Venue
The Meritage Resort and Spa
The Meritage Resort and Spa, 875 Bordeaux Way. Napa, CA, 94558

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Event Date Mon Dec 7 PST (11 months ago)
In your timezone (EDT): Mon Dec 7 10:30am - Mon Dec 7 9:00pm
Location The Meritage Resort and Spa
875 Bordeaux Way. Napa, CA, 94558
Region Americas
Details

The 8th Annual California 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 designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the California institutional investment community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.

Speakers

2020 Speakers

SPEAKERS:

Damien Charlety
Investment Officer, East Bay Municipal Utility District Employees Retirement System

David Francl
Managing Director, Absolute Return, San Francisco Employees’ Retirement System

David Hunter
Executive Director, Chief Investment Officer, North Dakota Retirement & Investment Office

Daniel Ingram
Vice President, Responsible Investment, Wilshire Associates'

Carl Ludwigson
Director of Manager Research, Bel Air Advisors

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

Mary Morris
Investment Officer, California State Teachers’ Retirement System

Jeffrey Nipp
Senior Investment Consultant, Milliman

Stacy Lewis Daher
Associate Vice President for Finance and Treasury, University of San Francisco Endowment

Ralph Goldsticker
Chief Investment Officer, Alan Biller and Associates

Don Stracke
Senior Consultant, NEPC

William Beck
Vice President - Fixed Income Manager Reserach, Wilshire Associates

Sponsors & Partners

2020 Sponsors

ACCREDITORS:
•CPE Sponsors

TITLE SPONSORS:
•Allianz Global Investors

PLATINUM SPONSORS:
•Nuveen
•Putnam Investments
•ArrowMark Partners

GOLD SPONSORS:
•Capital Fund Management
•HSBC Global Asset Management
•IFM Investors
•Vontobel Asset Management
•Eaton Vance
•Fisher Investments
•Nikko Asset Management
•Voya Investment Management