CAIA Member Exclusive Invitation to CFA Asset Owner Series - What’s Next for the Nordics?
July 20, 2020
Note: All times listed are in local time
Amherst, MA 01002
Fee(s):This event has a fee
CAIA Member exclusive invitation to
CFA Society New York Asset Owner Series: What’s Next for the Nordics?
A virtual Asset Owner Series™ event
Torbjörn Hamnmark, AP3, will share his view of the next allocation and manager selection changes for AP3.
*Please note: this event is open to CAIA Members only. The registration will close two hours prior to the event. The link to view the webinar will be sent to registrants via email one hour prior to the event *
10:00 AM | WELCOMING REMARKS
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series
10:05 AM | INTERVIEW, DISCUSSION, Q&A SESSION
M. Nicolas J. Firzli, Director-General, World Pensions Council
Torbjörn Hamnmark, Head of Strategic Asset Allocation, AP3 (Tredje AP-fonden/Third Swedish National Pension Fund)
10:45 AM | Q&A FROM AUDIENCE
11:00 AM | CLOSING REMARKS
Sammy Suzuki, CFA, Portfolio Manager, Strategic Core Equities, AllianceBernstein; Board Member, CFA Society New York
Date & Time
Monday, July 20th
10:00 AM - 11:00 AM
Free | Members Only
Thomas Brigandi, CFA, is a Lead Analyst in the Global Project and Infrastructure Finance Group at Moody’s Investors Service, where he is responsible for a portfolio of 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits that collectively have over $15 billion of debt outstanding. Brigandi also serves on Moody’s public pension steering committee, ESG Americas working group and formerly served on the veteran recruiting sub-committee. Brigandi previously worked at the ~$200bn NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi is a Board Director of the roughly 12,000 investment professional member CFA Society New York (CFANY), the largest CFA Institute Society globally. Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader and CFANY’s 2016 Benjamin Graham Distinguished Service Award recipient, has organized 89 CFA Society conferences globally that were attended in-person by over 16,000 investment professionals. These events featured over 400 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $72 trillion in fiduciary assets, in addition to over 200 senior asset manager speakers who represent firms that collectively manage in excess of $30 trillion in assets. Brigandi, the founder of CFANY’s Asset Owner Series, Emerging and Frontier Market Series, Investment Employment Outlook and Professional Development Series, Putting Beneficiaries First Series and Global Infrastructure Conference Series, leads a team of over 500 investment professional CFA Society volunteers globally. While serving as the Director of Global Volunteers of the American Foundation for African Children’s Education, Brigandi organized the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi maintains over 13,000 connections on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors as Treasurer.
M. Nicolas Firzli
Organization: World Pensions Council (WPC)
M. Nicolas J. Firzli is Director-General of the World Pensions Council (WPC), the think-tank & international association of pension and social security funds. He is a graduate of Canada’s McGill University (Statistics & Financial Economics), an alumnus of the HEC School of Management (MBA Corporate Strategy & Marketing) and the University of Paris Law School (LL.M. Corporate Law, summa cum laude) and has conducted research at the University of Louvain (UCL) Doctoral School of Economics and Management in Waals Brabant.
Mr. Firzli is co-chair of the World Pensions Forum (WPF) held annually in a G12/EU capital, coordinator of the G7 Pensions Roundtable held on the sidelines of the G7 Summit, director of the Singapore Economic Forum (SEF APAC+ Summit) and cofounding-member & advisory councillor of the World Bank Group Global Infrastructure Facility (GIF).
He has chaired the main Asset Owners Roundtable of the 2015 Climate Change Conference (Paris COP 21 Summit) and (co)authored and helped develop key notions such as “Modern Trusteeship and Fiduciary Capitalism”, “The SDG–Driven World Economy”, “The Pension Wealth of Nations”, “Sustainable Finance Shifting the Trillions”, “The Geoeconomic Century” and “Infrastructure as an Asset Class.”
Organization: Third Swedish National PensionFund, AP3
Torbjörn Hamnmark is Head of Strategic Asset Allocation at the Third Swedish National PensionFund, AP3. AP3 is a USD 40 Billion sovereign wealth fund serving as a buffer fund in the state income pension system. He has been with AP3 since 2010 as Senior Strategist with responsibility for portfolio construction. Since October 2014 he is Head of Asset Strategic Allocation. Torbjörn is also a member of the investment committees for Mistra (The Swedish Foundation for Strategic Environmental Research) and WWF Sweden. He has an MBA in Finance and International Business and an Executive MBA in Leading Innovation, both from the Stockholm School of Economics. Before joining AP3 he was Head of Fixed Income at DnBNOR Asset Management in Stockholm for ten years. He started his career in 1989 as an options specialist with Arbitech (co-owned betweenSwedish Investor and Chicago based O’Connor). His derivatives career continued with Citibank inFrankfurt and London, where he was based 1995-1998
Sammy Suzuki, CFA, is Portfolio Manager of Strategic Core Equities at AllianceBernstein (AB). He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. The Strategic Core platform that he co-founded has grown to over $5B in assets. Sammy has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research at AB, where he managed 50 fundamental analysts globally.
Prior to managing portfolios, Sammy spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. From 1998 to 2004 Sammy served as senior research analyst for the global automotive industry. Before joining AB, he was a consultant at Bain & Company.
Sammy holds a BS in materials science and engineering and a BS in finance from the University of Pennsylvania. He is a CFA charterholder.