Category: Business & Economics

SPEAKERS:

Michael B. Kushma
Chief Investment Officer, Global Fixed Income at Morgan Stanley Investment Management

Michael is chief investment officer of Global Fixed Income. He joined Morgan Stanley in 1987 and has 33 years of investment experience. Previously, Michael was a global fixed income strategist for the firm’s Fixed Income division. Prior to joining the firm, he was a senior lecturer of economics at Columbia University. Michael received an A.B. in economics from Princeton University, an M.Sc. in economics from the London School of Economics, and an M.Phil. in economics from Columbia University.

Aaron Anderson
Senior Vice President of Research and a member,
The Investment Policy Committee (IPC) at Fisher Investments

Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager.

Aaron regularly meets with private and institutional clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events are featured in publications globally, including The Wall Street Journal, Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph, Forbes and Investing.com—among many others. He also appears regularly in the financial media, programs on CNBC,Yahoo Finance and the Cheddar TV Network.

Aaron has written two books, including Own the World: How Smart Investors Create Global Portfolios. He holds undergraduate degrees in Geophysics from the University of California, SantaBarbara and Applied Economics from the University of San Francisco.

Professor David Lee
Professor, Singapore University of Social Sciences

David Lee Kuo Chuen is a professor in the Singapore University of Social Sciences and Vice President of the Economic Society of Singapore. He is the founder of several entities including Libai Academy, the external advisor to Stanford University’s Distributed Trust Initiative, a Fulbright Scholar, and an Independent Director of listed and technology companies. He graduated with BSc, MSc, and PhD from the LSE in Econometrics. He was the Director of the Sim Kee Boon Institute for Financial Economics, Group MD of OUE and Auric Pacific. He founded Ferrell hedge fund in 1998 and was a property developer. He has more than 60 cited articles and nine books on Asian economics, digital currency, blockchain, and inclusive fintech. His latest books are entitled “AI & Quantum Computing for Finance & Insurance: Fortunes and Challenges for China and America” and with Singapore Infocomm Media Development Authority “Artificial Intelligence & Data, and Blockchain in a Digital Economy”.

SPEAKERS:

Moderator:

Sunghwan Shin, Dean of School of Business, Hongik University
Sunghwan Shin is currently a professor of finance and the dean of Hongik school of business, Hongik University. For three years from 2015, Dr. Shin was the president of Korea Institute of Finance (KIF), a leading think tank in Korea focusing on micro and macro financial policies. Before the KIF, Dr. Shin has been a faculty member at Hongik University except for the three year period from 1998 when he left for the World Bank to work as a risk manager and senior financial officer. Dr. Shin’s major extracurricular activities and social services include the president of the Korea Money and Finance Association and the Korea Pension Association.

Dr. Shin was a steering committee member of the KIC and is currently leading the public fund evaluation board of the government. Dr. Shin is currently a non-executive board member of Hanjin Kal Corporation and Truston Asset Management. Dr. Shin received a BA in economics from the Seoul National University in 1985 and a PhD in finance from the Sloan School of Management at MIT in 1993.

Presentation:

Jim Barry, CIO, BlackRock Alternative Investors and Global Head of Blacklock Real Assets
Jim Barry, Managing Director, is the Chief Investment Officer of BlackRock Alternatives Investors (BAI) and Global Head of BlackRock Real Assets. BAI manages over $175 billion in total assets and client commitments with a team of over 900. As CIO, Mr. Barry is responsible for providing leadership to the alternatives investment teams in all regions across the Real Estate, Infrastructure, Hedge Funds, Private Equity and Credit businesses.

BlackRock Real Assets comprises BlackRock’s Infrastructure and Real Estate businesses, which have c. 400 professionals across 27 cities globally, and manage c. $50 billion in equity and debt assets and investor commitments. He is responsible for determining the overall strategic direction of the Real Assets platform, implementing the platform’s investment strategies and leading platform growth initiatives. Mr. Barry founded BlackRock’s Infrastructure business in 2011 upon joining the firm. In 2016, he took responsibility for BlackRock’s Global Real Estate Investment business by integrating both Infrastructure and Real Estate to create one cohesive, scalable Real Asset operating platform with a range of client orientated strategies defined by their risk positioning. Under his leadership this business has grown from $34 billion to c. $50 billion in assets.

Prior to joining BlackRock, Mr. Barry spent 11 years as the CEO of NTR plc, where he led the transformation of NTR from its origins as an Irish toll road developer into a leading international developer, owner and operator of a portfolio of diverse infrastructure businesses. Prior to joining NTR, Mr. Barry worked at Bain and Company and in the investment banking division of Morgan Stanley. Mr. Barry earned a BComm from University College Cork in 1989 and an MBA from Harvard Business School in 1994.

Panels:

Anushka Sunder, Managing Director, Blackstone Private Equity Group
Anushka Sunder is a Managing Director in the Private Equity Group. Ms. Sunder focuses primarily on Blackstone’s private equity investments in healthcare and technology. Since joining Blackstone in 2013, Ms. Sunder has been involved in the execution of Blackstone’s investments in Blue Yonder, the Center for Autism and Related Disorders (CARD), HealthEdge, InComm, NCR, Optiv, Outerstuff, and TeamHealth and serves on the Board of Directors of Blue Yonder, CARD, HealthEdge, Optiv, and TeamHealth. She is a member of the Investment Committee of Blackstone’s Impact Investing fund, co-chair of the Blackstone Women’s Initiative task force, and on the Blackstone Charitable Foundation Leadership Council.

Before joining Blackstone, Ms. Sunder was an associate at TPG Capital and an analyst at Goldman Sachs in the Financial Institutions Group. Ms. Sunder received an AB in Economics from Harvard College, where she graduated magna cum laude and Phi Beta Kappa, and an MBA from Harvard Business School. She was a Howard Hughes Medical Institute scholar at the National Institutes of Health and co-authored a paper in the Journal of Neuroscience. She is also a member of the Corporate Leaders Program at the Council on Foreign Relations.

Jae S. Yoon, CIO, New York Life Investment Management
Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He serves as the Chair of the Investment Governance Committee, responsible for the oversight of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. Additionally, Mr. Yoon leads the Strategic Asset Allocation & Solutions (SAS) team which manages third-party multi asset strategies and economic analysis for New York Life.

Previously, he was responsible for investment risk and strategy efforts at NYLIM’s investment affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was Head of Quantitative Research, Analytics, and Risk Management globally at Western Asset Management. Previously, he was with Merrill Lynch Investment Managers where he served as the Head of Risk and Performance for the Pacific and European Regions in Tokyo and London, respectively. Mr. Yoon also worked at JP Morgan Securities in Asia as regional head of Risk Management Control for Fixed Income and Equity Derivative Trading.

Dong Hun Jang, CIO, Public Officials Benefit Association (POBA)
Mr. Jang joined the firm in November 2015 as a Chief Investment Officer of POBA. As the CIO, he has senior management oversight of the firm’s investments totaling around US $13 bil. and leads the firm’s strategic expansion in overseas investment areas, reflecting the growing importance of asset size and portfolio diversification. He is responsible for portfolio investments including equity, fixed income, and alternatives. Previously, Mr. Jang was the Assistant Director in the Financial Supervisory Services (FSS) of Korea.

With 30 years of experience in the Korean investment industry including managing equity and PEF portfolios for the National Pension Service, he is an all-rounded investment executive, who has worked across multiple functions including the CEO of AllianceBernstein Asset Management (Korea) and across private and government sectors. He is a member of investment advisory committees for Government Employees Pension Service, Police Mutual Aid, Mutual Aid for Small Enterprises & Enterprisers, National Housing Fund, Scientists & Engineers Mutual Aid, Korea Hydro & Nuclear Power. Mr. Jang earned an MBA from University of Iowa and a Ph.D. from Dongguk University.