Brandeis International Business School

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Trends in Asset Management Virtual Conference

May 4-5, 2022

Brandeis International Business School's inaugural Trends in Asset Management Virtual Conference is a forum for finance professionals and academic researchers to discuss top trends in the industry, including investing for climate change, sustainability and innovation.


Day 1: Climate Change and ESG

Wednesday, May 4, 2022
Session 1: Practitioner Panel: Sustainable Investing — 1:15 - 2:30 p.m.

An engaging and thought-provoking discussion on environmental investing and sustainability, with experienced perspectives from three investment pioneers in public markets, private markets and corporate leadership.

  • Moderator: Rob Brown ’88, MA’89, Senior Partner, Atlas Impact Partners

  • Priscilla Sims Brown, CEO, Amalgamated Bank

  • Tim Dunn, Founder & Chief Investment Officer, Terra Alpha Investments

  • Ivan Frishberg, Senior Vice President & Chief Sustainability Officer, Amalgamated Bank

  • Aniket Shah, Managing Director and Global Head of ESG and Sustainability Research, Jeffries

Session 2: Practitioner Panel: Impact of Climate Change on Investing — 2:45 - 3:45 p.m.

Climate change adds many more variables and uncertainties for investment professionals to consider. Panelists will address how managers and analysts evaluate and seek to quantify the impact of climate change on investments.

  • Moderator: Alan Spatrick ’78, CFA, Managing Principal, Meketa Investment Group

  • Katherine Collins, Head of Sustainable Investing, Putnam Investments

  • Kim Mayer, Portfolio Strategist, GMO


Session 3: Academic Panel: Climate Change and Investment Decisions — 4 - 5 p.m.

Top finance researchers from universities and the Federal Reserve Board will present research on the relationship between climate risk and financial markets, with a specific focus on the impact of sea-level rise on municipal bond markets and the impact of new carbon taxes on stock prices.

  • Moderator: Dan Bergstresser, Associate Professor of Finance; Co-director, Rosenberg Institute of Global Finance, Brandeis International Business School; Chair of the Undergraduate Business Program, Brandeis University

  • Marcus Painter, Assistant Professor, Department of Finance, Saint Louis University

  • Michael Schwert, Assistant Professor, Finance, The Wharton School of the University of Pennsylvania

  • Marcelo Ochoa-Coloma, Economist, Federal Reserve Board

Day 2: Private Equity Markets

Thursday, May 5, 2022
Session 4: Practitioner Panel: Private Equity Valuations and Market Dynamics — 9:15 - 10:15 a.m.

A discussion about the evolving private equity landscape. Can we expect the same level of returns going forward? What role does private equity play in portfolios? How have private equity firms adapted to increased competition and high valuations? What effect will rising interest rates have?

  • Moderator: Deborah Shufrin ’93, Chief Investment Officer, Colby College

  • Andrea Auerbach, Partner - Head of Global Private Investments, Cambridge Associates

  • Hugh MacArthur, Partner and Head of Global Private Equity Practice, Bain & Company

  • Bruce Pollack ’81, Managing Partner, Centre Partners

Session 5: Mixed Panel: Venture Capital and Innovation — 10:30 a.m. - 12:15 p.m.

This panel discussion will focus on the role of venture capital funds in spurring sustainable innovation. Is there a scope for a private-public partnership in the VC/PE sector that accelerates innovation and addresses sustainability?

  • Moderator: Debarshi Nandy, Barbara and Richard M. Rosenberg Professor of Global Finance; Director, Master of Science in Finance (MSF) program; Co-director, Rosenberg Institute of Global Finance, Brandeis International Business School

  • Tansel Ismail, Vice President, Energy Impact Partners

  • Jane Kearns, Partner, Evok Innovations

  • Josh Lerner, Jacob H. Shiff Professor of Investment Banking, Harvard Business School

  • Laura Lindsey, Department of Finance Chair and the Cutler Family Endowed Professor, W.P. Carey School of Business, Arizona State University

Virtual Fireside Chat — 12:30 - 1:30 p.m.

Join former Wellington Management Company Chairman and CEO Perry Traquina ’78 and Dan Simkowitz of Morgan Stanley for a discussion focusing on current trends in asset management, career pathways and the future of the markets.

  • Dan Simkowitz, Head of Investment Management, Co-Head of Firm Strategy and Execution, Morgan Stanley

  • Perry Traquina ’78, former Chairman and CEO, Wellington Management Company; Chair, Asset Management Council, Brandeis International Business School 

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Brandeis International Business School Asset Management Council

Perry Traquina ’78
Chair of the Asset Management Council
Retired Chairman and Chief Executive Officer, Wellington Management Company LLP
Corporate Board Member, Morgan Stanley, eBay and Allstate 
Former Chair, Brandeis University Board of Trustees

Robert Brown ’88, MA’89
Founding Partner, Atlas Impact Partners

Daniel Jick ’79
Founder and Vice Chairman, HighVista Strategies
Vice Chair, Brandeis University Board of Trustees

Alfredo Rios, MSF’06
Client Service Executive, Latin America at Western Asset Management

Deborah Shufrin ’93
Chief Investment Officer, Colby College

Joram Cukierman ’98, MA’99
Managing Director - Commodities, Goldman Sachs

David Magid ’08
Director, Kennedy Lewis Investment Management

Alan Spatrick ’78
Managing Principal/Compliance Officer, Meketa Investment Group

Debarshi Nandy
Co-director, Rosenberg Institute of Global Finance
Barbara and Richard M. Rosenberg Professor of Global Finance
Program Director, Master of Science in Finance (MSF)
Brandeis International Business School

Daniel Bergstresser
Co-director, Rosenberg Institute of Global Finance
Associate Professor of Finance
Chair, Undergraduate Business Program
Brandeis International Business School

Anna Scherbina
Associate Professor of Finance
Program Director, Master of Arts in International Economics and Finance (MA)
Brandeis International Business School