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Welcome to PPI


Welcome to PPI

Explore the horizon of long-term
investment opportunities

About PPI (PDF) Annual Report

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Welcome to PPI


Welcome to PPI

Explore the horizon of long-term
investment opportunities

About PPI (PDF) Annual Report

OUR MISSION & ORIGINS

Pacific Pension Institute, a member-driven, nonprofit educational organization, assists pension funds, corporations, financial institutions and endowments worldwide with carrying out their fiduciary responsibilities, especially with respect to Asia and the Pacific region. 

It is said that the best ideas are inspired by powerful conversations. This holds true for the origins of Pacific Pension Institute.

Early in the 1990s, PPI’s founder Larry Hull invited his friends and colleagues to his family home at Agate Beach in Oregon. Initially, the group was comprised largely of chief investment officers of public pension funds in the United States. The conversations circled around common interests in private equity investment, particularly in Asia. They identified the potential opportunities in the region and looked to one another for gaining an understanding of how to effectively navigate investment in that arena. Over time, regular attendees brought their friends, other investors and academics, to the group.

The initial gatherings at Agate Beach were before the 1997-1998 Asian financial crisis. Many of the first attendees recall how precisely Professor Lawrence Lau of Stanford University and The Chinese University of Hong Kong predicted the sequence of events that would eventually lead to the crisis. For those who assembled at Agate Beach in February 1998, the value of the meetings was more than obvious. The dialogue gained momentum, and PPI was born.

From the conversations of a small group of investors dreaming about the possibilities in Asia in the early 90s, a global educational non-profit organization emerged that is PPI today. 

For over two decades, the San Francisco-based institute has continued the tradition of inspiring powerful conversations. Attendees of PPI’s three yearly Roundtable programs in the financial centers in North America and Asia experience superlative navigation of the global investment landscape, with special attention to Asia.

The high quality of the PPI experience can be attributed not only to the content and expert speakers but also to the members who attend. Today, PPI members are senior-level representatives of pension funds, sovereign wealth funds, endowments, foundations, as well as commercial organizations. They value the trustworthy global business relationships that PPI fosters, and they want to explore the horizon of long-term investment opportunities with their peers.

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PPI Programs


PPI Programs

Experience superlative navigation of the global investment landscape

Overview of 2015 Programs (PDF)

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PPI Programs


PPI Programs

Experience superlative navigation of the global investment landscape

Overview of 2015 Programs (PDF)

PPI has conducted programs for over two decades that inform the investment decisions of the world’s major institutional investors as they relate to the Pacific Rim. 
 
We hold three annual marquee events as part of our continued effort to provide valuable content for our members and promote responsible pension design in emerging economies.

These programs operate under the Chatham House Rule, which means that all remarks by speakers and participants are off the record and not for attribution. We cap the number of attendees and require that all participants observe PPI's strict no-marketing rule to ensure an active and unhindered dialogue. These practices have proven to be effective for encouraging openness and a deeper sharing of information and experiences.


2015 Roundtable Insights:

Next Program


Next Program

Summer Roundtable
in San Francisco
July 22-24, 2015

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Next Program


Next Program

Summer Roundtable
in San Francisco
July 22-24, 2015

Summer Roundtable Theme:

Diversification Through Real Asset Investment

In the year 2000, less than 1% of a sample of 800 defined benefit funds held investments in natural resources or infrastructure. Today, the story is quite different; in 2010, 32% of pension funds had natural resources investments in their portfolios, and 28% had infrastructure. Europe leads the way, with over half holding natural resources and 39% with infrastructure. With the recent price correlation in U.S. stocks and bonds, institutional investors have been boosting their alternative investments in an attempt to create portfolio buffers. In 2014, Quantitative Easing programs caused investors to seek high returns through the use of alternatives; this coupled with the opening up of pools of institutional capital have created a highly competitive investment environment for real assets. 
 

 

What challenges will investors face as they dive further into this asset class? Working with governments - both in public-private partnerships and beyond – will be one challenge, as funds look to overcome barriers to enter foreign markets. Working with development banks will present both challenges and opportunities, as the need for infrastructure development in emerging economies becomes stronger. Aside from infrastructure, commodities experienced a bear market in 2014 – will this continue? How should investors with different levels of risk tolerance, objectives, size and mandate consider real assets?

 

Summer Roundtable
in San Francisco
July 22-24, 2015


MORE Upcoming Programs

PPI Executive Seminar
in Tokyo

October 25-27, 2015

Abe’s Reforms and Implications
for Investors 


Asia Roundtable
in Tokyo

October 28-30, 2015

The New Economic Geography:
Impact and Opportunities
 


 

SAVE THESE 2016 PROGRAM DATES

Winter Roundtable in Los Angeles, February 24-26, 2016

Summer Roundtable, July 27-29, 2016

PPI Executive Seminar in Hong Kong, October 23-25, 2016

Asia Roundtable in Hong Kong, October 26-28, 2016