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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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
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.
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.
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.