Platinum Sponsor


Robbins Geller Rudman & Dowd LLP

Robbins Geller Rudman & Dowd LLP (“Robbins Geller”) specializes in complex securities litigation on behalf of investors. With nearly 200 lawyers, supported by teams of forensic accountants, economists, damage analysts, investigators, paralegals, database programmers and computer security experts, Robbins Geller has repeatedly been recognized as the world’s largest and most successful plaintiffs’ securities fraud litigation firm. Robbins Geller currently advises hundreds of institutional investors, including public and multi-employer pension funds, fund managers, banks and insurance companies. Robbins Geller has offices in San Diego, San Francisco, Washington, D.C., Manhattan, Melville, Chicago, Philadelphia, Atlanta, Nashville, London and Boca Raton, Florida. Over the years, Robbins Geller attorneys have served as lead counsel to institutional clients in hundreds of securities cases and have recovered tens of billions of dollars for defrauded shareholders. Robbins Geller also works hard to enforce corporate governance changes, helping to improve the financial markets for investors worldwide.

Learn more

Gold Sponsor


Eagle Investment Systems

Eagle’s advanced technologies can help you transform your business, so you can do more, more efficiently. Some of the world’s most successful companies rely on our innovative data management, investment accounting and performance measurement solutions to make smarter decisions. Contact us now to find out how we can help your business grow assets more efficiently.

Work with us. Talk to the technology and service experts at Eagle. We’re committed to providing you with industry-leading solutions and service. We understand that although the financial services industry is vast, there is a universal need for cost-effective solutions that are accurate, compliant and timely. Address all of these issues, and more, with Eagle’s sophisticated, yet simple solutions.

Whether you’re a boutique firm or a global powerhouse, we’ll work with you to implement and maintain a flexible investment system to streamline your investment operations, so you can focus on your clients and your business, not your IT.

Backed by the financial stability of our parent company, BNY Mellon, Eagle will be there to provide solutions that can help you run your business more efficiently.

Learn more

Event Sponsor


About Kessler Topaz Meltzer & Check, LLP

Kessler Topaz Meltzer & Check, LLP specializes in the prosecution of complex litigation on a contingent basis and has developed a global reputation for excellence. Kessler Topaz is at the forefront of successfully representing investors in various types of securities actions in both the United States and in jurisdictions around the globe.

Kessler Topaz’s shareholder litigation practice focuses on the prosecution of securities fraud claims brought against public companies as well as their officers, directors, and advisors. With a large and sophisticated client base the Firm has been a leader in implementing important corporate governance reforms designed to protect shareholder rights, improve shareholder value and prevent corporate mismanagement. In addition, Kessler Topaz has developed the most sophisticated portfolio monitoring and claims administration program available to assist its clients in tracking and evaluating cases actions that affect their investments.

Learn more

Dinner Sponsor


About the Fundo Soberano de Angola

The Fundo Soberano de Angola (FSDEA) is a Sovereign Wealth Fund wholly owned by the Republic of Angola. The Fund, established according to international governance benchmarks, will gradually diversify its investment portfolio across a number of industries and asset classes in accordance with its investment policy and guidelines. By pursuing investments that generate long-term and socially enhancing financial returns, the Fund will play an important role in promoting Angola’s social and economic development and generating wealth for its people.

Learn more

Membership Sponsors

Cathy Yang

Cathy Yang, currently 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 yang

About Cathy Yang

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 that category.


To view speakers and panelists, please contact us. QUESTIONS: Please email


Monday, 21 April 2014

Early Arrivals Check-In & Cocktails / Hors d’oeuvres / Canapés

Join the Sovereign Wealth Fund Institute and fellow attendees for cocktails, hors d’oeuvres, and canapés at 6:00pm. We understand that traveling can be exhausting; therefore, to accommodate everyone’s schedule, the event will be held on an open-flow basis.

Tuesday, 22 April 2014

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 – Challenges and Opportunities in Asia
10:00 – 10:25am Networking / Break
10:30 – 11:25am Accessing Real Assets: Forecast, Allocations, & Strategies
11:30 – 12:00pm Keynote Speaker
12:00 – 1:20pm Lunch
1:30 – 2:30pm Low-Yield World: Strategies for Optimizing Returns
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

Wednesday, 23 April 2014

7:00 – 7:55am Breakfast
8:00 – 8:25am Beginning Keynote Day 2
8:30 – 9:25am The Fine Art of Asset Allocation
9:30 – 10:00am Keynote Address
10:00 – 10:20am Networking / Break
10:30 – 11:25am Where We Are Today and Where Are We Going?
11:30 – 11:55am Keynote Address
12:00 – 1:10pm Lunch
1:20 – 2:15pm Financial Innovations: Smart Beta and Passive Strategies
2:20 – 3:15pm The Honest Truth – A Sobering Investment Outlook
3:15 – 3:45pm Closing Keynote Address
3:50pm Concluding Remarks

Updated: 21 November 2013



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



Your Name (required)

Your Email (required)


Phone (required)


Your Message

Questions: Autumn Reed, +1-813-482-5554,