Wealth Insights Series: Miami

The Business of Better Decisions – Shaping Organizations Now
A conversation with Eric Andersen, President, Aon and Jose Minaya, CEO, Nuveen- a TIAA company, moderated by Bridget Gainer, Global Head of Public Affairs, Aon on corporate innovation, the future of leadership in professional services and how companies like Aon are partnering with organizations to help drive better business decisions.

Global Capital Markets: Harnessing Complexity to Drive Opportunity
This macroeconomic session will look to set the stage for our conversations throughout the event as we dive into the current economic environment with a real time perspective on market activity and the impact for investors and organizations.

Transformation of Credit Markets
Credit markets continue to shift with incredible developments over the past 10 years. Together with John Zito, Chief Investment Officer of Credit for Apollo Global Management, Michael Buchanan, Deputy Chief Investment Officer for Western Asset Management Company, and Eli Reese, Aon’s North America Head of Fixed Income Research and Portfolio Management we’ll review how fixed income has evolved particularly as levels of shared risk and the roles of credit providers have changed. What are views on public vs. private credit and higher yielding strategies and where does our panel see future opportunities for growth?

Breakout Sessions

1. Investment Manager Research Insights
Hear directly from (and question) Aon's Investment Manager Research Team as to how they source, evaluate and monitor asset management strategies for Aon clients.
2. Defined Contribution Innovation
Together we will explore how defined contribution (DC) solutions are evolving as plan sponsors focus on boosting retirement readiness, look to improve retirement outcomes and seek lower costs. We’ll discuss how pooled employer plans are emerging as a 401(k) alternative and will review innovations in DC plan design including current trends in DC analytics and menu lineups.
3. US Corporate Defined Benefit Pension Plan Update
Rising interest rates and capital market volatility are generally leading to better funded pension plans with smaller obligations and often more complex portfolios. In this session, we will discuss how this is directly impacting plan sponsor decisions and review various solutions such as pension risk transfer strategies, the evolution of glide paths, and liquidity needs compared to UK pension plans.
4. Closing the Retirement Gap: Gender, Diversity, and Inclusion
Employers increasingly view support for diversity, equity, and inclusion (DEI) as a key element of their compensation and benefits programs and retirement plans are the second largest benefits expense for most employers, after health and wellness programs. However, retirement programs historically have tended to magnify socioeconomic disparities in wealth and income. The first step to achieving an equitable retirement program is understanding the barriers that diverse employees encounter when preparing for retirement. In this session, we will review those obstacles and help organizations evaluate retirement programs through a DEI lens. We’ll review the decisions that create disparities in retirement plans and share ideas that can help organizations potentially achieve more equitable outcomes.
5. Understanding Risk Management: An Insurance Overview
Shifts in technology, economics and geopolitics are creating unprecedented volatility. As a worldwide leader in risk management and insurance broking, how does Aon help clients identify, measure and manage these obstacles and how should organizations think about their own risk exposures? We will look to answer your most pressing questions on insurance and more.
6. OCIO: Governance and Growth
Given the increased complexity of institutional investment programs, how are OCIOs helping investors to access
the expertise, innovation, and scale they need to get the most out of their investment strategy?

Breakout Sessions

1. Asset Class Focus: Equity Investing
This session, focusing on the equity asset class, is designed to provide audience members an update on the characteristics of the equity universe based on insights from representatives of our equity manager research team. We will discuss notable trends in the active equity markets, traits that we find appealing when evaluating strategies, and answer questions on manager selection and portfolio construction.
2. Asset Class Focus: Private Markets and Alternatives
Hear perspectives from Aon’s asset class heads on how private markets are evolving and creating opportunities for managers and investors alike. This session will explore emerging trends in private markets, portfolio design and manager selection.
3. Asset Class Focus: Fixed Income
This session, focusing on the fixed income asset class, is designed to provide audience members an update on fixed income based on insights from representatives of our fixed income manager research team. We will discuss notable trends in the fixed income markets, traits that we find appealing when evaluating strategies, and answer questions on manager selection and portfolio construction.
4. Operational Diligence: Due For a Change?
Learn how Aon’s Manager Intelligence (AMI), including ODD IQ, can help asset owners and investment managers quickly find compatible matches.

Attendees are invited to select 2 from the 4 above.

Closing Keynote: Francis X. Suarez, Mayor of the City of Miami

Optional Investment Manager and Consultant Meetings
This is dedicated time for attendees to opt in to meet 1:1 with our Aon’s Asset Class Heads and their teams, Aon Solution Leaders and Wealth leadership. Attendees are asked for their meeting preferences during the registration process, and we will build a customized schedule for each attendee. Meetings will also be offered and conducted throughout the event to maximize interaction.

Enjoy On-Site Experiences in Miami Beach
The city of Miami offers many additional opportunities and activities for your education and enjoyment. Please note that only the activities highlighted on the formal agenda are sponsored by Aon and are therefore affiliated with Aon’s Global Wealth Conference.