The Allocators Playbook

CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North

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

Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams

What's better at predicting markets, quant, practiced intuition or deep analysis? How would you track it? Similar to what was seen on the hit show Billions, CIO Mark Steed discusses his proven, high conviction method for pension fund investment teams that has gotten the team to top decile returns and one of the fastest growing funds in the USA. The New Strategy Award winner also discusses due diligence for sports investing, AI applications and how he brought his team together collectively. #Billions #institutionalinvestor #allocator #chiefinvestmentofficer #pensionfund #highconvictioninvesting

Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs

Part 2: CIO Hall of Famer Ash Williams discusses the changes he made once he returned to the Florida SBA after the Great Financial Crisis, and fields questions from CIOs in the industry.

Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session

Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advice for allocators throughout the industry.

Where investors are leaning in, with CIO Jeb Burns, Mich.MERS

Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.