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Event Date |
Thu Jun 23 ADT (over 2 years ago)
In your timezone (EST): Wed Jun 22 11:00pm - Wed Jun 22 11:00pm |
Location |
The Water Club
500 E 30th St, New York, NY 10016, USA |
Region | Americas |
The 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.
2022 Speakers
Peggy Flynn
Director of Pension Management, Consolidated Edison Company of New York
Brian Schuman
Principal, Strategic Investments, PepsiCo
Marcia Peters
Financial Advisor, CAPTRUST
Kaylon McInelly
Associate Vice President, Investments, WVU Foundation
Scott Stone
Chief Investment Officer, Pentegra
Ratna Kota
Senior Portfolio Manager, Maryland State Retirement and Pension System
Christopher Brockmeyer
Director Employee Benefit Funds, The Broadway League
William Kennedy
CEO, Chief Investment Officer, RiskBridge Advisors
Adam Barsky
Executive Vice President & Chief Financial Officer, New York Power Authority
Jessica Nicosia
Vice President, Wilshire Associates
Matt McDaniel
Partner, US Financial Strategy Group Leader, Mercer
Eric Newman
Treasury Manager, City of Stamford
Melissa Grant
Portfolio Advisor, Aksia
2022 Sponsors
TITLE SPONSOR:
• Allianz Global Investors
PLATINUM SPONSORS:
• AXA Investment Managers
• Fidelity International
• Lowenstein Sandler
• Nuveen
• Vontobel
GOLD SPONSORS:
• Amundi Asset Management
• Fisher Investments Institutional Group
• Franklin Templeton
• Jane Street
• Muzinich & Co
• Madison International Realty
• Ninety One