FIS Harvard 2025

This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

Speakers

Eric Bouyé

Manager, product knowledge and research, The World Bank (United States)

Sean Brennan

Executive vice president, pension group annuities and new markets, Athene (United States)

Philip Broenniman

Managing partner and portfolio manager, Varana Captial (United States)

Michael Cappucci

Head of sustainability, Harvard Management Company (United States)

James Clarke

Global head of institutional capital, Blue Owl (United States)

Adrian Croft

Executive director, IFM Investors (United States)

James Davis

Chief investment officer, OPTrust (Canada)

Redouane Elkamhi

Professor of Finance, University of Toronto (Canada)

Anne-Marie Fink

Chief investment officer, private markets and funds alpha, State of Wisconsin Investment Board (USA)

Anne Marie Fleurbaaij

Managing director and head of public equity for Makena Capital (United States)

Carol Geremia

President, MFS (United States)

Deborah Goldberg

Treasurer of Massachusetts

Trevor Graham

Head of equities, deputy chief investment officer, TIFF Investment Management (United States)

Pedro Guazo

Chief executive, United Nations Joint Staff Pension Fund (United States)

Aziz Hamzaogullari

Founder, chief investment officer, growth equity strategy, Loomis Sayles (United States)

Thomas Lee

Head of US credit research, APG Asset Management (The Netherlands)

Karen Karniol-Tambour

Co-chief investment officer, Bridgewater Associates (United States)

Nick Khaw

Head of research, and co-head of private markets, Khazanah Nasional Berhad (Malaysia)

Kevin Kneafsey

Senior investment strategist, multi-Asset solutions, Allspring Global Investments (United States)

Stephen Kotkin

Senior Fellow at Stanford's Freeman Spogli Institute for International Studies, and the Kleinheinz Senior Fellow at the Hoover Institution (United States)

Colin le Duc

Co-founder and partner, Generation Investment Management (United States)

Ian Lumb

Head of product, analytics, SimCorp (United Kingdom)

Paul Marcussen

Head of New York office, lead portfolio manager, Norges Bank Investment Management (Norway)

Daniel Matviyenko

Managing director and portfolio manager, healthcare strategies, Jennison Associates (United States)

Paul McCracken

Managing director, growth equities, Canada Pension Plan Investment Board (Canada)

Jonathon O’Donnell

co-head of treasury management; head of liquidity, CalPERS (United States)

Arjen Pasma

Chief fiduciary manager, PGGM (The Netherlands)

Saurabh Rastogi

Head of investment risk, Ontario Teachers' Pension Plan (Canada)

David Sinclair

Professor in the Department of Genetics at the Paul F. Glenn Center for Biology of Aging Research at Harvard Medical School (United States)

Andrew Siwo

Head of sustainable investments and climate solutions, New York State Common Retirement Fund (United States)

Colin Tate

Founder and managing director, Conexus Financial (Australia)

Neil Thompson

Innovation Scholar at MIT's Computer Science and Artificial Intelligence Lab and the Initiative on the Digital Economy

John Toomey

Chief executive, HarbourVest Partners (United States)

Michael Trotsky

Executive director and chief investment officer, MassPRIM (United States)

Aleks Vickovich

Editor-in-chief, Conexus Financial (Australia)

Lars Wallberg

Chief executive, Velliv Foreningen (Denmark)

Yana Watson Kakar

Managing director and head of Americas, CDPQ (Canada)

Amanda White

Director of international, Conexus Financial (Australia)

Jay Willoughby

Chief investment officer, TIFF (United States)

John Zito

Co-president, Apollo Asset Management (United States)

“

The breadth of perspectives from around the world and from multiple disciplines made this year’s Harvard edition of the Fiduciary Investors Symposium excel. The robust exchange of ideas and approaches between different investors and between investors and academics, all thoughtfully fostered by the Conexus team, gave me useful insights into investment opportunities that lie ahead and left me optimistic about the commonalities we share.

Anne-Marie Fink

Chief investment officer, private markets and funds alpha, State of Wisconsin Investment Board (SWIB)

“

Attending the recent Fiduciary Investors Symposium at Harvard was a valuable experience. The sessions were well-structured, and I appreciated the diversity of perspectives and the openness of participants and speakers in sharing both successes and lessons learned. Events like this are important for our industry, they reaffirm our shared purpose and offer a space to learn from one another. I left the symposium with a renewed sense of optimism. Thank you to all who made it such a meaningful and collaborative gathering.

James C. Davis

Chief investment officer, OPTrust

“

The Fiduciary Investors Symposium at Harvard was thought-provoking and insightful — consistent with the high standard of past FIS events I’ve attended. It created space to zoom out and focus on the broader trends and developments shaping our portfolios. Just as valuable was the opportunity to connect and reconnect with senior decision-makers who not only interpret investment trends but help shape them. The event was exceptionally well-organised and engaging throughout.

Kane Brenan

Chief executive, TIFF Investment Management

Upcoming events

Fiduciary Investors Symposium

The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to asset owners. This event looks at the return and impact opportunities in the region, and the importance of Asia in the global economy.

March 24-25, 2026 | Raffles Hotel, Singapore

Fiduciary Investors Symposium

This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

June 1-3, 2026 | Harvard University, USA