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
End of sessions: 6pm
Welcome reception and networking: 6-8pm
Tuesday, June 3
End of sessions: 5:45 pm
Networking breaks and refreshments provided
Rich Nuzum, Global Chief Investment Strategist, Mercer
Marc Rowan, Chief Executive Officer, Apollo
David Scopelliti, Global Leader for Private Equity and Private Debt, Mercer
Geoff Wilson, Endowments & Foundations Practice Leader, Mercer
Tom Hettinger, Strategic Advisory Leader, Guy Carpenter
Chris Tschida, Head of US Insurance practice, Mercer
Stephanie Thomes, Senior Investment Consultant, Mercer
Brett Dutton, LDI Solutions Leader, Mercer
Shaum Shrinivas, Portfolio Manager, Mercer
Travis Simon, US Head Portfolio Design Analytics and Risk, Mercer (Moderator)
Matt Cuddy, Senior Retirement Consultant, Mercer
Sam Swofford, Senior Investment Consultant, Mercer
Chris Kuhlman, Healthcare Practice Leader, Mercer
Kenny Pitman, Head of Clients, Alternatives, Mercer (Moderator)
Schon Williams, Director – Investment Alternatives, Mercer
Nicole Rodriguez, Senior Investment Consultant, Mercer
Nick White, Global Strategic Research Director, Mercer
David Hyman, Senior Investment Consultant, Mercer (Moderator)
Lisa Kots, Head of US Wealth Management Portfolio Management, Mercer
Casey Wamsley, Senior Investment Consultant, Mercer
Bradley Kellum, Partner, Oliver Wyman
Travis Pruit, Client Portfolio Leader, Insurance & NFP, Mercer
Tamara Larsen, US Values-Aligned & Sustainable Investments Practice Leader, Mercer
Monica Dragut, Senior Investment Consultant, Mercer
Matt McDaniel, Head of Pension Strategy & Solutions Group, Mercer
Richard Pugmire, Alternatives Investment Director, Private Equity, Mercer
Amy Ridge, Senior Director – Investment Alternatives, Mercer (Moderator)
Rich Dell, Global Head of Equities, Mercer
Cori Trautvetter, Endowments & Foundations Practice Leader, Mercer
Dr Janet L. Yellen, Economist and former Chair of the Federal Reserve of the United States
Wednesday, June 4
End of sessions: 12:45pm
Networking breaks and refreshments provided
Leticia Rodriguez, Senior Consultant, Mercer
Meet the speakers
Location and Hotel
Marriott Downtown, Austin
304 East Cesar Chavez Street
Austin, Texas
USA, 78701
+1 512 457 1111
Situated in Austin’s downtown, the Marriott is a chic, urban retreat boasting a signature restaurant and rooftop pool with breathtaking views.
Hotel booking information
Hotel accommodation at Austin Marriott Downtown can be booked here . The rate is $319.00 plus tax. This rate includes Wi-Fi and is available until May 9, 2025. Reservations made after this date will be based on hotel availability and at the prevailing rate.
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.
Register now
Which attendee are you?
- 1 Asset owner
- 2 Asset manager
- 3 Global forum member
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.
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 specialized 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.
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.
