The theme of the 14th MIT Sloan Investment Conference is "The Investor’s Perspective”, which takes the viewpoint of the institutional investor, and looks at the investment, socioeconomic, geopolitical, and manager selection challenges facing asset allocators today.

Tentative agenda as of January 8, 2019. Please note that the conference will be open to the media.

7:30 AM - 8:25 AM: Breakfast

8:30 AM - 8:35 AM: Welcome Address by Hisham Ibrahim, Conference Co-Chair

8:35 AM - 8:45 AM: Opening Remarks by David Schmittlein, John C. Head III Dean of the MIT Sloan School of Management

8:45 AM - 9:25 AM: Opening Keynote by Marcie Frost, CEO of the California Public Employees’ Retirement System (CalPERS)

9:30 AM - 10:10 AM: “In Search of Persistent Alpha: Opportunities and Challenges in Global Asset Allocation”

Institutional investors and asset allocators discuss the investment/manager selection, socioeconomic, geopolitical, and global demographic challenges that impact modern asset allocation today.

Confirmed panelists:

Lila Hunnewell - Chief Investment Officer, Boston University Endowment

Chris Doheny, CFA - Managing Director, AQR Capital Management

Please note that this panel is on background and requires quote checks.

10:10 AM - 10:25 AM: Morning Break

10:30 AM - 11:10 AM: “Double Bottom Line and Beyond: The State of Impact Investing” presented by the MIT Impact Investing Initiative (Mi3)

Impact investors discuss the evolution of impact investing and how it fits into the modern profit-driven portfolio.

Confirmed panelists:

Warren Valdmanis - Managing Director, Global Impact at Bain Capital

Quyen Tran - Vice President and Equity Portfolio Specialist of Global Impact at Wellington Management

11:15 AM - 11:55 AM:

"being a farmer in a world of hunters”

fireside chat featuring tom russo (managing member, gardner russo & gardner)

With Ted Seides, CIO of the Perch Bay Group, co-founder of Protégé Partners, and host of the Capital Allocators podcast

12:00 PM - 12:40 PM: “Mind and Machine: Frontiers of Quantitative Investing”

Discussions on the challenges and trends impacting quantitative investing. This will include deliberations on alternative data sources, as well as the need for young talent to have coding backgrounds, even for fundamental strategies.

Confirmed panelists:

Barry Ritholtz (moderator) - Chief Investment Officer of Ritholtz Wealth Management, Bloomberg columnist and contributor, host of podcast Masters in Business

Michael Deaddio - President and Chief Operating Officer at WorldQuant

George Mussalli, CFA - Chief Investment Officer and Head of Research (Equity) at PanAgora Asset Management

12:40 PM - 1:25 PM: Pickup Lunch

1:30 PM - 2:10 PM: "Uncorrelated Returns: Alternative Investments in the QT Era"

Panelists representing private equity, venture capital, real estate, hedge funds, and infrastructure talk about the challenges of originating deals, especially with increased competition from smaller funds, amidst an environment of declining global liquidity.

Confirmed panelists:

Dr. Wasim Malik (moderator) - Managing Partner, Iaso Ventures

Allen Breed - Senior Real Estate Officer, MIT Investment Management Company (MITIMCo)

2:15 PM - 2:55 PM: "Of Rising Rates and Falling Knives: Allocating to High-Yield and Emerging Market Debt”

High-yield and emerging market debt managers discuss their outlook for the sector as the Federal Reserve continues to hike rates and the European Central Bank (ECB) contemplates following suit.

Confirmed panelists:

Deborah Lucas (moderator) - Sloan Distinguished Professor of Finance at the MIT Sloan School of Management, and Director of the MIT Golub Center for Finance and Policy

Katherine Renfrew - Managing Director, TIAA-CREF

Josephine Shea - Lead Portfolio Manager for USD Emerging Market Sovereign & Corporate Debt at Mellon (formerly Standish Mellon Asset Management)

Please note that this panel is on background and requires quote checks.

3:00 PM - 3:40 PM: Closing Keynote

3:40 PM - 3:45 PM: Closing Address by Dan Wang, Conference Co-Chair

3:45 PM onwards: Closing Networking Reception and Happy Hour