Responding to policy volatility: the outlook for public investors

Yara Aziz

Economist

OMFIF

Roland Fohn

Head of International Private Equity and Private Credit

State Street Global Advisors

Ellie Groves

Head of Official Institutions Strategy

State Street Global Advisors

Ellie Groves is the head of Official Institutions Strategy at State Street Global Advisors. She spearheads SSGA’s efforts as a premier partner to sovereign clients across the globe. Prior to joining, Groves worked for OMFIF as managing director of the Economic and Monetary Policy Institute and Sustainability Policy Institute, and head of Europe programmes. She has also held roles at Chatham House, the UK House of Commons and the Social Market Foundation.

Altaf Kassam

Managing Director, EMEA Head of Investment Strategy & Research

State Street Global Advisors

Altaf Kassam is managing director and EMEA head of investment strategy and research at State Street Global Advisors. He and his team are responsible for developing thought leadership and executing custom projects for clients across EMEA in the fields of asset allocation and portfolio construction. Before joining MSCI, Kassam worked in sell-side research, leading equity derivative and global quantitative strategy teams across Asia Pacific and EMEA for Deutsche Bank and Goldman Sachs.

Ning Kang

Managing Director, Co-head of Investor Relations

IDG Capital

Jer Lyne

Investment Director

Ireland Strategic Investment Fund (ISIF)

George Magnus

Research Associate, China Centre

University of Oxford and SOAS University of London

David Marsh

Chairman

OMFIF

David Marsh is Chairman and Co-Founder of OMFIF. Before starting at OMFIF in late 2009, he worked for City merchant bank Robert Fleming, corporate finance boutique Hawkpoint, German management consultancy Droege and London investment firm London & Oxford. Marsh took over the chairmanship from John Plender on 1 January 2018 having been Managing Director since 2014. He moved to a non-executive role following John Orchard’s appointment as Chief Executive effective 1 January 2020.

Simona Mocuta

Managing Director, Chief Economist

State Street Global Advisors

Simona Mocuta is managing director and chief economist of State Street Global Advisors. In this role, she helps shape the team’s views on key global economic developments and trends, produces forecasts and analysis for the G7 economies and key emerging markets, and presents these views to internal investment teams, clients, and the media. Prior to joining SSGA, Mocuta led the Asia macroeconomic practice at IHS Global Insight.

Alexander Plekhanov

Director for Transition Impact and Global Economics

European Bank for Reconstruction and Development

Dimitar Radev

Governor

Bulgarian National Bank

Carlos Ribeiro

Head of the Investment Division

Banco de Portugal

Carlos Ribeiro is portfolio manager, markets and reserve management at Banco de Portugal. He is responsible for managing the bank’s investment assets, as well as part of the European Central Bank’s foreign exchange reserves, which includes implementing the Eurosystem’s monetary policy programmes. Previously, he was an adviser to the Treasury secretary at Portugal’s Ministry of Finance.

Stefan Rosenthal

Deputy Head, Market Intelligence and Analysis

Deutsche Bundesbank

Amlan Roy

Partner, Investments

Lane Clark and Peacock

Nikhil Sanghani

Managing Director, Economic and Monetary Policy Institute

OMFIF

Nikhil is Managing Director, Economic and Monetary Policy Institute at OMFIF. He is responsible for the team’s events that convene leading public sector officials on topics such as monetary policy, emerging market development, global public investment, public finances, capital market development and sustainable finance. Nikhil also leads OMFIF’s economic research and content, including global surveys of central banks, regulators and market participants. Previously, he was an emerging markets economist at Capital Economics, where he led the coverage of Latin America.

Xavier Tessier

Director, Long term investors and SWF

Bpifrance