Don't Miss This Year's Investment Mid-Year Meeting in Naperville, IL!

All Business Meetings Held at Catholic Order of Foresters

Nearby Host Hotel: Chicago Marriott Naperville

Please contact or 815-338-9668 with any questions.





SCHEDULE (Tentative)

Wednesday, June 8

5:30 – 7:00 pm - Informal Reception – Casual at Mullen’s Bar & Grill in nearby Lisle, IL

Thursday, June 9

(Breakfast On Own at Host Hotel for Registered Hotel Guests)

7:45 am Registration

8:00 am Welcome
Greg Temple, Executive Vice President & Chief Investment Officer, Catholic Order of Foresters; Chair of the Investment Mid-Year Meeting Advisory Council
Joseph Annotti, President and CEO, American Fraternal Alliance

8:30-9:30 am Session 1 Brian Wesbury, Chief Economist, First Trust Advisors

9:30-10:30 am Session 2 Mark Snyder, Managing Director, Global Head of Institutional Strategy & Analytics, J.P. Morgan

10:30-10:45 am Break

10:45-11:45 am Session 3
Anne Melissa Dowling, Director, Illinois Department of Insurance
Eric Moser, Assistant Deputy Director of Financial Regulation, Illinois Department of Insurance
Cindy Andersen, Chief Financial Examiner, Illinois Department of Insurance

11:45 am-1:15 pm Networking/Working Lunch

1:15-3:00 pm Case Study & Roundtables Alton Cogert, President and Chief Executive Officer, Strategic Asset Alliance

3:00-3:15 pm Break

3:15-4:15 pm Session 4 Brian Gardner, Director, Washington Research, Keefe Bruyette & Woods, Inc. – A Stifel

4:15-4:30 pm Closing Remarks

4:30 pm Adjourn

6:00 pm Dinner at Arrowhead Golf Club, Nearby Wheaton, IL David Zervos, Head of Global Fixed Income Strategy, Jefferies, LLC

Friday, June 10

(Breakfast On Own at Host Hotel for Registered Hotel Guests)

8:00 am Welcome

8:15-9:15 am Session 5 Jeff Saut, Chief Investment Strategist & Managing Director of Equity Research, Raymond James

9:15-10:15 am Session 6 Michael J. Materasso, Senior Vice President, Head of Insurance Portfolio Management, Franklin Templeton Fixed Income Group, Franklin Resources, Inc.

10:15-10:30 am Break

10:30-11:30 am Session 7 Diane Swonk, World-Renowned Economist, Former Senior Managing Director and Chief Economist for Mesirow Financial

11:30 am Adjourn

Note: There will be some transportation provided between the host hotel, Catholic Order of Foresters and the off-site social events.