Platinum Sponsors

MORE ABOUT OUR PLATINUM SPONSORS

Robbins Geller Rudman & Dowd LLP (“Robbins Geller” or the “Firm”) specializes in complex litigation emphasizing securities, corporate mergers and acquisitions, shareholder derivative, whistleblower, antitrust, consumer, insurance, health care, human rights and employment discrimination class actions. The Firm’s unparalleled experience and capabilities in these fields are based on the talents of its attorneys, who have successfully prosecuted thousands of class action lawsuits.

The Firm is widely recognized as a leading law firm worldwide. Judges have described Robbins Geller as one of the most formidable securities law firms in the country. With 200 lawyers in 10 offices nationwide, the Firm has the resources, experience and tenacity to achieve superior results.

LEARN MORE


International Farming Corporation is an alternative investment firm that specializes in the agricultural sector.

Our team includes professionals with PhD’s in Agricultural Sciences, Certified Professional Agricultural Engineers, Certified Crop Advisers and Licensed Crop Consultants. Each is passionate about agriculture, investing in farmland, maximizing crop yields and increasing farm profits through progressive farming techniques and superior farm management.

IFC and its affiliates were founded in 1871 and have over 139 years of continuous agricultural experience. Our team has farmed in North America, South America, and Eastern Europe utilizing progressive farming techniques on an array of soil types. We have also been active in the agricultural community, leading national trade organizations such as the National Cotton Ginners Association and actively partnering with leading agricultural universities with a global reach to further progressive farming techniques.

We look forward to continuing our commitment to increase food supplies while protecting the environment.

LEARN MORE

Photos from our last conference

About

We only host VIP events where the majority of attendees are executives.*

The Premier Summit for Sovereign Wealth Funds, Pension Funds, Central Banks, and other Long-Term Public Investors


Executive Titles: Chief Executive Officer, Chief Investment Officer, President, Governor, Vice President, Partner, Managing Director, Principal, Trustee, Board Member


Some General Discussion Topics

Current trends and events
Central banking and monetary policy
Investment strategy
Asset allocation
Institutional collaboration
Climate change and impact investing
    Governance and regulations
Institutional real estate
Private equity
Equities, commodities, fixed income
Global economics
Risk management
Factor-based investing and new investment strategies

Agenda

QUESTIONS: Please email events@swfinstitute.org

*Agenda subject to change

Monday, 23 October 2017

8:00 – 8:40am Registration & Welcome Coffee
8:45 – 8:55am SWFI: Welcome & Introductions
Michael Maduell, President and Chairman, SWFI
9:00 – 9:25am Opening Keynote Presentation
Donghyun Park, Principal Economist, Asian Development Bank
9:30 – 10:25am Europe, U.K. and Beyond: What Challenges Lie Ahead?

What growth rates can we expect in Europe in 2018? What is the European identity in the context of economics and how will the member states deal with an aging population? Which sectors will benefit from possible fragmentation efforts?

Ruston Smith, Chairman of the Trustee Board, U.K. Pension Scheme and Tesco Pension Investment Ltd.
Liviu Voinea, PhD, Deputy Governor, National Bank of Romania, Executive Member of the Board
Nicholas Garrott, Senior Economic Advisor, Pagefield; Former Special Economic Assistant to Chief Economic Advisor, Mayor’s Office of London
Campbell Macpherson, Business Advisor; Author and Speaker at Change & Strategy International Ltd.

10:30 – 10:40am Break
10:45 – 11:10am Keynote Presentation
Brian Uken, Private Equity Investment Fund Manager, International Farming Corporation
11:15 – 11:45am Investing for the Future: Taking Sustainability into Account

According to SWFI research, from 2007 to 2016, more wealth funds, large pensions and university endowments are engaging in more direct deals in the renewable sector. How can institutional investors participate in sustainable investing whether direct, within a fund strategy, or outsourcing? What factors will determine success?

Olivier Rousseau, Member of the Management Board, Fonds de réserve pour les retraites
Marcel Jeucken, Managing Director Responsible Investment, PGGM Investment Management
Matthew Ulterino, Property Working Group Coordinator, United Nations Environment Programme Finance Initiative Property Working Group
Morris Reid, Partner, Mercury LLC

11:50 – 12:15pm Q & A: African Sovereign Wealth Funds
Mthuli Ncube, PhD, Managing Director, Quantum Global Research Lab
12:20 – 1:40pm Lunch
Sponsored by Fundo Soberano de Angola
1:45 – 2:10pm Keynote Presentation
Mark Solomon, Partner, Robbins, Geller, Rudman & Dowd LLP
2:15 – 2:40pm Deep Dive: Shareowner Rights and Corporate Governance

Increasingly, asset owners are beginning to see the value of corporate governance and consequently asserting their rights as shareowners. At the same time, many large publicly-traded corporations have been entangled in legal issues. What is the current landscape like today?

Jeremy Marshall, Chief Investment Officer, Bentham Europe
Josina Kamerling, Head of Regulatory Outreach EMEA, CFA Institute
Noah R. Wortman, Managing Director, Americas & Global Head of Class Action Services, Goal Group of Companies
Peter Lunt, Responsible Investment Senior Analyst, USS Investment Management
Vedat Akgiray, PhD, Director, Center for Corporate Governance, Bogazici University
Niels Lemmers, Legal and Public Affairs Director, Dutch Investors’ Association VEB

3:45– 5:45pm Networking function
6:00 – 7:00pm Cocktail Reception
7:00 – 8:30pm Welcome Dinner

Tuesday, 24 October 2017

8:30 – 8:55am Coffee & Networking
9:00 – 9:25am Keynote Presentation
TBA
9:30 – 10:20am Optimal Asset Allocation and Risk Management Strategies for Today’s Institutional Investor

A review of portfolio allocation regarding investment strategies, geographies and asset classes. The panel will also dive into the latest risk management strategies and potential obstacles in the current state of the world. What do these asset owners think who manage billions of capital?

Eric Bergeson, President, Wasatch Advisors, Inc.
Dmitry Pevzner, Investment Manager, California Public Employees’ Retirement System (CalPERS)
Genio van der Schaft, Group Risk Manager, APG Group; Member, Board of Trustees, Pension Fund PPF-APG
Damon Krytzer, Managing Director, Institutional Marketing, Highland Capital Management

10:25 – 10:50am Networking Break
11:00 – 11:25am The Proliferation of Smart Beta and Factor-based Investing

It seems everyone is getting their hands into factor-based investing. What are some of the latest trends? How do institutional investors properly implement smart beta into their portfolios?

Eric Zwickel, Director, EMEA Asset Owners and Consultants, S&P Global
Andrew Wold, Global Head of Client Strategy, Official Institutions Group, State Street Global Advisors

11:30 – 12:15pm From Start to Finish: Anatomy of an RFP and Future Client Relations

Landing mandates from official institutions such as sovereign funds and central banks is a unique process. This session will explore the different methods used and current practices.

Nicolas J. Kahale, Former Investment Management Executive
Goldman Sachs AM, J.P. Morgan AM, MSIM, Deutsche Bank AM and Barings (previous)
Souheil Hajjar, Chief Executive Officer and Board Director, Majid Al Futtaim Trust (Dubai)
Dr. Lodewijk van Setten, Visiting Professor, King’s College, University of London.
Former Investment Management Executive, Morgan Stanley Investment Management Ltd. (UK) (previous)

12:20 – 1:35pm Lunch
1:45 – 2:30pm Investing in the U.S. in the Age of Trump

In this panel, we look at regulatory and legislative actions from the Trump Administration and Congress in the current term. This panel speculates on how U.S. President Trump’s policy agenda is and may manifest itself in the areas of (i) tax, (ii) infrastructure, (iii) regulatory enforcement with regard to mergers and acquisitions and foreign investment, and (iv) economic sanctions.

Stefan Stauder, Partner, Torys LLP
Scott Semer, Partner, Torys LLP
Jacques Demers, Chairman, Managing Partner, AGAWA PARTNERS
Shawn Lese, Managing Director and Head of Americas, Product & Solutions, TH Real Estate (TIAA)

2:35 –3:10pm Closing Keynote Presentation
3:15pm Final Remarks

Past Delegates

Past Delegates Include:

Public Investors including Sovereign Funds
Alberta Investment Management Corporation
AP2
AP4
APG Asset Management
British Columbia Investment Management Corp.
California Institute of Technology Investment Office
Central Provident Fund (Singapore)
China Investment Corporation
CPP Investment Board
Emirates Investment Authority
Employees’ Retirement System, State of Hawaii
Fundo Soberano de Angola
Government of Singapore Investment Corporation
Government Pension Investment Fund (Japan)
Hellenic Pension Mutual Fund Management
Khazanah Nasional
Korea Investment Corporation
Kuwait Investment Authority
Los Angeles Fire and Police Pensions
Mubadala Development Co.
Mumtalakat Holdings
National Development Fund of Iran
National University of Singapore
New Mexico State Investment Office
New Zealand Superannuation Fund
Norges Bank Investment Management
North Carolina Department of State Treasurer
Oman Investment Fund
Ontario Municipal Employees Retirement System
Ontario Teachers’ Pension Plan
Public Investment Corporation (South Africa)
Queensland Investment Corporation
Russian Direct Investment Fund
San Jose Police and Fire Retirement Plan
State Capital Investment Corporation (Vietnam)
State Oil Fund of the Republic of Azerbaijan
Teacher Retirement System of Texas
Temasek Holdings
Utah Retirement Systems
Virginia Retirement System

Central Banks & Finance Ministries
Arizona State Treasurer
Bank of Finland
Bank of Italy
Bank of Papua New Guinea
Banque Central du Luxembourg
Banque de France
Banque de la République d’Haïti
California State Treasurer
Central Bank of Egypt
European Central Bank
Ministry of Finance, Panamá
Monetary Authority of Singapore
Norwegian Ministry of Finance
U.S. Department of the Treasury
Wyoming State Treasurer

Agency and Other
ARPA – E
California High-Speed Rail Authority
City of Los Angeles – Mayor’s Office
Estonian Development Fund
Eurasian Development Bank
Government of Australia
Infocomm Development Authority of Singapore
Italian Ministry of Foreign Affairs
Ministry of Defence (Singapore)
Nevada Commission on Economic Development
Singapore Tote Board
SME Development Fund of Mongolia
Stanford Management Company
West Summit Capital
The White House
CalPERS*
Ministry of Finance, Chile*

Non-Public Attendees
Abraaj Capital
Adams Street Partners
Adelante Capital Management
Akina
Alignment Financial Services
American Capital
American Capital Infrastructure
American Century Investments
Analytic Investors
Aquiline Capital Partners
Arcus Infrastructure Partners
Avica Property Investors
AXA Rosenberg Investment Management LLC
Barclays
Berenberg Bank
BlackRock
BMO Global Asset Management
BNP Paribas
BNY Mellon
Bunge
Cain Brothers Asset Management
Calvo Fisher & Jacob LLP
CapMan Real Estate
CarVal Investors LLC
Citi Infrastructure Investors
CMEA Capital
Columbia Management
Condo Developer, LLC
Contrarian Capital Management, LLC
Corporate Finance Associates
CQS Management Limited
Crosswater Realty Advisors
Cushman & Wakefield
DANA Ltd
Deloitte
Deutsche Bank AG
Diversified Global Asset Management
DuPont Capital Management
Egan-Jones Ratings Company
Euroclear Bank
Everstone Capital Asia Pte Ltd
FactSet Research Systems
Federal Home Loan Banks Office of Finance
Financial Recovery Technologies LLC
First State Investments
Fisher Investments
FLAG Capital Management
Fullerton Fund Management
Gavilon, LLC
GE Asset Management
Global Catalyst Partners
Grayling Momentum
Grosvenor Capital Management
Highstar Capital
Hines
Hotchkis & Wiley
Hudson Clean Energy Partners
ING Bank NV
ING Investment Management
Intellectual Ventures
INVESCO
Jennison Associates LLC
JP Morgan Asset Management
Keywise Capital Management
Kirby McInerney LLP
Non-Public Attendees
Kuwait Finance House
Labaton Sucharow LLP
Landmark Partners
Lasalle Investment Management
Leonard Green & Partners, L.P.
Lloyd George Management
Logan Circle Partners
Morgan Stanley
NGP Energy Capital Management, LLC
Northern Trust
Ocean West Capital Partners
Palladium Equity Partners, LLC
Partners Group
PerTrac
PricewaterhouseCoopers
Prologis
Quantum Global Investment Management AG
Quoniam Asset Management
RBC Global Asset Management
RBC Investor Services
Record Currency Management Ltd
RMK Timberland Group
Royal Bank of Canada
Royal Bank of Scotland
Royal London Asset Management
Sarasin & Partners
SecondMarket
Sectoral Asset Management
Srei Infrastructure Finance Limited
Standard Bank
Starwood Capital Group
Sumitomo Trust & Banking Co., Ltd.
SummerHaven Investment Management
SunGard
T Rowe Price
The Sentient Group
TorreyCove Capital Partners LLC
UBS
Wells Capital Management
Wilshire Associates
World Gold Council

Our platform provides a comprehensive and captivating perspective of the challenges and opportunities facing long-term institutional investors.

Contact

Questions: events@swfinstitute.org

Education Credits

Our summits are educational and informative.

Education Credits
By attending an Institute Fund Summit, you may be eligible for:

1. Continuing Education (CE) credits – CFA Institute

2. Continuing Personal or Professional Development (CRD) credits

Attendance is mandatory to receive full credits.

Questions: events@swfinstitute.org