Testimonials

"Both the format and agenda of the NSID are unique and very valuable. The topics are current, the participants are knowledgeable, and the discussions are lively and engaging. I always leave these meetings (I have attended three) with a good handful of ideas and new insights."

Ivan Stux, Stux Capital Management - 2009

"One of the best content and relevant agenda conferences I've been to. The size of the session is small, but highly interactive, moderators were all 'pros'."

Savio Tung, Investcorp - 2009

"A very talented group of leaders (participants) sharing insights on policy, economic and market trends in a refreshing format."

Charles Seal, Greater Cincinnati Foundation - 2009

"A refreshingly candid and intelligent discussion by a sophisticated group."

Garry Schinasi, International Monetary Fund - 2009

"This roundtable discussion is one of the best because it offers senior leaders a chance to exchange ideas in a very informal setting with excellent facilitation. I highly recommend it."

James Ware, The Focus Group Consulting - 2008

"It was my first Dialogue [NSID] and I was impressed with the agenda as well as the caliber of attendees. The open forum for discussion was most interesting as people shared their opinions and recent experiences. I walk away with new insights as well as new questions to consider."

Andre Bertolotti, Quotient Investors, LLC - 2008

"The meeting provided an opportunity to share ideas and cover a wide area of interests in a jam packed day."

Mary Jo Green, Sony Corporation of America - 2008

"I think the NSID conference is unique and one of the best for its ability to get a number of well-respected attendees who also feel comfortable sharing their insights. Always enjoy attending.”

Gordon Latter, Formerly with Merrill Lynch - 2008

"This was a brilliant day to learn and interact with stimulating investment thinkers. The intimacy of the environment makes NSID unique."

 

Peter Ackerman, Rockport Capital - 2008

 

"Having the opportunity to discuss current financial conditions, as well as discussing trends and issues that affect future market conditions was priceless. The lineup of speakers was thought-provoking and totally relevant given the various factors that impact market conditions."

 

Anthony M. Perrone, United Food & Commercial Workers International Union - 2008

 

"It is rare that institutional investors allow themselves time to just think particularly when accompanied by great thinkers whose backgrounds span the key segments of the institutional investment business. NSID is a great forum for the creative investment process."

 

Judy Mares, Alliant Techsystems, Inc. - 2007

 

"Wonderful opportunity for a lively discussion of key topics critical to CIO role."

 

Charles Seal, The Greater Cincinnati Foundation - 2007

 

 "The quality of dialogue and sheer diversity of ideas was extremely valuable."

Brad Stelzer, Montgomery County (MD) Employee Retirement Plans B. I. T. - 2007

 

"Great Conference, Great Insights. Great Participants."

 

Russell Read, CalPERS - 2007

 

"Of every event I have attended in the past two years, the NSID has been the most interesting and stimulating.  As we seek innovative concepts to apply to the management of our portfolio, this forum has provided me with a source of creative thinking and a venue to explore concepts with a fantastic group of colleagues."

Tom Heck, Ball State University Foundation - 2007

 

"Very much enjoyed the structure of the forum and the stimulating discussions." 

 

Mark Baumgartner, Morgan Stanley Investment Management - 2007

 

 "It was a pleasure to be invited to join this outstanding forum."

 

Rob Arnott, Research Affiliates, LLC  - 2007

"I was glad to have attended the NSID all day session. For me,  this was the most edifying discussion on risk and how fiduciaries manage risk that I have been a part of in many years. SIG goes a great service by conveying a talented group of investment professionals who share the common intuition that tomorrow's investment climate will be very different than today's."

Peter Ackerman, Rockport Capital - 2007

"NSID is an excellent opportunity to encourage open dialogue between decision-makers at plan sponsors (and endowments and foundations), investment managers and creators of hybrid strategies."

E. Shepard Farrar, Inter-American Development Bank - 2007

"It is hard to find time for conferences, so is someone is being thoughtful about which ones to attend, this one should definitely be considered."

Sally Dungan, Tufts University - 2007

"It is rare to attend a set of sessions with such sweeping topics and such varied points of view all brought to bear so eloquently."

Michael Even, Numeric Investors LLC - 2007

"Impressive  opportunity to engage  in  a  high level discussion of current portfolio theories and the most important issues facing endowments and pension funds."

John Murphy, College of the Holy Cross - 2006

"NSID brings together leading-edge investment experts in a  collegial setting to take a peek into the future. The conference is a very efficient and intellectually rigorous way to stay informed about, and push the frontiers of, world-class asset management practices."

Russ Whittenburg, Forest Lawn Memorial - 2006

"The unique format of this event facilitated a tremendous sharing of ideas among the participants, leading the discussion in ways that were both enlightening and unanticipated."

Tom Heck, Ball State University Foundation - 2006

"Hilda Ochoa and her team of thoughtful experts from S.I.G. consistently deliver a provocative and excellent discussion of great value to institutional investors."

M. Barton Waring, Barclays Global Investors - 2006

"The NSID provided me with an independent forum to exchange ideas with some of the best investment minds in the country. The participants came from an eclectic mix representing the full range of institutional investors.  I came away with new insights which will have a real impact upon portfolio construction. I would strongly recommend that anyone interested in asking hard questions and working together to find the answers to attend this event."

Jeb Burns, Municipal Employees' Retirement System of Michigan - 2006

"An exciting forum on current topics, trends, and key issues in a format encouraging lively and open dialogue."

Charles Seal, The Greater Cincinnati Foundation - 2006

"The NSID is a wonderful forum for exchanging ideas and advancing our community's conversation about asset and risk management. My participation reminded me and inspired me to continue to stay on the cutting edge of new innovations in investing."

Nancy Donohue, Formerly with Harvard Management Company - 2006

"Hilda and the team at Strategic have put together a great session. A mix of very topical issues and informed participants with a host of questions to contemplate. A day very well spent."

Tim Mitchell, Superannuation Fund - 2006

"My day spent at the National Strategic Investment Dialogue was one of the most exciting I had last year because it was such a thrill to be able to brainstorm with such a cutting-edge group of investors. For people who love to explore what's best in investing with the best investors in the business, there's nothing like it."

Ray Dalio, Bridgewater Associates - 2006

"A superb must-attend forum."

Rob Arnott, Research Affiliates, LLC - 2006

"It is a testament to Strategic Investment Group’s leadership position in asset management, that this session of NSID surfaces cutting edge investment thinking from a select list of the best investment minds – truly a unique gathering and a window on the future."

Theodore Economou, ITT Industries, Inc. - 2006

"High level dialogue about the topics on sophisticated investors minds. I thought it was a good use of our scarcest resource – TIME."

Nancy Zimmerman, Bracebridge Capital - 2006

"A very productive and thought provoking seminar delivered in an informal and congenial atmosphere. A first class event sponsored by a first class investment partner – Strategic Investment Group."

Mark Birmingham, Jack Kent Cooke Foundation - 2006

"NSID’s one day conference is the best brain-storming event I have ever attended. A real testament to the leading-edge thought leadership of Strategic."

Gordon Latter, Merrill Lynch - 2005

"I was inspired by the NSID meeting in Washington DC. It was a great forum for exchanging ideas with bright people engaged in managing money. It reminded me of the importance of continuing to stay on the edge of new information, and to put new ideas into practice!"

Nancy Donohue, Formerly with Harvard Management Company - 2005

"Provides greater insight into the primary issues being grappled with by institutional investors today. The day was crammed with stimulating and sophisticated discussion."

Laura Rubinstein, NASD - 2005

"Attending the NSID provides a unique opportunity to engage in an interactive dialogue with participants from all sectors of the investment industry. This dialogue is intellectually stimulating and provides for the genesis of a wealth of investment strategies."

John Weisenseel, The McGraw-Hill Companies - 2005

"I was very impressed by the seniority and extensive experience of those who attended the NSID. It was an extremely worthwhile way to spend a day."

Mary Ellen Stocks, Deloitte & Touche, USA LLP - 2005

"The most strategic conference that I have ever attended. The discussions centered on where investors need to be in 2-5 years and how to get there from where we are today."

Jim Brunjes, Texas Tech University System - 2005

"This was such a refreshing change. It was small. The diversity and caliber of attendees was fabulous. The format with no formal presentations was great. Encouraging disagreement is so refreshing. The moderator is fabulous. There was enough time to meet people and chat, but not too much dead time. In my book, a home run on all dimensions."

Kevin Kneafsey, Barclays Global Advisors - 2005

"Most thought-provoking conference I've attended in many years. Stretched the boundaries of conventional ways of thinking about these topics."

Steven Bavaria, Standard & Poor's - 2005

"The Strategic Investment Dialogue provided a valuable forum to weigh and debate with a stellar range of investment professionals how investment strategy should reflect the realities of today's financial markets."

Suzanne Welsh, Swarthmore College - 2005

"A very efficient way to recalibrate your view on markets and strategies through interaction with informed peers."

Alan D. Gasiorek, Children's Healthcare of Atlanta - 2005

"NSID offers one of the finest programs in our industry, bringing together some of the finest 'thought leaders' in institutional asset management to share ideas, experiences and perceptions, in a lively, interactive forum."

Rob Arnott, Research Affiliates, LLC - 2005

"Great opportunity to interact with colleagues from both the pension and endowment arenas."

William Durgin, College of the Holy Cross - 2005

"It is a relief to attend a conference that is small in number but high in content and where participation is not only encouraged, it is required. Egos are checked at the door, and what follows is a frank discussion of the investment environment with the best minds in the portfolio management industry."

Mark J. Anson, Formerly with CalPERS - 2004

"I found the day spent at the National Strategic Investment Dialogue to be a unique venue in which deep thinkers and decision makers responsible for enormous asset pools shared their perceptions of the future. The interactive response system was especially effective at revealing consensus perceptions, because everyone voted confidentially through the computer and thus was able to 'speak their mind' freely. I recommend the NSID to investment professionals and fiduciaries alike as a day well spent understanding the issues and the perceptions and beliefs of your peers. The NSID offered the clearest 'crystal ball' of any such meeting I attended in 2004."

Langdon Wheeler, Numeric Investors LLC - 2004

"I knew in advance that the idea of a gaggle of chief investment officers gathering in a room to create an investment policy would be either wonderful or terrible. It worked out wonderfully. I highly recommend the National Strategic Investment Dialogue."

Larry Siegel, Ford Foundation - 2004

"I walked out thinking it was the best one-day event I have been to in 25 years."

Greg Platts, National Geographic Society - 2004

"I found the NSID an excellent use of my time, as the format was interactive and the discussions were in-depth. The NSID is very worthwhile for any investment fiduciary who is responsible for directing institutional assets."

James Lawrence, Formerly with General Mills Corporation - 2004

"A wonderful opportunity to hear from innovative thinkers."

Darlene Pinnock, National Geographic - 2004

"If you wish to participate in a forum where experts can provide definitive answers to your pension investment issues…this is it. However, be prepared for situations where the various experts come to totally opposing conclusions."

L. Robert Frazier, Kimberly-Clark Corporation - 2004

"The small size and unique structure of the NSID conference was very effective in promoting a free flow of ideas. The day-long discussion really got to the heart of important and challenging issues facing fiduciaries today."

Rob Arnott, Research Affiliates, LLC - 2004

"A very thought provoking day; thanks for including me."

Marc R. Pattis, Next Chapter Holdings, L.P. - 2004

"Great exchange of ideas and concerns."

Dave Rugen, Peoples Energy Corporation - 2004

"The best one day conference I attended in 2004."

Dwight S. Kadar, Cooper Industries, Limited - 2004

"This dialogue creates a ground for both sponsors and managers to work together in the quest for returns that are more realistic and more in tune with the plans needs."

Luis Maizel, LM Capital Group, LLC - 2004

Affiliations provided for identification purposes only.
Participants’ views do not necessarily represent the views of their organization.

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