Risk & Liquidity

Jan 29th - Jan 30th 2019
The Ritz-Carlton
San Francisco
About

Improving Your Strategic Asset Allocation: Modeling Liquidity and Shifting Risk

On January 29-30 in San Francisco we will present the latest, best thinking on the ways that North American pension funds and US endowments and foundations can respond to a volatile global investment landscape recognized for its rapidly changing dynamics. An opportunity and risk set which looks hardly at all like the world of even a few years ago – with one key exception, the continuing low rate environment which is driving so many strategic asset allocation decisions.

We hope you will be able to join us for this day and a half intensive seminar to learn about the decisions North American pension funds, endowments, and foundations are making as they address the today’s global investment landscape.
 

View Agenda

Advisory Board

Patricia L. McKenna, Vice President, Investments and Assistant Treasurer, AEGIS Insurance Services
Michael Griswold, Senior Director, Risk Management and Asset Allocation, Ascension Investment Management
Carlos Chujoy, Portfolio Manager, Risk Management & Applied Research, Employees Retirement System of Texas
Howard Mark Hodel, Acting CIO/Investment Officer – Risk Management, Hawaii Employees Retirement System
Chris Rapcewicz, Director of Risk & Operations, Helmsley Trust
Robert Ewers, Specialist, Treasury & Risk, Inter-American Development Bank
Michael Ruetz, Deputy Chief Investment Officer, Margaret A. Cargill Philanthropies
Justin Pinckney, Deputy Chief Investment Officer, Michelin North America Inc.
Karl Cheng, Senior Investment Officer, Portfolio Risk & Research, Oregon State Treasury
Jean-Francois Bureau, Senior Vice President and Chief Risk Officer, PSP Investments
James Nield, Chief Risk Officer, Teacher Retirement System of Texas (TRS)
Mike Edleson, Chief Risk Officer, University of Chicago
Roxton McNeal, Senior Portfolio Manager- Multi-Asset Investment Strategy and Risk, UPS Group Trust
Craig O. Thomas, Managing Director, Wake Forest University/Verger Capital Management

Topics
  • Are Markets Today More Vulnerable than They Appear?
  • Three Things Investors Should Have Learned About Diversification Over the Past Decade
  • Asset Class by Asset Class Opportunities for 2019
  • China A-Shares
  • What Strategies Are Going to Make Your Portfolio a Better One in 2019?
  • Revisiting Value Investing: Observations from 20/20 Hindsight; Key Lessons to be Gleaned for Future Opportunities
  • What Do Investors Need to Do to Make Their Portfolios More Resilient in a Risk-Aware Way
  • Machine Learning
  • Co-Investments in a Downturn: Modelling How These Investments Will Perform
Sponsors

J.P. MORGAN ASSET MANAGEMENT

CAPITAL FUND MANAGEMENT

AB

ACADIAN ASSET MANAGEMENT

ALLIANCEBERNSTEIN [AB]

APOLLO MANAGEMENT HOLDINGS

AQR

AXA INVESTMENT MANAGERS

CFM NORTH AMERICA

CHINA ASSET MANAGEMENT

COLUMBIA THREADNEEDLE 

FIDELITY INVESTMENTS

ISHARES BY BLACKROCKNOMURA JSV

PARAMETRIC PORTFOLIO ASSOCIATES

QUANTITATIVE MANAGEMENT ASSOCIATES

SCHRODERS

PGIM FIXED INCOME

Venue

The Ritz-Carlton

600 Stockton St
San Francisco, CA 94108
United States
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There is no fee to attend.


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Contact

QUESTIONS?

For more information, please contact:

Katarina Storfer

Executive Director
+44 (0) 212 224 3073
kstorfer@institutionalinvestor.com

 

Randy Klein

Executive Director, Business Development
+44 (0) 212 224 3629
randy.klein@institutionalinvestor.com