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EDHEC-Risk Institute - March 21, 2016

JOIM-Oxford-EDHEC Retirement Investing Conference

The JOIM-Oxford-EDHEC Retirement Investing Conference will be held on 11, 12 and 13 September 2016 on the Oxford University Campus. In this month’s interview H. Gifford Fong, Editor of the Journal Of Investment Management (JOIM), discusses this partnership, tells us more about JOIM’s mission and philosophy, unveils the list of featured speakers and topics covered, and gives his hopes for this conference.


H. Gifford Fong

This three-day conference represents the first time our institutions have joined forces to showcase the highest quality thinking and research in the area of Retirement Investing. Can you tell us the reasons behind your decision to join forces with EDHEC-Risk and Oxford in this way?

H. Gifford Fong: We have been fortunate to grow and thrive in the United States for over ten years but we exist in a global economy. What better partnership for our first foray internationally than to team up with EDHEC-Risk, which has an extensive international network and Oxford, which is one of the premier universities in the world. In addition, we share the same vision that rigorous research with practical significance is of fundamental importance to any investment management research agenda.

This is the framework from which we can achieve better understanding and effectiveness. Academia, the profession and students will all benefit from this effort.

The mandate of the conference is to feature the most relevant academic insights with an immediate as well as a future impact on the practice of Retirement Investing. Could you tell us a little bit about why the theme of “Bridging the theory & practice of investment management” is part of your mission and philosophy?

H. Gifford Fong: Our interest is to highlight practical applications and research relevant to investment management which has a rigorous foundation. How to bridge theory and practice is the key to harnessing the best thinking and research. In addition, the conference encourages open discussion and interaction to enhance the experience.

The bridge between theory and practice is an ongoing and dynamic process. We strive to fully appreciate the existing theory and practice and also explore the future potential of this bridge. Our agenda includes many of the traditional issues such as risk management and asset allocation as well as cutting edge areas such as behavioural finance and private equity analysis.

The JOIM-Oxford-EDHEC Retirement Investing Conference will feature the Nobel Price recipient Robert C. Merton as the keynote speaker. Could you provide us with more information about the featured speakers and the topics which will be covered?

H. Gifford Fong: Our intent is to bring together the best thinking and research on retirement investing from both academics and practitioners. International representation to achieve the best of the best presentations has been achieved as can be reviewed at https://www.joim.com/conference-series/

We have positioned the conference to showcase the best researchers and practitioners from both the United States and Europe. Our line-up of outstanding presenters will provide a perspective on cutting edge research of practical significance. While there are similar challenges on both sides of the pond, the conference is designed to be European-centric.

The conference will feature the Nobel Prize recipient, Robert Merton, Deborah Lucas from the MIT Sloan School of Management, Magnus Dahlquist (Stockholm School of Economics), Elroy Dimson (London Business School), Mark Kritzman (Windham Capital), Martin Leibowitz (Morgan Stanley Research), Tim Jenkinson (University of Oxford) and Lionel Martellini (EDHEC-Risk Institute).

Various aspects of retirement investing will be discussed at the conference, including, among others, mass customisation challenges, factor indices in retirement investment solutions, the limits of funding ratio measures and reverse mortgages.

You have been organising the JOIM conference series in the United States since 2006. What are your hopes for this inaugural conference, which will be held in Oxford?

H. Gifford Fong: Our hope is that this will be the first of a series of conferences where we can have timely and relevant topics reviewed by the best academics and practitioners from around the world. We look forward to bringing the success of the JOIM Conference Series in the United States to the rest of the world and an enduring partnership with EDHEC-Risk.

We believe our objective of bridging the theory and practice of investment management has value beyond any borders and look forward to contributing to the knowledge base and practice around the world.



About H. Gifford Fong

Gifford Fong is President of Gifford Fong Associates, a firm specializing in fixed income, derivative product and asset allocation analysis. Independent valuation, model validation and portfolio strategy analysis are areas of emphasis. He is a graduate of the University of California where he earned his B.S., M.B.A. and J.D. (law).

Mr. Fong is the editor of the Journal Of Investment Management (JOIM); founder of the JOIM Conference Series; member of the Corporation Visiting Committee for the MIT Sloan School of Management; member of the North American Executive Board of the MIT Sloan School; member of the Advisory Board of the Finance Faculty of the MIT Sloan School; founding sponsor, member of the Steering Committee of the Masters in Financial Engineering Program at the University of California at Berkeley; member, Haas Hall of Fame, Haas School of Business, University of California at Berkeley; member of the of the Academic Advisory Board of the Consortium for Systemic Risk Analytics; member of Advisory Board of the MIT Center for Finance and Policy; member of the Advisory Board of Trustees, University of California, Berkeley Foundation; former editor of the Financial Analysts Journal; former member of the Board of Directors and Program Chairman of the Institute for Quantitative Research in Finance; former member of the Advisory Group of the University of California Regents Committee on Investments; former Vice Chair and member of the Research Committee of the Research Foundation of the CFA Institute and a contributor to a number of professional books and journals.

He is also the author of numerous professional journal publications. Mr. Fong has received a number of honors, including the Institute for Quantitative Research in Finance Award and the Financial Analysts Journal Graham and Dodd Award of Excellence.