Today’s business environment is defined by higher-for-longer rates, tighter capital, and sharper scrutiny around durability — not just growth. In this candid CEO roundtable, we’ll examine the gap between how companies often measure performance and how sophisticated capital evaluates resilience, cash flow quality, and long-term value creation through tightening cycles.
Editor-in-Chief & Chief Content Officer,
Chief Executive Group
Managing Director, Sr. Investment Strategist,
Morgan Stanley
*The workshop is limited to C-Suite and senior-level executives and subject to approval.
Learn how Chief Executive Group collects, uses and protects your data by reviewing our privacy policy.
0
Editor-in-Chief & Chief Content Officer,
Chief Executive Group
Dan is editor-in-chief of Chief Executive and Corporate Board Member magazines and oversees content development across all CEG platforms. Prior to joining CEG in 2017, he was managing editor of Forbes and the first Business Editor of NYTimes.com, where he co-founded the popular NYT Dealbook franchise in 2001. He has a BFA from Emerson College, Boston.
Managing Director, Sr. Investment Strategist,
Morgan Stanley
Steve Edwards, CFA, is a managing director within Morgan Stanley Wealth Management’s Global Investment Office in New York, serving as a senior investment strategist, a member of the Firm’s Global Investment Committee (GIC), and head of the Portfolio Construction and Cross-Asset Strategy Team. Along with his team, he is responsible for quantitative analysis to support the Firm’s asset allocation, manager selection, and portfolio construction decisions. The team manages multi-asset, equity, and fixed income portfolios and provides investment strategy through special reports and periodicals, including the monthly Topics in Portfolio Construction piece. He previously served as a portfolio strategist within the Outsourced Chief Investment Office (OCIO) Team, where he designed the team’s quantitative investment infrastructure and participated in ongoing portfolio management process. Prior to joining Morgan Stanley in 2015, Steve co-founded Frontera Management, a systematic global macro firm, where he served as a principal and portfolio manager. Steve started his career at Bridgewater Associates and later served as a researcher and portfolio manager at Spruce Private Investors, a $1.5 billion OCIO firm, where he designed a systematic investment process and managed client portfolios and a global macro overlay. Steve received an A.B. degree in History from Princeton University in 2001, earning magna cum laude and Phi Beta Kappa honors, and played on the school’s golf team. Steve became a CFA charter holder in 2006 and is a member of both the CFA Institute and the Stamford (Connecticut) CFA Society.
1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.
