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

  3. -

    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. 

  4. -

    Emerging Market Equities: 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?
    Panelists:
    Doug Brown, Senior Vice President and Chief Investment Officer, Exelon Corporation

  5. -

    Refreshment Break

  6. -

    Infrastructure & Real Assets: An exploration of opportunities that are amplified by the new economy and globalization.

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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.
    Moderator:
    Panelists:
    Joy Xu, Vice President of Strategies Asset Allocation and Fixed Income, Verizon Investment Mangement Corp.
    Rens Götz, Head of Asset Management, ABB Ltd.

  8. -

    Lunch (North and Biddle 3rd Floor) 

  9. -

    Keynote: Sponsored by Capital Group

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    Recession, Geo-Politics 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?
    ModeratorSanjay Chawla, Senior Vice President, Investments and Chief Investment Officer, FM Global  
    Panelists:
    Charles Van Vleet, Assistant Treasurer and Chief Investment Officer, Textron
    Phillip Titolo, Portfolio Manager, Managing Director, Alternatives, MassMutual
    Walter Kress, Chief Investment Officer and Treasurer, Americas at Ernst & Young, LLP

  11. -

    Fireside Chat Sponsored by J.P. Morgan

  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.
    Moderator:
    Panelists:
    Anthony S. Waskiewicz, Chief Investment Officer, Mercy Health (St. Louis)

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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. -

    Fireside Chat Sponsored by State Street Global Advisors

  16. -

    Networking Reception

Friday May 17, 2019

  1. -

    Breakfast

  2. -

    Welcome Remarks

  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?

  4. -

    Fireside Chat Sponsored by Easterly Partners

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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.
    Moderator:
    Panelists:
    Kevin T. Hanney, Senior Director, Pension Investments, United Technologies Corporation
    Robert M. Hunkeler, Vice President, Investments, International Paper

  6. -

    Refreshment Break

  7. -

    Keynote

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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.
    Moderator:
    Panelists:
    Anne Dinneen, Chief Investment Officer, Hamilton College
    Rosalind Hewsenian, Chief Investment Officer, Helmsley Charitable Trust

  9. Closing Remarks

  10. -

    Lunch (North and Biddle 3rd Floor)

Contact Information

Sponsorship Information

Katie Bacon (203) 595-3184

General Information

Carol Popkins (203) 461-0985