The National Strategic Investment Dialogue, 2010

The National Strategic Investment Dialogue (NSID) is an annual national series of discussions among fiduciaries and leaders of the investment community to address issues of vital importance to institutional investors. In 2010, the focus of the program will be:

Reality-Driven Investing:
Common Sense, Transformational Trends and New Strategic Investment Perspectives

The National Strategic Investment Dialogue (NSID), a series of two separate day-long discussions in Washington, D.C. and Chicago, will bring together selected groups of respected fiduciaries and leaders of the investment community. The purpose is to examine and debate the challenges and complexities and innovation associated with managing portfolios.

Because the meeting will be held at a time during which Washington will be debating the most significant regulatory reforms in three-quarters of a century, the discussion will focus on the meaning of these reforms for the professional investment community. Additionally, participants will look at pre-crisis trends that are likely to be revived and the experiences of different classes of investors may offer to others. One of the questions posed will be whether investors have begun to rethink their approaches with a heightened appreciation for their own strengths and limitations, perhaps leading to reviews of their decision-making structure or looking with more openness to outsourcing or other risk-sharing arrangements. One such trend is, in fact, Liability Driven Investing and participants will look at this simple, old-fashioned idea that often has fairly radical consequence in a world in which peer benchmarking, naïve return targets and compensation structures have led many investors in a different direction.

Participants will be culled from a variety of organizations and represent a broad range of investment professionals, including money managers, plan sponsors, foundation and endowment investors, board members, and third-party service providers.