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

7
Dec
AOS Virtual Keynotes

One Pension’s Asset Allocation Shift Towards More Private Assets

Featuring Michelle Ostermann, CFA (RPMI Railpen); John Bowman, CFA (CAIA)

Michelle Ostermann, CFA, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman, CAIA.

Past Events

18
Aug
AOS Virtual Keynotes

Hear About the Largest US Public Pension’s Major Shift, from the CIO

Featuring Ben Meng, Ph.D., CIO, CalPERS

Hear from the CIO of CalPERS, Ben Meng, Ph.D., about their increased allocation to alternatives and greater use of leverage.

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.

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 Local Retirement Fund Investor's View

Featuring Natalie Jenkins Sorrell, Investment Officer, Employees Retirement System of the City of Dallas

Natalie Jenkins Sorrell, Investment Officer, Employees Retirement System of the City of Dallas, shares her 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, Solomon Asamoah, Chief Executive Officer, Ghana Infrastructure Investment Fund (GIIF) and Dave Uduanu, CFA, Managing Director and Chief Executive Officer, Sigma Pensions Limited

How do asset owners from a sovereign fund, pension plan and infrastructure fund view the impact of the pressures, and the values, on the African 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.

13
Jul
AOS Virtual Keynotes

Spotlight on Mexico’s Public and Private Markets

Featuring Juan Manual Veron, CFA, Chief Investment Officer, Principal Financial Group

Hear insights into the local markets and macro factors affecting them from one of the country’s largest asset owners.

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 World Bank Treasury's: Tapiwa Sikipa (Sr. Portfolio Manager) and Heike Reichelt (Head, Investor Relations & Sustainable Finance, Capital Markets & Investment)

Hear Tapiwa Sikipa (Senior Portfolio Manager, World Bank Treasury) and Heike Reichelt (Head, Investor Relations and Sustainable Finance, Capital Markets and Investment, World Bank Treasury) discuss how they are handling the current crisis.

17
Aug
AOS Virtual Keynotes

Where One Sovereign Fund is Allocating to Alternatives

Featuring Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer, Alaska Permanent Fund

The CIO of Alaska Permanent, Marcus Frampton, CFA, shares the values he is finding in the alternatives space. He will be interviewed by CAIA’s Bill Kelly.

24
Aug
AOS Virtual Keynotes

How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments

Featuring Nitai Utkarsh, Lead – Investment Strategy & Chairman’s Family Office, Hero MotoCorp, Ltd.

Dynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends.

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.

8
Sep
AOS Virtual Keynotes

What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis

Featuring Hector Resendiz, CFA, Deputy Manager – Investment Risks, Central Bank of Mexico

Hector Resendiz, CFA, of Mexico’s Central Bank will be interviewed by Jo Paisley of GARP.

14
Sep
AOS Virtual Keynotes

One Wealthy Family’s Journey to Investing With Purpose

Featuring Valerie Rockefeller, Chair of the Board of Directors, Rockefeller Brothers Fund

Hear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment.

21
Sep
AOS Virtual Keynotes

What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and More

Featuring Morten Kjærgaard, Danmarks Nationalbank; Soren Elbech, JP Morgan

Transparency International named Denmark the least corrupt country. Hear from Morten Kjærgaard, Danmarks Nationalbank as he is interviewed by Soren Elbech of JP Morgan.

28
Sep
AOS Virtual Keynotes

Hear How One State Pension Plan is Dealing with Covid Pressures

Featuring Amy McGarrity, Colorado PERA

Amy McGarrity, Colorado PERA will be interviewed by John Bowman of CAIA on the pressures and how to manage them.

5
Oct
AOS Virtual Keynotes

How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?

Featuring Jeroen Bos, CFA, CAIA; Valentijn van Nieuwenhuijzen

Jeroen Bos, CFA, CAIA will interview Valentijn van Nieuwenhuijzen to find out what’s next.

6
Oct
AOS Virtual Keynotes

What the “Technologized Investor” of the Future Looks Like

Featuring Ashby H. B. Monk, PhD (Standford University); Hugh O’Reilly (OPTrust)

Ashby Monk (Stanford) thinks investors will need to understand more about long term risks, unconventional data and have good tech partners in the future.

13
Oct
AOS Virtual Keynotes

How Does One of Asia’s Largest Insurance Group CIOs See the World?

Featuring Jo Murphy (CAIA); Professor Mark Konyn (Group CIO, AIA)

Join us as Jo Murphy (CAIA) interviews Professor Mark Konyn, Group CIO at AIA, the largest independent, publicly listed pan-Asian life insurance group.

15
Oct
AOS Virtual Keynotes

Racial Equity in Asset Management: Asset Owners’ Perspectives

Featuring Thomas K. Lee (NYS Teachers' Retirement System); Chavon Sutton (Office of NYC Comptroller)

What can the asset management industry to do affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

19
Oct
AOS Virtual Keynotes

See How a State Pension Plan Sees the Long Run

Featuring Elizabeth Burton (Hawaii Employees’ Retirement System); John Bowman (CAIA)

Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman of CAIA

26
Oct
AOS Virtual Keynotes

How One Endowment and One Family Office are Implementing ESG Investments

Featuring Michael Barry (Georgetown Univ. Investment Office); Liesel Prtizker Simmons (Blue Haven Initiative)

Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.

2
Nov
AOS Virtual Keynotes

A View from Australia

Featuring Stephen Dunne (Construction and Building Industry Superannuation Fund); Maria Wilton, CFA, AM (CFA Institute)

Stephen Dunne, Director of Construction and Building Industry Superannuation Fund (Cbus), will be interviewed by Maria Wilton, CFA.

9
Nov
AOS Virtual Keynotes

Southeast Asia’s Risks and Returns, During and Beyond Covid

Featuring Azmil Tengku (Khazanah Nasional Berhad); Edphawin Jetjirawat (Temasek); Sharinee Shannon Kalayanamitr (Gobi Partners)

Hear the CIO of Khazanah Nasional Berhad, the sovereign wealth fund of the Government of Malaysia and Edphawin Jetjirawat, MD, Temasek interviewed by Sharinee Shannon Kalayanamitr, Gobi Partners.

16
Nov
AOS Virtual Keynotes

Why Investing in Hope is Profitable for One of Africa’s Wealthiest Families

Featuring Joseph Boateng (Casey Family Programs Endowment); Hubert Danso (Africa Investor)

Joseph Boateng of Casey Family Programs Endowment will be interviewed by Hubert Danso, Africa Investor.

23
Nov
AOS Virtual Keynotes

Building a Successful Investment Strategy in China as a Foreign Investor – Perspectives from Power Corp, a Desmarais family controlled company

Featuring Pravin Raveendran (AssetOwner.CO); Eoin Ó hÓgáin (Power Corporation of Canada; Power Pacific Investment Management)/h2>

Perspectives from Power Corp, a Desmarais family controlled company.

23
Nov
AOS Virtual Keynotes

North American Alternative Investment Risks

Featuring Rossitsa Stoyanova (Canada Pension Plan Investment Board); John Bowman, CFA (CAIA)

Rossitsa Stoyanova, Managing Director, Canada Pension Plan Investment Board will be interviewed by John Bowman, CFA of CAIA.

30
Nov
AOS Virtual Keynotes

A View of Long-Termism from New Zealand’s Sovereign Wealth Fund

Featuring Stephen Gilmore (The Guardians of New Zealand Superannuation Fund); Jo Murphy (CAIA)

Stephen Gilmore, CIO of The Guardians of New Zealand Superannuation Fund will be interviewed by CAIA’s Jo Murphy.