In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
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Investors feel banks’ lending pinch
Post-GFC regulation has driven up the cost of bank funding. Professor Darrell Duffie explained the impact of the end of ‘sovereign uplift’ and offered ideas to create competition and lower costs.
Machine learning’s risk/reward challenge
The availability of big data and cheap computer power is making machine learning a profit driver for businesses. A panel of experts discussed related risk-management and governance issues.
GPIF’s Mizuno heaps change on managers
As CIO of the world’s largest pension fund, Hiro Mizuno has restructured fees and forced a focus on ESG and stewardship. Now the fund is using AI to make sure managers practice what they pitch.
Alphabet’s Hennessy: AI research is king
The chair of Google’s parent told delegates most investment in Silicon Valley today is for artificial intelligence and discussed some of the problems it can solve – and some it has helped create.
Time for a carbon tax: George Shultz
Economics professor George Shultz told delegates a revenue-neutral carbon tax would have corporate support and would be effective, during a discussion of US and global climate policy.
Australia’s ‘phenomenal’ collaboration
IFM Investors is an example of asset owners co-operating for success. The fund, owned by superannuation funds, has leveraged leadership from its larger stakeholders and greater negotiating power.
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