Global Conference 2017
Portfolio Harmony: Balancing Active and Passive (Invite only)
Monday, May 1, 2017 / 5:00 pm - 6:00 pm
Dayton
Active and passive investment management have a symbiotic relationship. Market volatility and the increasing complexities of a global economy create interdependent opportunities and challenges for the two edges of investment philosophy. Success comes from appropriately balancing the two. During this session, panelists will consider these questions:
- How are asset managers and institutional investors striking the right balance?
- From abandoning traditional benchmarks to delivering customized asset allocations, how and where active and passive will fit in the portfolios of the future?
Moderator
Jim McCaughan
President, Global Asset Management and CEO, Principal Global Investors
Speakers
Debbie Alliston
Head of Multi-Asset Portfolio Management, AMP Capital
Everaldo Franca
CEO, PPS Portfolio Performance Ltd.; Consultant, ABRAPP
Lori Heinel
Deputy Global Chief Investment Officer, State Street Global Advisors
Jonathan Steinberg
CEO and President, WisdomTree Investments Inc.