Virtual roundtable      
  Wed 30 Sep 2020 - Thu 1 Oct 2020 14:00 - 16:25

To think ahead on key strategic issues that are impacting the investment community, the 5th annual State Street Global Advisors-OMFIF Roundtable will this year take place in a virtual setting. By creating a platform to enable peer-to-peer sharing of investment challenges, priorities and industry benchmarking, we are bringing together senior representatives of Sovereign Wealth Funds, Central Banks, Public Pensions across the globe to discuss topics that are directly relevant to their investment challenges in the COVID-19 world.

The SSGA-OMFIF Roundtable consists of four panel discussions over two days. All participants are invited to speak, and proceedings are off-the-record to encourage interactive dialogue.

Supported by:

Day one: Wednesday 30 September 2020

Session I: United States, Europe and China: macroeconomic health, prospects for recovery, political implications

14:00-15:05

Topics for discussion:
– Outlook for global economic recovery and the economic cycle
– Efficacy of central bank monetary policy and fiscal stimulus
– Capital flows and disruptions in the global trading regime
– Geopolitical risks: US elections, China-US relations, and multilateralism

Speakers:
– Marcel Fratzscher, President, DIW Berlin
– Kartik Athreya, Executive Vice President and Director of Research, Federal Reserve Bank of Richmond
– Simona Mocuta,  Senior Economist, State Street Global Advisors

Moderator:

– Amlan Roy, Head, Global Macro Policy Research, State Street Global Advisors

Session II: Sovereign debt and debt sustainability

15:15-16:15

Topics for discussion:
• Managing commodity prices and dollar demand
• Outlook for middle income countries
• Between debt relief and re-financing
• The role of private capital

Speakers:
– Christopher Loewald, Head, Economic Research Department, South African Reserve Bank
– Miguel Fuentes, Head of International Analysis, Banco Central de Chile

Moderator:
– Elliot Hentov, Head of Policy and Research, State Street Global Advisors

*denotes to be confirmed

Day two: Thursday 1 October 2020

Session III: Asset allocation insights

 14:00-15:05

Topics for discussion:
– Volatility and reserve portfolio sensitivities in post Covid era
– Lower for longer investment implications
– Benefits and challenges of asset diversification
– Approaches and tools to balancing risk and reward

Speakers:
– Franz Partsch, Director Treasury Department, Oesterreichische Nationalbank
– Torbjörn Hamnmark, Head of Strategic Asset Allocation, AP-Fonden 3
– Derek Bills, Director of Investment Office, International Monetary Fund*

Moderator:
– Daniel Farley, CIO, Investment Solutions Group, State Street Global Advisors

Session IV: The transition to a low carbon economy and the risks associated with climate change

15:15-16:15

Topics for discussion:
– What policies and aspirations have public investors put in place to address climate change?
– How are public investors implementing climate risk strategies?
– Impact(s) of regulation in different regions

Speakers:
– Sevinc Acar, Investment Director, PGGM Investments
– Else Bos, Executive Director and Chair of Prudential Supervision, De Nederlandsche Bank*
– Bo William Hansen, Head of Department, Investment Analysis, Sampension*

Moderator:
– Nathalie Wallace, ESG Investment Strategist , State Street Global Advisors


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