touchstone
Mary Mock, SVP and Head of Distribution, Touchstone
2:15 – 2:45 p.m. Market Overview Richard “Crit” Thomas, CFA, Global Market Strategist, Touchstone
2:45 – 3:45 p.m. Navigating Opportunities in a Challenging Fixed Income Environment Art DeGaetano, Founder and CIO, Bramshill Investments
Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone
3:45 – 4:00 p.m. Break  
4:00 – 5:00 p.m. Ares Edge: Enhanced Insights for Today’s Sub-Investment Grade Market Chris Mathewson, Partner & Portfolio Manager, Ares Management
Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone
5:00 p.m. Wrap Up Tommy Grout, Divisional VP, Touchstone
6:30 p.m.
Dinner - Del Frisco’s Double Eagle Steakhouse
1221 Ave of the Americas, New York, NY 10020


Tuesday, May 16, 2023

 Time Event speaker
7:00 - 8:00 a.m.
Gershwin Ballroom

8:00 – 8:15 a.m. Meeting Overview Tommy Grout, Divisional VP, Touchstone
8:15 – 8:45 a.m. Morgan Stanley 2023 Strategy Update Chris Scott-Hansen, Managing Director, Morgan Stanley
8:45 – 9:30 a.m. Evaluating Active Managers with Active Share & SCOPE Tim Paulin, CFA, Sr. VP Investment Research, Touchstone
9:30 – 9:40 a.m. Break  
9:40 – 10:40 a.m. Sands Capital Panel: Going Where the Growth Is Kevin Murphy, CFA, Sr. Director, Client Relations, Sands
Wesley Johnston, CFA, Sr. Portfolio Manager, Research Analyst, Sands
Ben Alge, CFA, Divisional VP, Touchstone
10:40 – 10:50 p.m. Break  
10:50 – 11:35 p.m. The London Company Panel: Capitalizing on Two Market Inefficiencies – Time and Risk Brian Campbell, CFA, Principal, Co-Lead, Product Manager, TLC
Andrew Tuite, Principal, Client & Business Development, TLC
Tim Bray, Divisional VP, Touchstone
11:35 – 11:45 p.m. Break  
11:45 – 12:30 p.m. Practice Analysis Review: Investment Focus Ben Alge, CFA, Divisional VP, Touchstone
Tom Singler, Manager, Investment Strategy Specialist, Touchstone
12:30 p.m. Lunch - Dine Arounds
Please see the email invitation you received with your dine around location


Blake Moore

Blake Moore

President & CEO
Mary Mock

Mary Mock

SVP & Head of Distribution
Richard "Crit" Thomas

Richard "Crit" Thomas, CFA, CAIA

Global Market Strategist
Art DeGaetano

Art DeGaetano

Touchstone Flexible Income Fund PM
Bramshill Investments, LLC
Erik Aarts

Erik Aarts, CIMA

Senior Fixed Income Strategist
Chris Mathewson

Chris Mathewson

Partner & Portfolio Manager
Ares Capital Management II LLC
Tommy Grout

Tommy Grout

Divisional Vice President
Chris Scott-Hansen

Chris Scott-Hansen

Managing Director
Morgan Stanley
Tim Paulin

Tim Paulin, CFA

Sr. Vice President, Investment Research
Kevin Murphy

Kevin Murphy, CFA

Senior Director, Client Relations, PM
Sands Capital Management
Wesley Johnston

Wesley Johnston, CFA

Sr. Portfolio Manager, Research Analyst
Sands Capital Management
Ben Alge

Ben Alge, CFA

Divisional VP
Brian Campbell

Brian Campbell, CFA

Principal, Co-Lead, PM Mid Cap
The London Company
Andrew Tuite

Andrew Tuite

Principal, Client & Business Development
The London Company
Tim Bray

Tim Bray

Divisional Vice President
Thomas Singler

Thomas Singler

Manager, Investment Strategy Specialist


Please enjoy dinner and meetings in business casual attire.


Onsite: Touchstone

Teresa Rowe

Jen Palumbo

Onsite: Westin-Times Square

After Hours

AAA (Emergency)