Venue
Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, 3425 Solano Ave Napa, California USA 94558

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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
Details

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.

Speakers

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

Sponsors & Partners

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