“I have historically performed strategic shifts somewhat ad hoc —something catches my attention as being unusually risky or highly opportunistic, which leads to analysis and action. I wanted a more consistent, full-time effort in this arena that required expanding on past efforts. Kristina has fulfilled my vision admirably and is dedicated to adding asset allocation alpha to our predominately security selection-oriented approach.”

— Ronald D. Schmitz, CIO, Virginia Retirement System

Could eased restrictions on speculative borrowing bring even greater pain in a recession?

Is infrastructure its own asset class and should this affect how investors allocate to it? Three of our senior investment managers discuss the implications.

In Deloitte poll, some 58% say now is a good time to take risks.

We are excited to have a roster of NextGen leaders this year that are not only brimming with optimism and ideas about what the future of what asset ownership could be – but also cleareyed about the new risks that stewardship entails. With that we will open the NextGen Forum to hear from these emerging leaders in their own words and invite our audience of CIOs and leading investors to join them in conversation!

The 2008 credit crisis highlighted the risks associated with having large sums of money invested in opaque, illiquid assets. Nine years later, little has changed to improve transparency in the alternative investments marketplace. 

In this video presentation, Anik Sen, Global Head of Equities at PineBridge Investments, addresses the new paradigms and categorization frameworks investors need to embrace amid new market realities and competitive dynamics.​​ The discussion will be followed by a live Q&A with Anik.