U.S. Institute

HR Directors' Forum

Date - To be confirmed
Four Seasons Hotel
Chicago
About

The Future Workplace: Laying a Foundation for Change

Migration to passive strategies, shifting client demographics, disruptive technology, relentless pressure on fees and globally uncoordinated regulation are reshaping the asset management business. These changes only underscore the importance of talent and adaptation in what has always been a people business. A poll of CEOs this summer ranked hiring investment talent as the most important lever for alpha improvement in their active management business. This meeting will bring HR directors together to share perspectives on the skills, technology, expectations and environment necessary to help steer their organizations successfully into an unfamiliar future.

Advisory Board

Jeffrey Becker
Chief Executive Officer
Jennison Associates

Marie Chandoha
President & Chief Executive Officer
Charles Schwab

Karl Dasher
Chief Executive Officer, North America & Co-Head of Fixed Income
Schroder Investment Management

Dana Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Michael Even
Chairman
Numeric Investors

David A. Hunt
President & Chief Executive Officer
PGIM

Lisa Jones
President & Chief Executive Officer
Pioneer Investments

Mehdi Mahmud
President & Chief Executive Officer
First Eagle Investment Management

James P. McCaughan
Chief Executive Officer
Principal Global Investors

Stephen N. Potter
President
Northern Trust Asset Management

John R. Reinsberg
Deputy Chairman
Lazard Asset Management

Jason Schwarz
President, Wilshire Funds Management
Wilshire Associates

Michelle R. Seitz
Head of Investment Management
William Blair Investment Management

Kim Shannon
President & Chief Investment Officer
Sionna Investment Managers