16:15–17:45

The Future of Global Investing: Asset Owners Panel

Christopher J. Ailman
Chief Investment Officer
California State Teachers’ Retirement System

Hiro Mizuno
Executive Managing Director and Chief Investment Officer
Government Pension Investment Fund

Alison Tarditi
Chief Investment Officer
Commonwealth Superannuation Corporation

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

  • Comparisons of fund objectives, structure, governance, and investment approach among large asset owners—how have they changed over time, and what might they look like in the future
  • How do asset owners view the asset manager relationship? Do managers adequately understand the needs of asset owners, and how are the relationships evolving? How do asset owners view financial technology, direct investments, and other potentially disintermediating forces?
  • How are asset owners currently approaching “solution-based” investment strategies, such as ESG, impact investing, and activist investing, and how do they build appropriate cultures to support favored investment approaches?
  • How are asset owners dealing with the investment challenges presented by a persistent low-rate environment, and where are they finding new investment opportunities? How do they approach portfolio management issues, such as risk management, hedging, and liability matching?