2019 Chief Investment Officer Summit

| Harvard Club of New York City

Day 1

Day 2

Thursday May 16, 2019

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks

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    Innovative Asset Owner Hotseat Panel: A robust panel featuring the most innovative CIOs of the year on the hottest topics of 2019. Hear from top CIOs about what they’re doing to stay ahead of the curve. They will share their candid investment insights during a lightning round of quick-fire questions. 
    ModeratorCharles Van Vleet, Assistant Treasurer and Chief Investment Officer, Textron
    Panelists:
    Susan M. Ridlen, Assistant Treasurer and CIO, Eli Lilly and Company
    Brian Pellegrino, Chief Investment Officer, The Georgia Tech Foundation
    David Holmgren, Chief Investment Officer, Hartford HealthCare
    TJ Carlson, Chief Investment Officer , Texas Municipal Retirement System (TMRS)

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    Emerging Markets: With China’s slowdown and quagmire of political concerns, should it be considered a standalone portfolio allocation separate from the rest of the emerging markets? Is India rising to be the new China? Where is the global growth story unfolding?
    Moderator: Rich Nuzum, CFAGlobal President, Wealth, Mercer
    Panelists:
    Doug Brown, Senior Vice President and Chief Investment Officer, Exelon Corporation
    Anik Sen, Global Head of Equities, PineBridge Investments
    Brooke Jones, Director of Investments, Carnegie Corporation of New York

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    Refreshment Break

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    Infrastructure & Real Assets: An exploration of opportunities that are amplified by the new economy and globalization.
    ModeratorJason Klein, Senior Vice President & Chief Investment Officer, Investments Office, Memorial Sloan Kettering Cancer Center
    Panelists:
    Hadley Peer Marshall, Managing Director, Infrastructure, Brookfield Asset Management
    Robert “Vince” Smith, Chief Investment Officer & Deputy State Investment Officer, New Mexico State Investment Council

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    Improving Returns with Strategic Asset Allocation and Technology
    Asset owners are now reaping the rewards of re-engineering their portfolios to incorporate digital technologies to enhance objective-based decision making and perform risk assessments, overlays, financial modeling, and asset analysis while meeting local compliance requirements across various jurisdictions. This panel will discuss useful technology tips that may help to boost future returns.
    ModeratorShawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Philanthropies
    Panelists:
    Joy Xu, Vice President of Strategies Asset Allocation and Fixed Income, Verizon Investment Management Corp.
    Rens Göetz, Head of Asset Management, ABB Ltd.
    Clint Coghill, CEO, Backstop Solutions

  8. -

    Lunch (North and Biddle 3rd Floor) 

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    KeynoteGeopolitics in a Disruptive Age
    John will provide in-depth insights into various geopolitical themes and their implications with international trade, U.S. and European politics, foreign policies, 2020 curtain raiser, as well as other timely topics.
    PresenterJohn Emerson, Vice Chairman, Capital Group International, Inc. 
    Sponsored by Capital Group

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    Recession, Geopolitics, and Cycle Positioning Hedges – With geopolitics becoming the elephant in the room, and recessionary hedges on asset owner’s minds, where do you best position yourself at this point of the cycle?
    ModeratorWalter Kress, Chief Investment Officer and Treasurer, Americas at Ernst & Young, LLP 
    Panelists:
    Charles Van Vleet, Assistant Treasurer and Chief Investment Officer, Textron
    Phillip Titolo, Portfolio Manager, Managing Director, Alternatives, MassMutual

  11. -

    Alternative investments aim to achieve yield, real returns and/or add diversification to portfolios—with assets that include hedge funds, private equity, private credit, infrastructure, and real estate. At the same time, alts often help investors weather volatility, may provide downside protection and can be useful in bolstering ESG efforts in corporate America. The over-arching question is how to find the right alts for an investor’s particular need.
    Fireside Chat with Anton Pil, Managing Director, Global Head of Alternatives, J.P. Morgan Asset Management
    Sponsored by J.P. Morgan
    Interview by: Larry Light, Markets Editor, Chief Investment Officer

  12. -

    Refreshment Break

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    Opportunities within Reduced Market Liquidity – Amidst concerns that volatility will increase from reduced market liquidity (due to central bank contraction and greater issuance of government paper) a different set of risks and opportunities may emerge. This panel will explore what people are doing to take advantage of the new landscape.
    ModeratorAnthony S. Waskiewicz, Chief Investment Officer, Mercy Health (St. Louis)
    Panelists:
    Patrick AdelsbachHead of Credit Strategies, Aksia
    Gretchen Lam, Senior Portfolio Manager, Octagon Credit Investors, LLC
    Adam S. CohenManaging Partner, Caspian Capital LP

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    Shifting from allocator of capital to a proactive, intentional investor across multiple dimensions – With increasing relevance in a low return environment, how CIOs can best position themselves and their partners to achieve best results.
    ModeratorKevin M. Leonard, Partner, NEPC, LLC
    Panelists:
    Jonathan Grabel, Chief Investment Officer, LACERA
    Bob Jacksha, Chief Investment Officer, New Mexico Educational Retirement Board

  15. -

    Novel Technology vs. Deep-rooted Intuition: Preserving investment philosophy in a world of big data.
    Fireside Chat with Olivia Engel, Senior Managing Director and CIO of Active Quantitative Equity at State Street Global Advisors—discusses how her team balances access to sophisticated data sets and new technology with an investment philosophy that is rooted in fundamentals and economic rationale.
    Sponsored by State Street Global Advisors
    Interview by Christine Giordano, Managing Editor, Chief Investment Officer

  16. -

    Networking Reception

Friday May 17, 2019

  1. -

    Breakfast

  2. -

    Welcome Remarks & Introduction:
    Christine Giordano,
    Managing Editor, Chief Investment Officer
    Dr Maximilian Horster,
    Managing Director, Head of ISS-climate

  3. -

    Applying ESG – folding ESG into due diligence seems intuitive, but what are the best practices in applying it? And does it add value to the bottom line?
    Moderator: Tim O’Donnell, Senior Vice President, Fund Evaluation Group (FEG)
    Panelists:
    Ralph Bassett, Deputy Head of North American Equities, Aberdeen Standard Investments
    Dan Chu
    , Executive Director, Sierra Club Foundation
    Bertrand Millot, Head of Investment Stewardship, CDPQ

  4. -

    How do you preserve capital and generate profit consistently? Answering this question is at the core of what asset owners and managers do. After the stock market’s roller-coaster ride in 2018 and 2019, it pays to examine the best ways to balance risk and potential award, and how to identify the catalysts that drive share appreciation.
    Fireside Chat with Jack Murphy, Chief Investment Officer, Lead Portfolio Manager, Levin Easterly
    Sponsored by Levin Easterly Partners
    Interview by Alison Cooke Mintzer, Editor-in-Chief, PLANSPONSOR/PLANADVISER/Chief Investment Officer

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    Bringing The DB Mindset to DC Plans – As DB plans retreat, it’s only intuitive that a CIO’s brain power must also focus on the new dynamics of a DC plans. How to avoid the average-Joe buffet and actively manage your DC plan to become a power player.
    ModeratorChristopher Lyon, Principal, Rocaton
    Panelists:
    Julie GlynnUnited Technologies Corporation
    Robert M. Hunkeler, Vice President, Investments, International Paper

  6. -

    Refreshment Break

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    ESG in Investing: Myths and Facts
    Many investors still see ESG investing as a fashionable trend for the niche of mission-focused investors. Maximilian Horster makes the case that considering ESG factors has become a mainstream practice for investors that is here to stay. He also shows that ESG considerations can be a source of financial outperformance for more future-proof investment strategies.
    PresentationDr Maximilian Horster, Managing Director, Head of ISS-climate

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    Shifting Markets and Team Structuring – Do today’s shifting markets demand team restructuring? Do they mandate different skills from the employees a CIO hires? Different partnerships? Different compensation structures? This discussion will focus on how best build out and frame your team, your managers and your allocations.
    ModeratorPeter D. Grant, Principal, Mercer 
    Panelists:
    Anne Dinneen, Chief Investment Officer, Hamilton College
    Rosalind Hewsenian, Chief Investment Officer, Helmsley Charitable Trust

  9. Closing Remarks

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    Lunch (North and Biddle 3rd Floor)

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    Private Session with Asset Owner CIOs Only 
    There comes a time in every conference when CIOs want to close the doors and talk and network among themselves. Created by popular CIO demand, this special closed-door session will hash out topics chosen by, and relevant to asset owner chief investment officers. CIOs of public and private plans, sovereign wealth funds, endowments, foundations, and family offices are welcome to attend.

Contact Information

Sponsorship Information

Katie Bacon (203) 595-3184

General Information

Carol Popkins (203) 461-0985