The New Frontier Investors: How Pension Funds, Sovereign Funds, and Endowments Are Changing the Business of Investment Managemen

Jagdeep Singh Bachheris Chief Investment Officer of the University of California’s pension, endowment, short-term, and total return investment pools. Previously he was Executive Vice President, Venture and Innovation, and Deputy CIO at AIMCo. He is also chairman emeritus of the Institutional Investors Roundtable, a global organization representing long-term investors such as sovereign wealth funds and pension funds worth collectively over ＄11 Trillion. In 2012 he was named in the Global Top Forty Under Forty Chief Investment Officers of aiCIOMagazine. He also serves on the World Economic Forum’s Global Agenda Council on the Future of Investing. He holds a BASc in mechanical engineering and an MASc and PhD in management sciences from the University of Waterloo.

Adam D. Dixonis Reader in Economic Geography at the University of Bristol. He is also a non-resident research affiliate at Stanford University’s Global Projects Center, the European Centre for Corporate Engagement at Maastricht University in the Netherlands, and IE Business School’s Sovereign Investment Lab in Madrid. His research focuses on financial globalization and the political economy of institutional investors, particularly sovereign wealth funds and pension funds. He is the author of The New Geography of Capitalism: Firms, Finance, and Society (Oxford University Press 2014) and co-author with Gordon L. Clark and Ashby H. B. Monk of Sovereign Wealth Funds: Legitimacy, Governance, and Global Power (Princeton University Press, 2013). In addition to his scholarship, Dr Dixon has worked with a range of international organizations and NGOs, such as the OECD, the Asian Development Bank, the Center for Global Development, and the Pacific Pension Institute. He holds a D.Phil. in economic geography from the University of Oxford, a Diplôme (Master) de l’Institut d’Etudes Politiques de Paris in finance, and a BA in international affairs from The George Washington University.

Dr Ashby H. B. Monk is the Executive and Research Director of the Stanford Global Projects Center. He is also a Senior Research Associate at the University of Oxford and a Senior Advisor to the Chief Investment Officer of the University of California. Dr Monk has a strong track record of academic and industry publications. He was named by aiCIO magazine as one of the most influential academics in the institutional investing world. His research and writing has been featured in The Economist, New York Times, Wall Street Journal, Financial Times, Institutional Investor, Reuters, Forbes, and on National Public Radio among a variety of other media. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. He received his Doctorate in Economic Geography at Oxford University and holds a Master’s in International Economics from the Université de Paris 1 Panthéon Sorbonne and a Bachelor’s in Economics from Princeton University.