3rd Annual Sovereign Wealth Conference
3rd Annual Sovereign Wealth Conference
5:58: OPENING REMARKS
Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award
5:59: PANEL INTRODUCTION
Pat Schena, Director, SovereigNet
Duncan Bonfield, Chief Executive Officer, International Forum of Sovereign Wealth Funds
Fiona Mackenzie, Head of External Investments, New Zealand Superannuation Fund
Kevin Bong, Senior Vice President, GIC
Stella Ojekwe-Onyejeli, Chief Risk Officer & Executive Director, Nigeria Sovereign Investment Authority
Mohammed Saif Al-Sowaidi, Americas Head, Qatar Investment Authority
Abdiel Santiago, Chief Executive Officer, Fondo de Ahorro de Panamá, Sovereign Wealth Fund of the Republic of Panama
7:30: CLOSING REMARKS
John Panagakis, ChFC, CEBS, Head of International Advisory Services, Nuveen
September 18, 2017
5:50 pm – 8:00 pm
Students and members of the press will be refunded should they register.
September 17th, 2017
CFA Society New York reserves the right to decline admission / refund registration costs.
No walk-ins or press permitted.
CFA Society New York Conference Center
New York, NY 10036
Sovereign Wealth Fund delegates to discuss their long-term capital management philosophy, asset allocation approach and outlook for global markets. Since the early 2000s, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However, all Sovereign Wealth Funds, whether structured as stabilization funds, savings & development funds or reserve investments, have an important role in macroeconomic management and global financial stability. In this context, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns, has led these funds to have unique asset allocation profiles.
*All discussions at the CFA Society New York Sovereign Wealth Fund Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives, ensuring frank and productive discussions and an effective exchange of ideas among peers.
Note: 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.
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 expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.
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