FIS Oxford 2024

The Fiduciary Investors Symposium is a quarterly event for the senior investment professionals at large institutional investors around the globe. The audience comprises chief investment officers and other senior investment professionals from pension funds, endowments and sovereign wealth funds from more than 20 countries.

University of Oxford event theme
This event examines the challenges that long-term investors face in an environment of disruption, including ongoing geopolitical risk and shifts in global economic dynamics. By accessing the faculty of England’s oldest and most esteemed university, this thought-provoking event will leave investors empowered to tackle disruption in their portfolios and their working lives.

This event is for asset owners from all over the globe and is typically attended by chief executives, investment committee members, chief investment officers, heads of investment portfolios and their direct reports.

Speakers

Gaurav Amin

Executive committee member, head of fintech and implementation, Albourne

Mirko Cardinale

Head of investment strategy, USS (United Kingdom)

Jacky Chen

Managing director, completion portfolios, total portfolio management, OPTrust

Antonia Coad

Head of sustainability, Oxford endowment (United Kingdom)

Martin Dasek

Senior regional climate finance lead and climate advisory expert, IFC Financial Institutions Group

Mark Fawcett

Chief executive, NEST Invest (United Kingdom)

Margaret Franklin

Chief executive, CFA Institute

Brian Funk

Global head of private capital, MetLife Investment Management

Ian Goldin

Professor of Globalisation and Development, Senior Fellow at the Oxford Martin School, Professorial Fellow at the Balliol College, University of Oxford

John Greaves

Director of fiduciary management, Railpen (United Kingdom)

Pedro Guazo

Chief executive, office for investment management, United Nations Joint Staff Pension Fund

Simon Henry

Managing director, portfolio manager, Wellington Management

Cameron Hepburn

Battcock Professor of Environmental Economics; Director of the Economics of Sustainability Programme, Institute of New Economic Thinking, University of Oxford (United Kingdom)

Stephen Kotkin

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

Ingrid Kukuljan

Head of impact and sustainable investing, Federated Hermes Limited

Matt Lawton

Portfolio manager, fixed income, T. Rowe Price

Atul Lele

Senior portfolio strategist, Bridgewater Associates (United States)

Monique Mathys-Graaff

Senior director, head of sustainability solutions, Willis Towers Watson (United Kingdom)

Joe McDonnell

Chief investment officer, Border to Coast

Gabriel Micheli

Senior investment manager, thematic equities, Pictet A

Damian Moloney

Deputy chief investment officer, AustralianSuper

Morten Nilsson

Chief executive, Brightwell Pensions

Lucian Peppelenbos

Climate strategist, Robeco (The Netherlands)

Adam Petryk

Chief executive, investment solutions, Franklin Templeton

Joël Prohin

Head of investment management department, Caisse des Depots (France)

Sarah Rundell

European editor, Top1000funds.com

Edouard Senechal

Senior portfolio manager, State of Wisconsin Investment Board (United States)

Julia Sommer-Legaard

Investment risk and data manager, Industriens

Shivaji Sondhi

Wykeham Professor of Physics and Tencent Chair in Theoretical Physics, University of Oxford

Peter Strikwerda

Global head of digitalisation and innovation, APG (The Netherlands)

Daniel Susskind

Senior research associate, Institute for Ethics in AI; associate member, Economics Department, University of Oxford

Colin Tate

Managing director, Conexus Financial (Australia)

Richard Tomlinson

Chief investment officer, LPPI

Roger Urwin

Global head of content, WTW (United Kingdom)

Mark Walker

Chief investment officer, Coal Pension Fund (United Kingdom)

Jon Webster

Chief operating officer, CPP Investments

Amanda White

Director of international, Conexus Financial (Australia)

Fredrik Willumsen

Global head of strategy research, Norges Bank

Weili Zhou

Deputy CIO, head of quant investing and research team, Robeco

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