aos 2016 in review

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$13 Tn 1500+ ASSET OWNER SERIES

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Page 1: AOS 2016 in Review

T H O M A S B R I G A N D I &

D E E P I K A S H A R M A , C F A

NEW YORK SOC I E TY OF SECUR I T Y ANALYSTS '

$13 Tn

M I L L I O N

$13 TRILLION DIRECT AUM REPRESENTED IN 2016

1500+ATTENDEE S

MULTI-EMPLOYER PENSION CIO CONFENRENCEDecember 8, 2016

Director, Pension Benefit Guaranty Corporation (PGBC) [Keynote]

Executive Director, National Coordinating Committee for Multiemployer PlansCEO, AFTRA Health & Retirement ServicesCIO, Pentregra Retirement ServicesExecutive Director, National Electric Benefit FundAdvisory Director, Board of International Foundation of Employee Benefit Plans

ASSET OWNER SERIES 2016 KEY SPEAKERS

CORPORATEPENSIONS

CEO, Levin CapitalStrategiesCIO, Heinz Family OfficeCIO, Johnson & Co.Chairman, Meyer & Co.CIO, Merrimac

Director, GlenmedeCIO, Geller Family OfficePartner, Seven BridgesMD, Allen & Co.

SINGLEFAMILY OFFICES

MULTI-FAMILY OFFICES

ENDOWMENTS &

FOUNDATIONSINSURANCE

PUBLIC PENSIONSOVEREIGNWEALTH FUNDS

SPEARHEADED BY NYSSA VOLUNTEER LEADERS

ASSET OWNER SERIES

10% OF GLOBAL INSTITUTIONAL INVESTOR AUM

ACROSS PENSIONS, FAMILY OFFICES, SOVEREIGN

WEALTH FUNDS, INSURANCE, E&F, OCIO AND

PRIVATE WEALTH

UPCOMING EVENTS

10 EVENTS IN 2016 WITH 60+ CIO, CEO AND

SENIOR INVESTMENT MANAGERS

KIC - Korea SWFWafra- Kuwait SWFGIC- SingaporeNZ Superannuation FundGovt Investment Council-Kazakhstan

CFO, TIAACIO & President, Nokia

YMCA Retirement FundDirector, NovartisAdvance Publications

CIO, TIAA (prev TIAA-CREF)

CIO, NY Life Inv. MgmtDeputy CIO, AIGCIO, ACE GroupGuardian Life InsuranceHorizon Blue Cross & BlueShield, NJ

PRIVATE BANK

JOIN HERE

CIO, Robert WoodJohnson FoundationCIO, Phillips AcademyCIO, UJA-FederationCIO, Oberlin College

Chairman, NJ Inv. CouncilNY State CommonRetirement Fund

Illinois Teachers RetirementNY Board of EductionRetirementNJ Division of Investment

NATIONALPENSION

United Nations JointStaff Pension FundCanada Pension PlanInvestment BoardCIO, Afore XXI-BanorteAPG Asset Management

A MAJORITY OF ATTENDEES WERE CFA

CHARTER HOLDERS & NYSSA MEMBERS

CIO, CITI Private BankCIO, DB WealthManagementCIO, Bessemer TrustHead of Investment, JPMorgan GIO Group