Britt Harris
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- Goldman Sachs11 min
Britt Harris, President, CEO and CIO of UTIMCO
Gareth Harris outlines a definitive shift from the Reagan-era economic model to a new regime characterized by government intervention, a massive $60 trillion renewable energy investment cycle, and a demographic pivot to millennial political dominance. He contrasts the historical underperformance of traditional energy equities with the enduring 50% role of hydrocarbons, emphasizing that the transition's early infrastructure phase involves specific technology winners rather than broad market gains. These macro trends are underpinned by Harris's personal mandate for rigorous due diligence, a standard forged by an early $10,000 investment loss that he credits for his subsequent management of over $500 billion without research-related failures.
- Milken Institute56 min
Institutional Investors: Patient Capital in an Impatient World
Jay Hooley, Jagdeep Bachar, Janet Carroll, Britt Harris, Hiro Mizuno, Ron Mock, Jack Deeb, Eric Schmidt
Moderated by Jay Hooley, six pension executives representing $1.5 trillion in combined assets discussed strategic shifts from traditional asset classes to risk-factor allocation and alternatives amidst rising valuation pressures. The panel highlighted evolving governance models, such as North Carolina's potential move toward a professional board and Japan's unique sustainability guarantees, while addressing talent retention challenges in the US compared to Canada's competitive business-like structures. With equity allocations doubling in markets like Japan and risk management increasingly viewed as a cultural fiduciary duty, these leaders emphasized the role of pension funds as patient capital capable of weathering liquidity crunches through strong hands and long-term horizons.