Schedule / Agenda

December 3, 2018

Convene

(Convene’s actual location is 466 Lexington Avenue between 45th & 46th Streets.  The building’s sign, however, reads as “237 Park Avenue”.)

11:00 am

Registration & Check-In at Convene 

11:30 am

Welcome & Co-Chair Introductions

Donna Holly, President, The Investment Institute

Andrea Szigethy, Founder & CEO, The Investment Institute

Co-Chairs Opening Remarks

David Gilmore, Managing Director, Harry & Jeanette Weinberg Foundation

Cathleen M. Rittereiser, Executive Director, Commonfund Institute   

11:45 am

Opening Keynote Address 

Geopolitics, Energy – What Keeps You Up at Night?

Peter Zeihan, Geopolitical Strategist & Author of The Accidental Superpower and The Absent Superpower 

Between wars, trade breakdowns, gyrating markets, and political dysfunction so extreme sometimes even a certain president’s Twitter account seems like an island in the storm, it sometimes feels the end is nigh. That’s because it is. Seriously. The global Order that has dominated the life of everyone at our event is quite literally in its final years (months?). But the end of that world is not the same thing as the end of the world. Attend Peter Zeihan’s keynote and find out how we got here. Where we’re going. How we’ll get there. How key trade relationships and energy trends will transform along the way. And most of all, why there are few better places to be during the transition than American finance.

12:50 pm

Fireside Chat with Peter Zeihan

Moderated By: Beth Johnson, Partner, Mercer

1:05 pm

Networking Luncheon at The Bridge in Convene

2:00 pm 

Keynote Portfolio Conversation

What is Your Best Investment Idea? A Conversation with Institutional & Private Investors

Moderator: Ken Lee, Director of Investments, Carnegie Corporation of New York

Panelists:

David Gilmore, Managing Director, Harry & Jeanette Weinberg Foundation

John Hoover, Chief Executive Officer, Chasbro Investments, Inc.

Constance Hunter, Principal & Chief Economist, KPMG LLP

Emily Wood, Senior Investment Manager, Gilder Office for Growth

Our seasoned investor panelists will come prepared to debate and discuss where they think they will find the best performing asset classes in 2019-2020 and why.  They will share their knowledge on how asset allocation is changing and how it will impact their portfolios moving forward.  In addition, the panelists will discuss some of the greatest challenges they face today and how can they prepare for the long term.

3:00 pm

Keynote Address 

Leadership & Culture Development:  The Great Teams Understand “The Why”

Don Yaeger, Nationally Acclaimed Inspiration Speaker & Longtime Associate Editor of Sports Illustrated & New York Times Best-Selling Author

The great teams understand “the why”. They are connected to a Greater purpose.  Learn how to constantly remind your players and employees of who they are in service of while being acutely aware of downstream beneficiaries. The more a company creates “mission moments” for employees and team members to understand that Greater purpose, the better off the team will be when it comes to enduring any challenges along the way to achieving its goal. In this captivating session, Don Yaeger shares his findings from interviews with Olympic Gold Medal winners like USA Basketball Head Coach Mike Krzyzewski (Coach K), 2014 NBA Most Valuable Player Kevin Durant, and USA Basketball CEO Jerry Colangelo, as well as 4-Time Super Bowl champion quarterback Tom Brady, brilliant thought-leader Simon Synek and longtime Medtronic CEO Bill George. Learn more at www.donyaeger.com or contact don at don@donyaeger.com.

4:00 pm

Afternoon Quick Break

4:15 pm 

Closing Keynote Address

China’s Tale of Two Currencies

Kyle Bass, Founder & CIO, Hayman Capital Management

Mr. Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. Mr. Bass has managed private funds with strategies focused on sub-prime credit, the pharmaceutical industry, and Asia.  Mr. Bass is a member of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $40 billion, and is chair of the Risk Committee. He also is a member of the Advisory Group for the Center of Asset Management at the Darden School of Business at the University of Virginia. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission. In 2015, Bass was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, University of Chicago, University of Texas, and University of Virginia.  Prior to forming Hayman, Mr. Bass was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns. He graduated from Texas Christian University with a degree in finance and serves on the board of directors of the Troops First Foundation and the Texas Department of Public Safety Foundation.

4:50 pm

Fireside Chat with Kyle Bass

Moderated By: Mark W. Yusko, CEO & CIO, Morgan Creek Capital Management

5:15 pm

Immediately Following Sessions The Investment Institute will Sponsor a Cocktail Reception at Convene

6:00 pm

End of the 2018 iCIO Investment Summit

PRE-CONFERENCE DISCUSSION
A special invitation-only breakfast roundtable for CFOs & COOs
To receive an invitation, please email us here.