Influential Investors Forum

Tuesday, December 10, 2024

1. 10:30 am - 11:15 am

   Future Focus: The NextGen Idea Exchange – Teams (Invitation Only)

   CIO’s 2024 NextGens are invited to a private pre-forum session where they will be able to hear insights from and ask questions of seasoned CIOs about team structure and management.

2. 11:15 am - 12:00 pm

   Future Focus: The NextGen Idea Exchange – Investment Risk (Invitation Only)

   CIO’s 2024 NextGens are invited to a private pre-forum session where they will be able to hear insights from and ask questions of seasoned CIOs about investment risk.

3. 12:00 pm - 12:40 pm

   Lunch and Registration

4. 12:40 pm - 12:45 pm

   Opening Remarks

   Amy Resnick, Executive Editor, Chief Investment Officer

5. 12:45 pm - 1:30 pm

   Recruiting and Managing Leaders

   Expert panelists will address recruitment strategies and mentorship programs; training initiatives and career progression pathways; measurement and recognition of team success; strategies for fostering a healthy work culture; and the incorporation of diversity, equity and inclusion.

   Moderator:
   Rebecca Moore, Managing Editor of Custom Content, Chief Investment Officer

   Panelists:
   Dhvani Shah, Chief Investment Officer, JM Family Enterprises, Inc.
   Alex Far, Deputy Chief Investment Officer, Indiana Public Retirement System
   Vivian Lubrano, Global Equities Portfolio, Manager, Ariel

6. 1:30 pm - 2:00 pm

   Fireside Chat

   With investors facing heightened uncertainty and years of predicting a recession that missed the mark, scenario analysis has become even more imperative in helping to drive confident decision-making.

   • How can investors quantify not only economic but also climate scenarios to invest across asset classes and individual securities more accurately?
   • How can you construct a framework considering stochastic analysis to tackle various emerging risks such as cyber security risk and geopolitical risk?
   • Are there easier ways to undertake top-down and bottoms-up analysis to gain early warning signals across large complex portfolios of both public and private market investments?
   • In a year faced with many elections globally, how do you quantify the impact to make decisions post-election?
   • How has risk analytics continued to benefit from innovations such a Gen AI making it easier for investors to access complex analysis in seconds?

   Interviewer:
   Amy Resnick, Executive Editor, Chief Investment Officer

   Interviewee:
   David Hamilton, Managing Director, Head of Research & Analytics, Moody’s

   Sponsored by Moody’s

7. 2:00 pm - 2:30 pm

   Break

8. 2:30 pm - 3:00 pm

   The Tech Stack

   What technology tools are allocators using and how do they help them succeed? Hear about what peers find useful. Speakers will explore the role of cutting-edge technologies, data analytics and artificial intelligence in gaining a competitive edge and making informed investment decisions.

   Moderator:
   Rowena Carreon, Head of Investment Advisory Solutions, Addepar

   Panelists:
   Kristin Varela, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii
   Joseph Arns, Head of Strategy and Scalability for ESG Research, ISS STOXX

9. 3:00 pm - 4:00 pm

   Post-Election Markets and Investing Roundtable

   TIME Magazine notes that more voters than ever in history will head to the polls in 2024. At least 64 countries (plus the EU) will hold national elections, representing about 49% of the world’s population, per TIME. In this discussion, gain insights into emerging global macro trends and geopolitical considerations—including U.S.-China relations and more—that will affect investing, allowing for proactive risk management.

   Moderator:
   Amy Resnick, Executive Editor, Chief Investment Officer

   Panelists:
   H.K. Park, Managing Director, Crumpton Global
   Stephen J. Douglass, Chief Economist, NISA
   Steve Boothe, Head of Investment Grade, T. Rowe Price

10. 4:00 pm - 4:15 pm

    Break

11. 4:15 pm - 5:00 pm

    History doesn’t repeat itself, but it often rhymes. Playbooks for 2025

    • As the market continues to walk the economic tightrope balancing growth and inflation, investors face new uncertainties with the Trump re-election. Just as the Federal Reserve declared the inflation fight near over, potential new policies may cause a derailment impacting investment opportunities in 2025.
    • Join May Tong, Managing Director, Portfolio Manager and Head of Dynamic Outcome strategies as she discusses historical playbooks in identifying opportunities for the year ahead.

    Presenter:
    May Tong, CFA, Managing Director & Portfolio Manager, Principal Asset Allocation

    Sponsored by Principal Global Investors

12. 5:00 pm - 5:30 pm

    Being an Innovator

    What does it mean to be an innovator in institutional investing? Hear about emerging trends and opportunities in the investment industry, as well as how to be prepared to weather unforeseen circumstances. Finalists for CIO’s Industry Innovation Awards will also take your questions.

    Moderator:
    Amy Resnick, Executive Editor, Chief Investment Officer

    Panelists:
    Eric Doppstadt, Vice President and CIO, The Ford Foundation
    Timothy Reese, CIO, Pennsylvania Municipal Retirement System

13. 6:00 pm - 7:00 pm

    Cocktail Reception

14. 7:00 pm - 9:30 pm

    Dinner and Awards

15. 9:30 pm

    Post-Awards Celebration