April 4, 2018
Dear PPI Members and Friends:
The global institutional investor community in 2017 continued to face a scale of geopolitical and economic challenges not seen in a generation. In this complex environment for long-term investment, the Pacific Pension & Investment Institute (PPI) was well-positioned to explore these issues and to derive tangible insights alongside trusted, industry-leading peers, through our programs in Seattle, Toronto, New Delhi, and Mumbai, and online via webinars.
High-Impact Programs, Long-Term Reach
The PPI roundtables and Executive Seminar experiences are the cornerstones of the value proposition we provide our membership. We achieved several signature accomplishments last year, including organizing our first full week of major programming in India, which included an intimate conversation with both the prime minister and the finance minister. In addition to our in-person programs, PPI produced a series of webinars on timely topics: infrastructure, demographic trends, developments in the Eurozone, and cybersecurity risk. We also established constructive partnerships with new organizations to investigate areas of interest, such as Asian-African economic linkages and important new investment opportunities in Latin America.
We continued to strengthen our capacity to present powerful perspectives through world-class programs by hiring Asia and financial specialists and by developing new communication tools to enable better connection with the PPI community.
Trusted Dynamic Global Community
We made significant progress on our strategic membership goals in 2017. PPI broadened and deepened its membership without compromising on quality. With an eye toward completing the geographic contours of PPI, we have brought into the fold members from the Pacific Alliance (Mexico, Colombia, Chile and Peru). We have worked to integrate seamlessly all of our new members into the PPI community, making sure that our growth remains organic and consistent with our high organizational standards.
Strong Revenues & Resources
PPI ended 2017 in a strong financial position, and we remain focused on the long-term goals of diversifying PPI’s revenue stream and strengthening our reserves. We will continue to seek ways to make PPI’s programs and initiatives attractive to foundations and other sources of institutional funding, without compromising on the character or integrity of our programs and operations.
PPI at 25
As we close the books on 2017, we have already begun our year-long celebration of PPI’s 25th Anniversary. We inaugurated the year with the Winter Roundtable in Washington, D.C.—PPI’s first program in the U.S. capital. We look forward to the 25th Anniversary Gala celebration during the Summer Roundtable in La Jolla, CA, in July, as well as the Executive Seminar and Asia Pacific Roundtable in Australia in October.
As we embark on our new 3-year strategic plan and our next 25 years, we will remain true to the PPI mission, while writing our next chapter for a new generation. We are grateful that you are on this journey with us. Along the way we must assess the changes and constants affecting the world, the Asia-Pacific region, and the financial industry, as well as the powerful underlying forces of growth during the next quarter century. These include demographic trends, technology breakthroughs and basic human needs—from which we must derive actionable insights for long-term investing.
Finally, we would like to thank Adrian Orr for his excellent and forward-looking leadership of the PPI Board of Directors over the past year as chair and wish him well in his future endeavors. We are also grateful to PPI’s dedicated management team for their ongoing efforts to ensure a valuable experience for all of our members. Finally, we thank all of our members for their continued strong support of PPI and its important mission.
Jeb Burns Lionel C. JohnsonBoard Chair President