New York Athletic Club
New York Athletic Club, 180 Central Park S New York, NY, 10019, USA

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Event Date Wed Mar 18 EDT (over 1 year ago)
Location New York Athletic Club
180 Central Park S New York, NY, 10019, USA
Region Americas

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.


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

• Allianz Global Investors

• First Eagle Investment Management
• Nuveen
• MetLife Investment Management

• eVestment, a Nasdaq company
• Nomura
• ClearBridge Investments
• Franklin Templeton
• Principal Global Investors
• Muzinich & Co
• Madison International Realty