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

DOWNLOAD CAIS20 AGENDA

7:00

7:00 - 8:15 | Day 1

BREAKFAST & NETWORKING

8:15

8:15 - 8:25 | Day 1

Introduction by Dart Enterprises

Chris Duggan, Vice President, Dart Enterprises Ltd & Dart Family Office Representative

8:25

8:25 - 8:30 | Day 1

Address from His Excellency The Governor

His Excellency The Governor Martyn Roper, OBE

8:30

8:30 - 8:35 | Day 1

Address from Hon. Joseph Hew, MLA

Hon. Joseph Hew, MLA, Minister of Commerce, Planning and Infrastructure

8:35

8:35 - 8:50 | Day 1

Editorial Board 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

9:50

9:50 - 10:10 | Day 1

Harnessing the Power of Innovation to Create a New Future

Leda Braga, Chief Executive Officer, Systematica

10:10

10:10 - 10:40 | 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

Moderator: Bill J.Kelly, Chief Executive Officer, CAIA Association

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

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

Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management

 

10:40

10:40 - 11:30 | 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

Moderator: 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

 

 

 

11:30

11:30 - 11:45 | Day 1

Networking & Coffee

11:45

11:45 - 12:05 | Day 1

The Digital Revolution with Wences Casares, CEO, XAPO

 

A fireside chat with Wences Casares, moderated by CAIS Correspondent, Emma Walden.

12:05

12:05 - 12:40 | 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’

 

Moderator: Devin Banerjee, Senior Financial Services Editor, LinkedIn

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

Christina Qi, Founding Partner,  Domeyard LP

Caroline Sherman, Chief Product Officer & Managing Director, Quantopian

Jessica Stauth, Managing Director, Fidelity Labs

1:00

1:00 - 1:35 | 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

Aymeric Sallin, Founder & Chief Executive Officer, NanoDimension

Yaro Tenzer, Co-Founder, RightHand Robotics

Steve Toebes, Chief Robotics Officer, HDS Global

1:35

1:35 - 2:30 | Day 1

LUNCH

2:30

2:30 - 2:55 | Day 1

Designing a World for Trust

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

2:55

2:55 - 3:35 | 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

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

Jeff Klein, Founding Partner, Aptitude Investment Management

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

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

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

 

3:35

3:35 - 4:00 | 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

4:00

4:00 - 4:40 | Day 1

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

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

Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana

Clark Cheng,Chief Investment Officer, Merrimac Corp

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

Anna Totdahl, Investment Officer, Oregon State Treasury

 

4:40

4:40 - 4:55 | Day 1

Afternoon Break & Networking

4:55

4:55 - 5:20 | Day 1

IMAGINE with Paul and Kim Polman

Moderator: Emma Walden, CAIS Correspondent

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

Paul Polman, Co-Founder & Chair, IMAGINE

 

5:20

5:20 - 6:00 | 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

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

Sabrina Kay, Investor & Philanthropist, BecomingX

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

Kim Polman, Co-Founder, Reboot The Future Foundation

Paul Polman, Co-Founder, IMAGINE

 

6:00

6:00 - 6:55 | Day 1

Geena Davis – Keynote Speaker

A Seafire Chat with Geena Davis. Academy Award Winning Actor; Founder & Chair, Geena Davis Institute on Gender in Media

Moderated by Tammi Sulliman, Senior Manager, News Director, Dart

7:00

7:00 - 10:00 | Day 1

Dinner by the Bay

Dining and networking under the stars on The Crescent at Camana Bay.

A complimentary shuttle service to Camana Bay will operate from the hotel ballroom foyer at 7pm and 7.30pm with return transfers starting at 9pm.

Entrance to the event is via Cassia Court at Camana Bay. Valet parking is available. Please wear your CAIS20 delegate pass for this event.

7:00

7:00 - 8:10 | Day 2

BREAKFAST & NETWORKING

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

Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management

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

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

Gerald Butts, Senior Advisor, Eurasia Group

Megan Greene, Senior Fellow, Harvard Kennedy School

Constance Hunter, Chief Economist, KPMG

Jim McCaughan, Executive, Asset Manager & Change Agent

Ian de Verteuil, Managing Director and Head, Portfolio Strategy Global Markets, CIBC Capital Markets

 

 

10:00

10:00 - 10:20 | Day 2

The Race of Our Lives

Moderated by Leslie Norton, Senior Editor, Barron’s Magazine

A discussion with Jeremy Grantham, CBE, Co-Founder and Chief Investment Strategist, Grantham Mayo Van Otterloo

10:20

10:20 - 11:05 | 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

Moderator: 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

Dr Riti Samanta, Head of Systematic Fixed Income Strategy, Grantham Mayo Van Otterloo

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

 

11:05

11:05 - 11:15 | Day 2

Networking & Coffee

11:15

11:15 - 11:45 | Day 2

Off the Field: Lessons in Innovation

Moderator: John Stackhouse, Senior Vice President, RBC.

Dave McKay, President & Chief Executive Officer RBC

Maryann Turcke, Chief Operating Officer, NFL

 

 

11:45

11:45 - 12:20 | 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

 

Moderator: 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

12:20

12:20 - 12:45 | Day 2

Alternative Investments: The Next Frontier

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

Moderated by Emma Walden, CAIS Correspondent

 

12:45

12:45 - 1:45 | Day 2

LUNCH

2:00

2:00 - 2:35 | Day 2

The World in 2050: What Really Lies Ahead?

A Seafire chat with Rodney Brooks, Panasonic Professor of Robotics (emeritus) MIT

Moderator: Rachel Pether, Managing Partner, Sovereign Wealth Ltd

 

 

2:35

2:35 - 3:10 | Day 2

Digital Assets: The Day After Tomorrow

Moderator: Andrew Schofield, Partner, KPMG

Nisa Amoils, Partner, Grasshopper Capital

Laura Bailey, Chairperson, Qadre

Tom Kehoe, Managing Director, Global Head of Research and Communications, AIMA

Breanne Madigan, Head of Global Institutional Markets, Ripple

 

 

 

3:10

3:10 - 3:45 | Day 2

Emerging Markets: Will they Roar Back?

Moderator: 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

 

3:45

3:45 - 4:00 | Day 2

Ice Cream Break

4:00

4:00 - 4:40 | Day 2

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

Moderator: 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

 

4:40

4:40 - 5:20 | 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

5:25

5:25 - 6:25 | Day 2

Bear Grylls – Keynote speaker

A Seafire chat with Bear Grylls, OBE, Global Adventurer, TV host and Co-Founder of BecomingX

Moderated by Chris Duggan, CAIS Chair and Vice President, Business Development, Dart Family Office.