Add to Calendar

Overview – Tuesday – June 23

2:00pm – 2:05pm

WELCOME

2:05pm – 2:30pm

GLOBAL RISK OUTLOOK

The extreme uncertainty of the global economy requires a new risk management framework. This session will examine the rapidly changing risks to the global economy and the need for new ways of behaving, making decisions and even reversing decisions.

Lakshmi Shyam-Sunder

Vice president and chief risk officer, World Bank Group

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:00pm

GLOBAL POLICY RESPONSES

How have different governments around the world responded to the health and economic crisis and what are some of the innovative responses that will stimulate the economy and ensure a sustainable recovery?

Randall Kroszner

Deputy Dean for Executive Programs and Norman R. Bobins Professor of Economics, University of Chicago Booth School of Business

Lucrezia Reichlin

Professor of Economics, London Business School

Chair

Amanda White

Director of institutional content, Conexus Financial

3:00pm – 3:30pm

POLICY RESPONSES AND INVESTMENT IMPLICATIONS

The crisis has seen unprecedented fiscal and monetary policy responses around the world. So what are the implications for investments?

Greg Jensen

Co-chief investment officer, Bridgewater

Chair

Colin Tate

Chief executive, Conexus Financial

3:30pm – 3:55pm

THE FUTURE OF FUNDS MANAGEMENT

Given the extreme volatility in markets, the changing global economic risks and policy responses, what is the future of the funds management industry?

Jenny Johnson

President and chief executive, Franklin Templeton

Chair

Colin Tate

Chief executive, Conexus Financial

3:55pm – 4:30pm

PURPOSEFUL COMPANIES

Is the COVID-19 crisis the paradigm shift needed to redefine business for the 21st century and build trust between business and society? The crisis has hastened the trend towards ‘purpose before profit’ and the fact that purposeful companies will be the ones that thrive in the future.

Sharan Burrow

General secretary, ITUC

Colin Mayer

Professor of Management Studies, Oxford University

Fiona Reynolds

Chief executive, PRI

Chair

Colin Tate

Chief executive, Conexus Financial

4:30pm – 4:55pm

DISTRESSED DEBT OPPORTUNITIES

The coronavirus crisis has resulted in an unprecedented number of defaults and presents an opportunity of a life time for distressed debt investors. Where are the opportunities and how should investors allocate capital both domestically and internationally?

Victor Khosla

Founder, SVP Global

Chair

Amanda White

Director of institutional content, Conexus Financial

4:55pm – 5:20pm

LEARNING FROM 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.

Jon Cheigh

Chief investment officer, Cohen & Steers

Jason Rothenberg

Head of real estate, State of Wisconsin Investment Board (SWIB)

Chair

Colin Tate

Chief executive, Conexus Financial

5:20pm – 5:50pm

INVESTOR FIRESIDE CHAT

How are investors positioning portfolios and managing short and-long term risks in the current environment?

Ben Meng

Chief investment officer, CalPERS

Ronald Wuijster

Chief executive, APG

Chair

Amanda White

Director of institutional content, Conexus Financial

5:50pm – 6:20pm

In conversation with Larry Summers: the future of the world

An intimate Q&A with former Treasury Secretary Larry Summers, President Emeritus and the Charles W. Eliot University Professor of Harvard University. 

Larry Summers

President Emeritus, Harvard University

Chair

Amanda White

Director of institutional content, Conexus Financial

6:20pm – 7:00pm

PEER REVIEW ZOOM ROOMS

Building on the previous session where the largest fund  in the US, and the largest fund in Europe, discuss their portfolio positioning as a result of the crisis, and their-forward looking projections, investors have a chance to discuss with their peers ideas and opportunities for investment via curated, interactive zoom rooms. Investors will also report back to the entire group with a description of their discussions.

7:00pm

CONFERENCE CLOSE - DAY ONE

Day 2 – Wednesday – June 24

2:00pm – 2:05pm

WELCOME

2:05pm – 2:30pm

COVID-19: THE END OF GLOBALISATION?

Even before the current crisis, globalisation was under threat due to the wave of populism around the world. So does this crisis mark the end of globalisation? What would de-globalisation look like given the interconnectedness and complexity of the economy and what does it mean for investors’ portfolios?

Ian Goldin

Professor of Globalisation and Development, Oxford University

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:00pm

INVESTOR RESPONSES

How are investors tackling the issues of de-globalisation and the impact on their portfolios?

Kate Barker

Chair, British Coal Staff Superannuation Scheme

James Davis

Chief investment officer, OPTrust

Olivier Rousseau

Executive director, Fonds de Reserve pour les Retraites

Chair

Amanda White

Director of institutional content, Conexus Financial

3:00pm – 3:35pm

GEOPOLITICAL RISKS, UNCERTAINTY AND THE COVID CRISIS

The geopolitical stresses already present in the global economy have been further fractured by the current crisis, especially the relationship between the US and China. What can we learn from history and what it all means for institutional investors?

Stephen Kotkin

Professor in History and International Affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

3:35pm – 4:00pm

CHINA, EMERGING MARKETS AND THE PANDEMIC

The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?

Patrick Zweifel

Chief economist, Pictet Asset Management

Chair

Colin Tate

Chief executive, Conexus Financial

4:00pm – 4:30pm

CHINA AND ITS ECONOMIC POSITION IN THE WORLD

This session will examine the impact of the crisis on China, the likely projection of its recovery and the role for the private sector.

Michael Pettis

Professor of Finance, Guanghua School of Management, Peking University; Senior Fellow, Carnegie-Tsinghua Center for Global Policy

Chair

Colin Tate

Chief executive, Conexus Financial

4:30pm – 5:00pm

OPERATIONAL RISKS AND SUPPLY CHAIN ISSUES

The pandemic has shed the spotlight on supply chain issues across all industries, so what does that look like in financial services? This session will highlight the need for resilience and robust continuity planning.

Geoff Hodge

Executive chairman, Milestone Group

Arjen Pasma

Chief risk officer, investments, PGGM

April Wilcox

Director of investment operations, CalSTRS

Chair

Amanda White

Director of institutional content, Conexus Financial

5:00pm – 5:25pm

A SUSTAINABLE RECOVERY NEEDS INVESTOR LEADERSHIP

The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. So what does a sustainable recovery look like and how can institutional investors collaborate to make sure it happens?

Gilbert van Hassel

Chief executive, Robeco

Chair

Colin Tate

Chief executive, Conexus Financial

5:25pm – 5:55pm

WAYS TO CHANGE THE WORLD

In conversation with the current recipient of the Nobel Prize in Economics, Esther Duflo, this session will look at the phenomenon of inequality and the way in which economics and finance can help meet the challenge for a better, more equal, world.

Esther Duflo

Professor of Poverty Alleviation and Development Economics, MIT; current winner Nobel Prize in Economics

Chair

Amanda White

Director of institutional content, Conexus Financial

5:55pm – 6:25pm

THE VACCINE

This session will look at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus. More broadly it will examine the way in which bio-medical engineering is meeting the needs of changing demographics and creating a better future.

Adrian Hill

Professor of Human Genetics; director of the Jenner Institute; co-director, Oxford Martin Programme on Vaccines; Fellow of Magdalen College

Geoffrey Ling

MD, founding director of the Biological Technologies Office of DARPA; Professor of Neurology and Neuro Critical Care, John Hopkins Medical Center

Chair

Colin Tate

Chief executive, Conexus Financial

6:25pm – 6:50pm

WHAT DOES THE FUTURE LOOK LIKE

Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like and what the role of finance could be in a more informed and sustainable world.

Stewart Brentnall

Chief investment officer, NSW Treasury Corporation (TCorp)

Angela Rodell

Chief executive, Alaska Permanent Fund

Geoff Rubin

Chief investment strategist, CPP Investments

Chair

Amanda White

Director of institutional content, Conexus Financial

6:50pm – 7:15pm

NETWORKING ZOOM ROOMS

Investors will have the chance to join zoom rooms with speakers and their peers to discuss the themes of the conference. These include the changing geopolitical dynamics and the potential unravelling of globalisation; the unprecedented fiscal and monetary policy responses and the implications for investments; how investors are positioning portfolios and managing short and long-term risks; supply chain risks and responsible capitalism; and what a sustainable recovery looks like and how investors can ensure it happens.

7:15pm

CONFERENCE CLOSE

Add to Calendar

Day 1 – Tuesday – June 23

2:00pm – 2:05pm

WELCOME

2:05pm – 2:30pm

GLOBAL RISK OUTLOOK

The extreme uncertainty of the global economy requires a new risk management framework. This session will examine the rapidly changing risks to the global economy and the need for new ways of behaving, making decisions and even reversing decisions.

Lakshmi Shyam-Sunder

Vice president and chief risk officer, World Bank Group

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:00pm

GLOBAL POLICY RESPONSES

How have different governments around the world responded to the health and economic crisis and what are some of the innovative responses that will stimulate the economy and ensure a sustainable recovery?

Randall Kroszner

Deputy Dean for Executive Programs and Norman R. Bobins Professor of Economics, University of Chicago Booth School of Business

Lucrezia Reichlin

Professor of Economics, London Business School

Chair

Amanda White

Director of institutional content, Conexus Financial

3:00pm – 3:30pm

POLICY RESPONSES AND INVESTMENT IMPLICATIONS

The crisis has seen unprecedented fiscal and monetary policy responses around the world. So what are the implications for investments?

Greg Jensen

Co-chief investment officer, Bridgewater

Chair

Colin Tate

Chief executive, Conexus Financial

3:30pm – 3:55pm

THE FUTURE OF FUNDS MANAGEMENT

Given the extreme volatility in markets, the changing global economic risks and policy responses, what is the future of the funds management industry?

Jenny Johnson

President and chief executive, Franklin Templeton

Chair

Colin Tate

Chief executive, Conexus Financial

3:55pm – 4:30pm

PURPOSEFUL COMPANIES

Is the COVID-19 crisis the paradigm shift needed to redefine business for the 21st century and build trust between business and society? The crisis has hastened the trend towards ‘purpose before profit’ and the fact that purposeful companies will be the ones that thrive in the future.

Sharan Burrow

General secretary, ITUC

Colin Mayer

Professor of Management Studies, Oxford University

Fiona Reynolds

Chief executive, PRI

Chair

Colin Tate

Chief executive, Conexus Financial

4:30pm – 4:55pm

DISTRESSED DEBT OPPORTUNITIES

The coronavirus crisis has resulted in an unprecedented number of defaults and presents an opportunity of a life time for distressed debt investors. Where are the opportunities and how should investors allocate capital both domestically and internationally?

Victor Khosla

Founder, SVP Global

Chair

Amanda White

Director of institutional content, Conexus Financial

4:55pm – 5:20pm

LEARNING FROM 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.

Jon Cheigh

Chief investment officer, Cohen & Steers

Jason Rothenberg

Head of real estate, State of Wisconsin Investment Board (SWIB)

Chair

Colin Tate

Chief executive, Conexus Financial

5:20pm – 5:50pm

INVESTOR FIRESIDE CHAT

How are investors positioning portfolios and managing short and-long term risks in the current environment?

Ben Meng

Chief investment officer, CalPERS

Ronald Wuijster

Chief executive, APG

Chair

Amanda White

Director of institutional content, Conexus Financial

5:50pm – 6:20pm

In conversation with Larry Summers: the future of the world

An intimate Q&A with former Treasury Secretary Larry Summers, President Emeritus and the Charles W. Eliot University Professor of Harvard University. 

Larry Summers

President Emeritus, Harvard University

Chair

Amanda White

Director of institutional content, Conexus Financial

6:20pm – 7:00pm

PEER REVIEW ZOOM ROOMS

Building on the previous session where the largest fund  in the US, and the largest fund in Europe, discuss their portfolio positioning as a result of the crisis, and their-forward looking projections, investors have a chance to discuss with their peers ideas and opportunities for investment via curated, interactive zoom rooms. Investors will also report back to the entire group with a description of their discussions.

7:00pm

CONFERENCE CLOSE - DAY ONE

Add to Calendar

Day 2 – Wednesday – June 24

2:00pm – 2:05pm

WELCOME

2:05pm – 2:30pm

COVID-19: THE END OF GLOBALISATION?

Even before the current crisis, globalisation was under threat due to the wave of populism around the world. So does this crisis mark the end of globalisation? What would de-globalisation look like given the interconnectedness and complexity of the economy and what does it mean for investors’ portfolios?

Ian Goldin

Professor of Globalisation and Development, Oxford University

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:00pm

INVESTOR RESPONSES

How are investors tackling the issues of de-globalisation and the impact on their portfolios?

Kate Barker

Chair, British Coal Staff Superannuation Scheme

James Davis

Chief investment officer, OPTrust

Olivier Rousseau

Executive director, Fonds de Reserve pour les Retraites

Chair

Amanda White

Director of institutional content, Conexus Financial

3:00pm – 3:35pm

GEOPOLITICAL RISKS, UNCERTAINTY AND THE COVID CRISIS

The geopolitical stresses already present in the global economy have been further fractured by the current crisis, especially the relationship between the US and China. What can we learn from history and what it all means for institutional investors?

Stephen Kotkin

Professor in History and International Affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

3:35pm – 4:00pm

CHINA, EMERGING MARKETS AND THE PANDEMIC

The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?

Patrick Zweifel

Chief economist, Pictet Asset Management

Chair

Colin Tate

Chief executive, Conexus Financial

4:00pm – 4:30pm

CHINA AND ITS ECONOMIC POSITION IN THE WORLD

This session will examine the impact of the crisis on China, the likely projection of its recovery and the role for the private sector.

Michael Pettis

Professor of Finance, Guanghua School of Management, Peking University; Senior Fellow, Carnegie-Tsinghua Center for Global Policy

Chair

Colin Tate

Chief executive, Conexus Financial

4:30pm – 5:00pm

OPERATIONAL RISKS AND SUPPLY CHAIN ISSUES

The pandemic has shed the spotlight on supply chain issues across all industries, so what does that look like in financial services? This session will highlight the need for resilience and robust continuity planning.

Geoff Hodge

Executive chairman, Milestone Group

Arjen Pasma

Chief risk officer, investments, PGGM

April Wilcox

Director of investment operations, CalSTRS

Chair

Amanda White

Director of institutional content, Conexus Financial

5:00pm – 5:25pm

A SUSTAINABLE RECOVERY NEEDS INVESTOR LEADERSHIP

The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. So what does a sustainable recovery look like and how can institutional investors collaborate to make sure it happens?

Gilbert van Hassel

Chief executive, Robeco

Chair

Colin Tate

Chief executive, Conexus Financial

5:25pm – 5:55pm

WAYS TO CHANGE THE WORLD

In conversation with the current recipient of the Nobel Prize in Economics, Esther Duflo, this session will look at the phenomenon of inequality and the way in which economics and finance can help meet the challenge for a better, more equal, world.

Esther Duflo

Professor of Poverty Alleviation and Development Economics, MIT; current winner Nobel Prize in Economics

Chair

Amanda White

Director of institutional content, Conexus Financial

5:55pm – 6:25pm

THE VACCINE

This session will look at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus. More broadly it will examine the way in which bio-medical engineering is meeting the needs of changing demographics and creating a better future.

Adrian Hill

Professor of Human Genetics; director of the Jenner Institute; co-director, Oxford Martin Programme on Vaccines; Fellow of Magdalen College

Geoffrey Ling

MD, founding director of the Biological Technologies Office of DARPA; Professor of Neurology and Neuro Critical Care, John Hopkins Medical Center

Chair

Colin Tate

Chief executive, Conexus Financial

6:25pm – 6:50pm

WHAT DOES THE FUTURE LOOK LIKE

Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like and what the role of finance could be in a more informed and sustainable world.

Stewart Brentnall

Chief investment officer, NSW Treasury Corporation (TCorp)

Angela Rodell

Chief executive, Alaska Permanent Fund

Geoff Rubin

Chief investment strategist, CPP Investments

Chair

Amanda White

Director of institutional content, Conexus Financial

6:50pm – 7:15pm

NETWORKING ZOOM ROOMS

Investors will have the chance to join zoom rooms with speakers and their peers to discuss the themes of the conference. These include the changing geopolitical dynamics and the potential unravelling of globalisation; the unprecedented fiscal and monetary policy responses and the implications for investments; how investors are positioning portfolios and managing short and long-term risks; supply chain risks and responsible capitalism; and what a sustainable recovery looks like and how investors can ensure it happens.

7:15pm

CONFERENCE CLOSE