Breakout sessions will be Tuesday, September 24 from 3:15 p.m.–4:05 p.m. and Wednesday, September 25 from 10:10 a.m.–11:00 a.m. Guests will have the opportunity to select from the sessions below: 

In addition to our breakout sessions, we are also offering a select session for accredited investors Tuesday, September 24 from 7:45 a.m. – 8:35 a.m.:



China: Risk or Reward?

For many investors, one of the biggest events occurring in equity markets is the introduction of A-Shares into the global public equity investment universe and China continues to open up access to domestic equity markets for foreign investors. This is a significant event given the size of the market and the lack of institutional investment to date. During this session, panelists will provide different views on the opportunities and risks in this space and detail strategies for accessing institutional portfolios.

Join panelists, Bo Meunier and Jason Hsu, as they provide different views on the opportunities and risks, as well as detailing how to access institutional portfolios.

Moderator: Brian Hooper, CFA / FEG, Vice President, Global Equities




Distressed Debt

Many would agree that both the credit markets and the U.S. economy are displaying “late cycle” characteristics. Join thought-leaders Victor Khosla and Scott Klein as they consider positioning portfolios today and how the opportunity set may evolve in years to come.

Moderator: Keith M. Berlin / FEG, Senior Vice President, Director of Global Fixed Income and Credit




The Evolving U.S. Energy Landscape

This session will provide the audience with a sense of how the U.S. energy landscape is changing with the rise of renewables and new technologies in fossil fuel exploration and production as well as what is happening in traditional energy.

Moderator: Christian Busken / FEG, Senior Vice President, Director of Real Assets




Impact Investing

As investors hear more about impact investing, many are taking time to consider what their influence is and what it should be in the future. With thematic and shareholder engagement opportunities in equity, debt, and regional communities, developing such a program can feel daunting, but practitioners tell us the first step is usually the most difficult. This session delves into the incremental steps the Sierra Club Foundation took to move from virtually no portfolio impact exposure to an organization recently named “ESG Innovator of the Year.” We will also explore ways investment portfolios can have impact, and detail the steps for better aligning invested dollars with your organization’s mission.


  • Tim O’Donnell, CAIA / FEG, Senior Vice President, Head of Responsive Investing Committee
  • Dan Chu / Sierra Club Foundation, Executive Director



FEG Private Opportunities Funds*

Join us as we discuss FEG’s experience managing our four proprietary funds that offer customizable access to a broad opportunity set not available in the public market.


  • Susan Mahan Fasig, CFA / FEG, Director of Private Funds

  • Keith Berlin / FEG, Senior Vice President, Director of Global Fixed Income and Credit
  • Christian Busken / FEG, Senior Vice President, Director of Real Assets
  • Nathan Werner, CFA, CAIA / FEG, Director of Private Equity



*You must meet certain accredited and qualified investor standards to the attend this session.