Overview
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Explore innovative approaches to asset ownership and management in this panel discussion featuring leading investment experts. Gain insights into portfolio construction strategies aimed at generating higher returns in a low-yield environment. Discover how asset owners evaluate different investment models and determine success metrics. Learn about the long-term value creation strategies employed by major institutional investors. Delve into topics such as team building, competitive advantage, fixed income, technology innovation, divestment, risk management, and sustainability. Understand the importance of patience in market dynamics and the evolving energy landscape. Examine the role of ESG considerations in modern investment practices. Gain valuable perspectives on adapting to change and embracing new methodologies in asset ownership from leaders of prominent pension funds, university endowments, and research foundations.
Syllabus
Intro
CalSTRS
GPI
WIAF
UC Regions
Redefining Asset Management
Building a Team
Competitive Advantage
Rethinking Asset Ownership
Fixed Income
Technology Innovation
Innovation
Divestment
Risk Management
Sustainability
New Frontiers
Reporting
ESG Discussion
Market should be patient
Closing comments
Evolving energy mix
Embracing change
New way to do it
Wrap up
Thank you
Taught by
Milken Institute