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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 |
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.
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
2018 Sponsors and Partners:
LEAD SPONSOR:
• OFI Global