The election of Donald Trump to presidency was a significant political event in 2016 that profoundly shaped the expectations and strategies of institutional investors. In part one of the “Trumponomics 101” panel at Trusted Insight’s Alpha Conference, chief investment officers from university endowments, health care systems and corporations revisited the asset allocation decisions they made before and after the election and the thinking behind it.<br />
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Panelists include Chris Li, CIO of Lockheed Martin; David Holmgren, CIO of Hartford HealthCare; Stuart Mason, CIO of the University of Minnesota, and Sam Gallo, CIO of the University System of Maryland Foundation. The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.