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Overview – Wednesday – November 3

12:00pm – 12:05pm

Welcome

12:05pm – 12:20pm

The portfolio of the future

To open the conference this session will outline the key considerations for investors in building a resilient portfolio.

SPEAKER:
James Davis,
chief investment officer, OPTrust (Canada)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

12:20pm – 12:45pm

Systemic risks: China, climate change and the role of the Federal Reserve

This session will examine the biggest risks to the stability of the international financial system and the global macro economic environment.

SPEAKER:
Stephen Kotkin,
Professor in History and International Affairs, Princeton University (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Eric Nierenberg, chief strategy officer, Mass PRIM (United States)

12:45pm – 1:10pm

An inflection point: The global investment landscape, where to from here?

The COVID-19 pandemic brought on one of the shortest recessions in history. Now, as global economies reopen, high levels of exuberance may indicate that there is an inflection point in capital markets. This intimate conversation with the chief executive of one of the world’s largest and most diversified investment managers looks at the outlook for inflation, increased allocations to private markets against the backdrop of negative real yields, and other key considerations in positioning portfolios for the future.

SPEAKER:
David Hunt,
president and chief executive, PGIM (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

INVESTOR RESPONSE: Richard Williams, chief investment officer, Railpen (United Kingdom)

1:10pm – 1:35pm

Trends: here today, here tomorrow

Trends investing is not about going with the flow but anticipating the flow, looking ahead to the next decade, at the economy, society and planet. This session will explore how to decipher a theme from a trend, what the impact of trends might be on the economy and how to identify the winners.

SPEAKER:
Mark van der Kroft,
chief investment officer fundamental and quant equity, Robeco (The Netherlands)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

INVESTOR RESPONSE: Fred Nieuwland, chief investment officer, Mars Incorporated (The Netherlands)

1:35pm – 2:05pm

The future of real estate

The coronavirus pandemic has impacted the way we work and live in unprecedented ways that are impacting how we consume. These thematics – including the increased use of technology, working from home, and online shopping – are acute in the real estate sector. This session will examine what this means for the asset class opportunities and risks as well as learnings for the whole portfolio. How investors can best combine listed and unlisted opportunities, and balance liquidity, will also be considered.

SPEAKERS:
Tony Brown,
global head of real estate, M&G Real Estate (United Kingdom)
Jon Cheigh, chief investment officer and head of real estate, Cohen & Steers (United States)
Andrew Palmer, chief investment officer, Maryland State Retirement and Pension System (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

2:05pm – 2:30pm

Fireside chat - Portfolio evolution

This exclusive fireside chat will examine the portfolio strategy of one of the world’s largest and most sophisticated sovereign wealth funds.

SPEAKER:
Jean-Paul Villain, director, strategy and planning department, Abu Dhabi Investment Authority (Abu Dhabi)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

Day 2 – Thursday – November 4

12:00pm – 12:05pm

Welcome

12:05pm – 12:30pm

Expected returns in the 2020s and the post-pandemic Economy

The COVID crisis ushered in the paradigm shift to the MP3 world, characterized by the unprecedented combination of fiscal and monetary policy responses around the globe. In the time since, there has been an emergence of geographic and economic divergences that haven't been seen in over a decade. This session will look at how those divergences might play out and what the expectations from the global economy might be going forward.

SPEAKER:
Rebecca Patterson,
director of investment research, Bridgewater Associates (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Jean David Tremblay-Frenette, director, investment strategy research, AIMCo (Canada)

12:30pm – 1:00pm

The technology metamorphosis

Investors are constantly looking at what the next drivers of growth will be, where they will be located, and who will benefit from them. Technology is enabling growth across the world, but what differentiates the hundreds of companies headed for mediocrity or failure from the few that will excel? And how much more room is there to grow?

SPEAKERS:
David Veal, chief investment officer, Employees Retirement System of Texas (United States)
Mark Baribeau, managing director, head of global equity, Jennison Associates (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

1:00pm – 1:15pm

Update from COP26

Joining live from Glasgow, chief executive of the PRI, Fiona Reynolds, will update investors on the COP26 meetings including the key considerations of “finance day”.

SPEAKER:
Fiona Reynolds, chief executive, PRI (United Kingdom)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

1:15pm – 1:45pm

A net zero world and the new energy system

This session will examine what the world will look with an energy system dominated by wind and solar and specifically examine the implications on energy system pricing, access and risks for consumers and investors.

SPEAKERS:
Alex Brierley,
co-head, Octopus Renewables (United Kingdom)
Richard Howard, research director, Aurora Energy Research (United Kingdom)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Michael Cappucci, managing director, sustainable investing, Harvard Management Company (United States)

1:45pm – 2:10pm

The evolution of fixed income and the role of private credit

This session will explore how the private credit market has evolved, what it’s role in broad fixed income portfolios will be in the future and what return premium investors should expect as they move further out the risk spectrum.

SPEAKERS:
Michael Hitchcock, executive director of South Carolina Retirement System (United States)
Farouki Majeed,
chief investment officer, Ohio School Employees Retirement System (United States)
Ranji Nagaswami, managing director, chief strategy and chief commercial officer and co-head of ESG committee, SVPGlobal (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

2:10pm – 2:35pm

Operational innovation: how people, process and technology will drive the portfolio of the future

The portfolio of the future requires different thinking which will mean embracing diversity. This session will look at the importance of diversity in bring out innovation in thinking, processes and operational best practice.

SPEAKER:
Jenny Johnson,
president, Franklin Templeton (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

2:35pm – 3:00pm

Portfolios of the future

This session will draw on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.

SPEAKER:
Dan Bienvenue,
interim chief investment officer, CalPERS (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

Add to Calendar

Day 1 – Wednesday – November 3

12:00pm – 12:05pm

Welcome

12:05pm – 12:20pm

The portfolio of the future

To open the conference this session will outline the key considerations for investors in building a resilient portfolio.

SPEAKER:
James Davis,
chief investment officer, OPTrust (Canada)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

12:20pm – 12:45pm

Systemic risks: China, climate change and the role of the Federal Reserve

This session will examine the biggest risks to the stability of the international financial system and the global macro economic environment.

SPEAKER:
Stephen Kotkin,
Professor in History and International Affairs, Princeton University (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Eric Nierenberg, chief strategy officer, Mass PRIM (United States)

12:45pm – 1:10pm

An inflection point: The global investment landscape, where to from here?

The COVID-19 pandemic brought on one of the shortest recessions in history. Now, as global economies reopen, high levels of exuberance may indicate that there is an inflection point in capital markets. This intimate conversation with the chief executive of one of the world’s largest and most diversified investment managers looks at the outlook for inflation, increased allocations to private markets against the backdrop of negative real yields, and other key considerations in positioning portfolios for the future.

SPEAKER:
David Hunt,
president and chief executive, PGIM (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

INVESTOR RESPONSE: Richard Williams, chief investment officer, Railpen (United Kingdom)

1:10pm – 1:35pm

Trends: here today, here tomorrow

Trends investing is not about going with the flow but anticipating the flow, looking ahead to the next decade, at the economy, society and planet. This session will explore how to decipher a theme from a trend, what the impact of trends might be on the economy and how to identify the winners.

SPEAKER:
Mark van der Kroft,
chief investment officer fundamental and quant equity, Robeco (The Netherlands)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

INVESTOR RESPONSE: Fred Nieuwland, chief investment officer, Mars Incorporated (The Netherlands)

1:35pm – 2:05pm

The future of real estate

The coronavirus pandemic has impacted the way we work and live in unprecedented ways that are impacting how we consume. These thematics – including the increased use of technology, working from home, and online shopping – are acute in the real estate sector. This session will examine what this means for the asset class opportunities and risks as well as learnings for the whole portfolio. How investors can best combine listed and unlisted opportunities, and balance liquidity, will also be considered.

SPEAKERS:
Tony Brown,
global head of real estate, M&G Real Estate (United Kingdom)
Jon Cheigh, chief investment officer and head of real estate, Cohen & Steers (United States)
Andrew Palmer, chief investment officer, Maryland State Retirement and Pension System (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

2:05pm – 2:30pm

Fireside chat - Portfolio evolution

This exclusive fireside chat will examine the portfolio strategy of one of the world’s largest and most sophisticated sovereign wealth funds.

SPEAKER:
Jean-Paul Villain, director, strategy and planning department, Abu Dhabi Investment Authority (Abu Dhabi)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

Add to Calendar

Day 2 – Thursday – November 4

12:00pm – 12:05pm

Welcome

12:05pm – 12:30pm

Expected returns in the 2020s and the post-pandemic Economy

The COVID crisis ushered in the paradigm shift to the MP3 world, characterized by the unprecedented combination of fiscal and monetary policy responses around the globe. In the time since, there has been an emergence of geographic and economic divergences that haven't been seen in over a decade. This session will look at how those divergences might play out and what the expectations from the global economy might be going forward.

SPEAKER:
Rebecca Patterson,
director of investment research, Bridgewater Associates (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Jean David Tremblay-Frenette, director, investment strategy research, AIMCo (Canada)

12:30pm – 1:00pm

The technology metamorphosis

Investors are constantly looking at what the next drivers of growth will be, where they will be located, and who will benefit from them. Technology is enabling growth across the world, but what differentiates the hundreds of companies headed for mediocrity or failure from the few that will excel? And how much more room is there to grow?

SPEAKERS:
David Veal, chief investment officer, Employees Retirement System of Texas (United States)
Mark Baribeau, managing director, head of global equity, Jennison Associates (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

1:00pm – 1:15pm

Update from COP26

Joining live from Glasgow, chief executive of the PRI, Fiona Reynolds, will update investors on the COP26 meetings including the key considerations of “finance day”.

SPEAKER:
Fiona Reynolds, chief executive, PRI (United Kingdom)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

1:15pm – 1:45pm

A net zero world and the new energy system

This session will examine what the world will look with an energy system dominated by wind and solar and specifically examine the implications on energy system pricing, access and risks for consumers and investors.

SPEAKERS:
Alex Brierley,
co-head, Octopus Renewables (United Kingdom)
Richard Howard, research director, Aurora Energy Research (United Kingdom)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

INVESTOR RESPONSE: Michael Cappucci, managing director, sustainable investing, Harvard Management Company (United States)

1:45pm – 2:10pm

The evolution of fixed income and the role of private credit

This session will explore how the private credit market has evolved, what it’s role in broad fixed income portfolios will be in the future and what return premium investors should expect as they move further out the risk spectrum.

SPEAKERS:
Michael Hitchcock, executive director of South Carolina Retirement System (United States)
Farouki Majeed,
chief investment officer, Ohio School Employees Retirement System (United States)
Ranji Nagaswami, managing director, chief strategy and chief commercial officer and co-head of ESG committee, SVPGlobal (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)

2:10pm – 2:35pm

Operational innovation: how people, process and technology will drive the portfolio of the future

The portfolio of the future requires different thinking which will mean embracing diversity. This session will look at the importance of diversity in bring out innovation in thinking, processes and operational best practice.

SPEAKER:
Jenny Johnson,
president, Franklin Templeton (United States)

CHAIR:
Colin Tate AM,
chief executive, Conexus Financial (Australia)

2:35pm – 3:00pm

Portfolios of the future

This session will draw on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.

SPEAKER:
Dan Bienvenue,
interim chief investment officer, CalPERS (United States)

CHAIR:
Amanda White,
director of institutional content, Conexus Financial (Australia)