November 19-21 2024 | Oxford, UK

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

Jacky Chen

Managing director, completion portfolios, total portfolio management, OPTrust

Antonia Coad

Head of sustainability, Oxford endowment

Martin Dasek

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

Mark Fawcett

Chief executive, NEST Invest

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

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

Stephen Kotkin

Senior Fellow at the Hoover Institution and at the Freeman Spogli Institute, Stanford University; and Birkelund Professor Emeritus at Princeton University

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

Monique Mathys-Graaff

Senior director, head of sustainability solutions, WTW

Joe McDonnell

Chief investment officer, Border to Coast

Gabriel Micheli

Senior investment manager, thematic equities, Pictet Asset Management

Damian Moloney

Deputy chief investment officer, AustralianSuper

Morten Nilsson

Chief executive, Brightwell Pensions

Lucian Peppelenbos

Climate strategist, Robeco

Adam Petryk

Chief executive, investment solutions, Franklin Templeton

Joël Prohin

Head of investment management department, Caisse des Depots

Sarah Rundell

European editor, Top1000funds.com

Edouard Senechal

Senior portfolio manager, State of Wisconsin Investment Board

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 Asset Management

Daniel Susskind

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

Colin Tate

Managing director, Conexus Financial

Richard Tomlinson

Chief investment officer, LPPI

Roger Urwin

Global head of content, WTW

Mark Walker

Chief investment officer, Coal Pension Fund

Damien Webb

Deputy chief investment officer, Aware Super

Jon Webster

Chief operating officer, CPP Investments

Amanda White

Director of international, Conexus Financial

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

The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation.

The event enables institutional investors to engage with industry thought leaders in academia and practice, in a collegiate environment that promotes shared discussion.

March 18-20, 2025 | National University of Singapore

Fiduciary Investors Symposium

The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation.

The event enables institutional investors to engage with industry thought leaders in academia and practice, in a collegiate environment that promotes shared discussion.

May 19-21, 2025 | Harvard University, USA