Institutional Investors: Where in the World Will Returns Come From?
Tuesday, April 30, 2013 / 3:45 pm - 4:45 pm
Tom Finke, Chairman and CEO, Babson Capital
Janet Cowell, Treasurer, State of North Carolina
Joseph Dear, Chief Investment Officer, California Public Employees' Retirement System (CalPERS)
Michael Sabia, CEO, Caisse de depot et placement du Quebec
Mauricio Wanderley , Chief Investment Officer, Fundacao Vale do Rio Doce de Seguridade Social
What strategies are the biggest funds betting on in 2013? Our panel of top-tier institutional managers will discuss their paths to outperformance, whether based on gut feelings or algorithms. What international themes appear promising - BRIC, MIST, CIVETS, even Europe? Do certain asset classes stand out this year? At the same time, where are the caution signs flashing? What policy and regulatory issues are on their radar, even after the resolution of political uncertainties in the U.S. and elsewhere? How is trading itself evolving, and are those trends helping or hurting?