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30 
September

Institutional Investor Conference

Transportation

A van will leave from TSG offices on Thursday, September 14 at 7:30 am to the Solage resort, and will return back to our offices on September 15, leaving the resort at 10am. If you would like to join the group, please contact Tanya Fruehe at tfruehe@tsgconsumer.com.

Modern Philanthropy

Hadley Mullin

During our third annual Wealth Planning Symposium, more than 30 industry experts will share cutting-edge strategies to evolve your practice as affluent clients challenge the greater meaning of wealth.

FEATURING

Pam Lucina, Northern Trust

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Pam Lucina, Northern Trust
Eric Czepyha, Northern Trust

Margaret G. Lodise, Sacks Glazier Franklin & Lodise

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Former President and CEO  Federal reserve bank of Chicago

Charles L. Evans

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Hadley Mullin

Modern Philanthropy

During our third annual Wealth Planning Symposium, more than 30 industry experts will share cutting-edge strategies to evolve your practice as affluent clients challenge the greater meaning of wealth.

FEATURING

Pam Lucina, Northern Trust

RSVP
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FEATURING

Pam Lucina, Northern Trust
Eric Czepyha, Northern Trust

Margaret G. Lodise, Sacks Glazier Franklin & Lodise

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Hadley Mullin

SENIOR MANAGING DIRECTOR

00:00pm

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Former President and CEO  Federal reserve bank of Chicago

Charles L. Evans

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Keynote Speakers
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Contact Information
30 
September
, 
2025
 |  
08:45
 - 
18:00

30 September, 2025 | CANARY WHARF | LONDON

Institutional Investor Conference

Strategies for an Evolving Market

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Show off your brand

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Speakers

First Name Last Name

Chief Executive Officer
Northern Trust

Charles L. Evans is a 31-year veteran of the Federal Reserve Bank of Chicago. As an advisor and policymaker attending FOMC meetings since 1995, his policy experiences span a broad set of episodes unique in post-war economic history. He became President and CEO in September 2007 and served for 15 years. During this time, Charlie was recognized as a significant strategic thought leader on the Federal Open Market Committee. His continued advocacy for transparent communications and forward guidance facilitated the Committee’s adoption of the Evans rule in December 2012, more explicit Committee projections for future policy rates, and enhancements to the long-run strategy of the Committee for making monetary policy.

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kEYNOTEs

lord David Cameron

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For the past two decades David Cameron has been a central figure in a rapidly changing world, shaping global politics, wrestling the forces of populism, and promoting moderate, compassionate conservatism in an age of disruption and tumult.


As Prime Minister of the United Kingdom from 2010 to 2016, Lord Cameron led Britain’s first coalition government since the Second World War, a daring move that not only pulled the nation back from economic disaster but led to Britain becoming the fastest-growing major advanced economy in the world. Under his leadership, millions of jobs were created, record apprenticeships were started, schools were transformed, renewable energy became mainstream, the target of spending 0.7 per cent of national income on overseas aid was met, and same-sex marriage was legalized, as Britain blazed a global trail in areas from equality to the environment. 


Lord Cameron is one of only a few international figures to have forged relationships with the key playersof the early 21st Century, from Barack Obama to Vladimir Putin, Angela Merkel to Xi Jinping. His hard line on Islamist extremism was instrumental in beating back Daesh, and he put Britain centre of the world stage, with the country hosting the 2012 London Olympics, the 2013 G7 Summit and the NATO Summit of 2014 under his watch.

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Lord David Cameron

For the past two decades David Cameron has been a central figure in a rapidly changing world, shaping global politics, wrestling the forces of populism, and promoting moderate, compassionate conservatism in an age of disruption and tumult.


As Prime Minister of the United Kingdom from 2010 to 2016, Lord Cameron led Britain’s first coalition government since the Second World War, a daring move that not only pulled the nation back from economic disaster but led to Britain becoming the fastest-growing major advanced economy in the world. Under his leadership, millions of jobs were created, record apprenticeships were started, schools were transformed, renewable energy became mainstream, the target of spending 0.7 per cent of national income on overseas aid was met, and same-sex marriage was legalized, as Britain blazed a global trail in areas from equality to the environment. 

 
Lord Cameron is one of only a few international figures to have forged relationships with the key players of the early 21st Century, from Barack Obama to Vladimir Putin, Angela Merkel to Xi Jinping.  


At a time when the world is more dangerous, more volatile, more confrontational, than most of us have ever known, Lord Cameron draws from his extensive experience to help audiences navigate current geopolitical risks and global trends – informing as well as entertaining, with insights from inside the rooms where key decisions have been made over the past two decades

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Speakers

lord David Cameron

Former President and CEO 
Federal Reserve Bank of Chicago

Lord David Cameron was Prime Minister of the United Kingdom from 2010 -2016 and Secretary of State for Foreign,  Commonwealth and Development Affairs from 2023-2024. Responding to unprecedented global upheaval and crisis, the former Prime Minister was called back to serve as Foreign Secretary, given his experience and key global relationships. His insights will resonate with business leaders, providing actionable strategies and inspiring confidence in the face of uncertainty.


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lord David Cameron

Caitlyn Smith

Nashville Local Musician  |  Songs and Stories

Lord David Cameron was Prime Minister of the United Kingdom from 2010 -2016 and Secretary of State for Foreign, Commonwealth and Development Affairs from 2023-2024. Responding to unprecedented global upheaval and crisis, the former Prime Minister was called back to serve as Foreign Secretary, given his experience and key global relationships. His insights will resonate with business leaders, providing actionable strategies and inspiring confidence in the face of uncertainty.

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Sir Chris Hoy 

Sir Chris Hoy is a legend of the sporting world and one of Great Britain’s most successful Olympic athletes with six gold medals and one silver. Following his historic hat-trick of gold medals at the Beijing Olympics, Chris was voted 2008 BBC Sports Personality of the Year and he was also awarded a Knighthood in the 2009 New Year Honours list. Chris is a main stay amongst sporting commentary and punditry having been an integral part of the BBC’s team covering the Olympics and the Tour de France. In 2024 Chris announced that he was living with stage 4 cancer. Maintaining the determination, resilience and positivity that shaped his sporting success, Chris inspired the nation once again with his memoir ‘All That Matters’, sharing how he has used these experiences to find ways to focus on the moments that matter.

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Alastair Campbell 

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Alastair Campbell is a writer, broadcaster and strategist best known for his role as former UK Prime Minister Tony Blair’s spokesman, press secretary and director of communications and strategy. Still active in politics and campaigns in Britain and overseas, he now splits his time between writing, speaking, broadcasting, charities and consultancy. 'The Rest Is Politics' is a British podcast and television series hosted by Alastair Campbell and Rory Stewart. It launched in March 2022, and has since become one of the leading political podcasts in the United Kingdom. 

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Experience Highlights

THOUGHT LEADERSHIP

Northern Institute's Eric Czepyha leads a discussion with music industry insiders and multi-generational winemakers during our exclusive VIP events.

VIP DINNERS

Northern Trust-hosted intimate dinners at beautiful locations featuring delicious food, wine and private musical performance by LITV performers.

7:00PM

Alastair Campbell

Alastair Campbell is a writer, broadcaster and strategist best known for his role as former UK Prime Minister Tony Blair’s spokesman, press secretary and director of communications and strategy. Still active in politics and campaigns in Britain and overseas, he now splits his time between writing, speaking, broadcasting, charities and consultancy. "The Rest Is Politics" is a British podcast and television series hosted by Alastair Campbell and Rory Stewart. It launched in March 2022, and has since become one of the leading political podcasts in the United Kingdom.

1:00PM

Sir Chris Hoy mbe

Sir Chris Hoy MBE is a legend of the sporting world and one of Great Britain’s most successful Olympic athletes with six gold medals and one silver. Following his historic hat-trick of gold medals at the Beijing Olympics, Chris was voted 2008 BBC Sports Personality of the Year and he was also awarded a Knighthood in the 2009 New Year Honours list. In 2024 Chris announced that he was living with stage 4 cancer. Maintaining the determination, resilience and positivity that shaped his sporting success, Chris inspired the nation once again with his memoir "All That Matters", sharing how he has used these experiences to find ways to focus on the moments that matter.

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About the conference

During our day’s programme, we are excited to be joined by our keynote speaker Sir Chris Hoy MBE, multiple world and Olympic champion track cyclist and one of the most successful Olympic male cyclists of all time who will bring his fresh perspective on the intersection of sport and business and maximising performance. We are also thrilled to welcome Alistair Campbell, former British Prime Minister Tony Blair’s spokesman, press secretary and director of communications and strategy who will lead a fascinating debate on the profound impact of policy shifts, regulatory changes and trade wars on the global economy. 


We invite you to stay afterwards for a drinks and canapé reception where I, and my colleagues, look forward to connecting with you and furthering the discussion in a relaxed setting. You will also have the opportunity to mingle with our keynote speakers whilst enjoying the hospitality of the prestigious Pelligon venue.
 

Show off your brand

Our 2025 Institutional Investor Conference is a full-day event hosted by Northern Trust’s CEO and Chairman, Mike O’Grady and senior leadership team at the prestigious Pelligon venue in Canary Wharf.  


In a rapidly evolving era, where institutional investors are navigating extraordinary levels of uncertainty and disruption, our conference offers the unparalleled opportunity to to join industry leaders and your peers to discuss strategies to make the most of opportunities in today’s complex investment environment. 


This exclusive, invitation-only event features keynote speeches from Lord David Cameron, Prime Minister of the United Kingdom 2010-2016, Sir Chris Hoy MBE, multiple world and Olympic champion track cyclist and Alistair Campbell, broadcaster and spokesperson for former British Prime Minister Tony Blair. 

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AGENDA

 ARRIVAL AND GETTING STARTED

08:45 - 09:45 aM

- Registration & Light Breakfast

- Welcome: Clive Bellows, EMEA Regional Head / Mike O’Grady, CEO Northern Trust

 

 

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Continuing Education Credits:
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MORNING SESSIONS

09:45 - 11:15 AM 

 

- Panel 1 – The Power of Partnerships

- Panel 2 – Managing the Explosive Growth in Alternatives

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KEYNOTE SESSION 

11:45 aM - 12:45 PM

- From Policy Shifts to Trade Wars - The Political Forces Reshaping the Global Markets By Mr Alastair Campbell

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LUNCH & NETWORKING

12:45 - 14:00 PM 

Venue: The Pelligon, 43 Bank St, Canary Wharf, London E14 5NX

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FEATURING

Pam Lucina, Northern Trust
Eric Czepyha, Northern Trust

Margaret G. Lodise, Sacks Glazier Franklin & Lodise

KEYNOTE SESSION

14:45 - 15:45 PM 

Maximising performance - the intersection of sport and business by Sir Chris Hoy

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FEATURING

Pam Lucina, Northern Trust
Eric Czepyha, Northern Trust

Margaret G. Lodise, Sacks Glazier Franklin & Lodise

NETWORKING DRINKS RECEPTION

16:00 - 18:00 PM

 

We invite you to stay afterwards for a drinks and canapé reception where I, and my colleagues, look forward to connecting with you and furthering the discussion in a relaxed setting. 

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FEATURING

Pam Lucina, Northern Trust
Eric Czepyha, Northern Trust

Margaret G. Lodise, Sacks Glazier Franklin & Lodise

08.45 - 09.45

 

Welcome & Introductions

FEATURING

Mike O'Grady, Chairman and CEO, Northern Trust

Clive Bellows, President for EMEA, Northern Trust

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Continuing Education Credits:
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09.45 - 10.30

Keynote Fireside Discussion

 

IN CONVERSATION WITH

Mike O'Grady, Chairman and CEO, Northern Trust

Sonja Laud, Chief Investment Officer, Asset Management, L&G

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10.30 - 11.15

 

Panel Discussion: Managing the Explosive Growth in Alternatives

FEATURING

Roberto Cagnati, Chief Risk Officer & Head of Portfolio Solutions, Partners Group

Rachel Elwell, Chief Executive Officer, Border to Coast Pensions Partnership

Bob Morgan, Managing Director, 50 South Capital, Northern Trust Asset Management
Jonas Thulin, Chief Investment Officer, AP3


Panel Moderator: Melanie Pickett, Head of Asset Servicing, Americas, Northern Trust

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11.45 AM - 12.30

From Policy Shifts to Trade Wars – The Political Forces Reshaping the Global Markets

KEYNOTE SESSION FEATURING 

Alastair Campbell, Broadcaster & Spokesperson for former UK Prime Minister Tony Blair

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13.15 - 14.00

Panel Discussion: What is the Future of Sustainable Investing in a Divided World?

FEATURING

Saker Nusseibeh, CBE, Chief Executive Officer, Federated Hermes Limited

Diandra Soobiah, Director of Responsible Investment, Nest

Sandeep Varma, CEO, Equity Data Science

 

Panel Moderator: Paul Clark, Global Head of Stewardship, Northern Trust Asset Management


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14.00 - 14.45

Maximising Performance – the Intersection of Sport and Business

KEYNOTE SESSION FEATURING 

Sir Chris Hoy MBE, Multiple World & Olympic Champion Track Cyclist

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14.45 - 15.45

Lessons in Leadership

KEYNOTE FIRESIDE DISCUSSION WITH

Lord David Cameron, Former Prime Minister of the United Kingdom, 2010 – 2016; Secretary of State for Foreign, Commonwealth and Development Affairs, 2023 - 2024


James Wright, Head of Asset Owners, EMEA, Northern Trust Asset Servicing

 

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© 2019 Northern Trust Corporation. All Rights Reserved.

Starting your own business and picking the right niche in no time

Strategies for an Evolving Market

FEATURED Speakers

pROGRAM

8:30 AM CT | B6 Assembly Room

Session Title

Description of the session.....................

Carl Tannenbaum

Chief Economist

Northern Trust

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Katie Nixon

Chief Investment Officer

Northern Trust

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HOTEL

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Northern Trust Appointed Hotel

JW Marriott Chicago
151 West Adams St, Chicago, IL 60603


The JW Marriott is situated in a historic 1914 Daniel Burnham-designed building, this former Continental and Commercial Bank is a gem of Chicago architecture that positions guests in the heart of Chicago’s Loop and is within walking distance to Northern Trust offices.

Please use this hotel reservation link should your company's internal compliance not permit Northern Trust to cover the costs of your hotel accommodation. All others will be prompted for hotel dates during registration for this event.

Check In - 4:00 PM
Check Out - Noon

contact Information

Contact Information

Nicola Perry

nb35@ntrs.com

+44 (0)7813 330450


Faye Pardoe

fr51@ntrs.com

+44 (0)7946 629157

Venue

Parking is available at The Franklin Center located at 227 W. Monroe St. Valet parking is available.

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Thank You to Our Sponsors

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© 2025 Northern Trust Corporation. All Rights Reserved.

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Keynote Fireside Discussion

 

President, Northern Trust Asset Management

Mike O’Grady is joined by Sonja Laud to discuss some of the major macroeconomic, geopolitical, and investment themes reshaping the global financial landscape. A regular media commentator, Sonja’s insights are sought after, appearing regularly across broadcast including the BBC, Sky News, Bloomberg and CNBC.

Registration, Breakfast and Welcome

President, Northern Trust Asset Management

Enjoy a light breakfast and refreshments during registration. Our Chairman and CEO, Mike O’Grady and President for EMEA, Clive Bellows will formally welcome guests and introduce the upcoming plenary sessions.

Shundrawn A. Thomas

President, Northern Trust Asset Management

Shundrawn A. Thomas serves as the President of Asset Management. In his previous role as Executive Vice President, Head of Funds and Managed Accounts Group he was responsible for the development, management and distribution of the firm's mutual funds, institutional mutual funds and exchange-traded funds as well as related business activities. He also oversaw the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involved developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.

 

Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc. a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

 
Shundrawn received a B.S. degree in Accounting from Florida A&M University and an M.B.A. degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds the FINRA series 7, 63 and 24 securities licenses.

Shundrawn A. Thomas

President, Northern Trust Asset Management

Shundrawn A. Thomas serves as the President of Asset Management. In his previous role as Executive Vice President, Head of Funds and Managed Accounts Group he was responsible for the development, management and distribution of the firm's mutual funds, institutional mutual funds and exchange-traded funds as well as related business activities. He also oversaw the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involved developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.

 

Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc. a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

 
Shundrawn received a B.S. degree in Accounting from Florida A&M University and an M.B.A. degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds the FINRA series 7, 63 and 24 securities licenses.

Panel discussion: Managing the Explosive Growth in Alternatives

President, Northern Trust Asset Management

Twenty years ago, alternatives represented $4.8 trillion, or 6%, of global assets under management, with Hedge Funds making up the vast majority. Today, alternative investments are larger and more diverse than ever across Private Equity, Real Estate, Infrastructure, Hedge, Private Debt and Natural Resources, sitting at $22 trillion, or 15% of global assets under management. Will this trend continue and where will the next wave of capital come from?

From Policy Shifts to Trade Wars – The Political Forces Reshaping the Global Markets

President, Northern Trust Asset Management

In an era of rapid geopolitical change, economic policies and international trade are increasingly shaped by political decisions rather than purely market forces. This keynote speech will explore the profound  impact of policy shifts, regulatory changes and trade wars on the global economy.

Panel Discussion: What is the Future of Sustainable Investing in a Divided World?

President, Northern Trust Asset Management

The future of sustainability in 2025 is up for debate. While some parts of the world are limiting or scaling back their use of sustainability and ESG frameworks, others are charging ahead with ambitious plans. And despite this contradiction, the global value of sustainable and ESG assets is still predicted to hit somewhere between $35 and $50 trillion by 2030. What are the threats and opportunities that will shape this new era for sustainable investing?

Maximising Performance – the Intersection of Sport and Business

President, Northern Trust Asset Management

The metaphors are obvious: the power of the team, serious competition and increasingly, the use of analytics to help make data-driven decisions. What lessons can the world of sport teach us about identifying opportunities, mitigating risks, and performing under pressure to improve business performance?

Lessons in Leadership 

President, Northern Trust Asset Management

In a rapidly evolving era where institutional investors are navigating extraordinary levels of uncertainty and disruption, we will hear from a leader who has been at the helm of significant global developments for over two decades. Drawing from his experience and key global relationships, Lord Cameron will share lessons he has learnt as a leader, providing actionable strategies and inspiring confidence in the face of uncertainty.

Drinks and Canapés 

President, Northern Trust Asset Management

At the close of the conference, enjoy the prestigious surroundings of the Pelligon during a drinks and canapés reception whilst networking with your peers and our keynote speakers.

Lunch & Networking

President, Northern Trust Asset Management

Lunch will be served on the Mezzanine where you can enjoy a bite to eat and network with industry peers and our keynote speaker.

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