10th Annual Mountain States Institutional Forum 2023 | Markets Group | 29 March 2023 | The Denver Athletic Club, 1325 Glenarm Pl, Denver, CO 80204, USA

This Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans sovereign wealth funds and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across the Mountain States.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service

2023 Speakers

Dave Young
State Treasurer, Colorado Department of the Treasury, Colorado State Capitol

Amy McGarrity
Chief Investment Officer, Chief Operating Officer, Colorado Public Employees Retirement Association

Kevin Lindahl
Executive Director, Fire and Police Pension Association of Colorado

Robert “Vince” Smith
Chief Investment Officer, New Mexico State Investment Council

Scott Simon
Chief Investment Officer, Fire & Police Pension Association of Colorado

Jennifer Neppel
Vice President & Chief Investment Officer, Pinnacol Assurance

Aron Grodinsky
Chief Investment Officer, The Colorado Health Foundation

Allen Padilla
Vice President & Chief Financial Officer, Colorado State University Foundation

Greg Deeds
Director of Investments, Southern Ute Indian Tribe Growth Fund

Jessica Hsu
Investment Officer, Fire & Police Pension Association of Colorado

Scott Day
Investment Officer, Utah School and Institutional Trust Funds Office

Bishan Abeysekera
Portfolio Manager, Deseret Mutual Benefit Administrators

Elliott Bostrom
Investment Officer, Colorado Department of the Treasury, Colorado State Capitol

Guy Pinkman
Committee Member, Trustee, PBGC Advisory Board, Lincoln Police and Fire Pension Fund

Craig Chaikin
Senior Vice President and Consultant, Callan

Tracy Gage
Senior Vice President & Research Consultant, Meketa Investment Group

Janet Becker-Wold
Senior Vice President, Callan

Thomas Toth
Managing Director, Wilshire

2023 Sponsors

PLATINUM SPONSORS:
• Eastspring Investments
• Goldman Sachs Asset Management
• HSBC Asset Management
• Manulife Investment Management
• MetLife Investment Management

GOLD SPONSORS:
• Amundi US
• Capital Fund Management
• Diamond Hill
• Federated Hermes
• Lazard Asset Management
• Longview Partners
• Los Angeles Capital Management
• Nikko Asset Management
• Ninety One
• PGIM Fixed Income
• SLC Fixed Income
• Voya Investment Management
• Wellington Management