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CAIA Member Exclusive Invitation to CFA Asset Owner Series - Utilizing the Canadian Endowment Model in a UK Pension Scheme
Date(s):
December 7, 2020
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:
CAIA Member exclusive invitation to
Utilizing the Canadian Endowment Model in a UK Pension Scheme
A virtual Asset Owner Series™ event
Michelle Ostermann, CFA, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman, CFA, of CAIA Association.
*PLEASE NOTE: The title of this event has recently been changed. The registration link listed may reflect the old title "ONE PENSION'S ASSET ALLOCATION CHANGES TOWARDS MORE PRIVATE ASSETS" but is still the correct link to register for this event. This event is open to CAIA Members only.*
Agenda
6:00 PM | WELCOMING REMARKS
Carole K. Crawford, CFA, Founder and Managing Partner, fincap360; Secretary – Board of Directors, CFA Society New York
Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System
6:05 PM | INTERVIEW, DISCUSSION
Interviewer
John Bowman, CFA, Senior Managing Director, CAIA
Interviewee
Michelle Ostermann, CFA, Managing Director, Railpen Investments
7:00 PM | CLOSING REMARKS & ADJOURNMENT
Evelyn Yeow, CFA, Treasurer – Board of Directors, CFA Society New York
Date & Time
Monday, December 7th
6:00 PM - 7:00 PM ET
Fee
Free | Members Only
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John Bowman, CFA
Job Title: CEO
Organization: CAIA Association
John serves as Senior Managing Director for the CAIA Association, overseeing the industry leading CAIA charter as well as stewarding CAIA’s global growth aspirations.
John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession.
John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management at SSgA, he was an equity analyst focused on domestic and international
John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC.
Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.
Michelle Ostermann
Organization: Railpen Investments
Michelle leads the Investment Business at RPMI Railpen (Railpen) the investment manager for the £30 billion Railways Pension Scheme (Scheme). She is responsible for the overall management and continuing development of the Scheme’s investment management capability.
Michelle joined Railpen in January 2019. She has 25 years’ experience in the investment, insurance and pension industries. Before joining Railpen Michelle worked at British Columbia Investment Management Corporation where she was Senior Vice President responsible for investment risk, strategy, research, and corporate relations.
She has a Bachelor of Science degree in Economics and holds a Chartered Financial Analyst designation.
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