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4th National Pension Funds Conference

September 25, 2018

Become a Member
Asset Owner Series

Please Note: Completion of the online registration process does not guarantee your admission. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny admission to any individual registrant, at any point, based on a variety of factors. Denied registrants will have their paid registration fees refunded in full.

In situations concerning or related to registration capacity, admission will be decided on a case-by-case basis. At the sole discretion of CFA Society New York, priority will be afforded to members of CFA Society New York and—in the case of Asset Owner Series events—confirmed asset owners.

AOS “Pensions” Triple-Conference Bundle

Attend all three events for $125 ($350 for nonmembers)

Bundle Homepage
Member Registration
Request Invitation

5:30 PM | CHECK-IN


Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute

Robert Rowan, Director of Asset Owner SeriesCFA Society New York


Sudhir Rajkumar, Representative of the Secretary-General (RSG), Investment Management Division, United Nations Joint Staff Pension Fund (UNJSPF)

6:20 PM | PANEL


M. Nicolas J. FirzliDirector-General, World Pensions Council (WPC); & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)


SARAH TAKAKI, Senior Principal, Responsible Investing, Ontario Teachers’ Pension Plan

Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCO)

Richard Byargugaba, Chief Executive Officer, National Social Security Fund (NSSF) Uganda

Richard Grottheim, Chief Executive Officer, AP7


Joe Cavatoni, Managing Director, WGC USA INC


Bridget McKenna, CFA, Nuveen, a TIAA Company


Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute



Members: $55

Member Registration

Nonmembers: $150

Request Invitation

Asset Owners are eligible for complimentary admission.

The 4th Annual National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor



Moderators and panelists are always genuine asset owners or investment consultants. Sponsors* may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

*Includes both Series sponsors and partners, as well as individual-event sponsors and partners.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎


CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; business attire recommended. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.