As a leader in the arena of index-related products, IndexUniverse has produced a world-class, editorially driven agenda designed for defined benefit and defined contribution investment professionals from corporate and public pension plans as well as investment professionals from endowments and foundations.

This year’s conference theme—Risk, Return & Indexing Strategies—speaks to thedesire of institutional investors to create “all-weather,” “volatility-buffered,” “crashproof” portfolios and how investment strategies using index funds can assist. For two days, practitioners will be joined by leading index providers, index fund managers,ETF issuers and globally recognized academics to address the most significant and timely issues facing investment officers and other institutional managers today.

Topics include:

• An interview with investment industry giant Jack Bogle
• Luncheon Keynote by George F. Will
• A 360-degree view of the global markets by Professors Robert Shiller and Jeremy Siegel
• Presentations from leading academics on the newest index-related investment strategies
• Analysis of specific asset classes and accessing them via index funds and ETFs
• Sessions dedicated to evaluating indexes, index-fund managers and ETFs

Lunch Speaker

George F. Will Pulitzer Prize-Winning Columnist, Journalist and Author

Conference Chairperson

Jay Vivian Member, Board of Directors, ICMA Retirement Corporation and Former Managing Director, IBM Retirement Funds

Featured Speakers

John C. Bogle Founder, The Vanguard Group, Inc & President, Vanguard's Bogle Financial Markets Research Center Robert Shiller Arthur M. Okun Professor of Economics, Yale University

Jeremy Siegel Russell E. Palmer Professor of Finance, The Wharton School of the University of Pennsylvania Jim Dunn Chief Investment Officer, Wake Forest University