Moderator: Jim McCaughan, Chief Executive Officer, Principal Global Investors

Transcription

1 Monday, 23 October 10:30-10:45 Welcome and Opening Remarks Grand Ballroom I-III Jim McCaughan, Chief Executive Officer, Principal Global Investors 10:45-11:45 Panel Discussion: Global Economic Outlook Grand Ballroom I-III In this session moderated by Jim McCaughan, CEO of Principal Global Investors, we bring together a range of macro and asset class views to discuss the current political, technological, and economic forces affecting the global economy. Bob Baur, Executive Director, Chief Global Economist, Principal Global Investors Binay Chandgothia, Managing Director, Portfolio Manager, Principal Portfolio Strategies Indraneel Karlekar, Senior Managing Director, Global Research & Strategy, Principal Real Estate Investors Seema Shah, Global Investment Strategist, Principal Global Investors 11:45-1:00 Lunch & Networking Great Street Restaurant 1:00-2:00 Panel Discussion: The Effect of Nationalism and Populism on Global Economies Grand Ballroom I-III How are increasingly nationalist and populist policies affecting an interconnected global economy? This session combines economists and investment professionals to examine the impacts. Binay Chandgothia, Managing Director, Portfolio Manager, Principal Portfolio Strategies Seema Shah, Global Investment Strategist, Principal Global Investors Christopher Watson, Portfolio Manager, Finisterre Capital Randy Woodbury, Portfolio Manager, Principal Global Fixed Income 2017 Summit Series Forums 1

2 Monday, 23 October (continued) Breakout Sessions 2:00 3:00 Asset Allocation Trends Manager selection in a multi-manager context is the topic of discussion in this high-level session on asset allocation. We will discuss the challenges and opportunities in combining several asset managers into a cohesive solution for investors. Randy Welch, Managing Director, Portfolio Manager, Principal Portfolio Strategies Asset Allocation Trends For this in-depth session, we re making our asset-allocation experts available to you. Bring your detailed questions for this intimate exploration of where asset allocation can go. Jessica Bush, Portfolio Manager, Principal Portfolio Strategies Todd Jablonski, Chief Investment Officer, Head of Asset Allocation, Edge Asset Management 3:15 4:15 Real Assets and Infrastructure Offering potential for diversification, income, and inflation protection infrastructure investments and other real assets have garnered a lot of attention from investors. This session gives a broad overview of the opportunity set for investors who are new to the idea. Jessica Bush, Portfolio Manager, Principal Portfolio Strategies Real Assets and Infrastructure Go in-depth into two classes of real assets. Investment professionals from our municipal team and real estate team will dive into the specifics of their corners of the investment world. Moderator: Eric Foll, Director, Marketing & Thought Leadership, Principal Global Investors Indraneel Karlekar, Senior Managing Director, Global Research & Strategy, Principal Real Estate Investors James Welch, Portfolio Manager, Principal Global Fixed Income Summit Series Forums

3 Monday, 23 October (continued) 4:30-5:30 Panel Discussion: The Future of Europe Grand Ballroom I-III Brexit. European elections. Populism. Will Europe survive or thrive? Our panel brings together various viewpoints on the social, political, and economic impacts from the recent developments in Europe, and how they affect the wider world. Juliet Cohn, Portfolio Manager, Principal Global Equities Indraneel Karlekar, Managing Director, Global Research & Strategy, Principal Real Estate Investors Seema Shah, Global Investment Strategist, Principal Global Investors Christopher Watson, Portfolio Manager, Finisterre Capital 5:30-7:30 Cocktail Reception and Heavy Hors d oeuvres 3rd Floor, Raised Bar Tuesday, 24 October 7:30-8:30 Breakfast Great Street Restaurant 8:30-9:30 Panel Discussion: U.S. Trade and Economic Policies Grand Ballroom I-III Trade is the lifeblood of the global economy, and the United States is a nexus of global trade. In this panel session, economists and asset managers discuss the potential paths of U.S. trade and economic policies and the global implications. Moderator: Bob Baur, Executive Director, Chief Global Economist, Principal Global Investors Binay Chandgothia, Managing Director, Portfolio Manager, Principal Portfolio Strategies Todd Jablonski, Chief Investment Officer, Head of Asset Allocation, Edge Asset Management Indraneel Karlekar, Managing Director, Global Research & Strategy, Principal Real Estate Investors Chris Payne, Vice President, Federal Government Relations, Principal 2017 Summit Series Forums 3

4 Tuesday, 24 October (continued) Breakout Sessions 9:30 10:30 Integrating Active and Passive Often positioned as opposites, active and passive strategies are actually complementary in a true solutions-based investment approach. With the unique perspective that only Principal Global Investors multi-boutique approach can provide, this session explores how and when to make active and passive strategies work together and where each makes sense. Moderator: Suzanne Cohrs, Director, Product & Platform Strategy, Principal Global Investors Todd Jablonski, Chief Investment Officer, Head of Asset Allocation, Edge Asset Management Julia Lawler, Senior Executive Director, Investments, Principal Portfolio Strategies Integrating Active and Passive For those familiar with combining active and passive strategies, this session examines the evolution of factor based investment strategies and other forms of so-called smart beta which can provide complementary exposures and asset allocation solutions relative to both active and passive management. Our panel also explores implementation strategies and vehicle choices, consistent with the objective of maximizing overall investment efficiency. Moderator: Nikki Spiess, Senior Product Manager, Principal Global Investors Paul Kim, Managing Director, ETF Strategies, Principal Global Investors Mustafa Sagun, Chief Investment Officer, Principal Global Equities 10:45 11:45 Global Monetary Policy If you haven t kept up with all the updates from the world s major central banks, this session is for you. Our global strategist provides an overview of recent central bank developments and implications. A great session for understanding how monetary policy affects the broader investment landscape. Seema Shah, Global Investment Strategist, Principal Global Investors Global Monetary Policy This in-depth session examines the Federal Reserve s urgency in normalizing monetary policy, as well as the influence of inflation and interest rates on central bank policy. Bob Baur, Executive Director, Chief Global Economist, Principal Global Investors Summit Series Forums

5 Tuesday, 24 October (continued) 11:45-1:00 Lunch & Networking Great Street Restaurant 1:00-2:00 Conversation: Technological Disruption Grand Ballroom I-III Technology is affecting almost every aspect of our lives. The direct impacts are often easily seen, but there are many unrecognized or unappreciated consequences that have even more potential impact. This conversation with Jim McCaughan examines the effects of technological disruption. Richard Sear, Partner & Senior Vice President, Frost & Sullivan 2:15-5:00 Chicago Board of Options Exchange Offsite Event 5:30-7:30 Cocktail Reception and Heavy Hors d oeuvres ROOF, 27th Floor, TheWit Hotel Directly across the street on the corner of State and Lake Wednesday, 25 October 8:00-8:45 Breakfast Great Street Restaurant 8:45-9:45 Panel Discussion: The Growing Middle Class Grand Ballroom I-III A growing global middle class has been one of the most influential demographic trends of the last 100 years. This panel discussion examines the macro trends underlying the growing middle class. Our experts will delve into the factors in specific countries and regions from the emerging world. Simon Jiang, Senior Economist & Investment Strategy Researcher, China Construction Bank Principal Asset Management Mustafa Sagun, Chief Investment Officer, Principal Global Equities Renee Schaaf, Senior Vice President & Chief Operating Officer, Principal International 2017 Summit Series Forums 5

6 Wednesday, 25 October (continued) Breakout Sessions 10:00 11:00 Opportunities through the Market Cycle This high-level session starts with an overview of the credit cycle, examining what happens and why. With that background, the session examines which strategies make sense at various points in the cycle. Seema Shah, Global Investment Strategist, Principal Global Investors Opportunities through the Market Cycle For those who already have a deep understanding of the credit cycle, this session looks at detailed opportunities and case studies. The session combines our views with how we ve implemented those views and insights into our investment decisions. Darrin Smith, Portfolio Manager, Principal Global Fixed Income Randy Woodbury, Portfolio Manager, Principal Global Fixed Income 11:15 12:15 Emerging Markets In our high-level session on emerging markets, portfolio managers from equities and fixed income detail how to execute on emerging markets in portfolios, what factors to examine, and how to mitigate risk. Moderator: Seema Shah, Global Investment Strategist, Principal Global Investors Chris Carter, Partner, Origin Asset Management Nick Varcoe, Portfolio Manager, Principal Global Fixed Income Emerging Markets What s next for China?This session explores the latest economic and market conditions in China. The discussion brings to light China A-shares market expansion into emerging markets and global benchmarks, the investable universe, and the expansion of market accessibility that aligns with international standards. Moderator: Scott Leiberton, Managing Director, Principal Global Equities Craig Feldman, Executive Director, Index, MSCI Simon Jiang, Senior Economist & Investment Strategy Researcher, China Construction Bank Principal Asset Management Summit Series Forums

7 Wednesday, 25 October (continued) 12:15-1:30 Lunch & Networking Great Street Restaurant 1:30-2:30 Panel Discussion: Environmental, Social and Corporate Governance Grand Ballroom I-III ESG investing is gaining prominence around the world. This panel discussion examines several areas where ESG can be applied, how investment managers can use ESG factors in their decision making, and current trends in the ESG space. Moderator: Mary Brown, ESG Coordinator, Principal Global Investors Scott Leiberton, Managing Director, Principal Global Equities Greg Moss, Associate Portfolio Manager, Principal Real Estate Investors Laura Nishikawa, Executive Director & Head of ESG Research and Development, MSCI Dan Ross, Managing Director, Portfolio Manager, Post Advisory Group 2:30-2:45 Closing Remarks Grand Ballroom I-III Jim McCaughan, Chief Executive Officer, Principal Global Investors 2017 Summit Series Forums 7

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