cais 2019 agenda

AGENDA

CAIS20 will convene more than 500 alternative investment managers, institutional investors, economists, policymakers and academics for two full days of keynote presentations and panel sessions to explore the theme Global. Digital. Responsible.  Discussions will focus on  Globalisation, Geopolitical Risk, Artificial Intelligence, Automation, Digitisation, Climate, ESG and Responsible Investing.

DAY 1
Feb 6 2020
DAY 2
Feb 7 2020

ANCHORING TO A HIGH DIGITAL, LOW CARBON FUTURE

7:00

7:00 - 8:00 | Day 1

BREAKFAST & NETWORKING

8:15

8:15 - 8:25 | Day 1

Introduction by Dart Enterprises

Chris Duggan, Director of the Kenneth B. Dart Foundation & Vice President, Dart Enterprises Ltd.

8:25

8:25 - 8:35 | Day 1

Address from Premier of the Cayman Islands

Hon. Alden McLaughlin Jr. MBE, JP, MLA, Minister for Employment, Border Control, Community Affairs, International Trade, Investment, Aviation & Maritime Affairs.

8:35

8:35 - 8:50 | Day 1

Editorial Chairman’s Welcome

Anthony Cowell, Partner, KPMG

 

8:50

8:50 - 9:10 | Day 1

Surface Tension: Trade, Investment, Climate

Ian Bremmer, President & Founder, Eurasia Group & GZERO Media

9:10

9:10 - 9:30 | Day 1

Harnessing the Power of Innovation to Create a New Future

Leda Braga, Chief Executive Officer, Systematica

9:30

9:30 - 10:00 | Day 1

A World in Transition: What Matters Now

  • Embracing the Industrial Revolution 4.0 & hyper connectivity
  • Dealing with the inexact science of climate change
  • Creating investible information and actionable insights
  • Investing in a return constrained world – do conventional tools and models apply

John Studzinski, CBE, Vice Chairman & Managing Director, PIMCO

Bonnie Wongtrakool, Global Head of ESG Investments & Portfolio Manager, Western Asset Management

 

10:00

10:00 - 10:40 | Day 1

Fast & Furious: Accelerating ESG into Alternative Investments 

  • Building ESG risk factors into the investment process
  • Developing frameworks for Client Engagement
  • Identifying inflection points as markets price in climate change risks
  • Understanding the separate risk–returns dynamic of ‘E’, ‘S’ and ‘G’
  • Doing robust performance attribution analysis

Chair: Leanna Orr, Deputy Editor, Institutional Investor               

Barbara Ann Bernard, Founder & Chief Investment Officer, Wincrest Capital

Asha Mehta, SVP, Director Responsible Investing, Acadian Asset Management

Kareen Stangherlin, Chief Executive Officer, Zelos Capital Ltd.

Martha Tredgett-Bender, Canadian Representative, LGT Capital Partners

Anna-Marie Wascher, Founder & Chief Executive Officer, Flat World Partners

 

 

 

10:40

10:40 - 11:00 | Day 1

Networking & Coffee

11:00

11:00 - 11:20 | Day 1

The Digital Revolution with Wences Casares, CEO, XAPO

Wences Casares

11:20

11:20 - 12:00 | Day 1

Humans & Machines: The Next Generation

  • Investing in systematic strategies at the intersection of ethics and alternative data
  • Exploring the commonalities between machines and sustainability
  • Understanding the limitations of Alternative Data and AI
  • The explosion and war for data: build or buy
  • The rise of the ‘quantementalist’

 

Chair: Devin Banerjee, Senior Financial Services Editor, Linkedin

Christina Qi, Founding Partner,  Domeyard LP

Dr. Mark Jackson,  Scientific Lead of Business Development, Cambridge Quantum Computing

Jessica Stauth, Managing Director, Fidelity Labs

12:00

12:00 - 12:40 | Day 1

Investing at the Intersection of Technology

  • Understanding the robotics revolution
  • Identifying its potential impact on the investment value chain
  • Dealing with areas where robots will displace/complement humans
  • Creating a productive human-robot interface

 

Chair: Claire Griffin, Director, KPMG

Steve Toebes, Co-Founder and Chief Procurement Officer, Nextshift Robotics

Aymeric Sallin, Founder & Chief Executive Officer, NanoDimension

Yaro Tenzer, Co-Founder, RightHand Robotics

12:40

12:40 - 1:50 | Day 1

LUNCH

1:50

1:50 - 2:15 | Day 1

Designing a World for Trust

Dan Ariely, Author & James B. Duke Professor of Psychology and Behavioral Economics, Duke University

2:15

2:15 - 2:55 | Day 1

Creating Alpha, Developing Trust

  • Delivering better returns and client experience
  • Engaging and investing actively with managers
  • Searching for an edge with alternative data
  • Raising client awareness about the long-term nature of sustainable investing
  • Developing a client centric model based on a clear alignment of interest

Chair: Phil Schmitt, President & Chief Executive Officer, Summerwood Group

Jeffrey Klein, Founding Partner, Aptitude Investment Management

Victoria Rock, Global Head of Alternatives, Legg Mason Global Asset Management

Michael Weinberg, Managing Director, APG and Adjunct Professor, Columbia Business School.

Mark Shulgan, Managing Director, Head of Growth Equity, OMERS

2:55

2:55 - 3:20 | Day 1

Talent & Culture: A Personal Journey across Four Decades

Moderator: Amanda Pullinger, Chief Executive Officer & Founder, 100Women in Finance

Elaine Crocker, President, Moore Capital Management

3:20

3:20 - 4:00 | Day 1

The Blue Zone: Investing for the Long Term: CAIA Panel

Chair: Bill J. Kelly, Chief Executive Officer, CAIA 

Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana

Clark Cheng,Chief Investment Officer, Merrimac Corp

Stephen J Thompson, Executive Director, Department of Treasury Board & Finance

Anna Totdahl, Investment Officer, Oregon State University

 

4:00

4:00 - 4:20 | Day 1

Ice Cream Break & Networking

4:20

4:20 - 4:45 | Day 1

IMAGINE with Paul and Kim Polman

Kim Polman,  Co-Founder & Chair Reboot the Future Foundation

Paul Polman, Co-Founder & Chair, IMAGINE

Moderator: Emma Walden, CAIS Correspondent

4:45

4:45 - 5:30 | Day 1

Philanthropy: A New Model for a New Age

  • Changing the dynamics of giving in a globalised world
  • Treating corporate citizenship as a new ‘license to operate’
  • Blending economic and social development
  • Fusing hearts and minds

 Chair: Lord Dr. Hastings of Scarisbrick CBE, Chancellor, Regents University London

Valerie Chort, VP of Corporate Citzenship, RBC

Mike Penrose, Founder & Chief Executive Officer, The Sustainability Group

Paul Polman, Co-Founder, Imagine

Kim Polman, Co-Founder, Reboot The Future Foundation

James Thuch-Madheir, Founder and Executive Director, The Rainmaker Enterprise

8:10

8:10 - 8:15 | Day 2

Editorial Chairman’s reflections on Day 1

Anthony Cowell, Partner, KPMG

8:15

8:15 - 8:20 | Day 2

Address from Eric Bush

Eric Bush, Chief Officer, Ministry of International Trade, Investment, Aviation and Maritime Affairs, Cayman Islands Government

8:20

8:20 - 8:45 | Day 2

Around the World with Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management

Mark Yusko

8:45

8:45 - 9:25 | Day 2

Guardians of the Galaxy 2.0: The Macro Dilemma

  • Understanding the dynamics of trade and currency wars
  • Crafting credible risk mitigation–management strategies
  • Seeing challenges as concealed opportunities
  • Spotting new opportunities in a highly dynamic environment

Chair: Rohitesh Dhawan, Director Global Energy & Natural Resources, Eurasia Group

Gerald Butts, Political Consultant

Megan Greene, Senior Fellow, Harvard Kennedy School

Constance Hunter, Chief Economist, KPMG

Jim McCaughan, Executive, Asset Manager & Change Agent

 

 

9:25

9:25 - 9:50 | Day 2

The Race of Our Lives – Jeremy Grantham, CBE, Co-founder and Chief Investment Strategist, Grantham, Mayo & van Otterloo

Jeremy Grantham, CBE

9:50

9:50 - 10:30 | Day 2

Sustainable Returns for a Sustainable Future

  • Building a sustainable investment program
  • Defining objectives and program benchmarks
  • Developing a robust framework around portfolio engagement
  • Integration of ESG and systematic strategies

Chair: Rebecca Palmer, Director, KPMG

Inna Khidekel, Partner & Managing Director, Bridge Investment Group

George Mussali, Chief Investment Officer and Head of Research, Equity, PanAgora

Lindsay Patrick, Managing Director & Head, Sustainable Finance, RBC Capital Markets

Deborah Spalding, Co-Chief Investment Officer, Commonfund Asset Management

Dr Riti Samanta, Head of Systematic Fixed Income Strategy, Grantham, Mayo, van Oterloo

10:30

10:30 - 10:50 | Day 2

Networking Break

10:50

10:50 - 11:15 | Day 2

Off the Field: Lessons in Innovation

Chair: John Stackhouse, Senior Vice President, RBC.

MaryAnn Turcke, Chief Executive Officer, NFL

Dave McKay, President & Chief Executive Officer RBC.

 

11:15

11:15 - 11:55 | Day 2

Alternative Investing: Rebooting the Investment Engine

  • Learning lessons from sub par performance in this decade
  • The rise of alternative risk premia strategies
  • Searching for alpha across credit
  • Deepening and broadening existing capabilities
  • Expanding Co-investing opportunities

 

Chair: Grace Reyes, CEO of the Investment Diversity Exchange 

Nancy Davis, Chief Investment Officer & Founder Quadratic Capital Management LLC

Lionel Erdely, Head & Chief Investment Officer ARI, Investcorp

Theodore Economou, Chief Investment Officer, Lombard Odier and Board Member, Virginia Retirement System

Tracy McHale Stuart, Managing Partner and CEO, Corbin Capital

11:55

11:55 - 12:20 | Day 2

Alternative Investments: The Next Frontier

Daniel A. D’Aniello, Co-Founder and Chairman of The Carlyle Group

12:20

12:20 - 1:30 | Day 2

LUNCH

1:30

1:30 - 1:55 | Day 2

The World in 2050: What Really Lies Ahead

Moderator: Rachel Pether, Managing Partner, Sovereign Wealth Ltd.

A Fireside Chat with Rodney Brooks, Panasonic Professor of Robotics (emeritus) MIT

 

1:55

1:55 - 2:35 | Day 2

Digital Assets: The Day After Tomorrow

Chair: Andrew Schofield, Partner, KPMG

Breanne Madigan, Head of Global Institutional Markets, Ripple

Laura Bailey, Chairperson, Qadre

Nisa Amoils, Partner, Grasshopper Capital

2:35

2:35 - 3:15 | Day 2

Emerging Markets: Will they Roar Back?

Mark Roberts, Chief Investment Officer,  Ironside Asset Advisors

Carla Buffulin, Portfolio Manager, EMSO Asset Management

Emily Alejos, Managing Director & Chief Investment Officer, Cartica Management LLC

John Haslett, Director & Portfolio Manager, Graphite Asset Advisory

 

3:15

3:15 - 3:35 | Day 2

Ice Cream Break & Networking

3:35

3:35 - 4:15 | Day 2

A New World Order: Global, Digital, Responsible (CAIA Panel)

Chair: John Bowman, Senior Managing Director, CAIA

Robert Cultraro, Senior Vice President, Chief Investment and Pension Officer, Hydro One

Mauricio Guzman, Chief Investment Officer, Pontificia Universidad Javeriana

Sharmila Kassam, Founder / Consultant, Aligned Capital Investing

Ju Hui Lee, Portfolio Design, CPP Investment Board

 

4:15

4:15 - 4:55 | Day 2

Becoming X: If you knew what they knew, what would you become?

Moderator: Jackie Doak, President Business Development, Dart

Paul Gurney, Adventurer, Entrepreneur & Founder, BecomingX

Dr. Sabrina Cohen-Hatton, British firefighter, psychologist and writer

Dr. Sabrina Kay, serial entrepreneur, tech educator, fashion designer, philanthropist

5:00

5:00 - 6:00 | Day 2

Bear Grylls, OBE, Global Adventurer, TV host and Co-Founder of BecomingX

Bear Grylls, OBE