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Event Date Tue Jul 13 MDT - Thu Jul 15 MDT (5 months ago)
In your timezone (EST): Tue Jul 13 5:00pm - Thu Jul 15 8:00pm
Region Americas

The uneven rollout of COVID-19 vaccines and new strands of the virus have clouded the outlook for a post-pandemic world. Consumption patterns and economic activity have been reshaped by this unprecedented global event, which has also accelerated trends and amplified disruption that predate the outbreak. A K-shaped recovery could have important implications for portfolio construction and asset allocation. Diverging paths to recovery may lead to unforeseen economic outcomes that could have lasting impact.

Many governments have further expanded their fiscal deficits in order to provide relief and stimulate their economies.
Coupled with ultra-accommodative monetary policies already in place, rising debt levels are a building concern; one increasingly expressed through currencies, commodities, and most impressively, crypto-assets. The overabundant money supply, wealth gaps and economic inequality continue to drive discussions about inclusiveness, which deepens the social and governance aspects of ESG investing. On the environmental front, carbon neutrality targets continue to usher in new waves of climate-focused laws and regulations that could impact business models as well as investment portfolios.


2021 Speakers

Lionel C. Johnson
President, Pacific Pension & Investment Institute (PPI)

Afsaneh Mashayekhi Beschloss
Founder and Chief Executive Officer, RockCreek

Jennifer Zhu Scott
Executive Chairman, the Commons Project

Ernest Z. Bower
President and Chief Executive Officer, BowerGroupAsia

Eddie Yue
Chief Executive, Hong Kong Monetary Authority

Frank K. Tang
Chairman and Chief Executive Officer, FountainVest Partners

Sujoy Bose
Managing Director and Chief Executive Officer, National Investment and Infrastructure Fund, India

Hubert Danso
Chief Executive Officer and Chairman, Africa Investor

Jane Garvey
North America Chairman, Meridiam Infrastructure

Michael Greenwald
Director, Tiedemann Advisors

Nouriel Roubini
Chief Economist, Atlas Capital Team LP

Marlene Puffer
President and Chief Executive Officer, CN Investment Division; Member, PPI Board of Directors

Jonathan Grabel
Chief Investment Officer, Los Angeles County Employees Retirement Association (LACERA)

Stephanie Pfeifer
Chief Executive Officer, Institutional Investors Group on Climate Change (IIGCC)

Brian Brooks
Chief Executive Officer, Binance.US; Former Acting Comptroller, The Office of the Comptroller of the Currency; Former Chief Legal Officer, Coinbase

Alex Doñé
Deputy Comptroller and Chief Investment Officer, New York City Bureau of Asset Management (Invited)

Andrew Junkin
Chief Investment Officer, Office of General Treasurer, Rhode Island

Matt Whineray
Chief Executive Officer, New Zealand Superannuation Fund


Sanjay Chawla
Senior Vice President and Chief Investment Officer, FM Global

Lincoln Webb
Executive Vice President, Global Head of Infrastructure & Renewable Resources, BCI

Sheila Patel
Advisory Director, Goldman Sachs Asset Management; Member, PPI Board of Directors

Grégoire Haenni
Chief Investment Officer, Caisse de prévoyance de l'Etat de Genève (CPEG)

Marcie Frost
Chief Executive Officer, California Public Employees' Retirement System (CalPERS)