8th Annual Tri-State Institutional Forum 2020 | Markets Group | 18 March 2020 | New York Athletic Club, 180 Central Park S New York, NY, 10019, USA
Venue
New York Athletic Club
New York Athletic Club, 180 Central Park S New York, NY, 10019, USA
What is Qwoted?
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 18 EDT (over 4 years ago) |
| Location |
New York Athletic Club
180 Central Park S New York, NY, 10019, USA |
| Region | Americas |
Details
The 8th Annual 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.
Speakers
2020 Speakers
Meena Lakshman
Director, Investments, Helmsley Charitable Trust
Donald Walker
Managing Director, Board of Pensions of The Presbyterian Church
JoAnn Hanson
President, Church Investment Group
Dan Stapkowski
Defined Benefit / Defined Contribution / OCIO Investment Management & Risk Oversight, General Electric
Daniel Miller
Deputy Executive Director, Deputy Chief Investment Officer, New York City Board of Education Retirement System
Michael Angelini
Treasurer, Yale New Haven Health
John Trammell
President, New York Episcopalian Diocesan Investment Trust
Valerie Bannon
Chief Investment Officer, New York Metropolitan Transportation Authority
Sanford Rich
Executive Director, New York City Board of Education Retirement System
Steve Beckett
Director, Private Markets, Aksia
Marcia Peters
Chief Investment Officer, Portfolio Evaluations, Inc
Alex Ambroz
Director of Risk, Cleveland Clinic Investment Office
Billy Welsh
Area Vice President, Institutional Investment Consultant, Gallagher Fiduciary Advisors LLC
Harold Hughes
Chair of the Investment Committee, St. John's College Endowment
Zhuoying (Joy) Xu
Vice President of Strategic Asset Allocation & Fixed Income, Verizon Investment Management
Max Giolitti
Chief Risk Officer, Verus
Eric Newman
Treasury Manager, City of Stamford
Kenneth Flatto
Finance Director, City of Bridgeport
Sponsors & Partners
2020 Sponsors
TITLE SPONSOR:
• Allianz Global Investors
PLATINUM SPONSORS:
• First Eagle Investment Management
• Nuveen
• MetLife Investment Management
GOLD SPONSORS:
• eVestment, a Nasdaq company
• Nomura
• ClearBridge Investments
• Franklin Templeton
• Principal Global Investors
• Muzinich & Co
• Madison International Realty