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.
2021 Past Speakers
Chief Investment Officer, New York Metropolitan Transportation Authority
Special Investment Officer, New York State Common Retirement Fund
Managing Director, Board of Pensions of The Presbyterian Church
Treasurer, Yale New Haven Health