2022 Chief Investment Officer Summit – Chicago

Lunch and Registration

Welcome Remarks

Fireside Chat:
Sustainability and Responsibility Across Institutional Investment Management
The discussion will focus on the shift toward sustainability and social responsibility in investing and the implications of that change for institutional investment managers and their investment practices. We will also discuss how asset managers are engaging with their employees and shaping both investment and corporate cultures, and how that extends to their varied stakeholders, including institutional investors.
Interviewer:
Amy Resnick, Executive Editor, Chief Investment Officer

Interviewee:
Shundrawn Thomas, President of Northern Trust Asset Management

Building High-Performing Teams and Investment Offices: There is a defined set of qualities most great institutions have in common—and several that failed ones share as well. How do you find great talent, keep it, and make a team more than a sum of its parts? Speakers will discuss how to attract top talent to your team, how to adjust teams to meet changing allocation needs and how to measure team success.
Moderator: Amy Resnick, Executive Editor, Chief Investment Officer

Panelists:
Dhvani Shah, CFA, Chief Investment Officer, JM Family Enterprises, Inc.
Rebecca A. Fender, CFA,  Head, Strategy and Governance, Research, Advocacy, and Standards, CFA Institute

CIO Conversations: A Fireside Chat with Dan Farley
In Dan’s role as CIO of the Multi-Asset business at State Street Global Advisors, he meets with a diverse group of Asset Owners across the globe, including Sovereign Wealth Funds, DB and DC Pension Plans, and Not for Profits. During this Fireside chat, Dan will share his observations on those discussions, touching on what has occupied their CIOs’ time, what the priorities are for the next year and strategic initiatives.
Interviewer:
Alison Cooke Mintzer, Publisher, Chief Investment Officer

Interviewee:
Dan Farley, CFA, Executive Vice President of State Street Global Advisors, and CIO of the Investment Solutions Group, State Street Global Advisors

Sponsored  by State Street Global Advisors

Coffee Break

Keynote: Navigating a New Risk Paradigm
This volatile environment, where markets seem to change risk posture on a dime, is here to stay and wreaking havoc on institutional portfolios. This session will provide practical insights into how investors can view, analyze and deploy risk across all asset classes — including ESG investments — in order to achieve their objectives in this new market paradigm.

Key topics:

• Identifying the key drivers of the persistent and extreme bouts of market volatility
• Revealing common sources of unintended risks and how to mitigate them
• Uncovering critical portfolio considerations for this new age of volatility

Presenter:
Michael Hunstad, Ph.D., Head of Quantitative Strategies, Northern Trust Asset Management

Sponsored by Northern Trust Asset Management

Strategic Asset Allocation:
How do institutional investors balance the need to achieve investment returns growth with the need to mitigate downside risk? Within stock allocations, how much should be actively managed and how much should be indexed? What sectors, U.S., international global, emerging markets offer the best opportunities? In fixed income, what are expectations for interest rates in the year and what are the best options for the asset preservation portion of their portfolios to manage these expectations?
Moderator: Amy Resnick, Executive Editor, Chief Investment Officer

Panelists:
Nicole T. Musicco, Chief Investment Officer, CalPERS
Rupal Bhansali, Chief Investment Officer and Portfolio Manager of Ariel’s Global Equity Strategies, Ariel Investment
Eduard van Gelderen, CIO, PSP
Dan Krivinskas, Partner and Head of Real Estate, Aksia

Cocktail Party and CIO dinner

Breakfast and Registration

Opening Remarks

ESG Governance: Environmental, social and governance is opaque and avoiding greenwashing is a priority for CIOs. How do you set ESG policy and get agreement from trustees about your fund’s ESG goals? What tools and processes are available to help you select the right investments?
Moderator: Amy Resnick, Executive Editor, Chief Investment Officer

Panelists:
Kirk Moore, CFA, Global Head of Research, Columbia Threadneedle Investments
Clint Coghill, CEO, Backstop Solutions Group
Joseph Arns, Associate Director, ISS ESG

Fireside Chat: Maintaining Investment Optimism Amid High Inflation
The recent bout of US inflation, borne of Covid-induced supply-chain disruptions, has gotten worse following Russia’s invasion of Ukraine.  Within this context, the discussion will examine the current inflationary episode in detail, compare and contrast to historical periods of inflation and analyze potential paths forward.  It will also look at how investors might be able to rise above the complicated market backdrop and find compelling opportunities.
Interviewer: 
Alison Cooke Mintzer, Publisher, Chief Investment Officer

Interviewee:
Ralph Bassett, Head of North American Equities, abrdn, Inc.

Sponsored by abrdn, Inc

CIOs Behind Closed Doors Coffee Break: A special closed-door session where CIO attendees of public and private plans, sovereign wealth funds, endowments, foundations and family offices can network and hash out topics relevant to them. (Conference sponsors/providers will have coffee break separately)

Tech and Tools are Enabling Investments across Traditional and Alternative Asset Classes: Panelists will discuss how 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 and asset classes. How important are these tools as investors increase their inclusion of real estate, private equity, private credit and hedge funds and other alternatives in their portfolios?
Moderator: Amy Resnick, Executive Editor, Chief Investment Officer

Panelists:
Tony Payne, Senior Vice President, Technology & Innovation and Chief Technology Officer, BCI
Ashby H. B. Monk, PhD, Executive Director, Stanford Research Initiative on Long Term Investing

Closing remark
Lunch