Investment USA 2022 | Reuters Events | 23 May 2022 | New York Marriott at the Brooklyn Bridge, 333 Adams St, Brooklyn, NY 11201, USA

Proven strategies to mitigate risk, increase resilience and generate returns in the new market paradigm.

Investment management is at an inflection point. From geopolitical instability, regulatory tightening and workforce challenges exacerbated by the pandemic, to shifting investor demands driving the rise and rise of sustainable investing and digital assets; the disruption impacting the entire ecosystem is relentless. And amidst all this upheaval, the industry must continue to adapt, innovate and uncover new opportunities to generate returns.

Reuters Events will unite top-level decision makers from the world’s most influential asset managers and institutional investors, along with thought-leaders and innovators from across the investment ecosystem, to share their insights on the key trends that will shape the markets throughout 2022 and beyond.

2022’s defining themes and action-led discussions:

• Economic & Regulatory Outlook – Navigating increasingly complex social and economic shifts and how they will impact the markets
• Asset Allocation and Portfolio Construction – strategies to generate returns in a low-yield, high volatility environment
• Operational Optimisation – implementing resilient and adaptable operating models to mitigate systemic risk
• The Rise of Alts – increasing exposure to private markets and alternative asset classes for institutional investors
• Next Gen Workforce – developing and retaining the talent pool you need in an increasingly complex distribution landscape

2022 Speakers

Omar Aguilar
CEO & Chief Investment Officer, Schwab Asset Management

Simona Paravani-Mellinghoff
Global CIO of Solutions for Multi-Asset Strategies & Solutions, BlackRock

Solita Marcelli
Chief Investment Officer Americas, UBS

Kate Murtagh
Chief Compliance Officer and the Managing Director for Sustainable Investing, Harvard Management Company

Paul Colonna
President and Chief Investment Officer, Lockheed Martin Retirement

Erik Knutzen
Chief Investment Officer – Multi-Asset Class Portfolios, Neuberger Berman

Ruchir Sharma
Chairman, Rockefeller International

Darrell Cronk
Chief Investment Officer, Wells Fargo Wealth & Investment

Abigail Pohlman
Global Head of the Private Wealth Management Sustainable Solutions Group, Goldman Sachs

Todd Jablonski
Chief Investment Officer & Head of Asset Allocation, Principal Global Investors

Samantha Foster
Managing Director, Non-Profit OCIO Solutions, Russell Investments

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Andrea Anastasio
Head of Investment Management Solutions, MassMutual Investments

Veronica Olazabal
Chief Impact and Evaluation Officer, BHP Foundation

Sinead Colton Grant
Global Head of Investor Solutions, BNY Mellon Wealth Management

Michael Forestner
Global Co-CIO, Private Markets, Mercer

Christine Looney
Deputy Director, Mission Investments, Ford Foundation

Margaret Franklin
President & CEO, CFA Institute

Eli Aheto
Managing Director, BeyondNetZero

Asha Mehta
Chief Investment Officer, Global Delta Capital

James Donald
Head of Emerging Markets, Lazard Asset Management

Adam Choppin
Assistant Portfolio Manager, Multi-Manager Strategies, Xponance

Betsy Cohen
Chair, FinTech Masala

Andras Bohm
Head of Insurance-Linked Securities Structuring for the Americas, Swiss Re Capital Markets

Terri Spath
Founder & Chief Investment Officer, Zuma Wealth

Vanessa Grellet
Head of Portfolio Growth, Coinfund

Merli Baroudi
Director of Economics and Sustainability, World Bank Group’s Multilateral Investment Guarantee Agency (MIGA)

Cliff Cone
Partner and Co-Head of US Funds & Investment Management Practice, Clifford Chance

Pat Reilly, CFA
SVP, Senior Director, Americas Analytics, FactSet

Rob Hauff
Portfolio Manager, Vesttoo

Raghu Yarlagadda
Co-founder & CEO, FalconX

Diogo Mónica
Co-Founder and President, Anchorage Digital

Aaron Filbeck
Managing Director & Head of UniFi by CAIA™

Harlin Singh
Global Head of Sustainability, Citi Global Wealth

Vivian Lin Thurston
Portfolio Manager, William Blair

Greg Roumeliotis
Corporate Finance & ESG Editor, Thomson Reuters

Jamie McGeever
Markets Columnist, Thomson Reuters

Malik Sarwar
Senior Partner, MD Wealth Management, Global Leaders Group

Milwood Hobbs Jr
Managing Director, Head of North American Sourcing & Origination, Oaktree Capital

Niraj Patel
Head of AXA XL ILS Capital Management, Alternative Capital Unit, AXA XL

John McCrank
Correspondent, Reuters

2022 Sponsors and Partners

INSIGHT PARTNER:
• Vesttoo

PLATINUM SPONSOR:
• Factset

GOLD SPONSOR:
• Falconx

SILVER SPONSORS:
• Clifford Chance
• MIGA
• Anchorage Digital

ASSOCIATION PARTNERS:
• Diverse Asset Managers
• NVCA
• CAIA Association
• AIMA