3rd National Pension Funds Conference

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3rd National Pension Funds Conference

September 19, 2017

3rd National Pension Funds Conference


Daniel Dagen, CFA, CEO, CFA Society New York

Opening Remarks
Paul Smith, CFA, President and CEO, CFA Institute

Mark Delaney, Deputy Chief Executive & Chief Investments Officer, AustralianSuper

6:30: PANEL

Han Yik, Head of Institutional Investors, World Economic Forum

Masahiro Mori, New York Office Chief Representative, Japan’s Government Pension Investment Fund
Fernando Manrique Zúñiga, CFA, CAIA, Head of Equities, Prima AFP
Sibusiso Luthuli, Chief Executive & Principal Officer, Eskom Pension and Provident Fund (EPPF)
Philippe Desfosses, CEO, Retraite Additionnelle de la Fonction Publique (ERAFP); Vice Chair, IIGCC
Gerald Paul Kasaato, CIO, National Social Security Fund


JOHN PANAGAKIS, Head of International Advisory Services, Nuveen

Date: September 19th
6:00 pm – 8:00 pm

Students and members of the press will be refunded should they register.

Registration Deadline

Tuesday, September 19, 2017


Member $55 | Nonmember $150

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


CFA Society New York Conference Center
1540 Broadway Suite 1010 (45th St. Entrance)
New York, NY 10036

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.

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.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.