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The 5th Annual 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.
8:00 AM | ATTENDEE REGISTRATION
8:25 AM | WELCOMING REMARKS
Robert Rowan, Director of Asset Owner Series™, CFA Society NewYork
8:30 AM | KEYNOTE SPEAKER
Ray Kanner, Former CIO, IBM
9:00 AM | COFFEE & NETWORKING BREAK
9:15 AM | PENSION RESEARCH PANEL
Antonio Rodriguez, CFA, New York Association of Public Employee Retirement Systems
Zorast Wadia, CFA, FSA, EA, Principal, Consulting Actuary, Milliman
Doug Offerman, Senior Director, Fitch Ratings
Clive Lipshitz, Managing Partner, Tradewind Interstate Advisors
10:30 AM | ADJOURNMENT
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.