2021 CIO Virtual: Inside the Minds of CIOs

Wednesday March 17, 2021

1. 10:55 am - 12:00 pm

   Opening Remarks & Wealth Disparity and Its Effect on Markets
   This session/keynote will explore the possible impact of social and economic inequity on the prosperity of the American economy and markets, as well as on retirement funds. And how strong will the middle and lower wage workers need to be for their economic growth?
   Moderator
   Christine Giordano,  Managing Editor, Chief Investment Officer

   Panelists
   Carlos Rangel, CIO, W.K. Kellogg Foundation
   Mansco Perry, Executive Director & Chief Investment Officer, Minnesota State Board of Investment
   Tim Recker, Chief Investment Officer and Treasurer, The James Irvine Foundation

2. 12:00 pm - 12:30 pm

   Refreshment Break 

3. 12:30 pm - 1:30 pm

   The Value of the Dollar
   Discussion about forex (FX) and changes to the value of the dollar are leading to a crosscurrent of conversations. This discussion will help you discern whether you tilt toward domestic or international, and why; toward growth or value, and why; toward small cap vs. large cap, and why.
   Moderator
   Christine Giordano,  Managing Editor, Chief Investment Officer

   Speaker
   Dr. Dambisa Moyo, Global Economist, Author & Board Member, Versaca Investments

4. 1:30 pm - 2:00 pm

   Lunch

5. 2:00 pm - 3:00 pm

   Survival of the Fittest
   Can our institutions—pension plans, endowments, foundations, etc.—survive, given the dismal outlook for expected returns? What changes might need to be made? Do risk tolerances need to change? What are some survival tips?
   Moderator
   Melissa Waller, President, AIF Global Institute at Alternative Investments Forum (AIF)

   Panelists
   Dominic Garcia, Chief Investment Officer, New Mexico Public Employees Retirement
   Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
   Clint Coghill, Chief Executive Officer, Backstop
   Shivin Kwatra, CFA, Head of LDI Portfolio Management – US, Insight Investment