10th Annual Tri-state Institutional Forum 2023 | Markets Group | 14 March 2023 | The University Club of New York, 1 W 54th St, New York, NY 10019, USA
Venue
The University Club of New York
The University Club of New York, 1 W 54th St, New York, NY 10019, USA
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| Event Date | Tue Mar 14 EDT (almost 2 years ago) |
| Location |
The University Club of New York
1 W 54th St, New York, NY 10019, USA |
| Region | Americas |
Details
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
Speakers
2023 Speakers
Sanford Rich
Executive Director, New York City Board of Education Retirement System
Michael Lombardi
Michael Lombardi, Director of Credit, Pension Investments & Cash Management, New York State Common Retirement Fund
Christopher Brockmeyer
Director Employee Benefit Funds, The Broadway League
Antonio Rodriguez
Director of Investment Strategy, New York City Board of Education Retirement System
Constance Everson
Member, Investment Committee, Massachusetts Pension Reserves Investment Management Board
Tina Suo
Head of Alternative Credit, Office of the New York City Comptroller
Nishant Upahyay
Principal Investment Officer, Head of Global Fixed Income, State of Connecticut Retirement Plans
Elyse Vilinsky
Director, Direct Private Investments, MassMutual
Steve Xia
Senior Vice President, Head of Quantitative Research, Guardian Life Insurance Company
Ratna Kota
Senior Portfolio Manager, Maryland State Retirement and Pension System
Joyce Zhang
Senior Investment Officer, The Wallace Foundation
Jedaiah “Jay” Chambers
Senior Investment Officer, New York State Common Retirement Fund
Allen Cheng
Associate Partner - Alternative Investments, ESG Asset Class Lead, Aon Hewitt
Peggy Flynn
Director of Pension Management, Consolidated Edison
Scott Stone
Chief Investment Officer, Pentegra
Julian Regan
Senior Vice President & Public Sector Market Leader, Segal Marco Advisors
Billy Welsh
Area Vice President, Institutional Investment Consultant, Gallagher Fiduciary Advisors LLC
Matt McDaniel
Partner, US Pension Strategy Group Leader, Mercer
Sponsors & Partners
2023 Sponsors
PLATINUM SPONSORS:
• Fidelity Investments
• MGG Investment Group
• Onex
• Orbis
GOLD SPONSORS:
• Abrdn
• Coastal Ridge
• Crestline
• D. E. Shaw and Co
• Prospect Capital
• Scientific Beta
• State Street Global Advisors