MSCI US Institutional Investor Conference
Please join us for MSCI’s 13th Annual Fall US Institutional Investor Conference, exclusively for pension plans, foundations, endowments and investment consultants held at the offices of CalSTRS and CalPERS in Sacramento, California. We will explore some of the most challenging issues facing institutional investors today through panel discussions, research presentations, and peer networking.
- The Evolution of Active Management
- Disruptive Technologies and Alternative Data in Investment Management
- Risk Management and Scenario Analysis
- Private Market Investing
* Agenda subject to change and updates to followRegister Now
Oct 10-11, 2018
DAY ONE - Oct 10, 2018
10:00 a.m. - 4:30 p.m.
DAY TWO - Oct 11, 2018
8:00 a.m. - 1:30 p.m.
*Lunch will be provided for both days
DAY ONE - Oct 10, 2018
100 Waterfront Place
Sacramento River Room
West Sacramento, CA 95605
DAY TWO - Oct 11, 2018
Lincoln Plaza West
400 Q St & 4th St
Sacramento, CA 95811
|Day One - Oct 10, 2018|
Laurent Seyer, Managing Director, Chief Operating Officer & Chief Client Officer, MSCI
June Kim, Director of Global Equity, CalSTRS
The Investment Firm of the Future - Business Models and Strategies for a More Forward-Thinking Industry
Roger Urwin, Advisory Director, MSCI
Based on a survey of over 2,500 investment management professionals, the report builds on foundational research from an earlier study, “Future State of the Investment Profession,” and prescribes the shifts investment firms will need to make to ensure survival and success over the next decade.
PANEL: The Future of Active Management
Presenter: Peter Zangari, PhD, Managing Director & Global Head of Research and Product Development, MSCI
Active managers are increasingly being affected by evolutions and disruptions in the investment process. Global investing, factor investing, ESG integration, big data and machine learning all have the potential to reshape the investment industry. How active managers take advantage of the new tools available to enhance their processes will be key to their ongoing success.
PANEL: New Dimensions to Measuring & Monitoring Managers Across Asset Classes
Moderator: Raina Oberoi, Executive Director & Head of Equity Solutions Research - Americas, MSCI
Benchmarks have evolved over the decades to better reflect the investment strategies of asset managers. Indexes transformed from a security sampling approach to a comprehensive universe including all investable market caps; style benchmarks expanded from growth or value to today’s factor and ESG variants, fine-tuned to specific manager strategies. More recently, alternative asset classes such as private real estate, infrastructure and currency have also seen more representative benchmarks come to market. This panel discussion will highlight the latest in how better-aligned benchmarks can be used to illustrate the value add of active management and serve as an effective measurement of risk.
PANEL: From Hedge Funds to Market Cap: Redefining the Meaning of Active Investing
Presenter: George Bonne, PhD, PRM, Executive Director, Equity Factor Research, MSCI
Advances in technology, data and analytics models have democratized alpha-producing investments. Strategies once available only through higher cost active managers can be replicated today through relatively lower cost systematic models. This panel explores how leading asset owners and consultants are differentiating between active versus passive and insourced versus outsourced, highlighting the wide-ranging impact on portfolio construction and manager selection.
Executive Interview: Building Value Through Strategic Partnerships
Henry Fernandez, Chairman & Chief Executive Officer, MSCI
Diana Tidd, Managing Director, Head of Index, MSCI
|5:00 P.M.||Cocktails and Light Fare at Hyatt Regency Sacramento|
|Day Two - Oct 11, 2018|
Eric Baggessen, CFA, Managing Investment Director, Trust Level Portfolio Management, CalPERS
KEYNOTE - Rethinking Alternative Data in Institutional Investment
Ashby Monk, PhD, Executive and Research Director, Stanford Global Projects Center
As alternative data steadily become mainstream in finance, institutional investors may benefit from rethinking how they engage with alternative datasets. Specifically, they could gain from rethinking alternative data’s value proposition, how they characterize alternative data and how they access alternative data. Rethinking their approaches to alternative data in these ways can help investors select alternative datasets that better align with their organizational resources and contexts. We argue that such rethinking offers the largest advantage when it focuses on building defensive and defensible strategies around alternative data, rather than prioritizing quicker exploitation of short-lived opportunities. Rethinking alternative data will require institutional investors to investigate new partnering possibilities, which should help them weather (and even thrive during) the escalating arms race among financial market participants for alternative data. Building capacity for alternative data in these ways could also help Investors accelerate innovation.
PANEL: Disruptive Technologies in Finance
Presenter: Peter Shepard, PhD, Managing Director & Head of Fixed Income, Multi-Asset Class & Real Estate Research, MSCI
Are big data and machine learning leading to a revolution in the asset management industry? How are investment firms adapting to newer technologies and increasing use of data and analytics? Are we seeing the convergence of quantitative and fundamental investing? New research from MSCI and insights from leading industry practitioners will tackle several key questions related to disruptive technologies and investment management.
PANEL: Incorporating ESG Data into Scenario Analysis and Stock Selection
Presenter: Laura Nishikawa,CFA, Executive Director & ESG Research Director, MSCI
Alternative data is defined as any data used to obtain insight into the investment process outside of the traditional financial statements and information sources. Leading investment professionals have embraced ESG, not as just as an exercise in values alignment, but rather as a source of new data sets that provide insight for long term return generation and risk management. We will profile multiple use cases in which ESG data is used to better inform stock selection, manage risk and guide asset allocation decisions through long-term scenario analysis.
PANEL: The Global Financial Crisis: Ten Years On
Moderator: Peter Shepard, PhD, Managing Director & Head of Fixed Income, Multi-Asset Class & Real Estate Research, MSCI
The global financial crisis of 2008 fundamentally changed global markets. Its impact on investors cannot be overstated. In this panel we share reflections from leading MSCI researchers and industry experts discussing what we learned about risk and markets and where they see the investment world heading over the next 10 years.
Dorsey Barnett Horowitz, Managing Director & Head of Asset Owner and Consultant Coverage, Americas, MSCI
Scroll the table to the right to see more
Advisory Director | MSCIRead Bio
Chairman and Chief Executive Officer | MSCIRead Bio
Managing Director & Head of Fixed Income, Multi-Asset Class & Real Estate Research | MSCIRead Bio
Executive and Research Director | Stanford Global Projects CenterRead Bio
Managing Director & Global Head of Research and Product Development | MSCIRead Bio
Dorsey Barnett Horowitz
Managing Director & Head of Asset Owner and Consultant Coverage, Americas | MSCIRead Bio
Managing Director and Global Head of Client Solutions | MSCIRead Bio
Managing Investment Director, Trust Level Portfolio Management | CalPERSRead Bio
Managing Director & Head of Client Coverage in Americas | MSCIRead Bio
Executive Director & Global Head of Factor Index Products | MSCIRead Bio
Executive Director & Head of Equity Solutions Research - Americas | MSCIRead Bio
Managing Director & Head of ESG | MSCIRead Bio
Managing Director & Head of Application Development | MSCIRead Bio
Executive Director, Equity Factor Research | MSCIRead Bio
Managing Director, Chief Operating Officer & Chief Client Officer | MSCIRead Bio
Executive Director, Equity Solutions | MSCIRead Bio
Managing Director & Head of Index | MSCIRead Bio
Head of Applied Research | BurgissRead Bio
Director of Innovation & Technology | Washington State Investment BoardRead Bio
Managing Director, Public and Alternative Securities | CaltechRead Bio
Executive Director & ESG Research Director | MSCIRead Bio
Director | UNJSPFRead Bio
Global Chief Investment Officer | Aon HewittRead Bio
Managing Director & Chief Investment Officer of Sustainable Investing | BlackRockRead Bio
co-head of Global Fixed Income and head of liability-driven investing and Global Credit | Wells Fargo Asset ManagementRead Bio
Senior Real Estate Investment Officer | Office of the Oregon State TreasurerRead Bio
Vice President of Investment Data Science Strategy - Fixed Income | Franklin TempletonRead Bio
Managing Director, Co-CIO of Active Equity and Co-Head of Systematic Active Equity | BlackRockRead Bio
Chief Investment Officer, Equities, Investment Division | Russell InvestmentsRead Bio
Chief Risk Officer | NYC Comptroller’s Bureau of Asset ManagementRead Bio
Senior Public Equity Investment Officer | Oregon State TreasuryRead Bio
Investment Manager and Senior Member of the Trust Level Portfolio Management Team | CalPERSRead Bio