Episodit
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Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advice for allocators throughout the industry.
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Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.
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Puuttuva jakso?
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Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again.
Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again.
Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3
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Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s shift from equity-heavy positioning in a low-rate environment to a more diversified mix of equities, fixed income, and absolute return strategies as rates rose and funding levels improved. He also shares his views on AI, fiscal risk in the U.S., and why relationships and perspective remain central to success in institutional investing.
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OCERS CIO Molly Murphy joins Markets Group to discuss the hidden AI trade building across institutional portfolios, why OCERS favors infrastructure over private credit, and how the pension system is using technology, dynamic asset allocation and scenario testing to prepare for stagflation, geopolitical volatility and an increasingly uncertain macro environment.
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How did a small Canadian pension plan outperform while others abandoned defined benefit plans?
Markets Group Lifetime Achievement Award winner Blair Richards shares the bold investment decisions, early move into alternatives, and “micro-Maple Model” strategy that delivered decades of strong returns that recently culminated in a landmark deal guaranteeing retirees a 4% annual COLA for life.
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In this episode of The Allocators Playbook, Danny Popescu, founder and CEO of Harbourfront Wealth Management, shares how he transformed the firm from a founder-funded startup into a nationally recognized wealth advisory firm. Hear his insights on advisor empowerment, strategic acquisitions and expanding access to alternative investments the alchemy powering Harbourfront’s rapid growth.
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In this episode, Markets Group Deputy Editor sits down with Thom Williams, the recently retired Executive Director of the Hawaii Employees’ Retirement System (ERS), to reflect on a transformative decade at the helm of one of the nation’s most closely watched public pension funds. Williams shares how he rebuilt the organization by shifting investment decision-making from the board to a newly formed internal team, strengthening accountability and expertise across the fund.
He walks through ERS’ post-2008 investment evolution, including its taking a disciplined de-risking approach centered on diversification, uncorrelated assets and the philosophy of “winning by not losing.”
Beyond investments, Williams discusses his pivotal role in navigating complex legislative challenges to protect the fund’s tax status and long-term health.
Watch the video below to hear Williams’ candid reflections on leadership, team building and lessons learned from a career at the intersection of markets, policy and public service.
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Join us in Ohio to hear him live during his strategy award discussion. Or, next best thing: listen here to how CIO Farouki Majeed stayed in the top 2% of earnings while being one to the top funds in Private Equity in 2025.
03:21 - Navigating Financial Crises: A Journey Through Experience
12:04 - Current Market Insights and Future Risks
17:50 - Market Outlook and Economic Risks
19:44 - Investment Strategies and Asset Allocation
21:22 - Real Estate and Infrastructure Investments
24:18 - Governance and Organizational Structure in Investment
32:35 - Private Equity and Co-Investment Strategies
33:43 - Income Generation and Funding Strategies
41:20 - Advice for Allocators and Closing Thoughts
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How San Bernardino County Employees' Retirement Association's CIO, Don Pierce, engineered a credit strategy designed to perform in any market environment.
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RFG Advisory Chief Investment Officer Rick Wedell, who is being honored this month for his innovative approach to providing sophisticated investment opportunities for mass affluent retail clients and the advisors who serve them, sat down with Markets Group to share his take on tech, markets and global currency dynamics.
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Join us in this exciting conversation about whether private credit is in a bubble or whether this is a good time to hike investments in public equity. CIO and DCEO Mark Delaney has an interesting viewpoint.
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How do modern pension systems shape economies, strengthen retirement security, and evolve for a multi-generational workforce?
In this episode, Markets Group Deputy Editor Lauren Bailey speaks with Celine Chiovitti, Chief Pension Officer at OMERS, about the expanding role of pension systems as both long-term financial anchors for retirees and essential contributors to economic growth and community stability.
Chiovitti discusses how large pension plans function as critical economic infrastructure, why younger generations are showing greater engagement with retirement planning, and how pension organizations are simplifying complex retirement concepts to improve accessibility and long-term participation. She also explores how innovation, AI, and service modernization are helping pension systems strengthen governance, transparency, and operational efficiency while adapting to demographic shifts, longer life expectancy, and changing workforce patterns.
Key topics discussed:
• The economic and societal impact of pension systems
• Growing generational engagement in retirement planning
• Governance, demographic, and longevity challenges facing pensions
• The role of AI and digital innovation in pension modernization
• Accessibility, portability, and the future sustainability of retirement systemsThis conversation offers valuable insights for institutional investors, asset owners, policymakers, pension leaders, and professionals focused on long-term capital allocation and retirement security.
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Jon Johnsen, the CEO of PKA is one of the biggest private equity investors in Denmark, and also is a front-runner in climate investments.
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York University's treasurer Arijit Banik examines the shifting global investment landscape through the lens of economic history, policy, and institutional capital, drawing on lessons from past monetary regimes to assess today’s macro risks and investment opportunities.
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