Venue
Merchants Exchange Club
Merchants Exchange Club, 75 Leidesdorff St, San Francisco, CA 94104, USA

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Event Date Thu Oct 18 EDT (about 6 years ago)
Location Merchants Exchange Club
75 Leidesdorff St, San Francisco, CA 94104, USA
Region Americas
Details

Investors have been unnerved by market swings over the past year, and as a result they are taking a global view to diversify their portfolios and protect against volatility. Investors are also increasingly seeking assets that provide long-term growth. Investing in a mix of U.S. and international companies ensures that investors benefit from the full-range of global opportunities, including exposure to high-growth companies in emerging markets.

This breakfast will present views on global equity investing based upon findings from a recent survey conducted by OFI Global Asset Management in partnership with Greenwich Associates. Attendees will also hear OFI’s senior investment team, consultants and investor peers share their views on economic trends and their approach to global investing,and have the opportunity to network with the speaking faculty and their peers in the investment community.

Speakers

2018 Speakers:

Featured Speakers:

Alexander Cochran
LOCKHEED MARTIN INVESTMENT MANAGEMENT COMPANY, Portfolio Manager - External Equities

Ellen Ellison
UNIVERSITY OF ILLINOIS FOUNDATION, Chief Investment Officer

Michael Haddad
OFFICE OF NEW YORK CITY COMPTROLLER SCOTT M. STRINGER, Deputy Chief Investment Officer - Public and Tradable Markets, Bureau of Asset Management

Speakers:

Joe Aguilar
ILLINOIS STATE TREASURER, Director - Investment Analysis and Due Diligence

Kurt L. Braitberg
CFA, CAIA SAN FRANCISCO EMPLOYEES' RETIREMENT SYSTEM, Managing Director, Public Markets

Shanelle Brown
Senior Portfolio Manager, Public Markets Investments, EXELON

Sean Clark
Senior Vice President, Global Consultant Relations, CFA
OFI GLOBAL ASSET MANAGEMENT

Alexander Cochran
Portfolio Manager - External Equities, LOCKHEED MARTIN INVESTMENT MANAGEMENT COMPANY

Nick Davies
Partner, CAIA
MERCER

Ellen Ellison
Chief Investment Officer, UNIVERSITY OF ILLINOIS FOUNDATION

Robert Ewers
Specialist, Treasury and Risk, CFA INTER-AMERICAN DEVELOPMENT BANK

Chris Gill
Director of Public Markets, CFA GEORGETOWN UNIVERSITY

Michael Haddad
Deputy Chief Investment Officer - Public and Tradable Markets, Bureau of Asset Management, OFFICE OF NEW YORK CITY COMPTROLLER SCOTT M. STRINGER

Andy T. Iseri
Senior Vice President, Global Manager Research Group, CFA CALLAN

Mo Jalajel
Senior Manager, Pension Investments, PFIZER, INC.

Brian Levitt
Senior Investment Strategist, OPPENHEIMERFUNDS, INC.

Stacy Lewis Daher
Associate Vice President, Finance & Treasury, UNIVERSITY OF SAN FRANCISCO

Andrew McCollum
Partner and Managing Director, GREENWICH ASSOCIATES

Krishna Memani
Head of Fixed Income and Portfolio Manager, CIO OPPENHEIMERFUNDS, INC.

Kweku Obed
Managing Partner, CFA, CAIA MARQUETTE ASSOCIATES

Leonard Oremland
Senior Vice President & Managing Director of Global Consultant Relations, OFI GLOBAL ASSET MANAGEMENT

Phillip Paroian
Senior Investment Officer, Public Equity, WASHINGTON STATE INVESTMENT BOARD

Bill Raynor
OFI GLOBAL ASSET MANAGEMENT
Vice President, Institutional Sales, West Region

Apurva Schwartz
ROCATON
Managing Director, Equity Research

Jeff Sharon
CFP, CIMA
OFI GLOBAL ASSET MANAGEMENT
Managing Director, Head of North America Institutional Sales

Richard Walsh
Vice President, Senior Relationship Manager, OFI GLOBAL ASSET MANAGEMENT

Sponsors & Partners

2018 Sponsors and Partners:

LEAD SPONSOR:
• OFI Global