Venue
The Water Club
The Water Club, 500 E 30th St, New York, NY 10016, USA

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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
Details

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.

Speakers

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

Sponsors & Partners

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