2020 Chief Investment Officer Summit

| Harvard Club of New York

Day 1

Day 2

Tuesday October 13, 2020

  1. -

    Lessons Learned: Private Session for CIOs Only ( allocators only) Behind closed doors, CIOs will discuss with their peers succession planning, hiring, improving performance vs. benchmarking.
    (Slocum Room 3rd Floor)

  2. -

    Registration and Lunch (Biddle Room 3rd Floor)

  3. -

    Welcome Remarks
    (Harvard Hall main level)

  4. -

    Restructuring a Fund: What are key elements to creating a successful restructuring? One investor got rid of as much beta as he could after the financial crisis. Another is taking his corporate fund knowledge and applying it to an endowment. And one is turning his fund on its head and thinking outside of the box.  Where does a CIO start? This discussion will also include topics involving building an investment office.
    Panelists:
    Paul Colonna, President and Chief Investment Officer, Lockheed Martin
    Brian Pellegrino, Chief Investment Officer, Georgia Tech Foundation
    Jeremy Crigler, Chief Investment Officer, Tulane Endownment

  5. -

    Succession Planning: Talent drives the edge. As witnessed in recent years, losing a star manager or a poorly planned succession can often drive a firm into a tailspin. But what factors indicate whether management firms have proper planning in place? And what can funds do internally to check on their transitions while smoothing their own successions?
    Panelists:
    Leslie K. Lenzo, Senior Vice President, Investments, Advocate Health Care

  6. -

    Refreshment Break

  7. -

    Value in Extremis
    Moderator:
    Speakers
    :
    Barry Glavin, Chief Investment Officer, State Street Fundamental Value
    Sponsored by State Street

  8. -

    Climate Change Debate: Shareholder Activism Vs. Divestment
    Shareholder activism can influence a corporation’s behavior by voicing concerns as partial owners. Divestment can hedge a portfolio with goal to avoid risks of the future and to effectively enhance a mission. What’s more effective? At the end of this active debate, audience members will be polled.
    Panelists:
    Chris Ailman, Chief Investment Officer, CalSTRS 
    Mark Fawcett, Chief Investment Officer, NEST Corporation

  9. -

    Cocktail Reception (North/Biddle Room 3rd Floor)

Wednesday October 14, 2020

  1. -

    Registration and Breakfast (Grill Room main level)

  2. -

    Opening Remarks (Harvard Hall main level)

  3. -

    Headhunters Speak: What is driving hiring in 2020? This panel, featuring some of the top CIO recruiters in the industry, will share the top traits headhunters are seeking and discuss what CIOs need to know in order to stay ahead of the curve. With Q & A from the audience.
    Panelists:
    Marylin Prince, Partner, The Prince Houston Group LLC
    David Barrett, Founder, David Barrett Partners
    Renee Neri, Partner, Heidrick & Struggles

  4. -

    Internal Alpha vs. External Alpha & Multi-Asset Investing
    MultiAsset Investing has a knack of blending the most useful assets to meet the needs of the portfolio. What these top investors are doing to achieve alpha with equities, bonds, cash and, potentially and alternative investments.
    Speaker:
    Elizabeth Burton, Chief Investment Officer, Employees’ Retirement System State of Hawaii

  5. -

    Fireside Chat:
    Bob Baur, Ph.D,
    Executive Director and Chief Global Economist for Principal Global Investors
    Sponsored by Principal Financial Group

  6. -

    Portfolio Tools for the Future
    Screening for sustainability and diversity, data analytics, investment structures, risk management models—all are vital to investing success. How does one find the right ones?

  7. -

    Lifetime Achievement Lunch: Honoring Gary Bruebaker of Washington State (Biddle Room 3rd Floor)

  8. -

    Geopolitical Risk

  9. -

    Crisis Investing and Distant Early Warnings: What are warning signs to be aware of? What investors are doing to prepare, protect, and reap the spoils. Best practices.
    Panelists:
    Walter Kress, Chief Investment Officer/TreasurerAmerica, Ernst & Young LLP

  10. -

    Refreshment Break

  11. -

    Bull vs Bear: Why have Emerging Markets Underperformed in the Past 10 Years? Is it a Buying Opportunity?
    The MSCI EM index rose about 18% in 2019 and is off about 3% to start 2020, behind the S&P 500. What does the future hold for this high-growth category? Should portfolios be re-assessed for U.S.A. vs. China allocations?

  12. -

    Models for Strategic Investment Partnerships including Coinvestments
    Are these alliances worth the money? How transparent are the fees? Seldom do LPs have a say in selecting or structuring a deal. Is that a problem?
    Panelists:
    Robin Diamonte, Vice President and Chief Investment Officer, United Technologies Corporation

  13. -

    Closing Remarks

Contact Information

Sponsorship Information

Katie Bacon (203) 249-3360 or (203) 595-3184

General Information

Carol Popkins (203) 461-0985