Venue
Le Meridien
Le Meridien , 620 N High St, Columbus, OH 43215, Columbus , OH , United States 43215

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Event Date Wed Mar 13 EDT (over 2 years ago)
Location Le Meridien
620 N High St, Columbus, OH 43215, Columbus , OH , United States 43215
Region Americas
Details

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.

Speakers

2019 Speakers

Ken Chee
Portfolio Manager, State Teacher Retirement System of Ohio

Andy Kiehl
Director of Investments, Kentucky Retirement Systems

David Barcus
Director of Investments, Denison University

Stephen Ewen
Deputy Chief Investment Officer, Hedge Funds, Mercer

Farouki Majeed
Director of Investments, School Employees Retirement System of Ohio

Alex Ambroz
Director of Risk, Cleveland Clinic Investment Office

Tim Barron
Chief Investment Officer, Segal Rogercasey

JD Pisula
Director of Investments, State of Ohio, Treasurer of State

Rob Kochis
Principal, The Townsend Group

Christopher Meyer
Chair, Investment Committee, Cincinnati Retirement System

James Dykstal
Portfolio Manager, DeMarche Associates

Rich Robben
Chief Investment Officer & Director of Fixed Income, Kentucky Retirement Systems

Shawn Winnie
Director of Investments, Private Markets, Eli Lilly and Company

Ian Toner
Chief Investment Officer, Verus Investments

David Smith
Managing Partner, Marquette Associates

Anthony Gattuso
Manager of Investments, Cleveland Foundation

Michael Scotti
Investment Professional, Real Estate, Nationwide

Paul Brown
Board Member, University of Michigan

Sponsors & Partners

2019 Sponsors

TITLE SPONSORS:
• Allianz Global Investors

PLATINUM SPONSORS:
• Scientific Beta
• Eaton Vance
• BNP Paribas
• Brandes

GOLD SPONSORS:
• Nuveen
• Nikko am
• VOYA
• Clear Bridge
• Credit Suisse