Fiduciary Investors Symposium

April 5-7, 2020

University of Oxford, UK

THE CATALYST FOR REFORMED FIDUCIARY THINKING

Managing assets as a fiduciary comes with a complex range of responsibilities and commitments.

The Top1000funds.com Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.

Key Speakers

Bige Kahraman Alper

Associate professor of finance, Said Business School, Oxford University (United Kingdom)

2:00pm – 3:00pmPOSITIONING PORTFOLIOS IN TIMES OF UNCERTAINTY

Jeffrey Ding

China lead, Center for the Governance of AI, Future of Humanity Institute, Oxford University (United States)

11:00am – 11:35amCHINA AND AI

Denise Hearn

Co-chair First Principles; co-author The Myth of Capitalism: Monopolies and the Death of Competition (United States)

11:35am – 12:35pmASSET MANAGEMENT, OLIGOPOLIES AND MONOPSONY POWER

Cameron Hepburn

Professor of Environmental Economics, Smith School of Enterprise and the Environment; Director of the Economics of Sustainability Programme, Institute for New Economic Thinking, Oxford Martin School; fellow at New College, Oxford; managing editor, Oxford Review of Economic Policy, Oxford University (United Kingdom)

2:00pm – 2:45pmRUNAWAY SOLUTIONS FOR CLIMATE CHANGE

Laura James

Senior Middle East analyst, Oxford Analytica (United Kingdom)

4:15pm – 6:00pmWORKSHOP: SCENARIO PLANNING

Lucas Kello

Associate Professor of International Relations; director, Centre for Technology and Global Affairs, Oxford University (United Kingdom)

2:00pm – 2:40pmVIRTUAL WEAPON: CYBER SECURITY AND INTERNATIONAL ORDER

Amalia Khachatryan

Deputy director of advisory, Oxford Analytica (United Kingdom)

4:15pm – 6:00pmWORKSHOP: SCENARIO PLANNING

Stephen Kotkin

John P Birkelund ’52 Professor in History and International Affairs, Princeton University; senior fellow, Hoover Institution, Stanford University (United States)

9:00am – 10:30amSYSTEMIC GEOPOLITICAL RISKS

Martin Schmalz

Associate Professor of Finance, Saïd Business School, University of Oxford (United Kingdom)

11:35am – 12:35pmASSET MANAGEMENT, OLIGOPOLIES AND MONOPSONY POWER

Lakshmi Shyam-Sunder

Chief risk officer, World Bank Group (United States)

8:20am – 9:00amGLOBAL RISK OUTLOOK

Peter Tufano

Dean, Said Business School, University of Oxford (United Kingdom)

9:30am – 10:15amVISUALISING AND ENACTING PURPOSE: NEW ATTITUDES AND SKILLS

David Villa

CIO, Wisconsin State Investment Board (United States)

3:10pm – 3:45pmDATA CASE STUDY

Gallery

“To enhance my knowledge as both a practitioner and a citizen of the world”

William LeeChief investment officer, New York Presbyterian Hospital (United States)

It was mind-bending. Lots of food for thought which I will use not only for the asset owner for which I am a director but also for other boards on which I serve

Bill LongbrakeBoard member, Washington State Investment Board (United States)

Outstanding content on the future of long term investing in a low interest environment

Neil Murphyvice president, Corporate communications, Investment Management Corporation of Ontario (Canada)

To step out of the daily work and lift thoughts to look at some big issues or emerging change in the guidance of leading scholars is of immense value and very stimulating!

Niina Bergring,Chief investment officer, Veritas Pensionforsakring (Finland)

Interacting with an international group of investors and engaging in conversations sparked by the terrific presentations we heard together.

Howard Berner JrChief investment officer, Principia College (United States)

Thought-provoking sessions and a handful of really high-quality interactions with peers.

Tommi MoilanenInvestment strategist, strategic allocation and quantitative models, KEVA (Finland)

Presenters that challenged my thinking

Dana DillonBoard member, California State Teachers' Retirement System (United States)

Deeper conversation on subjects of relevance and the opportunity to discuss these topics with other pension plan executives and academics

Sanford RichExecutive director, NYC Board of Education Retirement System (United States)

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