The COVID-19 remote environment doesn’t mean you have to stop networking and learning from your peers. In fact, now you can invite your entire investment office to tune into panels where CIOs will be sharing their wisdom on everything from the survival of pension plans to the effects of wealth disparity, private equity, and private credit.
On March 16 at 2 p.m. EDT, top-performing CIOs in private credit and private equity Molly Murphy of the Orange County Employees Retirement System (OCERS) and Michael Donovan of Notre Dame will discuss what they’re seeing in this environment and what opportunities they’re anticipating.
Then, on March 17, we’ll have a full day of panels as part of our “Inside the Minds of CIOs” conference to examine the theme of the K-shaped recovery and the years beyond it. Our economy, with the slowdown of business in travel, entertainment, hospitality, and food services, and the boom in technology, retail, and software services, is bifurcating. Food pantry lines are lengthening as the stock market surges upward. Lower-wage workers are suffering the most, while saving the least. We’ll be exploring the big questions and considering the long and short-range repercussions.
The conference will start at 10:55 a.m. EDT, when CIOs Mansco Perry of the Minnesota State Board of Investment, Carlos Rangel of the W.K. Kellogg Foundation, and Tim Recker of the James Irvine Foundation explore the possible impact of social and economic inequity on the prosperity of the American economy and markets, as well as on retirement funds.
We’ll have a fireside chat at 12:30 p.m. EDT with special guest economist Dambisa Moyo to discuss the value of the dollar. This discussion will help you discern whether you should tilt toward domestic or international, and why; toward growth or value, and why; and toward small cap vs. large cap, and why.
At 2 p.m. EDT, Melissa Waller, president, AIF Global Institute at Alternative Investments Forum (AIF), will moderate a panel exploring the survival of pension plans in years to come, with a special presentation by CIO Dominic Garcia of the New Mexico Public Employees Retirement Association (PERA) and full discussion with Andrew Palmer, chief investment officer, Maryland State Retirement and Pension System; Clint Coghill, CEO, Backstop; and Shivin Kwatra, head of LDI Portfolio Management – US, Insight Investment.
These are two events, with two different registrations. Invite your whole investment team to register for discussions that will add to your acumen.
Register for the K-shaped recovery day conference here.
Register for the private credit and private equity webinar here.