3rd Annual Sovereign Wealth Conference

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3rd Annual Sovereign Wealth Conference

September 18, 2017

3rd Annual Sovereign Wealth Conference

Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award

Pat Schena, Director, SovereigNet

6:00: PANEL

Duncan Bonfield, Chief Executive Officer, International Forum of Sovereign Wealth Funds

Fiona Mackenzie
, Head of External Investments, New Zealand Superannuation Fund
Kevin Bong, Senior Vice President, GIC
Stella Ojekwe-Onyejeli, Chief Risk Officer & Executive Director, Nigeria Sovereign Investment Authority
Mohammed Saif Al-Sowaidi, Americas Head, Qatar Investment Authority
Abdiel Santiago, Chief Executive Officer, Fondo de Ahorro de Panamá, Sovereign Wealth Fund of the Republic of Panama

John Panagakis, ChFC, CEBS, Head of International Advisory Services, Nuveen

September 18, 2017
5:50 pm – 8:00 pm

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

Registration Deadline

September 17th, 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

New York, NY 10036


Sovereign Wealth Fund delegates to discuss their long-term capital management philosophy, asset allocation approach and outlook for global markets. ‎Since the early 2000s, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However, all Sovereign Wealth Funds, whether structured as stabilization funds, savings & development funds or reserve investments, have an important role in macroeconomic management and global financial stability. In this context, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns, has led these funds to have unique asset allocation profiles.

*All discussions at the CFA Society New York Sovereign Wealth Fund Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives, ensuring frank and productive discussions and an effective exchange of ideas among peers.

Note: 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.

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.