An Agenda For Institutional Investors to Identify Alpha in the Year Ahead



Reuters

09:00am – 09:30am (ET)

Reuters News fireside chat with European Central Bank Chief Economist Philip R. Lane *

  • How the ECB has supported the euro zone economy and credit markets during the pandemic shock of 2020 and how it sees the recovery pan out next year
  • How the ECB’s extraordinary monetary easing and bond buying, in conjunction with euro zone government supports, affect European credit, assets and investments and how the ECB views this

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Philip R. Lane Chief Economist European Central Bank

Moderator: Balazs Koranyi Chief Correspondent, European Central Bank Reuters

MARKET OUTLOOK:

08:15am – 08:45am (ET)

Next-Generation Governance: Talent Management, Diversity, and Inclusion

With COVID-19 and protests from social injustice gripping the nation, the financial services industry got an unambiguous reminder that the most valuable asset that these firms have is their people. Good risk management needs to reflect that, and next-generation governance must ensure that employees are prepared for the next pandemic. The key to that success is a redoubled focus on how we develop employees and doing so in new, creative ways that reflect the wider reality of business operations today.

Eileen Murray Chairperson Finra Board Member HSBC

Reuters

08:45am – 09:15am (ET)

An exclusive interview with BlackRock’s Chief Investment Officer for Global Fixed Income, Rick Rieder *

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Rick Rieder Chief Investment Officer of Global Fixed Income BlackRock

Moderator: Ira Iosebashvili Editor Thomson Reuters

09:15am – 09:30am (ET)

If Time is Money, Investment Teams Are Wasting More Than They Realize

Chief investment officers should perhaps sit down. Backstop Solutions Group - along with Mercer - conducted a survey of over 203 institutional investors to find out how they are spending their valuable time. The results are eye-opening and quite frankly, a little shocking. Our CEO, Clint Coghill, presents our survey insights as well as what you should do about them.

3 Key Takeaways:

  1. Discover why - and how - 30% of an institutional investment professional's time is wasted
  2. Benchmark your own team against that of your peers
  3. Learn how you and your team can leverage industry-leading data, technology, and resources to optimize your team's time

Clint Coghill CEO Backstop Solutions

Reuters

09:30am – 10:30am (ET)

Reuters News Panel: CIO Outlook *

Investing after the pandemic, how the pandemic is altering the investment horizon forever.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Pascal Blanque Chief Investment Officer Amundi

Erik Knutzen Chief Investment Officer Neuberger Berman

Teresa Barger CEO Cartica

Mark Haefele Group Chief Investment Officer UBS

Afsaneh Mashayekhi Beschloss CEO RockCreek

Moderator: Mike Dolan Editor at Large, Finance & Markets Reuters

Reuters

10:30am – 11:15am (ET)

Reuters News fireside chat with Nirmala Sitharaman*

Reuters will hold a one-on-one conversation with Indian Finance Minister Nirmala Sitharaman as she seeks to return Asia's third largest economy to a high growth path from a deep recession caused by the coronavirus pandemic. India is seeking a stepped-up global role in both manufacturing and services but the challenge for the government is to undertake the structural reforms that will make such a transformation possible.

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Nirmala Sitharaman Minister of Finance, India Indian Government

Moderator: Paritosh Bansal Global Markets Editor Reuters News

INDUSTRY DEEP DIVE: DIGITAL ASSETS

11:15am – 11:30am (ET)

Digital Asset Transformation

How blockchain and cryptocurrencies are transforming financial institutions and portfolios

  1. A brief history of bitcoin & digital assets
  2. Where are we now and why? A trend of adoption and recognition of bitcoin
  3. The next horizon

Tom Jessop President Fidelity Digital Assets

Reuters

11:30am – 11:45am (ET)

Reuters News interview with Joe Lubin on The Impact of Technology on Financial Services *

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Joe Lubin Chief Executive Officer Consensys

Anna Irrera Chief Correspondent Fintech Reuters News

11:45am – 12:00pm (ET)

How Digital Assets are Changing the World of Finance

Umar Farooq CEO Onyx by JP Morgan

12:00pm – 12:15pm (ET)

Live Q&A with Joe Lubin, Umar Farooq and Tom Jessop

Joe Lubin Chief Executive Officer Consensys

Tom Jessop President Fidelity Digital Assets

Umar Farooq CEO Onyx by JP Morgan

ASSET MANAGEMENT STRATEGIES

Reuters

12:15pm – 12:45pm (ET)

Fireside chat with Dan Ivascyn, Chief Investment Officer, PIMCO *

*Please note: This interview is conducted by Reuters editorial, which operates independently from the Reuters commercial operations. Reuters journalists have the sole right to determine who they interview and the questions they ask, with no regard to sponsorship and in keeping with the Trust Principles of integrity, independence and freedom from bias.

Dan Ivascyn Chief Investment Officer PIMCO

Moderator: Kate Duguid Bonds & Currency Correspondent Reuters

12:45pm – 1:00pm (ET)

Citi Private Bank’s Chief Investment Officer, David Bailin, presents his investment strategy for 2021

David Bailin Chief Investment Officer Citi Private

1:00pm – 1:15pm (ET)

Quantamental Investment using Alternative Data

AI Quantamental Investment

3 take aways:

  1. Quantamental Investment is the next-generation investment philosophy
  2. Man-Machine integration using Knowledge Graph
  3. AI revenue forecast outperforms analyst consensus

Dr. Jim Wang CEO and Co-founder Datayes

1:15pm – 1:30pm (ET)

Live Q&A with David Bailin and Dr. Jim Wang

David Bailin Chief Investment Officer Citi Private

Dr. Jim Wang CEO and Co-founder Datayes

CLOSING KEYNOTE PANEL

MARKET OUTLOOK

8:15am – 8:45am (ET)

Re-envisioning a post-pandemic world: Vanguard’s 2021 Economic and Market Outlook

The coronavirus pandemic has led to accelerated shifts in monetary and regulatory policy, consumer behavior, business operations, and supply chain management. While much remains uncertain, it is clear COVID-19 will have implications for years to come. Gregory Davis, Vanguard’s Chief Investment Officer, discusses Vanguard’s economic and market outlook for 2021, against the backdrop of the global health crisis, the outcome of the U.S. elections, geopolitical events, and other issues facing our world today.

Gregory Davis Chief Investment Officer Vanguard

8:45am – 9:30am (ET)

The Role of Policy in Supporting the Market

Agustin Carstens General Manager Bank for International Settlements

Silvana Tenreyro External Member of Monetary Policy Committe Bank of England

Howard Lee Deputy CEO Hong Kong Monetary Authority

Moderator: Bill Schomberg Chief UK Economics Correspondent Reuters News

9:30am – 9:45am (ET)

TBA

9:45am – 10:30am (ET)

Stock Market Watch: China, US & Brexit

After years of escalating trade sanctions between the US and China, investors will be closely watching for further escalation, with the US presidential election in November a possible turning point. In the UK, Brexit dominates trade talks and uncertainty reigns.

  • How are investors responding to the possibility of yet another escalation in the US/China relationship? Evaluate how the US election results will shape this special relationship
  • Roadmap the impact of the pandemic on global supply chains and globalization. Prepare for the trade war’s next phase
  • Understand the UK's trade position; what is Global Britain?  See how investors can mitigate risks to take advantage of looming changes to the nation's trade and manufacturing profile

Will Hobbs Chief Investment Officer Barclays Private Wealth

Shannon Saccocia Chief Investment Officer Boston Private

Krishna Guha Vice Chairman Evercore ISI

Benjamin Deng Chief Investment Officer China Pacific Insurance Company

Moderator: Peter Thal Larsen BreakingViews Thomson Reuters

10:30am – 11:15am (ET)

Fall Out from the US General Election

We examine the fallout from the U.S. elections and how it will shape the investment outlook for 2021

Marc Lasry Chief Executive Officer Avenue Capital

Didier Saint-Georges Managing Director, Member of Strategic Investment Committee Carmignac

Sonal Desai Chief Investment Officer Franklin Templeton Fixed Income Group

Moderator: Paritosh Bansal Global Markets Editor Reuters News

ASSET MANAGEMENT STRATEGIES

11:15am – 12:00pm (ET)

ESG: Is it Going Mainstream?

ESG investment has been gathering pace in recent years, however, in 2020, more than half of ESG funds beat the MSCI World index. Does this signal that ESG is ready to go mainstream? 

  • Embed reliable ESG data-driven decision-making across all investment opportunities to reduce volatility and create resilient portfolios.
  • Go beyond ‘exclusion’ to identify opportunities and quantify acceptable ESG risk for higher returns
  • Roadmap the environmental timeline investors, corporates and governments must work within to identify lucrative sustainable investment opportunities and consider divestment strategies 

Desiree Fixler Group Chief Sustainability Officer DWS

Chris Iggo Chief Investment Officer AXA IM

Steven Billiet CEO Asia Pacific BNP Paribas Asset Management

Gabriel Azevedo Chief of the Environmental, Social and Corporate Governance Division IDB Invest

Moderator: Dean Frankle Managing Director & Partner Boston Consulting Group

12:00pm – 12:45pm (ET)

Bond Market Outlook: No Safety in Bond Country

Historically, in times of crisis investors exit equities to the safety of bonds. But, in 2020 this old paradigm is no longer true. Assess the bond market during unprecedented low rates and a continued global pandemic.   

  • What will happen to the treasury market? Identify the measures that policymakers and regulators should impose to help investors weather this storm.
  • Has the unprecedented volatility of 2020 broken the perceived market wisdom that diversification is the dominant philosophy to mitigate risk? 
  • Will the bond market recover as a safer asset than equities? Understand how the bond market’s risk profile has evolved over the past year to make smart decisions for 2021

Ziad Hindo Chief Investment Officer Ontario Pensions Plan

Darrell Cronk Chief Investment Officer, Wealth and Investment Management Wells Fargo & Company

Stephanie Link CIO Hightower Advisors

Moderator: Michael Ross Managing Partner & Founder, Altitude 7 Group Entrepreneurs’ Org

INDUSTRY DEEP DIVE: COMMERCIAL REAL ESTATE

12:45pm – 1:00pm (ET)

More Efficient Private Markets in the Distributed Data Economy

  • As data is credentialed to other data sets we can drive greater liquidity in the private markets, using price discovery
  • Using RPA technology we can develop accurate, predictable comparisons between similar, infrequently-traded assets
  • We can unlock private market capital using better data on a repeated basis

Pat O’Meara CEO Inveniam

1:00pm – 1:45pm (ET)

Commercial Real Estate Panel

With the recent cataclysmic changes in how and where companies' employees work, understand the effects of hybrid-working and the longer-term consequences for the commercial real estate market

Morris Chen Head of Global Commercial Real Estate Doubleline

Scott Crowe Chief Investment Strategist CenterSquare Investment Management

Pat O’Meara CEO Inveniam

Justin Chang Chief Investment Officer Digital Colony Capital