Influential Investors Forum

Tuesday, December 6, 2022

1. 11:15 am - 12:00 pm

   NextGen Networking – CIO’s 2022 Class of NextGens will meet to share experiences and discuss the future of the industry. 

2. 12:00 pm - 12:40 pm

   Registration and Lunch 

3. 12:40 pm - 12:45 pm

   Opening Welcome Remarks

4. 12:45 pm - 1:30 pm

   The Role of ESG in Institutional Portfolios - A discussion about how environmental, social and governance factors are being incorporated into institutional investors’ portfolios. Do they help more with risk reduction or identifying alpha? How can institutional investors deal with the backlash?  
   Moderator
   Abdiel A. Santiago M., CEO/CIO, Fondo de Ahorro de Panamá
   Panelists
   Alyssa C. Rieder, Vice President and Chief Investment Officer, CommonSpirit Health
   David Holmgren, former CIO of Hartford Healthcare

5. 1:30 pm - 2:15 pm

   Geopolitical Risk and Deglobalization - Between the COVID-19 pandemic and the war in Ukraine, supply chain issues continue to impact the global economy and contribute to deglobalization pressures. Listen as experts discuss how to invest in a world with these pressures and political tensions. 
   Moderator
   Joshua D. Rabuck, CIO, Indiana University Health
   Panelists
   Jeremy Wolfson, CIO, Los Angeles Water & Power Employees’ Retirement Plan
   Jonathan Glidden, Managing Director-Pensions, Delta Air Lines
   Stefan Strein, Chief Investment Officer, Cleveland Clinic
   
   

6. 2:15 pm - 2:45 pm

   Coffee Break

7. 2:45 pm - 3:15 pm

   KEYNOTE
   Constructing a Multi-Asset Portfolio Amid Current Volatility

   The durability of the global economy is currently being challenged but there are still pockets of opportunity in the current environment.  This session provides an overview of key themes we observe in the markets, tactical asset allocation views, thoughts on capital market opportunities, and what we anticipate for 2023.

   Todd Jablonski, Executive Director, CIO & Head of Asset Allocation, Principal Asset Management

   Sponsored by Principal Asset Management

8. 3:15 pm - 4:00 pm

   Technology in Investment Management – An investment team’s success managing institutional assets is only as good as the information it has about the entirety of its portfolio.  How are pension funds, endowments and foundations using technology to get clarity—and actionable insights—about their portfolios across asset classes, concentration risk, collateral management, cash management, securities lending and a host of other areas to capture more alpha and control costs? Panelists will discuss the tools and opportunities available and how to take advantage of them.
   Moderator
   Amy Resnick, Executive Editor, CIO and PLANSPONSOR
   Panelists
   Rick Ratkowski, CFA, Director, Investment Strategies, NISA
   Clint Coghill, CEO, Backstop Solutions Group
   Holland Timmins, CIO, Texas Permanent School Fund

9. 4:00 pm - 4:15 pm

   Coffee Break

10. 4:15 pm - 4:45 pm

    Case Study:
    The Equity Risk Premium: The Return of the Undiversifiable Portfolio

    Presenters
    Yves Choueifaty, Founder and President, TOBAM
    Jason Chang, Managing Director, Lockheed Martin Investment Management Company
    Sponsored by TOBAM
    

11. 4:45 pm - 5:30 pm

    Managing Through Volatility and Rising Interest Rates – Are long-term investors viewing volatility and rising rates as risks or opportunities? 
    Moderator
    Jeffrey Lewis, Staff Vice President, Retirement Investments, FedEx Corporation 
    Speakers
    Chitrang Purani CFA, Fixed Income Portfolio Manager, Capital Group
    Alfred Salvato, SVP Finance & CIO, Thomas Jefferson University
    Rupal Bhansali, Chief Investment Officer & Portfolio Manager, Global Equities, Ariel Investments
    
    

12. 5:30 pm

    Immediately following:
    6:00 – 7:00 p.m. – Cocktail Reception
    7:00 – 9:30 p.m. – Dinner and Awards
    9:30 p.m. – Post-Awards Celebration