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Institutional Investors - Focusing on Long-Term Value in a Short-Term World

Offered By: Milken Institute via YouTube

Tags

Milkin Institute Courses Portfolio Management Courses

Course Description

Overview

Explore a panel discussion on long-term investing strategies for institutional investors in a volatile market environment. Gain insights from industry leaders as they discuss governance structures, patient capital, environmental and social factors in portfolio decisions, and the role of alternatives. Discover how pension funds and endowments navigate short-term pressures while maintaining a long-term focus. Learn about investment opportunities in developing and developed markets, the impact of rising U.S. interest rates, and approaches to managing volatility. Hear perspectives from executives of major financial institutions, including State Street Corp., California State Teachers' Retirement System, Cbus, New York State Common Retirement Fund, Wellcome Trust, and Afore XXI Banorte.

Syllabus

Introduction
Panel Overview
Broad Strategy
Investment Strategy
Wellcome Trust
Construction Industry Superannuation Fund
Public Company CEOs
LongTerm Perspective
Sustainability
Quarterly Earnings
How to Change the Game
ESG
Divestment
Social Issues
Ethical Investment Options
Technology
Technology Strategy
LongTerm Investors
Food Distribution
Disruption
tailwinds
Conclusion


Taught by

Milken Institute

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