Mercer Events | Investment Client Summit 2016


Mercer Investment Summit for Not-for-Profit and Private Wealth Clients

19 September - 21 September 2016  United States, St. Louis

  • Overview
    • Today’s investment environment often resembles an echo chamber in which competing views around economic data and policies appear to dominate discussions. While we recognize the need to be aware of “the noise of the market”, we encourage our clients to take a long-term perspective. How might investors do that and how should they behave in such a hyper-active, hyper-connected world?

      Committee members and staff from university endowments, charitable foundations, health care organizations, family offices, and other non-profit institutions from across the country will join our Mercer investment consultants to meet and discuss issues around this year’s theme of Long-Term Investing in a Short-Term World. The conference begins with a Welcome Reception on the evening of September 19 and formally opens on the morning of September 20 and concludes at mid-day on September 21. The full agenda includes ample time to network with your peers and share best practices.

  • Why attend
    • Gain a deeper understanding of how to take a long-term investing perspective; network with your peers; share best practices.

      Committee members and staff from:

      • University endowments
      • Charitable foundations
      • Health care organizations
      • Family offices
      • Other not-for-profit institutions


  • Video Clips from Last Year’s Summit
    • Committee members and staff from university endowments, charitable foundations, healthcare, family offices and other non-profit institutions from across the country will join our Mercer Investment consultants to meet and discuss timely issues at our upcoming Non-Profit and Private Wealth Client Conference in St. Louis.

      Watch video clips from last years event

      Alex Bernhardt (US Responsible Investment Leader) and  Kenneth Shimberg (CIO - Endowments and Foundations) discuss the common misperceptions of ESG investing

      Greg Sommer (Head of Operational Risk Assessments)  outlines three key areas for protecting your organization against cyber attacks.

      Dave McMillan (Chief Investment Officer for Hedge Funds) discusses today's opportunities for hedge funds.