8th Annual Tri-State Institutional Forum 2021 | Markets Group | 17 March 2021 | Virtual Event

The 8th Annual Tri-State 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 Tri-State 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.

Key Discussion Topics:
• 2020 Macro Outlook And Global Asset Allocation
Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.

• Investing In Renewable Energy
This panel will identify compelling opportunities in green infrastructure and whether or not these new markets will offer attractive returns and satisfy growing investor demand.

• Global Fixed Income: Risks And Opportunities
The onset of COVID-19 and subsequent panic-stricken selloff challenged the perception of the bond market as a safe haven. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.

• What's Next For Global Equity Markets
Our equity panel will measure the true cost of the 2020 stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.

• An Evolving World For Alternative Credit
This panel will define the various segments within alternative credit, to highlight several key characteristics and to discuss real-time examples of opportunities in today’s market.

• Passive Vs. Active Management Opportunities
The debate around active vs. passive investment strategies continues unabated. This panel will discuss the areas of opportunity as it relates to passive management vs. active management.

• Esg Now And Then: Recent Trends In Implementation
This panel will examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.

• Diversify The Diversifier: Building An All Season Real Assets Portfolio
In this session, we discuss how to build a broader income-oriented real assets allocation designed to deliver high yield with downside protection.

• Global Multi-sector Credit Funds To Navigate Late Cycle Opportunities And Risks
In this session, an allocator interviews a multi-sector PM on his experiences investing across the breadth of global asset classes through various market cycles.

• Conversation With The Region's Leading Chief Investment Officers
Chief Investment Officers constantly face unique sets of challenges and investing environments. Panelists will focus on key investment and management issues.

2021 Speakers

Michael Angelini
Treasurer, Yale New Haven Health

Brian Vahey
Chairman of Investment Board, Town of Fairfield, CT

Alex Ambroz
Director of Risk, Cleveland Clinic Investment Office

Marcia Peters
Chief Investment Officer, Portfolio Evaluations, Inc

Billy Welsh
Area Vice President, Institutional Investment Consultant, Gallagher Fiduciary Advisors LLC

James Veneruso
Senior Vice President, Callan Associates

Don Walker
Executive Vice President and Chief Investment Officer, Board of Pensions of The Presbyterian Church

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

Zhuoying (Joy) Xu
Vice President of Strategic Asset Allocation & Fixed Income, Verizon Investment Management

Peggy Flynn
Pension and Post-Retirement Investment Manager, American Water

Ben Mohr
Director of Fixed Income, Marquette Associates

Seth Yablonovitz
Managing Director, Windmark Partners

2021 Sponsors

PLATINUM SPONSORS:
• Allianz Global Investors
• Nuveen
• ClearBridge

GOLD SPONSOR:
• Evestment