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Catalyzing US and African Institutional Allocations to Emerging Managers

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The Africa investor (Ai) CEO Institutional Investment Summit 2017 and Capital Market Index Series Awards – incorporating the African Sovereign Wealth and Pension Fund Leaders’ Summit – is the international calendar event for US and global institutional investors to engage African pension funds, sovereign wealth funds and capital market leaders on investment opportunities in African markets.

More Information: Download Brochure

Date

Monday, Sept. 18, 2017
7:30 am – 5:00 pm

Tuesday, Sept. 19, 2017
8:00 am – 12:00 pm

Location

MONDAY

CFA NY Conference Center
1540 Broadway
Suite 1010

TUESDAY

Nasdaq
4 Times Square
New York, NY

Fees

Members: $1270
~25% OFF~

Nonmembers: $1,695

Agenda

Monday, September 18 – at NASDAQ

07:30 – 08:00
Registration: Guests head upstairs

08:00 – 10:00
2nd NEPAD-Continental Business Network Leaders’ Working Breakfast Dialogue on Mobilizing Pension and Sovereign Fund Capital for African Infrastructure Projects

08:00 – 08:45
NEPAD-CBN Opening Keynotes: CBN Institutional Leaders Dialogue and Recommendations
This CBN high-level panel will build on last year’s dialogue of African asset owners. It will convene key leaders to discuss practical initiatives and opportunities to mobilize institutional assets to allocate to African infrastructure as an investable asset class.

08:45 – 09:45
Increasing African Pension and Sovereign Wealth Fund Allocations
This session will discuss the outcomes of a recent consultation and dialogue led by the NEPAD-CBN and the African Union investigation. This will look into the available options to improve the environment to assist African pension funds to invest up to 5% of their allocations into infrastructure assets.

09:45 – 10:00
CBN (NEPAD) on the Way Forward and Next Steps

10:00 – 10:10
Summit Partners Welcome and Opening Remarks

10:10 – 10:50
Inside Africa’s Public Markets
African capital market leaders will examine current capital market trends and review investor appetite across various sectors and regions. This panel
will engage institutional investors on their public market strategies in emerging markets and share commonalities with African markets and how they are facilitating access to asset classes such as healthcare, education and private investments into public equity (PIPES).

10:50 – 11:10
Networking Break

11:10 – 11:50
Supporting Consultants and Trustees to Evaluate Africa Risk
This session will explore strategies and market practices used by consultants when evaluating Africa as an investable market. It will discuss how research is generated and proposed to Boards of Trustees, consultants’ mandates, RFPs and the options available to trustees to increase their knowledge and exposure to the African market.

11:50 – 12:30
African Pension Fund Leaders Roundtable – Strategies, Products, Regulation and Carve-outs
In this session, African pension funds will discuss their mandates, interests and co-investment requirements for both domestic (African) and international (US and global) co-investment partnerships as well as access to non-traditional asset classes.

12:30 – 14:00
Working Lunch: The Ai Presidential-CEO Investment Summit
This year’s Heads of State Summit will focus on creating an enabling environment for pension and sovereign investments into African infrastructure
assets – especially energy investment opportunities.

14:00 – 14:50
3rd Roundtable on North American Pension Funds and Endowments Investing in Africa
US Asset owners will share their experiences investigating and investing in Africa and the role and impact they have as long-term capital providers
on economic development.

14:50 – 15:40
CIO-CRO Roundtable on the future of Emerging Market Investing
Leading Chief Investment and Risk Officers will share their views on the future of emerging market investing, strategies, trends and addressing the
liquidity issues.

15:40 – 16:15
Ai Capital Markets Index Series Awards
Alongside each annual Ai CEO Institutional Investment Summit, Ai hosts a set of Awards that recognize the achievements of capital market investors, business leaders, regulators, and institutions improving Africa’s capital market investment climate.

16:15 – 16:30
Day Chair Closing Remarks

16:30 – 17:00
Networking Break

Tuesday, September 19 – at CFANY

08:00 – 08:30
Registration

08:30 – 09:00
Launch of the Africa investor (Ai) Emerging Managers Report
The report – an initiative of the Africa investor (Ai) Emerging Managers Forum and report reviews the business environments for emerging managers in Africa and the US.

09:00 – 09:15
Keynote: Building Africa’s Emerging Manager Market
Our distinguished keynote speaker will discuss the opportunities and challenges associated with building a robust Emerging Manager Market in Africa.

09:15 – 10:15
Emerging Managers Dialogue: Prominent discussions leaders will address the following issues:
∙ Industry Developments and Best Practices
∙ US-Africa Partnerships
∙ Going for Scale
∙ Emerging Fund Strategies
∙ Cross Border Partnership Opportunities

10:15 – 10:30
Networking Break

10:30 – 11:30
Asset Owners Roundtable: Prominent discussions leaders will address the following issues:
∙ Internationalizing Emerging Manager Programs
∙ Innovations in Manager Selection
∙ Fiduciary Ratings and Emerging Managers
∙ Getting on the Consultants’ Radar
∙ Cross Border Partnership Opportunities

11:30 – 11:55
Ai EMF Leaders Dialogue on Next Steps
Prominent discussions leaders will bring together the feedback and discussions from the event and prioritize the recommendations for the Forum to advance and map the stakeholders and actions to engage to advance the goals of the Forum.

11:55 – 12:00
Closing Remarks

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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 cfanyevents@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.