4th National Pension Funds Conference

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4th National Pension Funds Conference

September 25, 2018

Become a Member
Asset Owner Series

Please Note: Completion of the online registration process does not guarantee your admission. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny admission to any individual registrant, at any point, based on a variety of factors. Denied registrants will have their paid registration fees refunded in full.

In situations concerning or related to registration capacity, admission will be decided on a case-by-case basis. At the sole discretion of CFA Society New York, priority will be afforded to members of CFA Society New York and—in the case of Asset Owner Series events—confirmed asset owners.

AOS “Pensions” Triple-Conference Bundle

Attend all three events for $125 ($350 for nonmembers)

Bundle Homepage
Member Registration
Request Invitation

Agenda

5:30 PM | CHECK-IN

5:58 PM | WELCOMING REMARKS

Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute

Robert Rowan, Director of Asset Owner Series™, CFA Society New York

6:00 PM | KEYNOTE ADDRESS

Sudhir Rajkumar, Representative of the Secretary-General (RSG), Investment Management Division, United Nations Joint Staff Pension Fund (UNJSPF)

6:20 PM | PANEL

Moderator

M. Nicolas J. Firzli, Director-General, World Pensions Council (WPC); & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)

Speakers

SARAH TAKAKI, Senior Principal, Responsible Investing, Ontario Teachers’ Pension Plan

Alison Schneider, Head of Responsible Investment, Alberta Investment Management Corporation (AIMCO)

Richard Byargugaba, Chief Executive Officer, National Social Security Fund (NSSF) Uganda

Richard Grottheim, Chief Executive Officer, AP7

7:40 PM | CLOSING KEYNOTE SPEECH

Joe Cavatoni, Managing Director, WGC USA INC

8:00 PM | SPONSOR CLOSING REMARKS AND RECEPTION

Bridget McKenna, CFA, Nuveen, a TIAA Company

9:00 PM | ADJOURNMENT

Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute

REGISTRATION & FEES

TO ATTEND

Members: $55

Member Registration

Nonmembers: $150

Request Invitation

Asset Owners are eligible for complimentary admission.

Overview

The 4th Annual National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor

Partners

NOTE

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors* may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

*Includes both Series sponsors and partners, as well as individual-event sponsors and partners.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎

Note

CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; business attire recommended. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.