Global Policymakers Series (GPS) Inaugural Summit 2020

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Global Policymakers Series (GPS) Inaugural Summit 2020

June 30, 2020

Global Policymakers Series (GPS)

Inaugural Summit 2020

Overview

A virtual  Asset Owner Series™ event

This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights.

Agenda and Lineup

Summit Assets, Resources »
Content available Tuesday, June 30 at 12:00pm (ET)

SUMMIT INTRODUCTION

Margaret Franklin, CFA, CEO, CFA Institute

WELCOMING REMARKS

Noel Lateef, CEO, Foreign Policy Association

SUMMIT OPENING KEYNOTE ADDRESS

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Jim Allen, CFA, Head – Capital Markets Policy – Americas, Standards and Advocacy Division, CFA Institute

Keynote

Hester Peirce, Commissioner, Securities and Exchange Commission

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

GOVERNMENT RESPONSE TO COVID-19

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Noel Lateef, President & CEO, Foreign Policy Association

Panelists

The Hon. Maurizio Greganti, Deputy Chief of Mission, Embassy of Italy in Washington, Italian Republic

Yun-ju Ko, Director for North American Affairs – Ministry of Foreign Affairs, Republic of Korea

Hon. Ambassador Huang Ping, Consul General of the People’s Republic of China in New York, Republic of China

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

ECONOMIC AND SOCIAL RECOVERY

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Roger Blissett, Head of Government Affairs, Mitsubishi UFJ Financial Group, Inc.

Panelists

Dr. Costis Maglaras, Dean, Columbia Business School

Dr. Frank Snowden, Andrew Downey Orrick Professor Emeritus of History & History of Medicine, Yale University

Catherine Loubier, Delegate General of Québec in New York, Government of Québec

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

GEOPOLITICAL FALLOUT FROM COVID-19

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Willem Kooyker, Founder and Chairman, Blenheim Capital Management

Panelists

The Hon. Kevin Rudd, President, Asia Society Policy Institute; Former Prime Minister, Australia

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

SESSION 1 CLOSING REMARKS

Noel Lateef, President & CEO, Foreign Policy Association

Content available Wednesday, July 1 at 12:00pm (ET)

WELCOMING REMARKS

Stephen M. Horan, PhD, CFA, CIPM, CAIA, Managing Director, Americas Region and Professional Learning, CFA Institute

COVID-19 AFRICAN POLICY RESPONSE

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Hubert Danso, CEO & Chairman, Africa investor (Ai)

Panelists

Chinelo Anohu, Head/Senior Director, Africa Investment Forum, African Development Bank

Aubrey Hruby, Senior Fellow, Atlantic Council

Admassu Tadesse, President & Chief Executive, Trade & Development Bank

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

COVID-19’S IMPACT ON SOVEREIGN DEBT LEVELS

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Marc-Olivier Strauss-Kahn, Honorary Director General, Banque de France; Non-Resident Senior Fellow, The Atlantic Council

Panelists

Marc Goldwein, Senior Policy Director, Committee for a Responsible Federal Budget

Jeff Holland, Vice President of Research, The Peter G. Peterson Foundation

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

SUSTAINABLE FINANCE RISING TO THE CHALLENGE: A EUROPEAN PERSPECTIVE

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

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

Panelists

Bertrand de Mazières, Director General of Finance, European Investment Bank (EIB), the European Union’s multilateral development bank

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

COVID-19’S IMPACT ON US PENSION UNDERFUNDING

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Melissa Waller, President, AIF Institute

Panelists

Hon. Joshua Gotbaum, Guest Scholar, Brookings

Dominic Garcia, CIO, Public Employees Retirement Association of New Mexico

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

GLOBAL UNFUNDED ENTITLEMENT PANEL

Introduction
Daniel Fridson, Family Member, Fridson Family Office

Moderator

Erol Yayboke, Deputy Director & Senior Fellow, Center for Strategic and International Studies

Panelists

Gary Shilling, Ph.D., President, A. Gary Shilling & Co., Inc.

Gene Epstein, Contributor, American Institute for Economic Research​​​​​​​

John Tamny, Editor, RealClearMarkets

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

Content available Thursday, July 2 at 12:00pm (ET)

WELCOMING REMARKS

Daniel Gamba, CFA, Global Head of Active Equity Product Strategy, BlackRock; Vice-Chair, CFA Institute Board of Governors

COVID-19’S IMPACT ON EUROPEAN INVESTMENT POLICY SESSION

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Joel Paula, CAIA, Policy Analyst – Long-term Investment Project, OECD

Panelists

Johannes S. Kramer, CFA, Senior Investment Strategist – Directorate Risk Management, European Central Bank

Carlos Martins, Senior Portfolio Manager, European Stability Mechanism

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

MULTILATERAL POLICY RESPONSE TO COVID-19

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Suzanne Bishopric, Former Director of Investment Management Division, United Nations Joint Staff Pension Fund (UNJSPF)

Panelists

Carlos Perrone, Treasurer, United Nations

Jingdong Hua, Vice President and Treasurer, World Bank

Martin Kimmig, CFA, Chief Risk Officer, Asian Infrastructure Investment Bank

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

COVID-19’S IMPACT ON ESG / INFRASTRUCTURE SESSION

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Han Yik, Head of Institutional Investors, World Economic Forum

Panelists

Amy Myers Jaffe, Senior Fellow, Council on Foreign Relations

Sonja Gibbs, CFA, Managing Director and Head of Sustainable Finance, Institute of International Finance

Dan Carol, Director, Milken Institute Center for Financial Markets

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

COVID-19 FEDERAL RESPONSE SESSION

Introduction
Daniel Fridson, Family Member, Fridson Family Office

Moderator

Dr. John Rutledge, a “Principal Architect” of President Reagan’s economic policies in 1980-81

Keynote

Lawrence Kudlow, Assistant to the President for Economic Policy; Director, National Economic Council

Closing Remarks
Dennis A. Johnson, CFA, Former Chief Strategy Officer, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia

Content available Friday, July 3 at 12:00pm (ET)

WELCOMING REMARKS

Jim Allen, CFA, Head – Capital Markets Policy – Americas, Standards and Advocacy Division, CFA Institute

COVID-19’S IMPACT ON EUROPEAN FINANCIAL POLICY SESSION

Introduction
Daniel Fridson, Family Member, Fridson Family Office

Moderator

Josina Kamerling, Head of Regulatory Outreach EMEA, CFA Institute

Panelists

Ugo Bassi, Director of Financial Stability, Financial Services and Capital Markets Union, European Commission

Closing Remarks
Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

COVID-19’S IMPACT ON LATIN AMERICAN MULTILATERAL POLICIES

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Moderator

Mauro Miranda, CFA, FRM, Managing Partner, Panda Investimentos AAI Ltda; Presidents Council Representative for Atlantic Islands and Latin America, CFA Institute

Panelists

Eric Parrado Herrera, Chief Economist and General Manager of the Research Department, Inter-American Development Bank

Closing Remarks
Daniel Fridson, Family Member, Fridson Family Office

SUMMIT CLOSING KEYNOTE SESSION

Introduction
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Global Policymakers Series

Keynote

Steven C. Phillips, M.D., M.P.H., Senior Fellow, Chatham House

Closing Remarks
Daniel Fridson, Family Member, Fridson Family Office

SUMMIT CLOSING REMARKS

Noel Lateef, President & CEO, Foreign Policy Association

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Additional Details

Learning Outcomes

  • Public policy impact on investments
  • Public pension underfunding factors

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