FIS Harvard 2025

This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

Speakers

Eric Bouyé

Manager, product knowledge and research, The World Bank (United States)

Sean Brennan

Executive vice president, pension group annuities and new markets, Athene (United States)

Philip Broenniman

Managing partner and portfolio manager, Varana Captial (United States)

Michael Cappucci

Head of sustainability, Harvard Management Company (United States)

James Clarke

Global head of institutional capital, Blue Owl (United States)

Adrian Croft

Executive director, IFM Investors (United States)

James Davis

Chief investment officer, OPTrust (Canada)

Redouane Elkamhi

Professor of Finance, University of Toronto (Canada)

Anne-Marie Fink

Chief investment officer, private markets and funds alpha, State of Wisconsin Investment Board (USA)

Anne Marie Fleurbaaij

Managing director and head of public equity for Makena Capital (United States)

Carol Geremia

President, MFS (United States)

Deborah Goldberg

Treasurer of Massachusetts

Trevor Graham

Head of equities, deputy chief investment officer, TIFF Investment Management (United States)

Pedro Guazo

Chief executive, United Nations Joint Staff Pension Fund (United States)

Aziz Hamzaogullari

Founder, chief investment officer, growth equity strategy, Loomis Sayles (United States)

Thomas Lee

Head of US credit research, APG Asset Management (The Netherlands)

Karen Karniol-Tambour

Co-chief investment officer, Bridgewater Associates (United States)

Nick Khaw

Head of research, and co-head of private markets, Khazanah Nasional Berhad (Malaysia)

Kevin Kneafsey

Senior investment strategist, multi-Asset solutions, Allspring Global Investments (United States)

Stephen Kotkin

Senior Fellow at Stanford's Freeman Spogli Institute for International Studies, and the Kleinheinz Senior Fellow at the Hoover Institution (United States)

Colin le Duc

Co-founder and partner, Generation Investment Management (United States)

Josh Lerner

Jacob H Schiff Professor of Investment Banking, Harvard Business School (United States)

Ian Lumb

Head of product, analytics, SimCorp (United Kingdom)

Paul Marcussen

Head of New York office, lead portfolio manager, Norges Bank Investment Management (Norway)

Daniel Matviyenko

Managing director and portfolio manager, healthcare strategies, Jennison Associates (United States)

Paul McCracken

Managing director, growth equities, Canada Pension Plan Investment Board (Canada)

Jonathon O’Donnell

co-head of treasury management; head of liquidity, CalPERS (United States)

Arjen Pasma

Chief fiduciary manager, PGGM (The Netherlands)

Saurabh Rastogi

Head of investment risk, Ontario Teachers' Pension Plan (Canada)

David Sinclair

Professor in the Department of Genetics at the Paul F. Glenn Center for Biology of Aging Research at Harvard Medical School (United States)

Andrew Siwo

Head of sustainable investments and climate solutions, New York State Common Retirement Fund (United States)

Colin Tate

Founder and managing director, Conexus Financial (Australia)

Neil Thompson

Innovation Scholar at MIT's Computer Science and Artificial Intelligence Lab and the Initiative on the Digital Economy

John Toomey

Chief executive, HarbourVest Partners (United States)

Michael Trotsky

Executive director and chief investment officer, MassPRIM (United States)

Aleks Vickovich

Editor-in-chief, Conexus Financial (Australia)

Lars Wallberg

Chief executive, Velliv Foreningen (Denmark)

Yana Watson Kakar

Managing director and head of Americas, CDPQ (Canada)

Amanda White

Director of international, Conexus Financial (Australia)

Jay Willoughby

Chief investment officer, TIFF (United States)

John Zito

Co-president, Apollo Asset Management (United States)

Upcoming events

Fiduciary Investors Symposium

Leveraging the esteemed Stanford faculty and Silicon Valley location, this event explores AI’s disruptive opportunities; as well as the core investment challenges of risk management, operational excellence and forward-looking capital allocation and portfolio construction techniques.

September 16-18, 2025 | Stanford University, USA

Fiduciary Investors Symposium

This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economy dynamics. By accessing faculty of England’s most esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

November 4-6, 2025 | University of Oxford, UK