Global Public Investor seminar
26 March 2024
5
Thought-provoking sessions
20+
Insightful speakers
70+
Attendees
1
Impactful event
OMFIF’s Economic and Monetary Policy Institute and Sustainable Policy Institute are convening senior representatives from central bank reserve managers, public pension funds, sovereign funds, asset owners and asset managers. The seminar will bring together 80 key individuals for an off-record discussion of macroeconomic developments for 2024, the implications for public sector investment and developments in transition finance.
Key themes
Macroeconomic developments and public sector investment trends
Operating models: data transparency, AI and talent enhancement
Asset allocation and diversification in a changing market environment
Investing in emerging markets
Transition finance and the role of asset owners
Speakers
Ximena Alfarache
Roman Baumann
Jitendra Bissessur
Sandra Carlisle
Mark Cliffe
Michiel De Smet
Pedro Duarte Neves
Deborah Gilshan
Torbjörn Hamnmark
Thomas Harr
Clive Horwood
Richard Hunter
James John
Elie Lewi
Nana Maidugu
David Marsh
Laurent Maurin
Emma McGarthy
Shahredza Minhat
Andrea Montanino
John Orchard
Mitch Reznick
Nikhil Sanghani
Arunima Sharan
Rahmatullah Sjamsuddin
Cindy Van Oorschot
Boris Vujčić
Jon Webster
Fredrik Willumsen
Raymond Wong
Agenda
David Marsh, Chairman, OMFIF
Boris Vujčić, Governor, Croatian National Bank
- Are equilibrium interest rates structurally higher?
- Implications of technological change for productivity growth
- The risks to growth: demographics, geopolitics and climate change
Speakers:
Pedro Duarte Neves, Senior Adviser of the Board, Banco de Portugal
Thomas Harr, Chief Economist and Head of Economics and Monetary Policy, Danmarks Nationalbank
James John, Director, Offices in Europe and Senior Resident Representative to the EU, International Monetary Fund
Andrea Montanino, Chief Economist, Director for Sectoral Strategies and Impact, Cassa depositi e prestiti
James Talbot, Executive Director, International, Bank of England
Moderator: David Marsh, Chairman, OMFIF
- Use of external managers
- Improving internal data management systems and transparency
- How public investors can use artificial intelligence
Speakers:
Elie Lewi, Director of Markets, Banque de France
Jon Webster, Chief Operating Officer, CPP Investments
Moderator: Emma McGarthy, Head, Sustainable Policy Institute, OMFIF
- Are higher yields making fixed income attractive?
- Gold as a safe haven
- Merits of diversifying to equities and other asset classes
Speakers:
Roman Baumann, Head of Asset Management, Swiss National Bank
Laurent Maurin, Head of Division, Economics Department, European Investment Bank
Shahredza Minhat, Chief Representative, London Office, Bank Negara Malaysia
Moderator: Arunima Sharan, Senior Research Analyst, OMFIFv
Raymond Wong, Senior Vice-President, Head of EMEA Business Development, Hong Kong Exchanges and Clearing Limited
Moderator: John Orchard, Chief Executive Officer, OMFIF
- Prospects for de-dollarisation and investment in alternative currencies
- Does Brics represent a new economic and investment bloc?
- Will emerging markets offer good risk-adjusted returns?
Speakers:
Ximena Alfarache, Manager, International Operations, Banco de México
Jitendra Bissessur, Chief Executive Officer, Mauritius Investment Corporation
Rahmatullah Sjamsuddin, Head, Reserve Management, Bank Indonesia
Raymond Wong, Senior Vice-President, Head of EMEA Business Development, Hong Kong Exchanges and Clearing Limited
Moderator: John Orchard, Chief Executive Officer, OMFIF
- How and why to invest in private markets
- Opportunities and risks from real estate and infrastructure
- Sustainable finance and green infrastructure
Speakers:
Jitendra Bissessur, Chief Executive Officer, Mauritius Investment Corporation
Richard Hunter, Chief Credit Officer, Fitch Ratings
Fredrik Willumsen, Global Head, Strategy Research, Norges Bank Investment Management
Moderator: Nikhil Sanghani, Managing Director, Economic and Monetary Policy Institute, OMFIF
- Fiduciary duty versus meeting climate objectives
- Diversification and catalysing return: demystifying green investment
- Stewardship and maximising long-term value with investors
- Integrating risk models
Speakers:
Sandra Carlisle, Head of Responsible Investment, Universities Superannuation Scheme
Mark Cliffe, Visiting Professor, The London Institute of Banking and Finance
Deborah Gilshan, Head of ESG and Stewardship, Europe, AustralianSuper
Torbjörn Hamnmark, Head of Strategic Asset Allocation, AP3
Mitch Reznick, Head of Sustainable Fixed Income, Federated Hermes
Moderator: Clive Horwood, Deputy Chief Executive Officer, Manging Editor, OMFIF
- Transition bonds and their role in green, social and sustainability issuance
- Taxonomy developments and criteria for sustainable products
- Investing in green bonds and ESG assets: driving financial return and sustainable impact
- Public and private partnerships and collaboration efforts
Speakers:
Michiel De Smet, Sustainable Investment Expert, National Bank of Belgium
Nana Maidugu, Head, Sustainability and ESG, Nigeria Sovereign Investment Authority
Cindy van Oorschot, Co-chair of the NGFS Blended Finance Initiative and Director Pension Supervision and Sustainability, De Nederlandsche Bank
Moderator: Emma McGarthy, Head, Sustainable Policy Institute, OMFIF