All Bets Are Off: Risk and Liquidity in 2020
Historically, this meeting has always strived to be about both risk AND liquidity. So far, 2020 is shaping up to be the year of focusing on liquidity. Not entirely so, but definitely predominantly. There are several reasons for this, including the massive shift by institutional allocators to all sorts of private markets strategies.
On January 28-29, we will present the latest, best thinking on the ways that North American pension funds, endowments, and foundations can respond to a volatile global investment landscape. And we promise you that the 2020 Risk & Liquidity Forum will again focus on both sides of the risk and liquidity coin.
Patricia L. McKenna, Vice President, Investments and Assistant Treasurer, AEGIS Insurance Services
Michael Griswold, Senior Director, Risk Management and Asset Allocation, Ascension Investment Management
Samir Ben Tekaya, Vice President & Head of Investment Risk, British Columbia Investment Management Corporation (bcIMC)
Mike Negussie, Director – Investment Analytics, Children’s Healthcare of Atlanta
Alex Ambroz, Director of Risk, Cleveland Clinic
Scott Bryant, Risk Manager, Fire & Police Pension Association of Colorado
Angela Millard, Manager of Performance & Risk Analytics, Florida State Board of Administration
Howard Mark Hodel, Investment Officer – Risk Management, Hawaii Employees Retirement System
John Crist, Senior Investment Analyst – Risk, Georgia Tech Foundation, Inc.
Chris Rapcewicz, Director of Risk & Operations, Helmsley Trust
Vlad Barbalat, Managing Director, Head of Investment Strategy, Liberty Mutual
Amy Jensen, Investment Director, Northwest Area foundation
Karl Cheng, Senior Investment Officer, Portfolio Risk & Research, Oregon State Treasury
Joseph Sheva, Risk Manager, Pennsylvania Public School Employees' Retirement System
Jean-Francois Bureau, Senior Vice President and Chief Risk Officer, PSP Investments
Anna Langs, Managing Director, Asset Allocation, Risk Management, Innovative Solutions, San Francisco City & County Employees' Retirement System
James Nield, Chief Risk Officer, Teacher Retirement System of Texas (TRS)
Roxton McNeal, Senior Portfolio Manager- Multi-Asset Investment Strategy and Risk, UPS Group Trust
Tim Jones, Director of Risk, UTIMCO
Ryan Abrams, Investment Director, Wisconsin Alumni Research Foundation
- The intersection of leverage and liquidity – What allocators need to know
- How would private credit behave in a crisis?
- Is there really a lack of liquidity lurking in the bond markets?
- What are investors’ options for a true portfolio hedge, one which will pay off when markets go south?
- Risk modeling for private markets strategies
- Managing investment risk – The operational perspective
- Increasing returns by reducing overall volatility in your portfolio
- Considering the value of strategies which automatically rebalance
- How AI can benefit plans from a risk management perspective
- Putting all the modelling and the analysis into action – What investment actions will you take?
- Investors’ Panel: Battle plans for the next market crisis
- Manager selection for illiquid asset
Lead Sponsors:
ALLIANCEBERNSTEIN [AB]
CFM NORTH AMERICA INC.
FIDELITY INVESTMENTS
iSHARES BY BLACKROCK
QMA, A PGIM COMPANY
QUESTIONS?
For more information, please contact:
Scott Cohen
Executive Director, Investor Relations
212 224 3647
scott.cohen@iiforums.com
Randy Klein
Executive Director, Business Development
212 224 3629
randy.klein@institutionalinvestor.com