CII Spring 2019 Conference

Schedule: For a majority of attendees the conference starts at 3:00 PM on Monday, March 4. Any attendee who is taking one of our education courses or is a member of CII's board of directors or advisory councils will have an earlier start time. Please see the detail pages on the left for more information.

Press: Members of the press are welcome to attend all networking events and plenary, breakout, and member-hosted sessions on Monday, March 4, and Tuesday, March 5. All sessions on Wednesday, March 6 are closed to press. Attendance is limited to one representative per media outlet. Please contact Michael Miller for more information.

Hotel Accommodations: CII has secured a discounted block of rooms at the Mandarin Oriental at $335/night. A link to book discounted rooms online will be included in your conference registration confirmation email.

Agenda

  • Optional  Optional
  • Fee  Fee
  • Monday, March 4, 2019
  •  
    8:00 AM  -  7:45 PM
    Member Lounge Open
    Sponsored by EY.
    8:00 AM  -  7:45 PM
    Registration Open
     

    Optional Education Courses (Additional Fees Apply)

    8:30 AM  -  2:30 PM
    Pension Fund Trustee Training – Fiduciary Fitness

    CII and the CFA Institute are pleased to offer the latest in our series of educational programs for new and experienced fund trustees. The course will focus on three key elements of fiduciary fitness: fiduciary skills, investment skills and current and emerging practices. See the Trustee Training & Networking Dinner page for more information. The full course curriculum is available here.

    Buffet lunch provided.

    Fee  Optional 
    12:00 PM  -  2:00 PM
    Master Class: Evaluating Governance in Practice

    This two-hour session will focus on how investors, particularly in the active management category, do the heavy lifting of determining, on a company-by-company basis, the strengths and weaknesses of management oversight and stakeholder issues relevant to long-term performance. Class participants will come away with a practical understanding of how highly engaged investors glean their determinations and various approaches for acting on those determinations. Please see the Master Class: Evaluating Governance in Practice page for more information.

    Buffet lunch provided, available from 11:30 AM

    Speakers:
    Fee  Optional 
     

    Plenary Sessions

    3:00 PM  -  3:05 PM
    Conference Opens: Welcome
    3:05 PM  -  4:00 PM
    Directors as Change Agents
    Moderator:
    4:00 PM  -  4:35 PM
    Interview with Hiro Mizuno of Japan’s GPIF
    Speaker:
    4:35 PM  -  5:10 PM
    Interview with Sarah Williamson: Focusing Capital on the Long Term
    Speakers:
     

    Member-Hosted Meetings (Open to All Attendees)

    5:10 PM  -  6:10 PM
    An Uncertain Future: The Assault on Shareholder Proposals
    Hosted by ISS
    5:10 PM  -  6:10 PM
    ESG Due Diligence and Analytics
    Hosted by State Street Corporation. This session will explore the growing interest in manager due diligence with respect to ESG components and how plans are responding to increased requirements for more detailed information to support manager selection. Also, we will discuss various ESG analytics tools available to assist in both due diligence and overall portfolio management, with participation from investment officers of prominent public retirement plans.
    5:10 PM  -  6:10 PM
    Human Capital Management Risks in the Gig Economy
    Hosted by Change to Win Investment Group and Segal Marco Advisors.
    5:10 PM  -  6:10 PM
    Ownership & Control: Economic Exposure and Voting Power
    Hosted by MSCI. This panel will explore a wide range of different capital and ownership structures and their potential impact on equity investors. Ownership structures vary widely across the world, often leading to misalignment between economic exposure and voting power at public companies, as highlighted by the Snapchat IPO in 2017. Some, such as dual class shares with disparate voting rights, are easily identified and understood, while others, such as multi-level stock pyramids and complex cross-shareholdings, are much more difficult to discern. How can investors best recognize and allow for these various structures? Is there a control risk premium that investors may want to take into consideration? Are there particular structures that may warrant being avoided altogether? Please join our panel of global experts as they explore these critical governance questions.
     

    Networking Event

    6:15 PM  -  7:45 PM
    Cocktail Reception
    Sponsored by IEX.
  • Tuesday, March 5, 2019
  •  
    7:00 AM  -  7:00 PM
    Member Lounge Open
    Sponsored by EY.
    7:00 AM  -  7:00 PM
    Registration Open
    7:30 AM  -  8:15 AM
    Continental Breakfast
    Sponsored by World Gold Council.
     

    Plenary Sessions

    8:15 AM  -  8:30 AM
    Plenary Session: TBA
    8:30 AM  -  9:00 AM
    Plenary Session: TBA
    9:00 AM  -  9:40 AM
    SEC Commissioner Hester Peirce
    Speaker:
    9:40 AM  -  10:40 AM
    Panel: Pay Pioneers
    Speakers:
     

    Networking Event

    10:40 AM  -  11:10 AM
    Coffee Break
    Sponsored by FTSE Russell.
     

    Breakout Sessions

    11:10 AM  -  12:00 PM
    Breakout 2
    11:10 AM  -  12:00 PM
    Breakout 3
    11:10 AM  -  12:00 PM
    Engaging in Market Policy Reform to Enhance Long-Term Performance
     

    Plenary Sessions

    12:15 PM  -  1:45 PM
    Luncheon Keynote
     

    Constituency Meetings

    2:00 PM  -  3:15 PM
    Associate Members
    2:00 PM  -  3:15 PM
    Corporate General Members
    2:00 PM  -  3:15 PM
    Labor Union General Members
    2:00 PM  -  3:15 PM
    Public Pension Fund General Members
     

    Business Meeting

    3:00 PM  -  4:00 PM
    General (Voting) Members' Business Meeting
     

    Member-Hosted Meetings (Open to All Attendees)

    4:30 PM  -  5:30 PM
    Assessing the Long-term Risk for Investors in Public Utilities and Renewables
    Hosted by LIUNA
    4:30 PM  -  5:30 PM
    Corporate Governance in Emerging Markets: What Matters Most?
    Hosted by Sands Capital Management. This panel will consist of subject matter experts who will share perspectives on balancing global standards with local context. The panel will approach the topic in two dimensions: 1) fundamental factors that shape company performance and 2) macro factors that shape company performance.
    4:30 PM  -  5:30 PM
    Going 50:50: Why Gender Diversity is the Key to Growth
    Hosted by Hermes EOS.
    4:30 PM  -  5:30 PM
    Understanding the ESG Risk at Large Technology Companies
    Hosted by the Office of the New York City Comptroller and the UFCW Pension Plan.
     

    Networking Event

    5:45 PM  -  7:15 PM
    Cocktail Reception
    Sponsored by CAQ.
  • Wednesday, March 6, 2019
  •  
    8:30 AM  -  9:30 AM
    Continental Breakfast
    8:30 AM  -  12:00 PM
    Member Lounge Open
    Sponsored by EY.
    8:30 AM  -  12:00 PM
    Registration Open
     

    Plenary Sessions

    9:30 AM  -  10:30 AM
    Hosted by the International Governance Committee: TBA
    Speakers:
    10:30 AM  -  11:45 AM
    Hosted by the Shareholder Advocacy Committee: TBA
     

    Networking Event

    12:00 PM  -  1:00 PM
    Buffet Lunch
Top