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Portfolios of the future

This session drew on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.

Speaker

Dan Bienvenue assumed the role of interim chief investment officer in August 2020.
He oversees an investment office of nearly 400 employees and manages investment portfolios of roughly $400 billion, including the Public Employees’ Retirement Fund and affiliate funds.
As deputy chief investment officer, Dan oversees total fund investment and operational strategies and collaborates with the managing investment directors and their teams to implement asset allocation and investment strategies. He also oversees the investment office’s business management needs, including strategic planning, financial reporting, expense management, and talent management.

He joined CalPERS in September 2004. During his tenure he has held several leadership roles with the investment office, including concurrent roles as the interim chief operating investment officer and managing investment director of global equity. He served as the managing investment director overseeing global equity from 2014-20, and as senior portfolio manager in internal equity.

Prior to CalPERS, Bienvenue was a principal and senior portfolio manager with Barclays Global Investors (BGI), leading an international equity portfolio management team responsible for $55 billion across developed and emerging markets. Before BGI, his work experience includes sales and trading in the analyst program with J.P. Morgan Securities in New York.
He graduated Phi Beta Kappa with a bachelor’s degree in economics, cum laude, from the University of California, Davis, where he was an Academic All-American in wrestling. He also holds both the CFA and CAIA charters.

Moderator

White is responsible for the content across all Conexus Financial’s institutional media and events. She is responsible for directing the bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. She is the editor of www.top1000funds.com, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 20 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management. She has a Bachelor of Economics from Sydney University and a Master of Arts in Journalism from the University of Technology, Sydney. She was previously a columnist for the Canadian publication, Corporate Knights, which is distributed by the Globe and Mail and The Washington Post. White is currently a fellow in the Finance Leaders Fellowship at the Aspen Institute. The two-year program consists of 22 fellows and seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry.

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