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You are here: Home / Clients / Investment Forum / Investment Forum Agenda

Investment Forum Agenda

  • Agenda
  • Speakers
  • Forum Wrap Up: Changing Tides

Changing Tides

Wednesday, April 3rd 2019
5:00-6:00 PM: Registration and Cocktail Reception
6:00 PM-8:30 PM Dinner and Keynote Speaker: Commander Kirk Lippold, USN (Ret.) USS Cole “National Security: Your Safety, Your Bottom Line.”
Thursday, April 4th
7:30-8:00 AM Continental Breakfast
8:00-8:45 AM Pre-Conference Session: Highland Initiatives: Transformative Tech
Moderator: R. Scott Graham, CFA, Chief Investment Officer, Highland Associates
9:00-9:15 AM Welcome Address
Speaker: J.W. (Trey) Echols, III, President and CEO, Highland Associates
9:15-10:15 AM Public Policy and Impact on Portfolio Strategy
Speaker: Libby Cantrill, CFA, Managing Director and Head of Public Policy for PIMCO
10:15-11:15 AM Outlook for Fixed Income
Speaker: Rick Rieder, Managing Director Blackrock, Global Chief Investment Officer of Fixed Income and Co-head of Blackrock’s Global Fixed Income Platform
11:30-12:30 PM Artificial Intelligence: Implications and Applications
Panelists: Brian Barbetta, Wellington and Adil Abdulali, President and Chief Science Officer, MOV37, Protégé.
12:30-1:30 PM Lunch
1:30-2:15 PM Evolution of Hedge Fund Investing
Panelists: Hugh Edmundson, Founder, Theorem and Matthew Reeder, Partner and Director of Investor Relations, Theorem; Basil Qunibi, CEO, CIO, Atom Investors, LP
2:15-3:15 PM China in Transition: Divorce of Globalization
Panelists: Jordi Visser, President and Chief Investment Officer, Weiss Multi-Strategy; Ben Hunt, Founder, Epsilon Theory, Second Foundation
3:15-3:30 PM Break
3:30-4:30 PM Breakout sessions
Session 1: State of Nonprofit Healthcare
Panelists: Olga Beck, Director, Fitch Ratings; Jennifer Barr, Analyst, Moody’s Investors Service, Healthcare Ratings Team.
Session 2: ESG in Practice
Panelist: Mozaffar Khan, PhD, Causeway Capital; Carl Balit, Executive Director, 57 Stars
6:00-8:30 PM Monuments by Dark tour and dinner

Conference agenda items and times are subject to change.

Dress for Wednesday and Thursday events is business professional.

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The information provided herein is for informational purposes only. While Highland has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies or typographical errors for which we apologize. The information provided herein does not constitute a solicitation or offer by Highland, or its subsidiaries and affiliates, to buy or sell any securities or other financial instrument, or to provide investment advice or service. Nothing contained herein should be construed as investment advice or a recommendation to purchase or sell a particular security. Investing involves a high degree of risk, and all investors should carefully consider their investment objective and the suitability of any investments. Past performance is not indicative of future results. Investments are subject to loss.


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