|Event Date||Wed Mar 13 EDT (over 2 years ago)|
620 N High St, Columbus, OH 43215, Columbus , OH , United States 43215
The Ohio 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. In a Group Live setting, the forum is designed to bring together roughly 75 staff members, investment officers, board members, and trustees representing Ohio.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
In a closed door and non-salesy environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
Program learning objectives: to come away with the latest knowledge and understanding of 9 key investment classes, including smart beta, pension fund management, multi-asset allocation trends, fund operational issues, global equity market landscapes, alternative investments, and more.
Although the program is designed for advanced level participants with education of at least a bachelor’s degree, at least 5 years of experience in finance and advanced preparation in investments, advanced preparation is not required.
Portfolio Manager, State Teacher Retirement System of Ohio
Director of Investments, Kentucky Retirement Systems
Director of Investments, Denison University
Deputy Chief Investment Officer, Hedge Funds, Mercer
Director of Investments, School Employees Retirement System of Ohio
Director of Risk, Cleveland Clinic Investment Office
Chief Investment Officer, Segal Rogercasey
Director of Investments, State of Ohio, Treasurer of State
Principal, The Townsend Group
Chair, Investment Committee, Cincinnati Retirement System
Portfolio Manager, DeMarche Associates
Chief Investment Officer & Director of Fixed Income, Kentucky Retirement Systems
Director of Investments, Private Markets, Eli Lilly and Company
Chief Investment Officer, Verus Investments
Managing Partner, Marquette Associates
Manager of Investments, Cleveland Foundation
Investment Professional, Real Estate, Nationwide
Board Member, University of Michigan
• Allianz Global Investors
• Scientific Beta
• Eaton Vance
• BNP Paribas
• Nikko am
• Clear Bridge
• Credit Suisse