Venue
Hilton Santa Fe Historic Plaza
Hilton Santa Fe Historic Plaza, Ferdinand Bolstraat 333, 1072 LH Amsterdam, Netherlands

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Event Date Thu Sep 20 BST (about 3 years ago)
In your timezone (EST): Thu Sep 20 12:00am - Thu Sep 20 12:00am
Location Hilton Santa Fe Historic Plaza
Ferdinand Bolstraat 333, 1072 LH Amsterdam, Netherlands
Region EMEA
Details

The 4th Annual Southwest Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.

The program’s agenda will include global asset allocation, equity markets, fixed income, private markets, real assets, alternative beta strategies, ETFs and CIO management issues.

Speakers

2018 Speakers

Ian Toner
Chief Investment Officer, Verus Investments

Richard Mundinger
Investment Committee Member, Community Foundation of Southern Arizona

Robert "Vince" Smith
Chief Investment Officer, New Mexico State Investment Council

Bill Thatcher
Portfolio Manager, Arizona Public Safety Personnel Retirement System

David Damschen
State Treasurer, Utah State Treasure's Office

Bob Jacksha
Chief Investment Officer, New Mexico Educational Retirement Board

Mark Waite
Investment Manager, University of Utah Endowment

Kristin Varela
Deputy Chief Investment Officer, Public Employees Retirement Association of New Mexico

Stephen Marshall
Director, Head of Asset Allocation, Beacon Pointe Advisors

Richard Pugmire
Managing Director, LP Capital Advisors

Dominic Garcia
Chief Investment Officer, Public Employees Retirement Association of New Mexico

Vikki Hanges
Chief Investment Officer, New Mexico State Treasurer's Office

Edmond Jeung
Chief Investment Officer, PNM Resources Inc.

Paul Chapman
Director, Real Return and Real Estate, New Mexico State Investment Council

Joaquin Lujan
Director of Rates and Credit, Public Employees Retirement Association of New Mexico

Eileen Neill
Managing Director, Senior Consultant, Verus

Christopher Daniel
Chief Investment Officer, City of Albuquerque

Jefferson Moss
Executive Director & Chief Operating Officer, Utah Valley University

Sponsors & Partners

2018 Sponsors

TITLE SPONSOR :

• Allianz Global Investors

PLATINUM SPONSORS :

• Nuveen Asset Management
• ERI Scientific Beta
• J.P. Morgan Asset Management
• Thornburg Investment Management

GOLD SPONSORS :

• HSBC
• Eaton Vance
• Windhaven Investment Management, Inc
• BlackRock
• Ryan Labs Asset Management Inc.
• Advent Capital Management
• Manulife Asset Management