9th Annual California Institutional Forum 2022 | Markets Group | 7 December 2022 | Napa

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.

2021 Past Speakers

Damien Charlety
Investment Officer, East Bay Municipal Utility District Employees Retirement System

David Francl
Managing Director, Absolute Return, San Francisco Employees’ Retirement System

David Hunter
Executive Director, Chief Investment Officer, North Dakota Retirement & Investment Office

Daniel Ingram
Vice President, Responsible Investment, Wilshire Associates'

Carl Ludwigson
Director of Manager Research, Bel Air Advisors

Stephen Marshall
Director, Head of Asset Allocation, Beacon Pointe Advisors

Mary Morris
Investment Officer, California State Teachers’ Retirement System

Jeffrey Nipp
Senior Investment Consultant, Milliman

Stacy Lewis Daher
Associate Vice President for Finance and Treasury, University of San Francisco Endowment

Ralph Goldsticker
Chief Investment Officer, Alan Biller and Associates

Don Stracke
Senior Consultant, NEPC

William Beck
Vice President - Fixed Income Manager Reserach, Wilshire Associates