At the corner of risk and opportunity: global perspectives in a world at the crossroads

Transcription

1 At the corner of risk and opportunity: global perspectives in a world at the crossroads Monday, October 8 9:00 11:45 am Arrivals 2 nd Floor Foyer 11:45 12:00 pm Welcome and opening remarks Grand Ballroom 1-3 Jim McCaughan, Chief Executive Officer, Principal Global 12:00 12:50 pm Global macroeconomic outlook Grand Ballroom I-III It s been a decade since the global financial crisis. What lessons have we learned and what lessons still need learning? This forward-looking interactive panel will put the economic future in context of the past and discuss how global economies view the future in light of the past 10 years. What are the biggest developments of the past ten years? What risks are creeping back into the system? What would happen if subprime crisis happened now? What would be different? Where do we see asset flows? Moderated by: Seema Shah, Senior Global Investment Strategist, Principal Global Robin Anderson, Senior Global Economist, Principal Global Binay Chandgothia, Managing Director, Portfolio Manager, Principal Portfolio Strategies Simon Jiang, Senior Economist & Investment Strategy Researcher, China Construction Bank 12:50 2:15 pm Lunch and networking 2 nd Floor Great Street

2 2:15 3:15 pm Geopolitical landscape: trends, risks and opportunity Grand Ballroom I-III The world is reaching a major inflection point. Leading nations are competing for power, an unprecedented shift in global demographics is underway, and technological evolutions and shifts in global trade are upending business as usual. To succeed, countries must be able to weather the pain of structural reform, revamp financial systems, and apply the capital and technology necessary to drive innovation from a diverse talent pool. In this session, Rodger will examine key emerging geopolitical trends to identify risks and opportunity in the new world order. Rodger Baker, Vice President of Strategic Analysis, Stratfor 3:15 3:35 pm Break 3:35 4:30 pm U.S./China Relations: navigating this international relationship with growing rivalries and intertwined economies Grand Ballroom I-III The history between the U.S. and China is long and complex. The fight over technology, intellectual capital, resources and currency has intensified, signaling a trade war on the horizon. Join us for this critical discussion about policy, politics and the ongoing battle for global power. Eric Shimp, Assistant Vice President, Government Relations, Principal In conversation with, Guest Speaker 4:30 4:45 pm Break 4:45 5:30 pm Augmented intelligence: the human side of AI in asset management Grand Ballroom I-III Artificial intelligence meets asset management. But the true value isn t from AI taking over completely, it s when systems augment the humans behind the portfolios. Hear from two of Principal Global Investor s portfolio managers, Jeff Schwarte and Marc Dummer, as they share their insights in on the changing investment process. Marc Dummer, Managing Director & Portfolio Manager, Principal Portfolio Strategies Jeff Schwarte, Portfolio Manager, Principal Global Equities 5:30 7:30 pm Reception and heavy hors d oeuvres 3 rd Floor Raised Bar 7:30 pm On own

3 Tuesday, October 9 7:45 9:00 am Networking breakfast 2 nd Floor Great Street 9:00 10:00 am Reevaluating risk. Now is the time. Grand Ballroom I-III In the wake of the financial crisis, investors cheered soaring risk-asset returns and plummeting volatility. But, now, even vigilant investors may have hidden hazards threatening their portfolios security. Find out why now is the time to reevaluate risk in your portfolios. Presented by: Todd Jablonski, Chief Investment Officer, Principal Portfolio Strategies 10:00 10:30 am Break Take this opportunity to interact with our asset allocation team and uncover how they can help you solve for your clients challenges and meet your needs by building multi-asset and multi-manager portfolios. Hear from Dave Reichart and Matthew Annenberg. Matthew Annenberg, Managing Director - Investment Strategy & Research, Portfolio Manager, Principal Portfolio Strategies Dave Reichart, Managing Director Business Development, Principal Portfolio Strategies BREAKOUT SESSIONS GRAND BALLROOM IV GRAND BALLROOM V GRAND BALLROOM VI 10:30 11:05 am Asset allocation What s next for credit? Geopolitical risk: regional implications for investors Credit strategies have a long history of success, but the new environment can hold many unknowns. What has worked for the past 30 years may not work going forward. Nick Pierce, Product Specialist, Principal Global Fixed Income You ve heard how the geopolitical landscape across the globe will shape the world to come. Now dive into regional implications for your business. Moderated by: Kirk West, Executive Director, Investments, Principal Global Patrick Chang, Chief Investment Officer, CIMB Malaysia Seema Shah, Senior Global Investment Strategist, Principal Global Helder Soares, Chief Investment Officer, Claritas 11:05 11:20 am Break

4 BREAKOUT SESSIONS GRAND BALLROOM IV GRAND BALLROOM V GRAND BALLROOM VI Asset allocation What s next for credit? 11:20 11:55 pm Geopolitical risk: regional implications for investors You ve heard how the geopolitical landscape across the globe will shape the world to come. Now dive into regional implications for your business. Moderated by: Kirk West, Executive Director, Investments, Principal Global Patrick Chang, Chief Investment Officer, CIMB Malaysia Seema Shah, Senior Global Investment Strategist, Principal Global Helder Soares, Chief Investment Officer, Claritas Take this opportunity to interact with our asset allocation team and uncover how they can help you solve for your clients challenges and meet your needs by building multi-asset and multi-manager portfolios. Hear from Dave Reichart and Matthew Annenberg. Matthew Annenberg, Managing Director - Investment Strategy & Research, Portfolio Manager, Principal Portfolio Strategies Dave Reichart, Managing Director Business Development, Principal Portfolio Strategies Credit strategies have a long history of success, but the new environment can hold many unknowns. What has worked for the past 30 years may not work going forward. Nick Pierce, Product Specialist, Principal Global Fixed Income 11:55 1:45 pm Networking lunch 2 nd Floor Great Street 1:45 2:45 pm Environmental, social and governance Grand Ballroom I-III There is growing evidence that suggests that ESG factors, when integrated into investment analysis and portfolio construction, may offer investors potential long-term performance advantages. MSCI Guest Speaker 2:45 3:00 pm Break

5 Credit strategies have a long history of success, but the new environment can hold many unknowns. What has worked for the past 30 years may not work going forward. Nick Pierce, Product Specialist, Principal Global Fixed Income BREAKOUT SESSIONS GRAND BALLROOM IV GRAND BALLROOM V GRAND BALLROOM VI 3:00 3:35 pm What s next for credit? Geopolitical risk: regional Asset allocation implications for investors You ve heard how the geopolitical landscape across the globe will shape the world to come. Now dive into regional implications for your business. Moderated by: Kirk West, Executive Director, Investments, Principal Global Patrick Chang, Chief Investment Officer, CIMB Malaysia Seema Shah, Senior Global Investment Strategist, Principal Global Helder Soares, Chief Investment Officer, Claritas Take this opportunity to interact with our asset allocation team and uncover how they can help you solve for your clients challenges and meet your needs by building multi-asset and multi-manager portfolios. Hear from Dave Reichart and Matthew Annenberg. Matthew Annenberg, Managing Director - Investment Strategy & Research, Portfolio Manager, Principal Portfolio Strategies Dave Reichart, Managing Director Business Development, Principal Portfolio Strategies 3:35 4:00 pm Break 4:00 4:50 pm Finding the source: Income alternatives Grand Ballroom I-III With more and more assets chasing investment opportunities, income is more in demand than ever. This panel discussion will bring focus to sectors that offer premium yield. Moderated by: Barb McKenzie, Senior Executive Director, Investments, Principal Global Matthew Byer, Executive Director and Chief Operating Officer, Spectrum Asset Management Tony Kenkel, Global Portfolio Manager, Real Estate Securities, Principal Real Estate Jeff Stroll, Deputy Chief Investment Officer, Post Advisory Group Christopher Watson, Portfolio Manager, Finisterre Capital Management 4:50 5:25 pm Break & refresh

6 5:25 pm Walk to House of Blues Transportation provided for those who wish to take it or in case of inclement weather. 5:30 7:30 pm House of Blues 329 N. Dearborn 7:30 pm On own

7 Wednesday, October 10 7:45 9:00 am Networking breakfast 2 nd Floor Great Street 9:00 9:50 am Real estate Grand Ballroom I-III Commercial real estate continues to deliver steady performance globally in an environment of increasing volatility. Our speakers will discuss future expectations on the macroeconomic environment and capital markets and how they are impacting opportunities within commercial real estate. Moderated by: Todd Everett, Senior Managing Director-Commercial Real Estate, Principal Real Estate Indraneel Karlekar, Senior Managing Director, Global Head of Research & Strategy, Principal Real Estate Andrew Thornton, Chief Executive Officer, Principal Real Estate Europe 9:50 10:10 am Break 10:10 11:00 am Beyond the bumps: an equity discussion about more than volatility Grand Ballroom I-III Volatility returned to equity markets in 2018, but equity investing is about more than just market turbulence. This panel of equity experts will discuss their views on what will drive markets going forward. Moderated by: Mandy Wilson, Managing Director, Head of U.S. Institutional Sales, Principal Global Paul Broxup, Head of Investment Solutions, Origin Asset Management Dan Coleman, Chief Investment Officer, Portfolio Manager, Edge Asset Management Mustafa Sagun, Chief Investment Officer, Principal Global Equities 11:00 11:15 am Closing Grand Ballroom I-III Jim McCaughan, Chief Executive Officer, Principal Global 11:15 1:00 pm Closing lunch 2 nd Floor Great Street 1:00 pm 5:00 pm Pre-scheduled 1:1 meetings