Influential Investors Forum

Monday, November 16, 2026

1. 11:00 am - 12:00 pm

   NextGen Knowledge Exchange

   CIO’s 2025 and 2026 NextGen are invited to a private session in which they can connect with, share information with, hear insights from, and ask questions of seasoned CIOs.

2. 12:00 pm - 12:40 pm

   Lunch and Registration

3. 12:40 pm - 12:45 pm

   Opening Remarks

4. 12:45 pm - 1:30 pm

   Using AI for Portfolios, People and Processes

   This panel will examine how the jump to AI from Excel will complicate institutional investment processes, as CIOs move from artificial intelligence pilot projects to embedding AI tools into their organization’s workflow. How can these tools be differentiators that drive value across portfolios, teams and operations? Panelists will address current use cases, measurable benefits, realistic expectations and how CIOs can: ensure their teams have appropriate governance of both portfolios and data; efficiently structure oversight; and plan thoughtful implementation.

5. 1:30 pm - 2:15 pm

   Market Outlook

   A forward-looking assessment of the macroeconomic forces feeding global interest rates, risk premia and capital flows. The session will also review how the emerging era of global power rivalries is affecting profitability for public companies, financing for private companies and will drive commodity prices higher. The discussion will frame near- and medium-term scenarios and key downside risks to help institutional CIOs navigate uncertainty, position portfolios and test assumptions amid evolving economic and geopolitical dynamics conditions.

6. 2:15 pm - 2:30 pm

   Break

7. 2:30 pm - 3:00 pm

   Private Markets Debate

   This session will cover how the integration of private market assets into defined contribution plans should be expected to impact other institutional investors, even as scrutiny of private credit increases and there are growing calls for accountability and transparency. Panelists will discuss increased competition for high-quality assets, a potential shift to specialized strategies, product evolution and asset pricing.

8. 3:00 pm - 3:45 pm

   Building and Sustaining High-Performance Investment Teams

   Insights from the inaugural Chief Investment Officer Allocator Insights Survey will be shared and discussed. Panelists will focus on the leadership, mentorship and talent challenges facing today’s institutional CIOs. The discussion will explore how to develop future leaders, retain top investment talent, foster diverse and inclusive teams, and evolve culture and incentives as organizations grow more complex.

9. 3:45 pm - 4:00 pm

   Break

10. 4:00 pm - 4:45 pm

    Sponsored session

11. 4:45 pm - 5:30 pm

    The Next Frontier and the Risks of Investing in Innovation

    This session will explore emerging investment frontiers such as the industrialization of space; the professional and amateur sports ecosystems; AI infrastructure across consumer products, productivity and health care; and other nontraditional assets. Panelists will assess return drivers, access routes, scaling risks, governance challenges and portfolio fit. CIOs will gain frameworks to evaluate novelty versus durable alpha and decide when new markets merit institutional capital allocations globally.

12. 6:00 pm - 7:00 pm

    Cocktail Reception

13. 7:00 pm - 9:30 pm

    Dinner and Awards

14. 9:30 pm

    Post-Awards Celebration