Thursday, November 3, 2022
Sands Capital Management Headquarters
1000 Wilson Boulevard, Suite 3000
Arlington, Virginia 22209
| Time | Event | speaker |
|---|---|---|
| 2:30 p.m. | Introduction Touchstone Investments |
Ben Alge, CFA, Divisional VP |
| 2:30 - 3:00 p.m. | Distinctively Active Touchstone Investments |
Blake Moore, President & CEO Mary Mock, SVP & Head of Distribution |
| 3:00 - 3:30 p.m. | Markets Overview Touchstone Investments |
Richard "Crit" Thomas, CFA, CAIA, Global Market Strategist |
| 3:30 - 4:15 p.m. | Sands Capital Portfolio Manager Panel Sands Capital Management |
Kevin Murphy, CFA, Senior Director, Client Relations, PM Wesley Johnston, CFA, Select Growth PM Danielle Menichella, CFA, International Growth PM Neil Kansari, Emerging Markets Growth PM |
| 4:15 - 4:25 p.m. | Break | |
| 4:25 - 5:10 p.m. | Navigating Fixed Income in a Challenging Environment Touchstone Investments & Bramshill Investments |
Erik Aarts, CIMA, Senior Fixed Income Strategist Art DeGaetano, Touchstone Flexible Income Fund PM |
| 5:30 p.m. | Bus departs at 5:30 p.m. for The Palm | |
| 6:00 p.m. | Dinner: The Palm - Washington, D.C. 1225 19th St NW, Washington, DC 20036 |
Friday, November 4, 2022
Sands Capital Management Headquarters
1000 Wilson Boulevard, Suite 3000
Arlington, Virginia 22209
| Time | Event | speaker |
|---|---|---|
| 7:00 - 7:45 a.m. | Breakfast: LeMeridien Arlington 1121 19th Street North, Arlington, VA 22209 |
|
| 8:00 - 8:30 a.m. | Active Share and Skill, Conviction, Opportunity, Patience & Expenses Touchstone Investments |
Tim Paulin, CFA Sr. Vice President, Investment Research |
| 8:30 - 9:15 a.m. | Capitalizing on Two Market Inefficiencies: Time & Risk The London Company |
Stephen Goddard, CFA, Founder, Chairman, CIO, & Co-Lead PM, Mid Cap Brian Campbell, CFA, Principal, Co-Lead, PM Mid Cap Steve Owen, CFA, Principal, Chief Executive Officer The London Company |
| 9:15 - 9:30 a.m. | Break | |
| 9:30 - 10:00 a.m. | What's Next in Healthcare and Life Sciences Sands Capital Management |
Jennifer Goldsmith, CFA, Sr. Research Analyst & Director Research Associate Program Daniel Cheng, Sr. Research Analyst |
| 10:00 - 10:30 a.m. | The Economics and Future of the Sharing Economy Sands Capital Management |
Katherine Okon, Research Analyst |
| 10:30 - 11:00 a.m. | The Future of Computing: Implications For Growth Investors Sands Capital Management |
Daniel Pilling, Sr. Research Analyst |
| 11:00 - 11:05 a.m. | Break | |
| 11:05 - 11:10 a.m. | Strategies for Growing a More Sustainable & Profitable Business | Mary Mock, SVP & Head of Distribution |
| 11:10 - 11:55 a.m. | Targeted Client Acquisition | Anthony Cassino, President & CEO of Procinctu Group |
| 11:55 - 12:00 a.m. | Summary Touchstone Investments |
Mary Mock, SVP & Head of Distribution |
| 12:00 p.m. | Lunch/Dine Arounds | |
