February 24–26, 2020

Laguna, CA

Mon, Feb 24

8:30am – 1:30pm INSTITUTIONAL INVESTOR SYMPOSIUM* (Invitation Only: Pensions, Endowments, Foundations, Sovereign Wealth Funds) 

1:35pm Welcome Remarks 

1:45pm – 2:30pm Manager and Investor Perspectives on the State of the Industry 

2:30pm – 3:10pm Keynote Fireside Chat: Pulling Back the Curtain on AML Reform and Nation State Risk 

3:10pm – 3:45pm Presentation: The Federal Reserve's New Monetary Policy Framework 

3:45pm – 4:00pm Refreshment Break 

4:00pm – 4:40pm Succession Planning: The Optimal Framework for Leadership, Performance and Communications 

4:40pm – 5:30pm Keynote Address and Fireside Chat: Financial Crimes and Corporate Compliance 

5:30pm – 6:30pm Welcome Cocktail Reception 

Tue, Feb 25

7:15am Registration and Breakfast 

7:50am Welcome Remarks 

8:00am – 8:45am Panel: What’s Next on the Regulatory and Enforcement Agenda 

8:45am – 9:20am Keynote Fireside Chat: Building an Optimal Data Strategy While Maintaining Data Protection 

9:20am – 10:15am Keynote: Think Like a Detective - An Advanced Lie Detection Lesson 

10:15am – 10:35am Refreshment Break 

10:35am – 11:20am Navigating Risks in Talent Recruitment, Retention and Development 

11:20am – 12:00pm Doing Business in Global Hotspots – Managing Employee Protection, Cybersecurity, Legal Components and Risk Mitigation 

12:05pm-12:50pm Morning Breakouts —

12:50pm – 2:00pm Luncheon 

2:05pm – 2:50pm Afternoon Breakouts —

2:50pm – 3:15pm Refreshment Break 

3:15pm – 4:40pm Working Group Roundtables (Roundtables repeat two times.) 3:15pm–3:55pm AND 4:00pm–4:40pm 

4:45pm – 6:00pm Cocktail Reception 

Wed, Feb 26

8:00am Registration and Breakfast 

8:10am Welcome Remarks 

8:20am – 9:05am E.S.G. – A Look Ahead at Forthcoming Frameworks and Opportunities 

9:05am – 9:50am Presentation and Training: The High Stakes of Effective Communications - How to Strengthen Your Influence 

9:50am – 10:05am Morning Refreshment Break 

10:05am – 10:50am Cybersecurity: A Technological and Global Update 

10:50am - 11:15am The 2020 Election & The Impact on Investment Managers 

11:15am – 12:30pm Interactive Training: The Detection of Deception Methodology 

12:30pm Conference Concludes