The Allocators Playbook
What matters most, governance structure or market insight? In this in-depth conversation with up-in-coming CIO Hall of Famer honoree, John Skjervem, learn his leading takeaways from doubling the AUM in Oregon, what it was like to switch to a 97% funded Utah Retirement System, and how he helped to ready Northern Trust for institutional clients. TimeStamps: 00:12 - Introduction to John Skjervem and His Achievements 03:20 - Defining Fiduciary True North 12:18 - Navigating Pressures as a CIO 13:26- Revamping Oregon's Investment Systems 16:13 - Leadership vs. Management: The Rowboat Analogy 18:22 - The Importance of Governance in Investment Outcomes 21:48 - Offense vs. Defense in Investment Strategies 24:26 - First Impressions and Pressure Testing in Utah 26:25 - Misunderstandings in Managing Retirement Systems 30:31 - Systemic Issues in State Pension Funds 35:01 - Legacy and Impact as a CIO
56 episodes
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