Global Policymakers Series (GPS) Fourth Quarter Summit 2020

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Global Policymakers Series (GPS) Fourth Quarter Summit 2020

December 10, 2020

Global Policymakers Series (GPS)

Fourth Quarter Summit 2020

Overview

A virtual  Asset Owner Series™ event

Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of regulatory, multilateral, fiscal and monetary policies on financial markets and the global economy. GPS launched in June 2020 owing to the critical role policy decisions were playing on investment performance in light of COVID-19.

Monetary and fiscal policy response was taken to unprecedented levels during the Great Recession. The policy response to the financial stresses brought by COVID-19 are likely to exceed the response during the Great Recession. Longer-term, global public pension underfunding, increasing sovereign debt levels, entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses. GPS will dig deep into these topics and go well beyond the headlines and political noise that obscure real debate and analysis.

Agenda and Lineup

8:55 AM | INTRODUCTION

Deepika Sharma, CFA, Director, Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Board Member, CFA Society New York

9:00 AM | KEYNOTE SESSION

Maya MacGuineas, President, Committee for a Responsible Federal Budget

10:05 AM | INFRASTRUCTURE PANEL 

Moderator

Suzanne Bishopric, Managing Partner, Global Sovereign Advisors

Panelists

Andrew Claerhout, Partner, Searchlight Capital Partners; Former Head – Infrastructure & Natural Resources Investing, Ontario Teachers’ Pension Plan

Roberta Waxman-Lenz, Head of Real Assets and Portfolio Manager, United Nations Joint Staff Pension Fund

Morgan Landy, Co-Director – Transactional Risk Solutions Department, International Finance Corporation, World Bank Group

11:35 AM | EURO PANEL

Moderator

M. Nicolas J. Firzli, LL.M., Director-General, World Pensions Council

Panelists

David Weeks, Co-Chair, Association of Member Nominated Trustees

Helen Thomas, CEO, BlondeMoney

1:05 PM | LATAM PANEL

Moderator

Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments

Panelists

Manuel Bulnes, Head of Investment Banking and Partner, LarrainVial SpA

Luis Miguel Valdivieso, Formerly – Minister of Finance of Peru; Formerly – Ambassador of Peru to USA

2:35 PM | THE MACRO VIEW

Moderator

Noel Lateef, CEO, Foreign Policy Association

Panelists

Paul Sheard, Research Fellow – Mossavar-Rahmani Center for Business and Government, Harvard Kennedy School

William R. “Bill” Rhodes, President and CEO, William R. Rhodes Global Advisors, LLC; Former Chairman, President & CEO, Citibank, N.A.

3:35 PM | CLOSING REMARKS

Chris Cutler, CFA, Founder, Manager Analysis Services

Additional Details

Learning Outcomes

  • Public policy impact on investments
  • Public pension underfunding factors

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

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.

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  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

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