FIS Stanford 2024

As a collective force, institutional investors have enormous power to shape markets, inform policy and empower beneficiaries to have a better, more financially stable future. The Fiduciary Investors Symposium acts as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, focusing on long-term investing and directing capital for the betterment of society and the environment. It enables asset owners from around the world to explore investment themes, risks and opportunities with their global peers.

Held over three days, the event brings together institutional investors to engage with industry thought leaders in academia and practice in a collegiate environment that promotes shared discussion. The on-campus venues facilitate a unique space for innovative thought and conversation, and the event includes tours of various university faculties.

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. Delegates can expect an absorbing, collegiate environment, on-campus venues facilitating a unique space for innovative thought, and networking with global peers.

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

Nick Abel

Portfolio manager, sustainable investments, CalSTRS

Mohan Balachandran

Senior managing director, multi-asset strategies group, Teacher Retirement System of Texas

Angus Botterell

Senior managing director, active public equity and public market alternatives, IMCO

Erik Brynjolfsson

Jerry Yang and Akiko Tamazaki Professor and Senior Fellow, Stanford Institute for Human-Centred AI; director, Stanford Digital Economy Lab

Peter Cashion

Managing investment director, sustainable investments, CalPERS

John Cochrane

Professor of Finance, Stanford University; senior fellow, Hoover Institution

Malia Cohen

Controller, State of California

Yi Cui

Sustainability accelerator faculty director, Stanford Doerr School of Sustainability; Fortinet Founders Professor; Professor of materials science and engineering, of energy science and engineering, of photon science; Senior Fellow at Woods and professor, by courtesy, of chemistry, Stanford University

James Davis

Chief investment officer, OPTrust (Canada)

John Donnelly

Managing director, Jennison Associates

Drew Endy

Hoover Institution science and senior fellow and Martin Family Fellow in Undergraduate Education for Bioengineering, Stanford University

David Geenberg

Managing director, head, North American investment team, Strategic Value Partners

Pedro Guazo

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

Jon Hubbard

Managing director, investment solutions group, MFS Investment Management

Jenny Johnson

President and chief executive, Franklin Templeton

Peter Kolthof

Chief investment officer, PGB Pensioendiensten (The Netherlands)

Stephen Kotkin

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

Ross Levine

Booth Derbas Family/Edward Lazear Senior Fellow at the Hoover Institution; research associate at the National Bureau of Economic Research

Angela Miller-May

Chief investment officer, Illinois Municipal Retirement Fund

Ashby Monk

Executive and research director, Stanford Research Initiative on Long-Term Investing

Luba Nikulina

Chief strategy officer, IFM Investors

Prabhu Palani

Chief investment officer, City of San Jose

Condoleezza Rice

Tad and Dianne Taube director of the Hoover Institution, senior fellow on public policy; Denning Professor in Global Business and the Economy, Stanford Graduate School of Business

Doug Rivers

Professor of Political Science, Stanford department of Political Science; senior fellow Hoover Institution

Alison Romano

Chief executive and chief investment officer, San Francisco Employees’ Retirement System (United States)

Joseph Saénz

Managing director, quantitative analytics and risk, Fremont Group

Dianne Sandoval

Head of portfolio design, HESTA

Myron Scholes

The Frank E. Buck Professor of Finance, Emeritus, Stanford Graduate School of Business; Nobel Prize Winner

Matthew Shellenberger

Senior manager, asset allocation and risk management, WK Kellogg Foundation

Jennifer Shum

Senior managing director, structured and private credit, HOOPP

Alex Smith

Portfolio strategist, research group, Bridgewater Associates

Yuko Takano

Senior investment manager, Pictet Asset Management (United Kingdom)

Colin Tate

Managing director, Conexus Financial (Australia)

Jean David Tremblay-Frenette

Chief economist, director of investment strategy research, AIMCo

Judy Wade

Managing director, head of strategy execution and relationship management, CPP Investments

Derek Walker

Managing director, head of portfolio design and construction, CPP Investments (Canada)

Robert Wallace

Chief executive, Stanford Management Company

Amanda White

Director of international, Conexus Financial (Australia)

Jay Willoughby

Chief investment officer, TIFF (United States)

James Wingo

Director of risk and quantitative analytics, South Carolina Retirement System Investment Commission

David Wright

Co-head of Quest, quantitative business strategy, Pictet Asset Management

Allen Zimmerman

Head of Americas, SimCorp

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