Sign In
Manage PermissionsManage Permissions
Version HistoryVersion History
Export Event


SOLD OUT: 2020 Asset Allocation Panel Luncheon

Event Description


2020 Asset Allocation Panel Luncheon

2020 Asset Allocation Outlook.jfif

The US and the global consumer sectors of the economy and stock markets continue to be strong.  However, the current US market expansion has been underway since 2009 with the manufacturing and business investment sectors slowing which can quickly cause the current low level of volatility and a  number of other threats both known and unknown to emerge including the tense international situations and trade negotiations.  

  • How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate risks? 
  • What are the primary market opportunities and risks? Which asset classes and niche markets present the best opportunities?  Which international markets look the most promising?  
  • What approaches and assumptions are being used to set asset allocations? 
  • What risk premia are considered reasonable for different types of assets? 
  • How are the panelists using alternatives in their portfolios?  What returns are required for different types of private securities? 
  • How do the panelists adjust their target allocations depending on the type of client (institutional public fund, endowment, family offices and high net worth individuals)?  
  • What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIOs strategies 
Learning Objectives:
  1. Portfolio Management
  2. Risk Management
  3. Current perspectives on Asset Allocation
Who Should Attend?
  • CIOs, Wealth Managers/Financial Advisors, Investment Professionals
Lunch will be provided.

Sponsored by



John R. Cavelieri.jpg
Executive VP and Asset Allocation Strategist, PIMCO

Mr. Cavalieri is an executive vice president and asset allocation strategist in the PIMCO Newport Beach office. Previously, he served as an inflation solutions strategist and also was a member of the Dow Jones-UBS Commodity Index Advisory Committee. Prior to joining PIMCO in 2003, Mr. Cavalieri worked in the investment banking division at Credit Suisse First Boston. He has 22 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree from the University of California, Los Angeles.

Chief Investment Officer, GAVI Alliance 

Ms. Shen is Chief Investment Officer of Gavi Alliance, an international organization that has immunised more than 760 million children in the world’s poorest countries since inception in 2000.  Jeanne is responsible for the strategic and operational planning of Gavi’s $1 billion+ investment portfolios.  Since joining Gavi’s Washington DC office, Jeanne has worked with her Investment Committee to diversify the investment portfolios, implemented robust risk management practices, and guided the development of Gavi’s Sustainable Investment Policy.  She also has oversight of the retirement plans of the Washington, DC and Geneva offices.  Jeanne enjoys giving back to the local community and organizes collection drives for homeless and animal shelters. 

Brian Swain.jpg
Deputy Chief Investment Officer, Howard University

Mr. Swain is the Deputy Chief Investment Officer at Howard University.  The Investment Office is responsible for the day-to-day management of the Endowment and Retirement Trust.  Prior to joining the Howard University Investment Office, Mr. Swain was Senior Managing Director/PM of Tiburon Capital Management, an event fund with investments across the capital structure and was co-founder and Chief Investment Officer of Quattro Global Capital, LLC and affiliates managing at its peak, $1.1 billion in assets.  Mr. Swain began his alternatives career at The Palladin Group, a multi-strategy investment advisory firm holding the titles of Portfolio Manager- Special Situations, Head of Research and Senior Analyst.  Mr. Swain was hired, after interning as an undergraduate, by Penn Mutual Life Insurance Company where he received credit training in their Privates division prior to launching a career in alternatives.


Hank Kim.jpg
Executive Director and Counsel, NCPERS 

Hank Kim is executive director and counsel for NCPERS. Kim directs the day-to-day operation of the largest public pension trade association in the United States. His responsibilities include strategic planning for NCPERS, promoting retirement security for all workers through access to defined benefit pension plans, and the expansion of NCPERS’ role in the continuing debate on health care.

Hank brings strong experience in healthcare policy, having assisted in drafting the Healthcare Enhancement for Local Public Safety (HELPS) Retirees provision in the Pension Protection Act (PL 109-280). He has worked for a hospital association, where he successfully advocated for passage of the Provider Sponsored Organizations legislation (PL 105-33). He began his career in the office of Senator Bill Bradley (NJ) and assisted on the Newborns’ and Mothers’ Health Protection Act (PL 104-204).

Event Type


Education Topic


Start Time

1/29/2020 12:00 PM

End Time

1/29/2020 2:00 PM





Event Country

United States

Event Region


Location Info

Clydes of Gallery Place
707 7th St NW, 

Washington, DC 20001

Click here for map

Metro:Gallery Place/ Chinatown (Green, Yellow and Red line)



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Registration is closed.

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to​.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to​​ ​on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows ​​

All Day Event











1/29/2020 12:00 PM


Content Type: MyCFA Calendar
Version: 23.0
Created at 11/22/2019 9:13 AM by[CASMSTS:username]
Last modified at 1/27/2020 11:10 AM by[CASMSTS:username]