AOS Virtual Keynotes

Asset Owner Series™ presents:

AOS Virtual Keynotes

A webinar series featuring perspectives from the world’s leading asset owners and investment consultants by CFA Society New York, in partnership with CFA Institute and CAIA Association.

Asset Owner Series™ (AOS) is a collection of exclusive in-person events that have featured over 300 asset owner and investment consultant speakers. These speakers collectively represent organizations with over $70 trillion in fiduciary assets under ownership or advisory. Since its inception in 2015, AOS events have been attended by over 6,000 in-person attendees globally. AOS speakers have represented every asset owner category: sovereign wealth funds, insurance companies, single family offices, multi family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, central bank reserve funds, supranational development banks, public pensions and union pensions.

In light of COVID-19, CFA Society New York created AOS Virtual Keynotes in 2020—presented in partnership with CFA Institute and CAIA Association—to ensure CFA Society and CAIA members globally will still be able to access exclusive asset owner and investment consultant perspectives. AOS Virtual Keynotes feature the same quality of senior-level executive speakers that in-person AOS events do, however instead of utilizing a panel format, they feature a virtual discussion between two discussants. Both the AOS and AOS Virtual Keynotes were created by Thomas Brigandi, CFA, Global Inaugural Outstanding Young Leader of the CFA Institute, and are driven by his team of over 500 industry leaders globally who source speakers from their respective networks.

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 178,000 members and 157 member societies.

About CAIA Association

The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes.

Asset Owner Series Event History
AOS Virtual Keynotes Press Release

Upcoming Events

01
Jun
AOS Virtual Keynotes

What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective

Featuring Rich Nuzum, CFA, President, Investment and Retirement, Mercer

Hear what Rich Nuzum, CFA, President of Investment and Retirement of Mercer, thinks the current market pressures will yield in terms of client expectations of products and services.

08
Jun
AOS Virtual Keynotes

What’s Next for India’s Infrastructure and Other Investments?

Featuring Prakash Rao, National Investment and Infrastructure Fund (NIIF)

Hear from Prakash Rao of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF), about the agenda for the second largest country in the world, by population.

15
Jun
AOS Virtual Keynotes

A View from the Top of the Real Estate Market

Featuring Kent Swig, Owner, Swig Equities

View the current pressures on the real estate markets through the lens of one of its stars, Kent Swig of Swig Equities.

22
Jun
AOS Virtual Keynotes

One Sovereign Wealth Fund Investor’s View

Featuring Marcus Frampton, Chief Investment Officer, Alaska Permanent Fund

Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer of Alaska Permanent Fund shares his view of why now is a good time for alternative investments.

29
Jun
AOS Virtual Keynotes

A View of the African Continent

Featuring Uche Orji, Chief Executive Officer, Nigerian Sovereign Investment Authority and Solomon Asamoah, Chief Executive Officer, Ghana Infrastructure Investment Fund (GIIF)

How do the Chief Executive Officers of Nigeria’s sovereign fund and the Ghana Infrastructure Investment Fund (GIIF) view the impact of the pressures, and the valuations, on the continent?

06
Jul
AOS Virtual Keynotes

What Can Stressed Public Funds Learn from this Asset Owner?

Featuring Jeff Houston, Head of Pensions at Local Government Association (UK) and Secretary to the Board of Local Government Pension Scheme (LGPS) Advisory Board

Jeff Houston of the UK’s LGPS will share his experience of living through a massive rebalancing.

20
Jul
AOS Virtual Keynotes

What’s Next for the Nordics?

Featuring Torbjörn Hamnmark, Head of Strategic Asset Allocation, AP3 (Tredje AP-fonden/Third Swedish National Pension Fund)

Torbjörn Hamnmark, AP3, will share his view of the next allocation and manager selection changes for AP3.

27
Jul
AOS Virtual Keynotes

What’s on the Mind of one of the Systems within the Largest Municipal Pension Fund in the US?

Featuring Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System

Antonio Rodriguez, CFA, Director of Investment Strategy at the NYC Board of Education Retirement System will share the latest thinking from the largest local public pension plan.

03
Aug
AOS Virtual Keynotes

Private and Co-Investment Risks and Opportunities

Featuring Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank

Hear from senior private banking executive Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank, about where private market valuations make sense, and where they don’t.

10
Aug
AOS Virtual Keynotes

How is the World Bank Managing Assets Amid the Crisis?

Featuring Tapiwa Sikipa, Senior Portfolio Manager in the World Bank Treasury

Hear from Tapiwa Sikipa, Senior Portfolio Manager in the World Bank Treasury, about how they are handling the current crisis.

31
Aug
AOS Virtual Keynotes

A Candid View of China’s Markets

Featuring Winston Ma, CFA, Esq., former Managing Director of China Investment Corporation (CIC)

Winston Ma, CFA, Esq., a former Managing Director of China Investment Corporation (CIC) will share an unvarnished view into this huge, and challenged, economy.

Past Events

4
May
AOS Virtual Keynotes

An Asset Owner CIO View from APAC

Featuring Mark Delaney, AustralianSuper

Hear how the chief investment officer of the largest Australian superannuation and pension fund, Mark Delaney, CFA, views the stresses on the market in his region as he is interviewed by Marg Franklin, CFA, CEO of CFA Institute

11
May
AOS Virtual Keynotes

A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth Fund

Featuring Dennis Johnson, formerly of the Public Investment Fund of Saudi Arabia

Dennis Johnson, CFA, is a rarity. As the former Chief Strategy Officer for the sovereign wealth fund for Saudi Arabia, he has a unique global view. He will be interviewed by CFA Institute’s former CEO, Paul Smith, CFA.

18
May
AOS Virtual Keynotes

A View of LATAM’s Public and Private Markets

Featuring Fernando Manrique, CFA, CAIA, Head of Bottom Up Investments, AFP Integra / Sura

Fernando Manrique, CFA, CAIA of AFP Integra (part of Sura, Latin America’s largest private pension plan) will share where he sees value in the public and private markets in Peru and beyond in LATAM.

26
May
AOS Virtual Keynotes

Reflections on a Career Serving the Public Pension System

Featuring Chris Ailman, CalSTRS

Chris Ailman, Chief Investment Officer, CalSTRS, will share his views of how one of the US’ largest public plans is positioning its portfolio in this rare market environment. Alternative investments will also be discussed as he will be interviewed by John Bowman of CAIA.