San Francisco skyline

Welcome to the Due Diligence Meeting

Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
April 29, 2024 - April 30, 2024

Location

Venue & Accommodations

Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
fairmont-san-francisco.com

Check-in: 4:00 p.m.
Check-out: 11:00 a.m.
Luggage can be left with concierge until you depart

Lyft & Uber Rides

San Francisco International Airport
flysfo.com

Monday, April 29, 2024

Time Event speaker
2:00 p.m.
Crown Ballroom
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 Crit Thomas, CFA, Global Market Strategist Touchstone
2:45 - 3:45 p.m. Ares Edge: The Outlook for High Yield
Kapil Singh, CFA, Partner & Portfolio Manager, Ares Mgmt.
Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone
3:45 - 4:00 p.m. Break  
4:00 - 5:00 p.m. Touchstone Large Cap Focused Fund with Fort Washington Investment Advisors Sunit Gogia, VP, Portfolio Manager, Dir. Equity Research, FWIA
Tim Bray, Divisional VP, Touchstone
Ben Alge, CFA, Divisional VP, Touchstone
5:00 p.m. Wrap Up Tim Bray, Divisional VP, Touchstone
5:30 p.m.
Courtyard
Reception
6:30 p.m.
Pavilion
Dinner  

 

Tuesday, April 30, 2024

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

8:00 - 8:15 a.m. Meeting Overview Tim Bray, Divisional VP, Touchstone
8:15 - 8:45 a.m.
Morgan Stanley 2023 Strategy Update Mandy McClung, CFP, Executive Director, Morgan Stanley
Kevin Harrington, COO, Western Region, 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 Neil Kansari, Sr. Portfolio Manager, Sands Capital
Kevin Murphy, CFA, Sr Director Client Relations
Steve Seid, CFA, Divisional VP, Touchstone
10:40 - 10:50 a.m. Break  
10:50 - 11:35 a.m. The London Company Panel: Capitalizing on Two Market Inefficiencies – Time and Risk Brian Campbell, CFA, Principal and Portfolio Manager, TLC
Tim Bray, Divisional VP, Touchstone
11:35 - 11:45 a.m. Break  
11:45 - 12:30 p.m. Practice Analysis Review: Investment Focus  Steve Seid, CFA, Divisional VP, Touchstone
Ben Alge, CFA, Divisional VP, Touchstone
Tom Singler, AVP Investment Strategy Specialists, Touchstone
12:30 p.m. Lunch - Dine Arounds
Please see the email invitation you received with your dine around location

Speakers

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
Kapil Singh

Kapil Singh, CFA

Partner and Portfolio Manager
Ares Capital Management II LLC
Erik Aarts

Erik Aarts, CIMA

Senior Fixed Income Strategist
Sunit Gogia

Sunit Gogia

Vice President, Portfolio Manager, Director Equity Research
Fort Washington Investment Advisors, Inc.
Tim Bray

Tim Bray

Divisional Vice President
Ben Alge

Ben Alge, CFA

Divisional Vice President
Mandy McClung

Mandy McClung, CFP

Executive Director
Morgan Stanley
Kevin Harrington

Kevin Harrington

COO, Western Region
Morgan Stanley
Tim Paulin

Tim Paulin, CFA

Sr. Vice President, Investment Research
Neil Kansari

Neil Kansari

Senior Portfolio Manager
Sands Capital
Kevin Murphy

Kevin Murphy, CFA

Senior Director, Client Relations, PM
Sands Capital Management
steve seid

Steve Seid, CFA

Divisional Vice President - West

Brian Campbell

Brian Campbell, CFA

Principal, Co-Lead, PM Mid Cap
The London Company
Thomas Singler

Thomas Singler

Manager, Investment Strategy Specialist

Attire

Please enjoy dinner and meetings in business casual attire.

Contacts

Onsite: Touchstone

Teresa Rowe
513.310.4654

Jen Palumbo
513.508.3258

Onsite: Fairmont San Francisco

After Hours

AAA (Emergency)
800.354.4514