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Public Asset Management

Best Practices and Innovations for the Future - Keynote Speaker Sessions

Hosted by the World Bank Group and the CFA Institute Research and Policy Center Financial Analysts Journal, this two-day event brought together senior public asset owners, central bank leaders, sovereign wealth fund executives, and academic leaders for focused, peer-level discussion on the research and practical questions shaping the future of public asset management.

Featured Keynote Speakers

AI Agents for Portfolio Construction

With Andrew Ang Co-Founder Tau Balance

Andrew Ang explores how AI-powered agents are transforming investment management by enabling specialized, self-improving workflows that were previously impossible. Through a live demonstration, he shows how AI can create and refine portfolio construction agents, automate complex modeling tasks, and rapidly build new investment strategies. The session highlights how firms can move beyond traditional rules-based automation to an ecosystem of intelligent agents that enhance research, portfolio design, and decision-making at scale.

Welcome Remarks with Jorge Familiar

Vice President and World Bank Group Treasurer

Welcome Remarks with Mona Naqvi

Managing Director of Research, Advocacy, and Standards, CFA Institute

Conference Introduction and Setting the Stage

With William Goetzmann, Financial Analysts Journal, and Yale School of Management

Tailored Performance Tests for Central Bank Reserve Portfolios

With Marie Brière, Amundi Investment Institute and Institut Lous Bachelier

Flight to Safety or Flight from Carry?

With Alex Cheema-Fox, State Street Associates

A Simulation-Based Approach to Asset Allocation for Sovereign Fund

With Michael Chin, Allocation Strategy

To Tranche, or not to Tranche: The is the (Central Bank) Question

With Romain Deguest, WBG Treasury

Retirement Bonds and the Measurement and Management of Conversion Risk

With Daniel Mantilla-Garcia, Universidad De Los Andes and Netspar

Optimizing Retirement Financial Strategies

With Olivia S. Mitchell

Decarbonizing Sovereign Bond Portfolios

With Omar Zulaica, Bank for International Settlements - BIS

Closing Keynote: Total Portfolio Approach as a Gateway to Better Performance and Resilience

With Roger Urwin, Global Head of Investment Content at Willis Towers Watson

Closing Keynote: The Unintended Consequences of Rebalancing

With Campbell R. Harvey, Fuqua School of Business, Duke University