Advice from Legendary Chief Investment Officer Gary Bruebaker on building a pension fund

In this video interview: Bruebaker built one of the strongest funds in the United States, which became one of the few funds to show a profit during the pandemic’s challenging 2022, and is now headed by his mentee, Allyson Tucker. Here’s what he had to get right when building the fund as it became a direct investor in real estate and exponentially increased its private investments. This video interview took place at the Markets Group Pacific Northwest Institutional Forum shortly after Bruebaker was given the Lifetime Achievement Award.

Exclusive: CIO Mark Steed on Mastering Artificial Intelligence for Portfolios

The chief investment officer of one of the fastest growing funds in the world, Arizona’s Public Safety Personnel Retirement System, has been studying AI for a decade. Now he’s applying it to his portfolio. 

During this interview, he’ll discuss case scenarios that artificial intelligence software can be used effectively, and some of the challenges and risks around it. (Video interview and Transcript)

CIO Andy Stewart on Managing with Integrity

How the chief investment officer of ExchangeCapital Management manages staff with radical candor, how he applies his tech background to investment probabilities, how he approaches due diligence, and currencies.

Exclusive: CIO Andrew Palmer on Investing Around Risk While Hitting Benchmarks

Andrew Palmer, Chief Investment Officer of the
Maryland State Retirement Agency, which manages the $67 billion fund for
Maryland state pension plans, did something very interesting. He was given a
mandate by the state of Maryland to put all of his investments through an ESG
lens. And he did it in such a way, that he believes his investments will avoid
conflict if there’s a political regime shift in the United States. He’s been hitting his benchmarks for years.

On April 30, Markets Group will be awarding Palmer a
Strategy Award as part of our Investor’s Forum in Washington D.C. The award is
meant to highlight thought leaders within the allocator community who have come
up with a strategy that others can learn from.

Some people argue that ESG detracts from investment
returns, but Palmer has been able to hit all of his benchmarks for years. During
this interview, we will discuss how he did it, how he looks at his portfolio,
and ask him what other allocators should be aware of.