Overview – Sunday – October 6

10:00am – 12:00pm

WALKING TOUR OF HARVARD UNIVERSITY

12:00pm – 12:30pm

LIGHT LUNCH AND REGISTRATION

12:30pm – 12:45pm

WELCOME

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:45pm – 1:30pm

HOW CAN INSTITUTIONAL CAPITAL BE DEPLOYED TO CREATE REAL CHANGE IN THE WORLD

This session will look at the achievements of institutional investors in directing capital to where it is most needed, holding companies to account and stabilising markets. In a call to action it will also encourage investors to do more.

Cyrus Taraporevala

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

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:30pm – 2:30pm

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.

James Cockayne

Director, Center for Policy Research, United Nations University (United States)

Timea Nagy

Commissioner, Financial Sector Commission; survivor (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, AP2 (Sweden)

Chair

Fiona Reynolds

Chief executive, PRI; chair of The Financial Sector Commission on Modern Slavery and Human Trafficking (United Kingdom)

2:30pm – 3:15pm

THE S IN ESG: THE LABOUR FORCE AND THE JUST TRANSITION

Investors can play a critical role in fostering a dynamic and inclusive economy within climate change adaptation – a just transition. This session will look at practical examples for investor action, including investment strategy, shareholder engagement, capital allocation, policy dialogue and partnership.

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

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:15pm – 3:45pm

AFTERNOON TEA

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)

Janice Murphy

Vice president, pensions and investments, Kaiser Permante (United States)

Chair

Ben Thornley

Co-founder, Tideline (United States)

4:30pm – 5:15pm

INVESTING IN AN SDG FRAMEWORK

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

Anna Pot

Responsible investments, APG (The Netherlands)

Scott Weber

President, Interpeace (Switzerland)

Erik van Leeunwen

Co-head of Fixed Income, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:30pm – 8:30pm

COCKTAILS AND LIGHT SUPPER - HARVARD FACULTY CLUB

Day 2 – Monday – October 7

8:00am – 8:15am

REGISTRATION

8:15am – 8:30am

WELCOME

Chair

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 gentrologist 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, 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; co-founder, Surgical Theatre (United States)

Alliott Cole

Chief executive, Octopus Ventures (United Kingdom)

Marcie Frost

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

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

11:15am – 12:00pm

THE CUTTING EDGE OF BIOMEDICINE AND INNOVATION – GENE THERAPY

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

Nick Leschly

Chief executive, Bluebird Bio (United States)

Debra Netschert

Health sciences equity portfolio manager and research analyst, Jennison (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:00pm – 1:00pm

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

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:00pm – 2:00pm

LUNCH

2:00pm – 3:00pm

MODERN MONETARY POLICY

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 policy.

Stephanie Kelton

Professor of public policy and economics at Stony Brook University, (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:00pm – 3:30pm

MODERN MONETARY THEORY AND POPULISM

MMT starts off with seemingly sensible principles, but quickly veers to dangerous--and logically shaky--policy prescriptions. 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 main reserve currency.

Sonal Desai

Chief investment officer, Franklin Templeton (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm – 4:00pm

AFTERNOON TEA

4:00pm – 5:00pm

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

Professor of Business Administration, Harvard Business School (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:00pm – 5:45pm

CULTURE, POLITICS AND THE NEED FOR LEADERSHIP

David McCormick

Co-chief executive, Bridgewater Associates (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER - HARVARD ART MUSEUMS

Soyoung Lee

Chief curator, Harvard Arts Museum (United States)

Day 3 – Tuesday – October 8

7:30am – 9:00am

INVESTOR-ONLY BREAKFAST

9:30am – 10:15am

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)

10:15am – 11:15am

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 – 11:00am

MORNING TEA

11:15am – 12:15pm

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 Clippenger

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

Inderpal Gujral

Head of Product, STOXX (United Kingdom)

Linda Mateza

Chief investment officer, GEPF (South Africa)

12:15pm – 1:00pm

LUNCH

1:00pm – 2:00pm

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.

William Kirby

T. M. Chang Professor of China Studies; Spangler Family Professor of Business Administration; Harvard University Distinguished Service Professor; Chair of the Harvard China Fund; Faculty Chair, Harvard Center (United States)

Chair

Stephen Kotkin

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

2:00pm – 2:10pm

WEALTH INEQUALITY IN AMERICA - VIDEO

2:10pm – 3:10pm

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)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:45pm – 4:30pm

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?

Elena Manola-Bonthond

Chief investment officer, European Organisation for Nuclear Research Pension Scheme (CERN) (Switzerland)

Michael Trotsky

Chief investment officer, MassPRIM (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

Day 1 – Sunday – October 6

10:00am – 12:00pm

WALKING TOUR OF HARVARD UNIVERSITY

12:00pm – 12:30pm

LIGHT LUNCH AND REGISTRATION

12:30pm – 12:45pm

WELCOME

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:45pm – 1:30pm

HOW CAN INSTITUTIONAL CAPITAL BE DEPLOYED TO CREATE REAL CHANGE IN THE WORLD

This session will look at the achievements of institutional investors in directing capital to where it is most needed, holding companies to account and stabilising markets. In a call to action it will also encourage investors to do more.

Cyrus Taraporevala

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

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:30pm – 2:30pm

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.

James Cockayne

Director, Center for Policy Research, United Nations University (United States)

Timea Nagy

Commissioner, Financial Sector Commission; survivor (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, AP2 (Sweden)

Chair

Fiona Reynolds

Chief executive, PRI; chair of The Financial Sector Commission on Modern Slavery and Human Trafficking (United Kingdom)

2:30pm – 3:15pm

THE S IN ESG: THE LABOUR FORCE AND THE JUST TRANSITION

Investors can play a critical role in fostering a dynamic and inclusive economy within climate change adaptation – a just transition. This session will look at practical examples for investor action, including investment strategy, shareholder engagement, capital allocation, policy dialogue and partnership.

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

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:15pm – 3:45pm

AFTERNOON TEA

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)

Janice Murphy

Vice president, pensions and investments, Kaiser Permante (United States)

Chair

Ben Thornley

Co-founder, Tideline (United States)

4:30pm – 5:15pm

INVESTING IN AN SDG FRAMEWORK

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

Anna Pot

Responsible investments, APG (The Netherlands)

Scott Weber

President, Interpeace (Switzerland)

Erik van Leeunwen

Co-head of Fixed Income, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:30pm – 8:30pm

COCKTAILS AND LIGHT SUPPER - HARVARD FACULTY CLUB

Day 2 – Monday – October 7

8:00am – 8:15am

REGISTRATION

8:15am – 8:30am

WELCOME

Chair

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 gentrologist 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, 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; co-founder, Surgical Theatre (United States)

Alliott Cole

Chief executive, Octopus Ventures (United Kingdom)

Marcie Frost

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

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

11:15am – 12:00pm

THE CUTTING EDGE OF BIOMEDICINE AND INNOVATION – GENE THERAPY

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

Nick Leschly

Chief executive, Bluebird Bio (United States)

Debra Netschert

Health sciences equity portfolio manager and research analyst, Jennison (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:00pm – 1:00pm

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

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:00pm – 2:00pm

LUNCH

2:00pm – 3:00pm

MODERN MONETARY POLICY

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 policy.

Stephanie Kelton

Professor of public policy and economics at Stony Brook University, (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:00pm – 3:30pm

MODERN MONETARY THEORY AND POPULISM

MMT starts off with seemingly sensible principles, but quickly veers to dangerous--and logically shaky--policy prescriptions. 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 main reserve currency.

Sonal Desai

Chief investment officer, Franklin Templeton (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm – 4:00pm

AFTERNOON TEA

4:00pm – 5:00pm

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

Professor of Business Administration, Harvard Business School (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

5:00pm – 5:45pm

CULTURE, POLITICS AND THE NEED FOR LEADERSHIP

David McCormick

Co-chief executive, Bridgewater Associates (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER - HARVARD ART MUSEUMS

Soyoung Lee

Chief curator, Harvard Arts Museum (United States)

Day 3 – Tuesday – October 8

7:30am – 9:00am

INVESTOR-ONLY BREAKFAST

9:30am – 10:15am

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)

10:15am – 11:15am

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 – 11:00am

MORNING TEA

11:15am – 12:15pm

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 Clippenger

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

Inderpal Gujral

Head of Product, STOXX (United Kingdom)

Linda Mateza

Chief investment officer, GEPF (South Africa)

12:15pm – 1:00pm

LUNCH

1:00pm – 2:00pm

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.

William Kirby

T. M. Chang Professor of China Studies; Spangler Family Professor of Business Administration; Harvard University Distinguished Service Professor; Chair of the Harvard China Fund; Faculty Chair, Harvard Center (United States)

Chair

Stephen Kotkin

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

2:00pm – 2:10pm

WEALTH INEQUALITY IN AMERICA - VIDEO

2:10pm – 3:10pm

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)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:45pm – 4:30pm

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?

Elena Manola-Bonthond

Chief investment officer, European Organisation for Nuclear Research Pension Scheme (CERN) (Switzerland)

Michael Trotsky

Chief investment officer, MassPRIM (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)