Fiduciary Investors Symposium (FIS) Harvard 2025

This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

SPECIAL SESSION OF INTEREST
Total Portfolio Management: Liquidity Management
May 20, 11:45 AM ET

• Ian Lumb, Head of Analytics Product Management, SimCorp
• Pedro Guazo, Chief Executive of the Office for Investment Management, United Nations Joint Staff Pension Fund
• Jonathan O’Donnell, Co-Head of Treasury Management & Head of Liquidity, CalPERS

This session will explore the complexities of measuring risk across liquid and illiquid assets—and why having a total portfolio view is essential for making informed investment decisions. Gain insights from industry leaders at the forefront of liquidity management and portfolio strategy.

Learn more about the event and register here.