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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.
Agenda as of February 19, 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 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 GARY GENSLER, FORMER CHAIRMAN OF THE COMMODITY FUTURES TRADING COMMISSION (CFTC), AND FORMER ASSISTANT SECRETARY TO THE TREASURY for financial markets
Note: Our original keynote speaker Marcie Frost, the CEO of the California Public Employees’ Retirement System (CalPERS), had to cancel on Thursday, February 21, 2019 due to unforeseen travel-related complications.
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
Jordan Alexiev, CFA - Head of Dynamic Asset Allocation Research, Fidelity Investments
Chris Doheny, CFA - Managing Director, AQR Capital Management
Daniel Adamson - Managing Director, Wafra
Barry Ritholtz (moderator) - Chief Investment Officer of Ritholtz Wealth Management, Bloomberg columnist and contributor, host of podcast Masters in Business
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:
Lara Metcalf - Managing Director at The Social Entrepreneurs’ Fund (TSEF), and former Chief Financial and Administrative Officer at the Harvard University John F. Kennedy School of Government
Quyen Tran - Sustainable Investment Strategist, Wellington Management
Jacob Donnelly - Principal, Double Impact, Bain Capital
Liqian Ma (moderator) - Managing Director, Cambridge Associates
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:
Michael Deaddio - President and Chief Operating Officer, WorldQuant
Robert Furdak - Chief Investment Officer, Man Numeric Investors
Maria Mähl - Partner & Head of Nordics, Arabesque Asset Management
George Mussalli, CFA - Chief Investment Officer and Head of Research (Equity), PanAgora Asset Management
Barry Ritholtz (moderator) - Chief Investment Officer of Ritholtz Wealth Management, Bloomberg columnist and contributor, host of podcast Masters in Business
Please note that this panel is on background and requires quote checks.
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, and other illiquid assets talk about the challenges of raising and allocating capital, especially with increased competition from smaller funds, amidst an environment of declining global liquidity.
Confirmed panelists:
Russ Wilcox - Partner, Pillar VC
Nina Streeter - Director, Abbot Downing
Allen Breed - Senior Real Estate Officer, MIT Investment Management Company (MITIMCo)
Dr. Wasim Malik (moderator) - Managing Partner, Iaso Ventures
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:
Katherine Renfrew - Managing Director, TIAA Investments (an affiliate of Nuveen)
Josephine Shea - Lead Portfolio Manager for USD Emerging Market Sovereign & Corporate Debt at Mellon (formerly Standish Mellon Asset Management)
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
Please note that this panel is on background and requires quote checks.
3:00 PM - 3:15 PM: AFTERNOON BREAK
3:20 PM - 4:00 PM: “FROM PLATFORMS TO CRYPTOCOINS: BUILDING AND FUNDING THE INDUSTRIES OF TOMORROW”
A panel of venture capitalists and entrepreneurs discuss the technologies reshaping our world, including e-payments, autonomous driving, artificial intelligence, machine learning, and robotics.
Confirmed panelists:
Jennifer Lum - Co-Founder & Chief Operating Officer, Forge.AI
Dave Balter - CEO, Flipside Crypto
Kirstan Barnett - Founder & Managing Partner, kbb capital
SJ Maxted (moderator) - Director of Strategic Initiatives, The Engine
4:00 PM - 4:05 PM: Closing Address by conference co-chair
4:05 PM onwards: Closing Networking Reception and Happy Hour: AN evening with jeffrey shames (retired chairman & CEO of mfs investment management)
Jeffrey Shames, now a senior lecturer in finance at the MIT Sloan School of Management, will share some brief thoughts on investing and the world economy before inviting everyone to enjoy the reception.
Opening and closing addresses will be given by Conference Co-Chairs Hisham Ibrahim and Dan Wang respectively. Masters of Ceremonies are MIT Sloan School of Management MBA candidates Emily LeStrange and Phoebe Palmer.