The Chief Investment Officer Summit

| The Harvard Club of New York City

The most basic asset owner/manager relationship is the purchase and providing of money management service. It is Chief Investment Officer’s belief that in the future, this won’t be enough.

Instead, asset managers will need to provide more than just the buying and selling of stocks and bonds to secure lasting work with the world’s largest and smartest asset owners and their staff—what we call “Asset Management Plus.”

Examples of Asset Management Plus vary wildly: technology platforms, outsourced research capabilities, customization of portfolios and benchmarks, co-investment opportunities, strategic partnerships, and regulatory advice are all examples that fit in this category. And, of course, some examples include asset managers simply repackaging old habits in hopes of joining the trend—something we’d derisively label Asset Management Minus.

Accordingly, the 2016 Chief Investment Officer Summit will focus on this changing dynamic: What asset owners are demanding, what asset managers and servicers are providing, and what Asset Management Plus means for the future of institutional investing.

CIO Pioneer Awards  

The second annual CIO Pioneer Awards honor two leading women—one asset owner and one manager—who have not only reached the top of their game, but also powerfully changed it for the better. While asset management stubbornly retains Mad Men-era demographics, these agents of change prove that investment talent is gender-blind.

  • Alice Handy

    CEO & President, Investure,

    Investure—the outsourced-CIO (OCIO) firm Handy founded in 2003—is what other providers advertise themselves as: Client-oriented, high-performing, bespoke management by an industry-leading institutional investment team. Yet over the last decade, Investure is the only OCIO with three endowments performing in the top 50 (#11 Smith College, #19 Middlebury, #31 University of Tulsa). Handy has built two of America’s elite university investment operations from the ground up. Before Investure, the University of Connecticut alum spent 29 years managing assets for the University of Virginia. A $60 million in-house pool became $1.8 billion within a standalone management company—UVIMCO—under her leadership. When MSCI, Bessemer Securities, Carnegie Endowment for International Peace, and the former Governor of Virginia—among many others—needed expert wisdom, they came to Handy. And when her UVIMCO successor Larry Kochard needed a case study for “leading the evolution” in nonprofit investing, he picked Handy to be—literally—the textbook example. CIO couldn’t agree more.  

  • Robin Diamonte

    CIO, United Technologies,

    Innovation and generosity have been the defining characteristics of Diamonte’s 25 years (and counting) in corporate pension investing. She’s a first-wave risk parity adopter, investing in 1996 in a fringe “All Weather” fund from a little shop named Bridgewater Associates. Diamonte has proven to corporate America that insurance companies aren’t the only route to de-risking their defined benefit funds. And she’s extended that luxury of worry-free retirement funding to United Technologies’ own employees via an unprecedented income guarantee for retired 401(k) plan members. But what makes her truly special—and massively influential–is tireless knowledge sharing with her peers (via industry group Committee on Investment of Employee Benefit Assets), regulators (as an Obama advisory appointee), and community at large. Starting in 1991 with her first investment job at what would be Verizon, Britt Harris’ protégé has taken risks, led by example, and changed institutional investing. Want to know how? Just ask her.  

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Contact Information

Sponsorship Information

Mike Garity 617-670-4710

General Information

Carol Popkins 203-595-3282