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Event Date |
Tue May 23 CDT (over 1 year ago)
In your timezone (EST): Tue May 23 1:00am - Tue May 23 1:00am |
Location |
University Club of Chicago
76 E Monroe St, Chicago, IL 60603, USA |
Region | Americas |
This is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across the U.S. Midwest.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events, the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service
2023 Speakers
Angela Miller-May
Chief Investment Officer, Illinois Municipal Retirement Fund
Carlton Lenoir
Executive Director, Chicago Teachers’ Pension Fund (CTPF)
Steve Swanson
Executive Director, Park Employees’ Annuity & Benefit Fund of Chicago
Matthew Rice
Chief Investment Officer, Fiducient Advisors
Thomas Gary
Director, Illinois Funds Division, Office of the Illinois State Treasurer
Shan Lo
Senior Investment Manager - Global Macro, State of Wisconsin Investment Board
John Pearce
Portfolio Manager, Illinois Municipal Retirement Fund
Boaz Blumovitz
Chief Financial Officer, Jewish Federation of Metropolitan Chicago
Rosa Perez
Investment Officer - Diversity Programs & Total Portfolio, Illinois Municipal Retirement Fund
Douglas Laskowski
Senior Portfolio Manager, Allstate Insurance Company
Tim McEnery
Managing Director, Senior Consultant, Verus
Will DuPree
Senior Consultant, NEPC
Billy Welsh
Area Vice President, Institutional Investment Consultant, Gallagher Fiduciary Advisors LLC
Evan Frazier
Senior Research Analyst, Global Equities, Marquette Associates
Sean Carlin
Assistant Vice President, Fixed Income Manager Research, Wilshire
Samantha Grant
Senior Consultant, Verus
Gregory Leonberger
Director of Research, Managing Partner, Marquette Associates
Nicholas Conant
Investment Research Specialist, Mercer
2023 Sponsors
LEAD SPONSOR:
• Nuveen, a TIAA Company
PLATINUM SPONSORS:
• BNP Paribas Asset Management
• Federated Hermes
• Fidelity Investments
• SLC Fixed Income
• Vontobel
GOLD SPONSORS:
• Cboe
• Diamond Hill
• Lazard Asset Management
• Longview Partners
• Los Angeles Capital
• PGIM Fixed Income
• Voya Investment Management
• RBC Global Asset Management