Markets Group: 6th Annual Tri-State Institutional Investor Forum 2018 | Markets Group | 7 March 2018 | The Harmonie Club, 4 E 60th Street New York, NY 10022, USA

The Tri-State Institutional Forum is a local peer to peer educational meeting exclusively for the Tri-State's institutional investor community.

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.

Key topics:
• 2018 Macro Outlook and Fixed Income Opportunities
• Growing Opportunities in Debt
• Evaluating Alternative Beta Strategies
• De-Risking Now: Liability-Driven Investing (LDI) or Pension Risk Transfer
• Asset Allocation and Risk Budgeting
• Seeking Alpha Requires Left and Right Brains
• Emerging Markets Equities: Balancing the Risk/Reward Tradeoff
• ESG Now and Then: Recent Trends in ESG Implementation
• Trends in Private Equity and Real Estate: Selectively Deploying Capital
• Conversation with the Region's Leading Chief Investment Officers

2018 Speakers

Meena Lakshman
Director Strategy Research, Investments, Helmsley Charitable Trust

Waleed Shoukry
Portfolio Manager, Emerging Markets, United Nations Joint Staff Pension Fund

Chris Solarz
Managing Director, Cliffwater

Mo Jalajel
Senior Manager, Pension Investment, Pfizer

Larisa Mueller
Senior Investment Manager, Ministers and Missionaries Benefit Board

Eric Newman
Treasury Manager, City of Stamford

Warren Tye
Investment Officer, Helmsley Charitable Trust

Jeffrey Snyder
Vice President, Senior Consultant, Cammack Retirement Group

Scott Stone
Senior Vice President, Chief Investment Officer, Pentegra Services

Tim Harrison
Actuarial Senior Associate, Federal Reserve System

Zhuoying (Joy) Xu, Director of Investment Strategy, Verizon Investment Management Corp. (VIMCO)

Alex Ambroz
Director of Risk, Cleveland Clinic Investment Office

David Enriquez
Senior Investment Officer, Private Equity, Office of New York City Comptroller

Guy Haselmann
Member, New Jersey State Investment Council

Donald Walker
Managing Director, Board of Pensions of The Presbyterian Church

Andrew Russell
Director of Fixed-Income, Pension Boards – United Church of Christ

Marcia Peters
Chief Investment Officer, Portfolio Evaluations, Inc

Isaac Carmignani
Board Member, Investment Committee, New York City Board of Education Retirement System

2018 Sponsors

TITLE SPONSORS
• Allianx Global Investors

PLATINUM SPONSORS
• Nuveen Asset Management
• Scientific Beta
• Putnam Investments
• Vontobel

GOLD
• Brandes Investment Partners
• Morgan Stanley
• HSBC
• Ryan labs
• AMP Capital