| 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. Offsite |
Dinner - Del Frisco’s Double Eagle Steakhouse 1221 Ave of the Americas, New York, NY 10020 |
| Time | Event | speaker |
|---|---|---|
| 7:00 - 8:00 a.m. Gershwin Ballroom |
Breakfast |
|
| 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 |
