Global Investment Institute Agenda 111 Huntington Avenue, Boston, MA 33 rd floor Research Room

Transcription

1 Global Investment Institute Agenda 111 Huntington Avenue, Boston, MA 33 rd floor Research Room MONDAY, June 10, :00 p.m. 1:00 p.m. Registration and Lunch 1:00 p.m. 1:15 p.m. Welcome and Opening Remarks KIMBERLY G. HYLAND, Managing Director, Global Client Group 1:15 p.m. 2:00 p.m. The Changing Landscape in Global Asset Management MICHAEL W. ROBERGE, Chief Executive Officer Key success factors necessary for adding value through active management 2:00 p.m. 3:00 p.m. Time to Align CAROL W. GEREMIA, President and Head of Global Distribution Insights and research on the ways in which a strong culture supports effective decision making and sustainable alpha generation 3:00 p.m. 3:15 p.m. Break 3:15 p.m. 4:15 p.m. Long-Term Strategies to Meet Client Needs MICHAEL T. CANTARA, CFA, Senior Managing Director, Global Client Group Creating long-term value responsibly 4:15 p.m. 4:30 p.m. Day One Wrap-up/Adjourn 5:15 p.m. Cocktail Reception and Dinner 35 th floor Join members of MFS executive and investment teams for cocktails and dinner while taking in Boston's scenic skyline

2 TUESDAY, June 11, :30 a.m. 9:00 a.m. Breakfast 9:00 a.m. 10:00 a.m. Investor Leadership Forum WILLIAM J. ADAMS, CFA, Chief Investment Officer, Global Fixed Income KEVIN BEATTY, Chief Investment Officer, Global Equity JOSEPH C. FLAHERTY, Chief Investment Risk Officer KIMBERLY G. HYLAND, Managing Director, Global Client Group (Moderator) Discussion on key industry developments and the importance of collaborative research 10:00 a.m. 10:45 a.m. Creating and Sustaining a Long-Term Investment Focus TED MALONEY, Chief Investment Officer, Global Director of Research DAVID A. ANTONELLI, Equity Portfolio Manager, Vice Chair Focusing on the long term: Culture, incentives and client alignment 10:45 a.m. 11:00 a.m. Break 11:00 a.m. 11:45 a.m. Fostering Diverse Thinking COLLEEN R. POWELL, Director, Corporate Citizenship and Diversity How to maximize the benefits of collaboration: Diversity of backgrounds, perspectives and thinking 11:45 a.m. 8:00 p.m. Transportation to the John F. Kennedy Presidential Library and Museum, Columbia Point, Boston, and there for the remainder of the day 12:30 p.m. 1:30 p.m. Lunch at the JFK Presidential Library and Museum, Columbia Point, Boston 1:30 p.m. 2:30 p.m. Another Equilibrium ERIK S. WEISMAN, Ph.D., Chief Economist, Fixed Income Portfolio Manager SEAN A. CAMERON, CFA, Research Analyst, Fixed Income Strategic Solutions Insights on How Dynamism is Shifting, Changing the Nature of Valuation, and Leading to New Equilibria in Today's Investment Markets 2:30 p.m. 2:45 p.m. Break

3 TUESDAY, June 11, 2019 (continued) 2:45 p.m. 3:15 p.m. Partnering with your Investment Manager VISHAL HINDOCHA, CFA, Director, Investment Solutions Group Leveraging manager capabilities and resources beyond your mandate to meet your investment objectives 3:15 p.m. 4:30 p.m. Investing Across the Fixed Income Landscape Panel Discussion WARD BROWN, CFA, Ph.D., Fixed Income Portfolio Manager PHILIPP S. BURGENER, CFA, Fixed Income Portfolio Manager DAVID P. COLE, CFA, Fixed Income Portfolio Manager PETER A. GOVES, Fixed Income Research Analyst OWEN D. MURFIN, CFA, Institutional Fixed Income Portfolio Manager (Moderator) Portfolio manager discussion on current dynamics across global fixed income markets 4:30 p.m. 4:45 p.m. Day Two Wrap-up/Adjourn 5:00 p.m. 8:00 p.m. Cocktail Reception and Dinner at the JFK Presidential Library and Museum, Columbia Point, Boston TOM NICHOLS, Professor Naval War College and Harvard Extension School, Author Discussion on the devaluing of expertise and why it matters in the world of investing 8:00 p.m. Transportation back to the Mandarin Oriental Hotel WEDNESDAY, June 12, :30 a.m. 8:55 a.m. What Is the Daily Economic Briefing? (over breakfast) 33 rd floor, Conf. Room F WILLIAM J. ADAMS, CFA, Chief Investment Officer, Global Fixed Income 8:55 a.m. 9:45 a.m. Daily Economic Briefing ERIK S. WEISMAN, Ph.D., Chief Economist, Fixed Income Portfolio Manager Sit in on an economic and market briefing for senior MFS portfolio managers and analysts on current[text clipped on this line] macroeconomic data, fixed income market trends and analysis, followed by a Q&A 9:45 a.m. 10:00 a.m. Break 10:00 a.m. 11:00 a.m. Global Market Perspectives ROBERT M. ALMEIDA, Global Investment Strategist Shifting the emphasis from return to risk

4 WEDNESDAY, June 12, 2019 (continued) 11:00 a.m. 12:00 p.m. Industry 4.0: IOT Enabled Smart Factory Equity Analyst Panel ALISON O'NEILL MACKEY, Director of Research THOMAS P. CROWLEY, CFA DAVID A. FALCO, CFA REINIER P. DOBBELMANN C.V. RAO, CFA Sector research discussion conducted by equity analysts illustrating how global sector teams collaborate and share in-depth research to arrive at varying industry and company recommendations 12:00 p.m. 1:00 p.m. Lunch 1:00 p.m. 1:45 p.m. Transportation to the Harvard Faculty Club, 20 Quincy Street, Cambridge and there for the remainder of the day 1:45 p.m. 3:15 p.m. Harvard Business School Case Study Harvard Faculty Club RANDOLPH COHEN, Senior Lecturer in Finance, Harvard Business School Discussion on investments based on a Harvard Business School case study 3:15 p.m. 3:30 p.m. Day Three Wrap-up/Adjourn 3:15 p.m. 5:00 p.m. Tour of Harvard University Student-led walking tour of Harvard's campus, including a stop at the campus bookstore, the Coop 5:00 p.m. 7:00 p.m. Cocktail Reception and Dinner Harvard Faculty Club, 20 Quincy Street, Cambridge 6:15 p.m. & 7:00 p.m. Transportation back to the Mandarin Oriental Hotel

5 THURSDAY, June 13, :00 a.m. 8:45 a.m. Breakfast 8:45 a.m. 9:45 a.m. Concurrent Portfolio Strategy Breakouts RICHARD R. GABLE, CFA, Equity Portfolio Manager Real Estate ROBERT SPECTOR, CFA, Fixed Income, Multi-Asset Portfolio Manager Global Aggregate Opportunistic RYAN P. MCALLISTER, CFA, Portfolio Manager Global Equity CHRIS A. SUNDERLAND, Institutional Portfolio Manager Global Equity Opportunity to meet with portfolio managers/institutional portfolio managers to discuss select investment strategies 9:45 a.m. 10:45 a.m. Addressing the challenges of a lower for longer environment JONATHAN BARRY, FSA, CFA, Director and Retirement Strategist Interactive discussion to learn from your global peers about how asset owners are adapting their investment strategy to a lower for longer environment 10:45 a.m. 11:00 a.m. Break 11:00 a.m. 12:15 p.m. The Art of Assessing Liquidity and Optimizing Trading Costs BRENDA M. FARLEY, Director of Global Equity Trading GREGORY C. HELLER, Director of Global Fixed Income Trading Guided tour of MFS' state-of-the-art trading room along with a review of trends, challengers and disruptors in trading practices 12:15 p.m. 1:00 p.m. Lunch 1:00 p.m. 2:00 p.m. Are You Thinking about Ethics in Technology? ROBERT M. WILSON, Research Analyst LINDSEY K. APPLE, Proxy Voting and Corporate Governance Manager Discussion on how and why MFS integrates ESG factor analysis into the investment process 2:00 p.m. 2:45 p.m. Active Risk Management in an Uncertain World JOSEPH C. FLAHERTY, Chief Investment Risk Officer Review of the firm's approach to investment risk management 2:45 p.m. 3:00 p.m. Day Four Wrap-up/Adjourn

6 THURSDAY, June 13, 2019 (continued) 6:00 p.m. Dinner Short walk to casual dinner in the Back Bay neighborhood of Boston FRIDAY, June 14, :30 a.m. 9:00 a.m. Breakfast 9:00 a.m. 9:45 a.m. Concurrent Portfolio Strategy Breakouts Opportunity to meet with portfolio managers/institutional portfolio managers to discuss select investment strategies 9:45 a.m. 10:00 a.m. Break 10:00 a.m. 10:45 a.m. Compliance, Legal and Regulatory Update HEIDI W. HARDIN, General Counsel The firm's approach to corporate risk management and key regulatory developments around the world 10:45 a.m. 11:45 a.m. Cyber Security JANINE COMSTOCK, Chief Security Officer The MFS vision and strategy for security risk management 11:45 a.m. 1:00 p.m. Closing Remarks and Lunch MICHAEL T. CANTARA, CFA, Senior Managing Director, Global Client Group

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