Overview – Sunday – October 6

10:30am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD UNIVERSITY, MAIN CAMPUS

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard main campus to begin the walking tour.

11:00am – 12:15pm

WALKING TOUR OF HARVARD UNIVERSITY

For those making their own way to the tour, please head 2 Holyoke Place, Cambridge 02138.

The walking tour will include an introduction to Harvard University, where we will experience a flavour of student life. We will explore the architecture, history, discoveries and developments of the town and university.

The tour will finish at 12.15pm at Harvard Kennedy School (main campus), where conference registration and a light lunch will take place.

Onsite contact for the tour:

Bree Napier
[email protected] 
+61 451 946 311

12:15pm – 12:40pm

LIGHT LUNCH AND REGISTRATION

Harvard Kennedy School, Harvard University (main campus), Room L-140
79 John F. Kennedy St, Cambridge 02138
The main entrance is on Eliot St. Get directions on Google Maps here.

Please note, you will be required to present your ID to security in order to enter the building.

Arrival tea/coffee, light lunch and registration at 12.15pm.
The first session commences at 12.40pm and concludes at 5.30pm.

Harvard Kennedy School

The idea of a school of public affairs at Harvard was born in the midst of the Great Depression and on the eve of World War II. As government grappled with historic challenges, both domestic and international, Harvard alumnus Lucius N Littauer backed his vision of a school for a new professional governing class with an unprecedented $2 million gift, then the largest single gift from an individual donor ever given to a university. For the past seven decades the Harvard Kennedy School has strived to place itself at the vanguard of studying public policy and preparing its practitioners. Today the Kennedy School has evolved into one of the world’s most eminent social science research institutions – housing 15 research centers and institutes and more than 30 executive education and degree programs – with worldwide reach and influence

12:40pm – 12:45pm

WELCOME

 

Colin Tate

Chief executive, Conexus Financial (Australia)

12:45pm – 1:25pm

FIDUCIARY INVESTING IN 10 YEARS: PREDICTIONS FOR AN UNCERTAIN WORLD

This session will look at how major disruptions will transform both the asset management industry and the art of investing itself over the next 10 years. How can fiduciaries promote sustainable value amid unprecedented changes.

Cyrus Taraporevala

President and chief executive, State Street Global Advisors (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:25pm – 2:25pm

CAN THE FINANCE INDUSTRY HELP CRACK MODERN SLAVERY?

How can asset owners and managers can take the lead to impact the 40.3 million workers in the world suffering from some form of labour abuse.

Amol Mehra

Managing director, Freedom Fund (United States)

Timea Nagy

Chief executive; author, Timea's Cause (Canada)

Sharon Prince

Chair and president, Grace Farms (United States)

Leonardo Sakamoto

Journalist; member of board of trustees, UN Trust Fund on Contemporary Forms of Slavery; Commissioner, The Financial Sector Commission on Modern Slavery and Human Trafficking (Brazil)

Anders Stromblad

Head of external managers and alternative investments, AP Fonden 2 (AP2) (Sweden)

Chair

Fiona Reynolds

Chief executive, Principles for Responsible Investment (PRI) (United Kingdom)

2:25pm – 3:25pm

THE S IN ESG: THE LABOUR FORCE, THE JUST TRANSITION AND A SUSTAINABLE FUTURE FOR WORKERS

This session will look at the responsibilities of institutional investors around labour. Specifically It will look at the critical role they play in fostering a dynamic and inclusive economy within climate change adaptation – a just transition. It will look at practical examples for investor action, including investment strategy, shareholder engagement, capital allocation, policy dialogue and partnership.

John Adler

Director, Mayor’s Office of Pensions and Investments and chief pension investment advisor, New York City Retirement Systems (United States)

Vonda Brunsting

Program manager, The Just Transition Project, Initiative for Responsible Investment, The Hauser Institute for Civil Liberty at the Center for Public Leadership, Harvard Kennedy School (United States)

Carol Gray

Board member, IFM Investors (Canada)

Damon Silvers

Policy director and special counsel, AFL-CIO (United States)

Chair

David Wood

Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment at the Hauser Center for Nonprofit Organizations, Harvard Kennedy School (United States)

3:25pm – 3:45pm

AFTERNOON TEA

Harvard Kennedy School, Harvard University (main campus)
79 John F. Kennedy St, Cambridge 02138

3:45pm – 4:30pm

WHY IMPACT INVESTING IS THE FUTURE OF INVESTING

This session will closely examine the developments in impact investing – those investments made with the intention of generating a beneficial social or environmental impact alongside a financial return – and challenge institutional investors to follow the path of retail and foundation investors.

Jill Jackson

Managing director, The Big Exchange (United Kingdom)

Shuaib Siddiqui

Director, impact investing, Surdna Foundation (United States)

Kim Wright-Violich

Managing partner, Tideline (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:30pm – 5:30pm

INVESTING IN AN SDG FRAMEWORK

Through case studies, this session will demonstrate how investors are, and should be, incorporating SDGs into their investment decision making.

Kate Murtagh

Chief compliance officer; managing director for sustainable investing, Harvard Management Company (United States)

Anna Pot

Manager, responsible investments, APG Asset Management (Netherlands)

Scott Weber

President, Interpeace (Switzerland)

Erik van Leeuwen

Head of fixed income portfolio engineering and trading, Robeco (Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:45pm – 9:00pm

CASUAL WELCOME FUNCTION

Harvard Faculty Club, Harvard University
Main Dining Room
20 Quincy St, Cambridge 02138

Following a walk across Harvard Square to reach Harvard Faculty Club, delegates will have the opportunity to enjoy drinks and a casual dinner immediately following Day 1 of the symposium.

9:00pm

TRANSFER FROM FACULTY CLUB TO HOTEL COMMONWEALTH

Harvard Faculty Club, Harvard University
20 Quincy St, Cambridge 02138

A return transfer to Hotel Commonwealth will be provided. If you are staying at another hotel, we ask you to please make your own way.

Day 2 – Monday – October 7

7:45am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD MEDICAL SCHOOL

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard Medical School where the conference proceedings will take place.

8:00am – 8:15am

REGISTRATION

Rotunda Room, Level 3
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115


Harvard Medical School

Days two and three will be held on the Harvard Medical School Campus, at the Joseph B. Martin Conference Center. Set among contemporary design, we will specifically focus delegates’ minds on how biomedical thinking is serving global populations; the interaction between bio-technology and ethics; robotics and human interaction; and with the advances in biomedicine, the future of humanity.

Harvard University

Established in 1636, Harvard is the oldest institution of higher education in the United States. Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrolment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. It is considered to be one of the best, if not the best, university in the world.

8:15am – 8:30am

WELCOME

 

Colin Tate

Chief executive, Conexus Financial (Australia)

8:30am – 9:10am

DEMOGRAPHIC CHANGES AND LONGEVITY

This session will look at the long term trends and changes in demography and what this might mean for the broader economy and financial assets.

Patrick Zweifel

Chief economist, Pictet Asset Management (Switzerland)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

9:10am – 10:00am

REIMAGINING AGEING

What if humans can live forever? Biomedical gerontologist and coordinator of rejuvenation research discusses the developments in aging, and what it means for longevity risk if human lives are elongated.

Aubrey De Grey

Chief science officer, SENS Research Foundation (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

10:00am – 10:45am

SUSTAINED WELLNESS AND LONGEVITY ASSISTED BY TECHNOLOGY

The end of genetic illnesses, 3D printed organs and AI assisted diagnosis and robotic surgery are all now realities. This session will explore some of the developments in medicine, what it means for investors and why healthcare is an important thematic to consider.

Moty Avisar

Chief executive and co-founder, Surgical Theatre (Israel)

Benjamin Davis

Chief executive, Octopus Real Estate (United Kingdom)

Marcie Frost

Chief executive, California Public Employees Retirement System (CalPERS) (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

10:45am – 11:15am

MORNING TEA

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

On Monday, during each of the breaks, you will have the opportunity to experience a virtual reality simulation of a surgical theatre. Following on from the ‘Sustained wellness and longevity assisted by technology’ session, featuring Moty Avisar, chief executive and co-founder, Surgical Theatre – step into the digital theatre by putting on the virtual reality goggles and be immersed in the surgeon/patient experience. Gain a better understanding of how this technology can improve the communication between surgeon and patient and assist in surgical planning and practice.

11:15am – 12:15pm

HARVARD MEDICAL SCHOOL HERO

During William Haseltine’s long career at Harvard Medical School he was at the forefront of medical research and application. He has educated a generation of doctors, designed the strategy to develop the first treatment for HIV/AIDS, and led the team that pioneered the development of new drugs based on information from the human genome. Today, as the Chair and President of ACCESS Health International, William is dedicated to ensuring that quantum advancements in medical technology translate to improved health outcomes around the world. In this discussion he traverses many topics in medicine and health development including the role of technology and the intersection of medicine and ethics.

William Haseltine

Chair and president, ACCESS Health International (United States)

Chair

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

12:15pm – 1:00pm

THE CUTTING EDGE OF BIOMEDICINE AND INNOVATION

This session will look at the most important innovations in biotech today.  Industry experts will discuss the major trends and opportunities – including gene therapy.

Nick Leschly

Chief executive, Bluebird Bio (United States)

Debra Netschert

Managing director and manager, Prudential Jennison Health Sciences Fund, PGIM Jennison (United States)

Chris Winiarz

Chief investment officer, Lakeview Capital Management (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:00pm – 2:00pm

LUNCH

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

2:00pm – 3:00pm

MODERN MONETARY THEORY

Stephanie Kelton served as chief economist for the Democrats on the US Senate Budget Committee and was a senior economic advisor to Bernie Sanders′ 2016 presidential campaign. She is a leading proponent of modern monetary theory.

Stephanie Kelton

Professor of Public Policy and Economics, Stony Brook University (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:00pm – 3:30pm

MODERN MONETARY THEORY AND POPULISM

In this counter argument, the assertion is that MMT starts off with seemingly sensible principles, but quickly veers to dangerous - and logically shaky - policy prescriptions. The argument is that It provides intellectual cover for massive increases in deficit spending that are attractive to populist politicians, but would undermine financial stability and the dollar's role as the main reserve currency.

Sonal Desai

Chief investment officer, fixed income, Franklin Templeton Investors (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm – 4:00pm

AFTERNOON TEA

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

4:00pm – 5:00pm

THE FUTURE OF WORK AND HUMAN CAPITAL

This session will look at new ways to measure human capital development and how that metric might be informative in how organisations are driving performance. It will examine the importance of this in the context of longevity and innovation.

George Serafeim

Charles M Williams Professor of Business Administration, Harvard Business School (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

5:00pm – 5:40pm

CREATING A CULTURE OF EXCELLENCE IN A CHANGING WORLD

In an ever-changing and volatile world, culture is perhaps the most important ingredient in the success and sustainability of a firm. In a fireside chat, co-chief executive of Bridgewater, David McCormick, will discuss how the hedge fund built a distinct and grounding culture over the past 40+ years, and what it is doing today to continue to evolve the culture and ensure Bridgewater is built for the long-term. He will also share his latest views on the global economy and his approach to leading during uncertain times.

David McCormick

Co-chief executive, Bridgewater Associates (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

5:45pm

TRANSFER FROM HARVARD MEDICAL SCHOOL TO HOTEL COMMONWEALTH

77 Avenue Louise Pasteur, Boston 02115

6:00pm – 6:45pm

DELEGATE FREE TIME

6:45pm

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD ART MUSEUMS

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard Arts Museum where the official conference dinner will take place.

7:00pm – 10:00pm

OFFICIAL CONFERENCE DINNER – HARVARD ART MUSEUMS

Calderwood Courtyard, Harvard Art Museums
32 Quincy St, Cambridge 02138

Click here to view an interactive map

The Harvard Art Museums

Ever since their founding, the Harvard Art Museums; the Fogg Museum, Busch-Reisinger Museum, and Arthur M. Sackler Museum have been dedicated to advancing and supporting learning at Harvard University, in the local community, and around the world. The museums have played a leading role in the development of art history, conservation, and conservation science, and in the evolution of the art museum as an institution. Through research, teaching, professional training, and public education, the museums strive to advance the understanding and appreciation of art.

Soyoung Lee

Landon and Lavinia Clay chief curator, Harvard Art Museums (United States)

10:00pm

Day 3 – Tuesday – October 8

7:30am – 9:00am

INVESTOR-ONLY BREAKFAST

Kenmore Room
Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

7:30am – 9:00am

SPONSOR-ONLY BREAKFAST

Commonwealth Room
Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

9:00am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD MEDICAL SCHOOL

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

If you are checking out of Hotel Commonwealth on Tuesday, October 8, you are welcome to bring your luggage with you on the transfer. We will have storage facilities at the conference centre.

Rotunda Room, Level 3
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

9:30am – 10:30am

TRUMP AMERICA AND THE WORLD

An intimate look at the Trump Presidency, the implications for world trade and geopolitical risks.

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

10:30am – 11:25am

WHAT WILL THE WORLD LOOK LIKE IN 30 YEARS AND HOW TO INVEST IN IT

This session will probe into the future looking at the impact of technology, climate change and changing demographics to create a scenario of the future. How should investors be taking advantage of that projected future and what are the risks?

John Clippinger

Research scientist, MIT Media Labs; Big Data Working Group Member at the World Economic Forum (United States)

Danielle Wood

Assistant Professor of Media Arts and Sciences; Assistant Professor of Aeronautics and Astronautics, MIT Media Lab (United States)

Chair

Jason Connelly

Managing director, business strategy, Axioma (United States)

11:25am – 11:45am

Morning tea

Ground floor lobby
Joseph B. Martin Conference Centre at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

11:45am – 12:45pm

THE CHINESE CENTURY

China will soon have an economy substantially larger than the United States, but no country in history has ever had an economy this immense with a political system this closed. This session will look at the history of China and its influence in the world and explore the country’s economic innovation, and its social and political complexities.

Yuen Yuen Ang

Associate Professor of Political Science, University of Michigan (United States)

William Kirby

T. M. Chang Professor of China studies, Spangler Family Professor of Business Administration, Harvard University (United States)

Chair

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

12:45pm – 1:30pm

LUNCH

Ground floor lobby
Joseph B. Martin Conference Centre at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

1:30pm – 2:20pm

INTEREST RATES AND LONG-TERM INVESTING

The impending US/China trade war is the same as a stagflation shock. Are we going back to the 1970s and 80s and if so how should investors be positioning their portfolios?

Luis Viceira

George E. Bates Professor in the Finance Unit and Senior Associate Dean for Executive Education at Harvard Business School (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:20pm – 3:20pm

INEQUALITY AND THE FUTURE OF CAPITALISM

Inequality is not just morally wrong, it is wrong within the terms of capitalism. Most importantly inequality is dangerous because unequal societies blow up. This session will take a close look at the drivers of inequality and the collective action required to fix it. It ends by arguing that the private sector plays an important role in this, and if investors care about capitalism and the value of the assets in their portfolio they should care about inequality.

Rebecca Henderson

John and Natty McCarthur University Professor, Harvard Business School (United States)

David Wood

Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment at the Hauser Center for Nonprofit Organizations, Harvard Kennedy School (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:20pm – 4:00pm

INVESTORS FOR THE FUTURE

How are investors positioning themselves for the future? What are the important areas of development for the industry – diversity, technology, organisational structure? And what keeps them up at night?

Niina Bergring

Chief investment officer, Veritas Pensionforsakring (Finland)

Michael Trotsky

Executive director and chief investment officer, Massachusetts PRIM (United States)

Eduard van Gelderen

Chief investment officer, The Public Sector Pension Investment Board (PSP Investments) (Canada)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:00pm

Conference Close

Day 1 – Sunday – October 6

10:30am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD UNIVERSITY, MAIN CAMPUS

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard main campus to begin the walking tour.

11:00am – 12:15pm

WALKING TOUR OF HARVARD UNIVERSITY

For those making their own way to the tour, please head 2 Holyoke Place, Cambridge 02138.

The walking tour will include an introduction to Harvard University, where we will experience a flavour of student life. We will explore the architecture, history, discoveries and developments of the town and university.

The tour will finish at 12.15pm at Harvard Kennedy School (main campus), where conference registration and a light lunch will take place.

Onsite contact for the tour:

Bree Napier
[email protected] 
+61 451 946 311

12:15pm – 12:40pm

LIGHT LUNCH AND REGISTRATION

Harvard Kennedy School, Harvard University (main campus), Room L-140
79 John F. Kennedy St, Cambridge 02138
The main entrance is on Eliot St. Get directions on Google Maps here.

Please note, you will be required to present your ID to security in order to enter the building.

Arrival tea/coffee, light lunch and registration at 12.15pm.
The first session commences at 12.40pm and concludes at 5.30pm.

Harvard Kennedy School

The idea of a school of public affairs at Harvard was born in the midst of the Great Depression and on the eve of World War II. As government grappled with historic challenges, both domestic and international, Harvard alumnus Lucius N Littauer backed his vision of a school for a new professional governing class with an unprecedented $2 million gift, then the largest single gift from an individual donor ever given to a university. For the past seven decades the Harvard Kennedy School has strived to place itself at the vanguard of studying public policy and preparing its practitioners. Today the Kennedy School has evolved into one of the world’s most eminent social science research institutions – housing 15 research centers and institutes and more than 30 executive education and degree programs – with worldwide reach and influence

12:40pm – 12:45pm

WELCOME

 

Colin Tate

Chief executive, Conexus Financial (Australia)

12:45pm – 1:25pm

FIDUCIARY INVESTING IN 10 YEARS: PREDICTIONS FOR AN UNCERTAIN WORLD

This session will look at how major disruptions will transform both the asset management industry and the art of investing itself over the next 10 years. How can fiduciaries promote sustainable value amid unprecedented changes.

Cyrus Taraporevala

President and chief executive, State Street Global Advisors (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:25pm – 2:25pm

CAN THE FINANCE INDUSTRY HELP CRACK MODERN SLAVERY?

How can asset owners and managers can take the lead to impact the 40.3 million workers in the world suffering from some form of labour abuse.

Amol Mehra

Managing director, Freedom Fund (United States)

Timea Nagy

Chief executive; author, Timea's Cause (Canada)

Sharon Prince

Chair and president, Grace Farms (United States)

Leonardo Sakamoto

Journalist; member of board of trustees, UN Trust Fund on Contemporary Forms of Slavery; Commissioner, The Financial Sector Commission on Modern Slavery and Human Trafficking (Brazil)

Anders Stromblad

Head of external managers and alternative investments, AP Fonden 2 (AP2) (Sweden)

Chair

Fiona Reynolds

Chief executive, Principles for Responsible Investment (PRI) (United Kingdom)

2:25pm – 3:25pm

THE S IN ESG: THE LABOUR FORCE, THE JUST TRANSITION AND A SUSTAINABLE FUTURE FOR WORKERS

This session will look at the responsibilities of institutional investors around labour. Specifically It will look at the critical role they play in fostering a dynamic and inclusive economy within climate change adaptation – a just transition. It will look at practical examples for investor action, including investment strategy, shareholder engagement, capital allocation, policy dialogue and partnership.

John Adler

Director, Mayor’s Office of Pensions and Investments and chief pension investment advisor, New York City Retirement Systems (United States)

Vonda Brunsting

Program manager, The Just Transition Project, Initiative for Responsible Investment, The Hauser Institute for Civil Liberty at the Center for Public Leadership, Harvard Kennedy School (United States)

Carol Gray

Board member, IFM Investors (Canada)

Damon Silvers

Policy director and special counsel, AFL-CIO (United States)

Chair

David Wood

Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment at the Hauser Center for Nonprofit Organizations, Harvard Kennedy School (United States)

3:25pm – 3:45pm

AFTERNOON TEA

Harvard Kennedy School, Harvard University (main campus)
79 John F. Kennedy St, Cambridge 02138

3:45pm – 4:30pm

WHY IMPACT INVESTING IS THE FUTURE OF INVESTING

This session will closely examine the developments in impact investing – those investments made with the intention of generating a beneficial social or environmental impact alongside a financial return – and challenge institutional investors to follow the path of retail and foundation investors.

Jill Jackson

Managing director, The Big Exchange (United Kingdom)

Shuaib Siddiqui

Director, impact investing, Surdna Foundation (United States)

Kim Wright-Violich

Managing partner, Tideline (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:30pm – 5:30pm

INVESTING IN AN SDG FRAMEWORK

Through case studies, this session will demonstrate how investors are, and should be, incorporating SDGs into their investment decision making.

Kate Murtagh

Chief compliance officer; managing director for sustainable investing, Harvard Management Company (United States)

Anna Pot

Manager, responsible investments, APG Asset Management (Netherlands)

Scott Weber

President, Interpeace (Switzerland)

Erik van Leeuwen

Head of fixed income portfolio engineering and trading, Robeco (Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:45pm – 9:00pm

CASUAL WELCOME FUNCTION

Harvard Faculty Club, Harvard University
Main Dining Room
20 Quincy St, Cambridge 02138

Following a walk across Harvard Square to reach Harvard Faculty Club, delegates will have the opportunity to enjoy drinks and a casual dinner immediately following Day 1 of the symposium.

9:00pm

TRANSFER FROM FACULTY CLUB TO HOTEL COMMONWEALTH

Harvard Faculty Club, Harvard University
20 Quincy St, Cambridge 02138

A return transfer to Hotel Commonwealth will be provided. If you are staying at another hotel, we ask you to please make your own way.

Day 2 – Monday – October 7

7:45am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD MEDICAL SCHOOL

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard Medical School where the conference proceedings will take place.

8:00am – 8:15am

REGISTRATION

Rotunda Room, Level 3
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115


Harvard Medical School

Days two and three will be held on the Harvard Medical School Campus, at the Joseph B. Martin Conference Center. Set among contemporary design, we will specifically focus delegates’ minds on how biomedical thinking is serving global populations; the interaction between bio-technology and ethics; robotics and human interaction; and with the advances in biomedicine, the future of humanity.

Harvard University

Established in 1636, Harvard is the oldest institution of higher education in the United States. Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrolment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. It is considered to be one of the best, if not the best, university in the world.

8:15am – 8:30am

WELCOME

 

Colin Tate

Chief executive, Conexus Financial (Australia)

8:30am – 9:10am

DEMOGRAPHIC CHANGES AND LONGEVITY

This session will look at the long term trends and changes in demography and what this might mean for the broader economy and financial assets.

Patrick Zweifel

Chief economist, Pictet Asset Management (Switzerland)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

9:10am – 10:00am

REIMAGINING AGEING

What if humans can live forever? Biomedical gerontologist and coordinator of rejuvenation research discusses the developments in aging, and what it means for longevity risk if human lives are elongated.

Aubrey De Grey

Chief science officer, SENS Research Foundation (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

10:00am – 10:45am

SUSTAINED WELLNESS AND LONGEVITY ASSISTED BY TECHNOLOGY

The end of genetic illnesses, 3D printed organs and AI assisted diagnosis and robotic surgery are all now realities. This session will explore some of the developments in medicine, what it means for investors and why healthcare is an important thematic to consider.

Moty Avisar

Chief executive and co-founder, Surgical Theatre (Israel)

Benjamin Davis

Chief executive, Octopus Real Estate (United Kingdom)

Marcie Frost

Chief executive, California Public Employees Retirement System (CalPERS) (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

10:45am – 11:15am

MORNING TEA

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

On Monday, during each of the breaks, you will have the opportunity to experience a virtual reality simulation of a surgical theatre. Following on from the ‘Sustained wellness and longevity assisted by technology’ session, featuring Moty Avisar, chief executive and co-founder, Surgical Theatre – step into the digital theatre by putting on the virtual reality goggles and be immersed in the surgeon/patient experience. Gain a better understanding of how this technology can improve the communication between surgeon and patient and assist in surgical planning and practice.

11:15am – 12:15pm

HARVARD MEDICAL SCHOOL HERO

During William Haseltine’s long career at Harvard Medical School he was at the forefront of medical research and application. He has educated a generation of doctors, designed the strategy to develop the first treatment for HIV/AIDS, and led the team that pioneered the development of new drugs based on information from the human genome. Today, as the Chair and President of ACCESS Health International, William is dedicated to ensuring that quantum advancements in medical technology translate to improved health outcomes around the world. In this discussion he traverses many topics in medicine and health development including the role of technology and the intersection of medicine and ethics.

William Haseltine

Chair and president, ACCESS Health International (United States)

Chair

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

12:15pm – 1:00pm

THE CUTTING EDGE OF BIOMEDICINE AND INNOVATION

This session will look at the most important innovations in biotech today.  Industry experts will discuss the major trends and opportunities – including gene therapy.

Nick Leschly

Chief executive, Bluebird Bio (United States)

Debra Netschert

Managing director and manager, Prudential Jennison Health Sciences Fund, PGIM Jennison (United States)

Chris Winiarz

Chief investment officer, Lakeview Capital Management (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:00pm – 2:00pm

LUNCH

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

2:00pm – 3:00pm

MODERN MONETARY THEORY

Stephanie Kelton served as chief economist for the Democrats on the US Senate Budget Committee and was a senior economic advisor to Bernie Sanders′ 2016 presidential campaign. She is a leading proponent of modern monetary theory.

Stephanie Kelton

Professor of Public Policy and Economics, Stony Brook University (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:00pm – 3:30pm

MODERN MONETARY THEORY AND POPULISM

In this counter argument, the assertion is that MMT starts off with seemingly sensible principles, but quickly veers to dangerous - and logically shaky - policy prescriptions. The argument is that It provides intellectual cover for massive increases in deficit spending that are attractive to populist politicians, but would undermine financial stability and the dollar's role as the main reserve currency.

Sonal Desai

Chief investment officer, fixed income, Franklin Templeton Investors (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm – 4:00pm

AFTERNOON TEA

Ground floor lobby
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

4:00pm – 5:00pm

THE FUTURE OF WORK AND HUMAN CAPITAL

This session will look at new ways to measure human capital development and how that metric might be informative in how organisations are driving performance. It will examine the importance of this in the context of longevity and innovation.

George Serafeim

Charles M Williams Professor of Business Administration, Harvard Business School (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

5:00pm – 5:40pm

CREATING A CULTURE OF EXCELLENCE IN A CHANGING WORLD

In an ever-changing and volatile world, culture is perhaps the most important ingredient in the success and sustainability of a firm. In a fireside chat, co-chief executive of Bridgewater, David McCormick, will discuss how the hedge fund built a distinct and grounding culture over the past 40+ years, and what it is doing today to continue to evolve the culture and ensure Bridgewater is built for the long-term. He will also share his latest views on the global economy and his approach to leading during uncertain times.

David McCormick

Co-chief executive, Bridgewater Associates (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

5:45pm

TRANSFER FROM HARVARD MEDICAL SCHOOL TO HOTEL COMMONWEALTH

77 Avenue Louise Pasteur, Boston 02115

6:00pm – 6:45pm

DELEGATE FREE TIME

6:45pm

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD ART MUSEUMS

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Gather in the lobby of Hotel Commonwealth and take the bus transfer from the hotel to Harvard Arts Museum where the official conference dinner will take place.

7:00pm – 10:00pm

OFFICIAL CONFERENCE DINNER – HARVARD ART MUSEUMS

Calderwood Courtyard, Harvard Art Museums
32 Quincy St, Cambridge 02138

Click here to view an interactive map

The Harvard Art Museums

Ever since their founding, the Harvard Art Museums; the Fogg Museum, Busch-Reisinger Museum, and Arthur M. Sackler Museum have been dedicated to advancing and supporting learning at Harvard University, in the local community, and around the world. The museums have played a leading role in the development of art history, conservation, and conservation science, and in the evolution of the art museum as an institution. Through research, teaching, professional training, and public education, the museums strive to advance the understanding and appreciation of art.

Soyoung Lee

Landon and Lavinia Clay chief curator, Harvard Art Museums (United States)

10:00pm

Day 3 – Tuesday – October 8

7:30am – 9:00am

INVESTOR-ONLY BREAKFAST

Kenmore Room
Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

7:30am – 9:00am

SPONSOR-ONLY BREAKFAST

Commonwealth Room
Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

9:00am

TRANSFER FROM HOTEL COMMONWEALTH TO HARVARD MEDICAL SCHOOL

Hotel Commonwealth
500 Commonwealth Ave, Boston 02215

If you are checking out of Hotel Commonwealth on Tuesday, October 8, you are welcome to bring your luggage with you on the transfer. We will have storage facilities at the conference centre.

Rotunda Room, Level 3
Joseph B. Martin Conference Center at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

9:30am – 10:30am

TRUMP AMERICA AND THE WORLD

An intimate look at the Trump Presidency, the implications for world trade and geopolitical risks.

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

10:30am – 11:25am

WHAT WILL THE WORLD LOOK LIKE IN 30 YEARS AND HOW TO INVEST IN IT

This session will probe into the future looking at the impact of technology, climate change and changing demographics to create a scenario of the future. How should investors be taking advantage of that projected future and what are the risks?

John Clippinger

Research scientist, MIT Media Labs; Big Data Working Group Member at the World Economic Forum (United States)

Danielle Wood

Assistant Professor of Media Arts and Sciences; Assistant Professor of Aeronautics and Astronautics, MIT Media Lab (United States)

Chair

Jason Connelly

Managing director, business strategy, Axioma (United States)

11:25am – 11:45am

Morning tea

Ground floor lobby
Joseph B. Martin Conference Centre at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

11:45am – 12:45pm

THE CHINESE CENTURY

China will soon have an economy substantially larger than the United States, but no country in history has ever had an economy this immense with a political system this closed. This session will look at the history of China and its influence in the world and explore the country’s economic innovation, and its social and political complexities.

Yuen Yuen Ang

Associate Professor of Political Science, University of Michigan (United States)

William Kirby

T. M. Chang Professor of China studies, Spangler Family Professor of Business Administration, Harvard University (United States)

Chair

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

12:45pm – 1:30pm

LUNCH

Ground floor lobby
Joseph B. Martin Conference Centre at Harvard Medical School
77 Avenue Louise Pasteur, Boston 02115

1:30pm – 2:20pm

INTEREST RATES AND LONG-TERM INVESTING

The impending US/China trade war is the same as a stagflation shock. Are we going back to the 1970s and 80s and if so how should investors be positioning their portfolios?

Luis Viceira

George E. Bates Professor in the Finance Unit and Senior Associate Dean for Executive Education at Harvard Business School (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:20pm – 3:20pm

INEQUALITY AND THE FUTURE OF CAPITALISM

Inequality is not just morally wrong, it is wrong within the terms of capitalism. Most importantly inequality is dangerous because unequal societies blow up. This session will take a close look at the drivers of inequality and the collective action required to fix it. It ends by arguing that the private sector plays an important role in this, and if investors care about capitalism and the value of the assets in their portfolio they should care about inequality.

Rebecca Henderson

John and Natty McCarthur University Professor, Harvard Business School (United States)

David Wood

Adjunct Lecturer in Public Policy and the Director of the Initiative for Responsible Investment at the Hauser Center for Nonprofit Organizations, Harvard Kennedy School (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:20pm – 4:00pm

INVESTORS FOR THE FUTURE

How are investors positioning themselves for the future? What are the important areas of development for the industry – diversity, technology, organisational structure? And what keeps them up at night?

Niina Bergring

Chief investment officer, Veritas Pensionforsakring (Finland)

Michael Trotsky

Executive director and chief investment officer, Massachusetts PRIM (United States)

Eduard van Gelderen

Chief investment officer, The Public Sector Pension Investment Board (PSP Investments) (Canada)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:00pm

Conference Close