For some investors, recent asset allocation decisions have been heavily influenced by volatile geopolitical developments and levels of inflation that many predicted would be transitory. Managers of pension funds and endowments, and other institutional investors are required to make strategic decisions to ensure that obligations can be met decades ahead. In an environment where short-term investing can be rewarded generously, how do long-term investors keep their capital patient? What asset classes and geographies are the most attractive? What roles do ESG concerns such as sustainability, diversity, and inclusion play in their organizations and investment processes?

Moderator

Jason Brady
President and CEO, Thornburg Investment Management

Speakers

Rukaiyah Adams
Chief Investment Officer, Meyer Memorial Trust

Raphael Arndt
CEO, Future Fund

Gordon Fyfe
Chief Executive Officer and Chief Investment Officer, BCI

Ray Joseph
Chief Investment Officer, Los Angeles Fire and Police Pensions

Rohit Sipahimalani
Chief Investment Officer, Temasek International Pte Ltd