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Learn More about T. Rowe Price
Learn More about TOBAM

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ABOUT T. ROWE PRICE
Founded in 1937, Baltimore-based T. Rowe Price (NASDAQ-GS: TROW) is a global investment management organization with $746.8 billion in assets under management as of December 31, 2014. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers a variety of sophisticated investment planning and guidance tools. T. Rowe Price’s disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research. For more information, visit troweprice.com


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ABOUT TOBAM
TOBAM is a Paris-based asset management firm, formed in 2005 by Yves Choueifaty, independent and employee-owned. It has two minority shareholders: California Public Employees’ Retirement System (CalPERS) since April 2011 and Amundi, since May 2012. TOBAM’s Maximum Diversification® approach, supported by original, patented research and a mathematical definition of diversification, provides clients with diversified core exposure, in both the equity and fixed income markets.

The company manages over $8 billion (as of January 2015) via its Anti-Benchmark® strategies in Equities and Fixed Income. TOBAM’s team is composed of 33 professionals based in Paris and New York. TOBAM is regulated by the Autorité des Marchés Financiers (AMF) since June 2006 and is a SEC registered investment adviser. For more information, visit tobam.fr

Register

The Westin Chosun Seoul
106, Sogong-ro
Seoul, Jung-gu 100-070
Republic of Korea
Questions: events@swfinstitute.org

Non-Public Delegate Registration
 
Public Delegate Registration

Public Investor Attendees >>

Public investor attendees are not required to pay a registration fee to attend this event. The Sovereign Wealth Fund Institute has full discretion on who qualifies as a public investor attendee. Endowments (up to discretion of the SWFI) are not required to pay a registration fee to attend this event. In general, public investor attendees must be employed by any of the following:
  • sovereign wealth fund
  • public pension fund
  • public investment corporation
  • pension fund
  • superannuation fund
  • public endowment
  • central bank
  • select governmental branch or agency*
    
  • ministry of finance
  • governmental treasury
  • state investment corporation
  • government investment trust
  • official reserve fund
  • permanent fund
  • sovereign wealth enterprise
  • other governmental fund
     Hosted Exclusively by:
Sovereign Wealth Fund Institute

Cathy Yang

Cathy Yang, currently a correspondent for CCTV's English Channel in Hong Kong, boasts an extensive broadcast career during which she has garnered global recognition for her work as a journalist.

cathy yangAbout
She was most recently Reporter-Presenter at Reuters TV in Hong Kong where she conducted live financial markets reports and produced human interest feature packages. She worked at Reuters for nearly four years.

Prior to that, Cathy has anchored for Bloomberg Television Asia-Pacific for nearly 10 years, previously in Tokyo and then in Hong Kong. in 2001,2002, and 2003, Cathy was awarded the title of “Best News Presenter” at the prestigious Asian Television Awards. The three-straight win is a first for the category.

Agenda

To view speakers and panelists, please contact us. QUESTIONS: Please email events@swfinstitute.org

 

27 April 2015

7:00 – 7:55am Breakfast
8:00 – 8:25am Sovereign Wealth Fund Institute: Welcome & Introductions
8:30 – 8:55am Opening Keynote Address
9:00 – 9:55am The Asian Century Revisited
In 2014, according to the IMF, China passed over the United States to be the world’s largest economy according to their calculations. In addition, China is developing a bank to rival the World Bank. Along the periphery, growth in Southeast Asia and efficiencies in Korea and Japan are driving growth in various sectors. How can institutional investors position themselves to take advantage of these trends?
10:00 – 10:25am Networking / Break
10:30 – 11:25am Building the Optimal Portfolio – Inside the Engine Room
With terms like risk parity, LDI and manager selection, how can institutional investors navigate and properly use solutions to enhance portfolio performance? This panel will discuss the latest trends in portfolio optimization.
11:30 – 12:00pm Keynote Speaker
12:00 – 1:20pm Lunch
1:30 – 2:30pm Being Successful in Real Asset Investing
More Asian institutional investors have indicated a preference for investing in real assets such as real estate, infrastructure and, at times, commodities. This panel will discuss the various ways investors are accessing these particular markets.
2:30 – 3:00pm Keynote Speaker
3:15 – 5:00pm Public Investor Attendee Only Session
Agenda released only to sovereign attendees and public investors
5:00 – 7:30pm Afternoon Networking Event
7:30 – 8:30pm Cocktail Reception
8:30 – 10:00pm The Summit Welcome Dinner

28 April 2015

7:00 – 7:55am Breakfast
8:00 – 8:25am Beginning Keynote Day 2
8:30 – 9:25am Lessons from the Past: A Look into Emerging Markets
Emerging markets as an asset class was very popular before developed markets experienced rallies. How are emerging markets performing? Is it worth the risk? In this session, the panelists will chat about their views on emerging markets across the world.
9:30 – 10:00am Keynote Address
10:00 – 10:20am Networking / Break
10:30 – 11:25am Walking a Tight Rope: Regulations, Risks and Policy Shifts
This panel will discuss the complexities of investing in different regimes and the rules that impact them.
11:30 – 11:55am Keynote Address
12:00 – 1:10pm Lunch
1:20 – 2:15pm Demystifying Multi-Asset Strategies
With more institutional investors adopting multi-asset strategies, how can investors navigate through the exhaustive list of options? What are some common ways to implement these strategies into a portfolio?
2:20 – 3:15pm The Honest Truth: A Sensible Investment Outlook
This panel will examine the investment outlook for the remainder of 2015 and the beginning of 2016. What are the current trends, risks, unknowns and latest investment tactics?
3:15 – 3:45pm Closing Keynote Address – The Low Carbon Initiative
3:50pm Concluding Remarks

Updated: 2 March 2015

About

VIP

The Premier Summit for Sovereign Wealth Funds, Pension Funds, Superannuation Funds, Central Banks, and other Long-Term Public Investors
Executive Titles: Chief Executive Officer, Chief Investment Officer, President, Governor, Vice President, Partner, Managing Director, Principal, Trustee, Board Member
Some General Discussion Topics

Current trends and events
Central banking and monetary policy
Investment strategy
Asset allocation
Institutional collaboration
    Governance and regulations
Institutional real estate
Private equity
Equities, commodities, fixed income
Global economics
Risk management

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Questions: +1 (813) 334-4269, events@swfinstitute.org