The Mercer Global Investment Forums convene asset owners, key stakeholders and leaders within their field of research to tackle the big themes shaping markets and investment practice today and over the years to come. Each event brings together leading thinkers across the investment landscape to learn, share and connect through keynote addresses, breakout sessions and panel discussions. Beyond these events, you can access the latest insights on our digital research platform MercerInsight® Community, home to some of the best research and insights in the industry. We're striving to achieve more, together.

Agenda

Monday, June 2

Start: 12.30pm
End of sessions: 6pm
Welcome reception and networking: 6-8pm

Tuesday, June 3

Start: 8.30am
End of sessions: 5:45 pm
Networking breaks and refreshments provided

Andre Boucher, Senior Investment Consultant, Mercer

Jay Love, U.S. Chief Investment Strategist, Mercer
Niall O’Sullivan, Global Delegated Solutions Chief Investment Officer

Megan Miller, Senior Investment Consultant, Mercer

Nolan O’Neill, North America Leader, Fixed Income Research, Mercer
Marc Rowan, Chief Executive Officer, Apollo Global Management, Inc.
David Scopelliti, Global Leader for Private Equity and Private Debt, Mercer

Breakout sessions, part one

Lucy Momjian, Senior Education Strategist, Mercer
Geoff Wilson, U.S. Endowments & Foundations Practice Leader, Mercer

Sean Barnes, Chief Financial Officer, United Educators
Thomas Hettinger, North America Strategic Advisory Leader and Co-global Chief Actuary, Guy Carpenter
Chris Tschida, Head of U.S. Insurance Practice, Mercer
Stephanie Thomes, Senior Investment Consultant, Mercer

Justin Clinger, Portfolio Manager, Mercer
Brett Dutton, LDI Solutions Leader, Mercer
Shaum Shrinivas, Portfolio Manager, Mercer
Travis Simon, U.S. Head Portfolio Design Analytics and Risk, Mercer

Katie Hockenmaier, Senior Investment Consultant, Mercer
Matt Cuddy, Senior Retirement Consultant, Mercer 
Breakout sessions, part two

Rebecca Farnsworth, Senior Investment Consultant, Mercer
Sam Swofford, Senior Investment Consultant, Mercer

Andre Boucher, Senior Investment Consultant, Mercer
Chris Kuhlman, Senior Investment Consultant, Mercer

Chason Beggerow, Global Leader – Co-investments, Mercer
Kenny Pitman, Head of Clients, U.S. Alternatives (Moderator) 
Schon Williams, Alternatives Investment Director


Nicole Rodriguez,
Senior Investment Consultant, Mercer
Nick White, Global Strategic Research Director, Mercer
Breakout sessions, part three

Discover insights from Oliver Wyman’s global wealth and asset management report

David Hyman, Senior Investment Consultant, Mercer
Lisa Kots, Head of Portfolio Management, U.S. Wealth Management, Mercer
Casey Wamsley, Senior Investment Consultant, Mercer
Bradley Kellum, Partner, Oliver Wyman

Rhonda Berg, Senior Defined Contribution Consultant, Mercer
Blake MacKay, Chair, Employee Benefits and Compensation Group, Alston & Bird 
Kyle Woods, Partner, Alston & Bird 

Stephen Berard, Assistant Vice President, Investments, Foundation for the Carolinas 
Nick Davies, Senior Investment Consultant, Mercer (Moderator)
Travis Pruit, Travis Pruit, Head of Client Portfolio Office

Greta Fearman, Head of Stewardship, Cardano
Tamara Larsen, U.S. Values-Aligned & Sustainable Investments Practice Leader, Mercer
Breakout sessions, part four

Matthew Chapman, Partner, Morgan Lewis
Monica Dragut, Senior Investment Consultant, Mercer 
Matt McDaniel, Head of Pension Strategy & Solutions Group, Mercer

Peter Grant, Senior Investment Consultant, Mercer
Gurjeet Dosanjh, Investment Director, Alternatives
Richard Pugmire, Investment Director, Alternatives, Mercer
Alan Synnott, Global Head of Real Assets, Mercer 

Perry Maheras, Portfolio Manager 
Rich Dell, Global Head of Equities, Mercer

Annabell Siem Mathiesen, Global Head of Sustainable Investment, Mercer
Cori Trautvetter, U.S. Endowments and Foundations Commercial Leader, Mercer

Olaolu Aganga, U.S. Chief Investment Officer (Moderator)
Garvan McCarthy, EMEA Chief Investment Officer 
Christine Tessier, Canada Chief Investment Officer 
Kylie Willment, Pacific Chief Investment Officer 

Anne Marie Schultz, US Investments Commercial Leader, Mercer
Dr Janet L. Yellen, Economist and former Chair of the Federal Reserve of the United States

Andre Boucher, Senior Investment Consultant, Mercer

Wednesday, June 4

Start: 8.30am
End of sessions: 12:45pm
Networking breaks and refreshments provided

Andre Boucher, Senior Investment Consultant, Mercer

Arabella Raab, Investment Consultant, Mercer

Admiral William H. McRaven, Retired United States Navy four-star admiral
Leticia Rodriguez, Senior Health and Benefits Consultant, Mercer


Nick Gendron,
Global head of FI Product, Bloomberg
Jo Holden, Global Head of Investment Research and Consulting
Jay Jacobs, Managing Director and US head of Equity ETFs, BlackRock 
Sean Murphy, Equity Index Product Manager, Bloomberg 
Travis Spence, Global Head of ETFs, J.P. Morgan Asset Management 

Emir Lucas, Investment Consultant, Mercer

Tony Kao, Managing Principal and CIO, SECOR Asset Management
Rich Nuzum, Global Chief Investment Strategist, Mercer
Yup Kim, Chief Investment Officer, Texas Municipal Retirement System 

Andre Boucher, Senior Investment Consultant, Mercer

Meet the keynote speakers

Location and Hotel 

Austin Marriott Downtown

304 East Cesar Chavez Street
Austin, Texas
USA, 78701
+1 512 457 1111

Hotel website

Situated in Austin’s downtown, the Marriott is a chic, urban retreat boasting a signature restaurant and rooftop pool with breathtaking views.

Hotel terms & conditions
Hotel room cancellations must be received no less than 48 hours prior to the day of your arrival. Failure to cancel by 48 hours prior to the day of your arrival will result in being charged for the first night of your stay. 

Which attendee are you? 

For the purposes of the Global Investment Forums, an asset owner[1] is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity. Asset owners are invited to register for this event free of charge.

Event concluded.

The asset manager registration fee for this event is USD 17,500 for one attendee[2]. Registration includes attendance at the asset manager briefing, main event presentations and specialised breakout sessions, keynote conversations and up to five one-to-one 30 minute meetings with Mercer’s research and investments specialists. You also have the opportunity to attend the networking sessions and make new professional connections with hundreds of other attendees.

Register now

Global members have a reserved seat at all five events. If you have purchased a global membership for the 2025 program, please register as a global member via the link below, or contact us if you are unsure of your status. If you are not already a member but would like to take advantage of the opportunity, you can do so here.

Event concluded.

This Forum is sponsored in part by:

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