Join us in New York City for a series of engaging discussions with industry leaders, where we will explore institutional priorities, regulatory developments, and other current topics.
Agenda:
10:00: Registration & Networking
MORNING SESSIONS
10:30 - 12:00
Open to All
SBAI Communities Workshop: Building Resources for the Future
- Inefficiency and innovation across the middle and back office
Open to Investors Only
SBAI Investor Workshop: Review of Strategic Portfolio Policy – How can Investors Improve their Approach?
- What is the spectrum of allocation models investors use?
- How to model common asset classes (or risk factors)?
- How to incorporate alternatives?
- How have different portfolios have fared?
- What are key lessons and areas for future innovation?
12:00: CIO Roundtable
C-Leader Investors Invite Only
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Navigating the macro environment and portfolio flexibility – What is most worrying, what is most exciting now?
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Innovating the investment organization – What needs innovating & how?
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Future Outlook: Weather proofing or anticipating – What has changed in your general assumptions?
12:00: Networking Lunch & Afternoon Registration
AFTERNOON SESSIONS
Open To All
13:00: Welcome & Opening Remarks
13:05: Panel: Investment Leaders' Perspectives: Navigating Paradigm Shifts in Global Policy & the Investment Landscape.
13:50: Fireside Chat: What is going on in Washington: Part 1: An Investor's Perspective
- Ed O'Reilly, Senior MD & Global Head of Client & Partner Group, Citadel
- Steven Rattner, Chairman & CEO, Willett Advisors
14:15: Break
14:30: Ideas Exchange
Group sessions on top-of-mind issues curated by the SBAI stakeholders to spark ideas, exchange information, and find solutions for building a strong relationship between managers and investors.
15:30: Break
15:50: Panel: What is going on in Washington: Part 2: A Regulatory Perspective
16:15: Panel: State of the World Across Asset Classes
17:00: Closing Remarks
17:15: Networking Reception on the terrace
More agenda details and Speakers to be announced soon.
