Live Stream 2020 | DAY 2

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Zoom room one

  • Professor Stephen Kotkin, Professor in History and International Affairs, Princeton University (United States)
  • Karen Karniol-Tambour, head of investment research, Bridgewater Associates (United States)

Current number of participants:

1

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Zoom room two

  • Kate Barker, chair, BCSSS (United Kingdom)
  • Michael Hewett, managing director, investor relations, SVP Global (United Kingdom)

Current number of participants:

1

Sponsored Content

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Zoom room three

  • Sharan Burrow, general secretary, ITUC (Belgium)
  • Jon Cheigh, chief investment officer, Cohen & Steers (United States)

Current number of participants:

1

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Zoom room four

  • Geoffrey Ling, MD, founding director of the Biological Technologies Office of DARPA; Professor of Neurology and Neuro Critical Care, John Hopkins Medical Center (United States)
  • Niall Quinn, global head of institutional business, Pictet Asset Management (United Kingdom)

Current number of participants:

1

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Zoom room five

  • Arjen Pasma, chief risk officer, Investments, PGGM (The Netherlands)
  • Geoff Hodge, Executive Chairman, Milestone Group (Australia)

Current number of participants:

1

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Zoom room six

  • Fiona Reynolds, chief executive, PRI (United Kingdom)
  • Masja Zandbergen, head of sustainability integration, Robeco (The Netherlands)

Current number of participants:

1

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Zoom room seven

  • Angela Rodell, chief executive, Alaska Permanent Fund (United States)
  • Jenny Johnson, president and chief executive, Franklin Templeton Investments (United States)

Current number of participants:

1

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Return targets head downward

The challenging market environment is putting pressure on pension funds. In response, many are lowering return targets, rather than taking on more risk or requesting larger contributions.

Never underestimate quality

USS's COO Howard Brindle is one of the most experienced investment operations executives in the pension industry, he talks about business transformation and the importance of talent.

Board make-up matters

The more political appointees and worker representatives sit on US pension fund boards, the more those funds will respond to incentives that encourage riskier investing, research has found.

McKinsey: Long game is best play

Calls for a long-term investment focus have lacked a sophisticated metric to back them up – until now. The McKinsey Global Institute has found tangible benefits from shunning short-termism.

On the geopolitical horizon

It’s impossible for asset owners to predict the year’s geopolitical upsets. Diversification will be the key to a resilient portfolio.

Bulk of pension assets still at top end

The 300 largest funds, and the seven biggest country markets, continue to control the lion’s share of global pension assets, a Willis Towers Watson study has found.

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