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ASFIP Asset Owner Series

March 14, 2018

Hosted in partnership with CFA Society New York and sponsored by Invesco

Atlanta Society
Asset Owner Series
Press Release
Opening Remarks (Tom Brigandi)

Syed Haque, CFA Director of Public Markets, UPS Investment Group

Kipp Reck, CFA Director, Southeast Investment Leader, Willis Towers Watson

Jeffrey Hobbs, CFA Senior Insurance Portfolio Manager, Voya

Tony Daniel, CFA Senior Vice President / Principal, LCG Associates

Mike Negussie, CFA Director, Asset Allocation & Investment Risk, Emory Investment Management

Jonathan Glidden, CFA Managing Director – Pensions, Delta Air Lines, Inc.


Join ASFIP for a roundtable event that is designed to be of interest to all investment professionals, especially those in the Institutional Investment community. We will have panelists representing institutional Asset Owners (Pension Funds, Endowments, Insurance) and Institutional Consultants discussing relevant topics impacting their individual Funds, their Clients and the industry. Some of the topics will include:

  • Current trends in Asset Allocation and Risk Management.
  • Investment Policy development/ implementation/ modification.
  • Active Management – current trends with managers, is “Active” still relevant?
  • ESG investing initiatives.
  • Use of Alternative Investments, are you increasing or decreasing allocations? What Alternative areas look attractive?
  • Liability Driven Investing – have you implemented?
  • Factor-Based (or “Smart Beta”) Investing – Does it have a place in your Fund (now or in the future)?
  • The impact of Fed “Quantitative Easing” on your Fund.

This is a sample of the topics up for discussion and debate from our panelists, and you are invited to bring questions to our panelists that relate to your practice area. We look forward to a lively discussion from our panelists on topics relevant to the Investment community.