JANA
Annual Conference
2025
Beyond the Storm: Investment Success in an Age of Innovation
The JANA Annual Conference 2025 brought together industry leaders to unpack how recent innovation is shaping the future of investing amid a backdrop of geopolitical shifts, demographic change, the energy transition, and accelerating technological advancement.
The full day of curated keynotes and sessions covered macroeconomic outlooks, the rise of private equity, and important themes such as stewardship reimagined, and innovation over the decades. Across these insightful discussions, one message was clear: bold thinking, resilient strategies, and transformative technologies can help power portfolios beyond the storms of today—and towards the opportunities of tomorrow.
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Recordings and Presentations
Keynote 1
A New Market Era
Sébastien Page, Head of T. Rowe Price’s Global Multi-Asset Division and Chief Investment Officer, shared his macroeconomic outlook, and investment opportunities and risks, drawing from the firm’s global investment research. He discussed portfolio construction and key diversification strategies, providing valuable insights for long-term returns.
Keynote 2
Navigating the Future: Balancing Risk, Return and Sustainability in Turbulent Times
Karin van Baardwijk, Chief Executive Officer, Robeco, shared global perspectives on the evolving economic landscape and the role of sustainability in long-term investing. She unpacked regional disparities in sustainable adoption, the main challenges ahead, and how innovation and technology are reshaping sustainable investment strategies.
Breakout 1A
Investing through the Storms: Are Insurance-Linked Securities a good investment through climate change?
Moderated by Senior Consultant and Investment Grade Lead, this panel discussion evaluated the evolving role of Insurance-Linked Securities in institutional portfolios. He was joined by Dominik Hagedorn from Tangency Capital, Michael Stahel from LGT Capital Partners, and Lorenzo Volpi from Leadenhall Capital Partners, discussing not only the unique risks and opportunities, but also how the market had been responding to a more volatile landscape.
Breakout 1B
The Rise of Private Markets
Moderated by Jennifer Cowan, JANA Senior Consultant, the complexities of navigating private markets in comparison to public markets was discussed by panellists Marc deBree from TIAA General Account, Shirley Luo from Shenkman Capital and Srdjan Dangubic from Five V Capital. They drilled down into limited transparency, potential conflicts of interest, valuation complexities, and liquidity constraints.
Breakout 2A
Stewardship Reimagined: Unlocking Greater Value for Returns and Impact
Moderated by Suzy Yoon, Sustainability Lead, Investment Trusts, the focus of this panel discussion delved into how investors could evolve their stewardship approach to drive long-term value, influence change, and align portfolios with sustainability goals. Suzy was joined by Ross Teverson from Federated Homes and Leilani Weier from Rest.
Breakout 2B
Real Assets Reinvented: Capturing the Growth Ahead
Moderated by Mary Power, JANA Head of Property, this panel discussion focused on why investors are embracing a wave of innovation across property and infrastructure. She was joined by Margaret Anadu from The Vistria Group and Heidi Boyd from Blackstone, and together highlighted where growth was emerging, perspectives on how investment models were adapting, and how to unlock long-term value in a rapidly changing landscape.
Breakout 2C
The Rise of Passive and Consequences for Market Dynamics
Moderated by Justin Tay, JANA Head of Global Equities, this session with Steven Boothe from T. Rowe Price explored the investment implications of the growing influence of passive flows on financial markets. They examined how this trend was reshaping portfolio construction and challenging traditional active management approaches.
Keynote 3
40 Years of Innovation in Investment Management
Leading figure in quantitative investing, Ron Kahn, Global Head of Systematic Investment Research, BlackRock, shared key lessons learnt from the past four decades at the forefront of innovation. From the rise of systematic strategies to the power of AI, he provided relevant and practical insights to investors on their own journeys.
Keynote 4
Investment Success in an Age of Innovation
Drawing on her experience leading a global institution, Shemara Wikramanayake, Managing Director and CEO, Macquarie Group, shared how innovation is reshaping investment strategy – from capital deployment to opportunity identification. She underscored how strong leadership, adaptability and a long-term lens can help investors navigate disruption and importantly, drive meaningful impact.
