Apella, 450 E 29th St, New York, NY 10016, USA

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Mar 27 EDT (over 2 years ago)
Location Apella
450 E 29th St, New York, NY 10016, USA
Region Americas

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.


2019 Speakers

Meena Lakshman
Director, Investments, Helmsley Charitable Trust

Chris Solarz
Managing Director, Cliffwater

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

Marcia Peters
Chief Investment Officer, Portfolio Evaluations, Inc

Christopher Brockmeyer
Director Employee Benefit Funds, Broadway League

Max Giolitti
Chief Risk Officer, Verus

Kevin McGrath
Portfolio Manager, New Jersey, Division of Investments

Sean Holland
Principal, Comave Advisors

Jedaiah Chambers
Special Investment Officer, New York State Common Retirement Fund

Jose Guzman
Investment Officer, Private Equity, Bureau of Asset Management, Office of New York City Comptroller

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

Tim Barron
Chief Investment Officer, Segal Rogercasey

Anthony O’Toole
Executive Vice President and Chief Financial and Investment Officer, Truth Initiative

Harold Hughes
Chair of the Investment Committee, St. John's College Endowment

Antonio Rodriguez
Director of Investment Strategy, New York City Board of Education Retirement System

John Trammell
President, New York Episcopalian Diocesan Investment Trust

Wayne Moore
Deputy Chief Investment Officer, City of Hartford Municipal Employees’ Retirement System

Adam Strumpf
Senior Consultant, DeMarche

Sponsors & Partners

2019 Sponsors

• Allianz Global Investors

• Nuveen
• ScientificBeta
• PPMAmerica
• Vontobel
• TwentyFour Asset Management

• Morgan Stanley Investment Management
• First Eagle Investment Management
• Franklin Templeton Investments
• State Street Global Advisors
• Napier Park