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Event Date |
Wed Dec 7 MST (about 2 years ago)
In your timezone (EST): Wed Dec 7 2:00am - Wed Dec 7 2:00am |
Location |
Napa Valley Marriott Hotel & Spa
3425 Solano Ave Napa, California USA 94558 |
Region | Americas |
The 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.
2022 Speakers
Howard Hodel
Acting Chief Investment Officer, Employees’ Retirement System of the State of Hawaii
Prabhu Palani
Chief Investment Officer, City of San Jose Retirement System
Ralph Goldsticker
Chief Investment Officer, Alan Biller and Associates
Shifat Hasan
Director, Investment Performance and Compliance, CalSTRS
Travis Antoniono
Investment Officer, Corporate Governance, California State Teachers' Retirement System
David Francl
Managing Director, Absolute Return, San Francisco Employees’ Retirement System
Kyle Geordan
Senior Investment Analyst, Risk & Asset Allocation, Fire & Police Pension Association of Colorado
Charles Mansfield
Senior Director, Client Portfolio Manager, MissionSquare Retirement
Nick Samuels
Head of Manager Research, Redington Investment Consultancy
Amy Ridge
Partner, Mercer
Michael Krems
Partner, Private Equity Portfolio Strategies.Aksia
Jim Modelski
Partner, Regional Director/West, Fiducient Advisors
William Beck
Senior Vice President, Wilshire
Scott Thomas
Principal, Financial Advisor, CAPTRUST
Tara Gillespie
Head of Global Assets, Redington Investment Consultancy
Donald Stracke
Senior Investment Consultant, NEPC
Carl Ludwigson
Managing Director, Head of the Investment Committee, Bel Air Advisors
Sarah Bernstein
Head of Sustainability, Managing Principal, Meketa Investment Group
2022 Sponsors
TITLE SPONSOR:
• Voya
PLATINUM SPONSORS:
• BARINGS
• BNP Paribas
• HSBC
• Nuveen
• Putnam Investments
• Vontobel
GOLD SPONSORS:
• ARROWMARK Partners
• IFM Investors
• JENNISON ASSOCIATES
• J.P Morgan Asset Management
• Juniper Asset Management
• Morgan Stanley Investment Management
• PGIM Fixed Income
• WASATCH Global Investors