NYSSA's Global Investing Committee presents the Asset Owners Series

Second Annual National Pension Funds Conference

Thursday September 29, 2016 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Alternative Investments, Asset Owner Series, Conference, Global Investing, Programs for Members, Seminar

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of NYSSA's code of conduct.

The 2nd Annual National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in  best practices in investment strategy, risk management and market engagement. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. 


While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers. 

Agenda
5:30 PM: Check-in 

6:00 PM: Welcome and Opening Comments 
Chris Cutler, CFA, Board of Directors, NYSSA

6:10 PM: Keynote
Carol Boykin, CFA, Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund

6:25 PM: Panel
Moderator 
Lisa Chung, Manager, Foreign Reserves Management, Federal Reserve Bank of New York

Speakers
Constantino (Tino) Argimon, Director, Canada Pension Plan Investment Board
M. Nicolas J. Firzli,  LL.M., Director-General, World Pensions Council (WPC) & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)
Sergio Mendez, CIO, Afore XXI-Banorte
Anna Pot, Director, Responsible Investments, APG Asset Management


7:40 PM Closing Remarks and Networking 
Patrick Holert, CFA, CAIA, Board of Directors, NYSSA

Who should attend?

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. NYSSA has full discretion on who qualifies as an asset owner attendee.‎

NYSSA expects all attendees to comply with NYSSA’s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

DISCLAIMER
The New York Society of Security Analysts, Inc. (“NYSSA”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

*All discussions at the NYSSA Sovereign Fund Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives, ensuring frank and productive discussions and an effective exchange of ideas among peers.

Partners
Program Details

Date
Thursday, September 29, 2016 

Time
5:30p.m.—8:00p.m.

Location
NYSSA
1540 Broadway, Suite 1010
(45th Street Entrance)

Fee
Member $80
Nonmember $175
No students

Registration Deadline
Wednesday, September 28, 2016

NYSSA reserves right to decline admission / refund registration costs
No walk-ins or press permitted.

Dress Code  
No jeans allowed, business attire recommended.

Keynote
Carol Boykin, CFA, Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund

Speakers
Constantino (Tino) Argimon, Director, Canada Pension Plan Investment Board
M. Nicolas J. Firzli,  LL.M., Director-General, World Pensions Council (WPC) & Advisory Board Member, World Bank Global Infrastructure Facility (WB GIF)
Sergio Mendez, CIO, Afore XXI-Banorte
Anna Pot, Director, Responsible Investments, APG Asset Management

Moderator
Lisa Chung, Manager, Foreign Reserves Management, Federal Reserve Bank of New York

Organizers
Deepika Sharma, CFA
Thomas Brigandi
Roberto Peralta, CFA
Patrick Holert, CFA, CAIA
Danye Wang
Alan Fields, CFA, CAIA, CPA
Amelie Derosne, CFA
Evelyn Yeow, CFA
Daniel Fridson
Robert Discolo, CFA, CAIA, CPA
Chris Cutler, CFA
Jae Yoon, CFA
Jonathan Prin, CFA
Steven Bloom, CFA
Maria Shtrapenina, CFA
Christine Phillpotts, CFA
Sandra LaBaugh, CFA
Katherine Zamsky
Kyrill Firshein
David Feygenson
Richard E. Ottoo, PhD, CFA, FRM
Kamal Bhatia
Peter Sang 
Mark Sullivan, CFA
Kevin Maxwell, CFA
Gabriel Doz, CFA
Anthony Thai, CFA
Andrew King
Ravi Chandran, CFA
Darlene Zong, CFA

Consider Becoming a Member 
Contact membership@nyssa.org

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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(212) 541-4530