Institutional Investor Week 2023 | Institutional Investor | 25 July 2023 | Newport Marriott, 25 America's Cup Ave, Newport, RI 02840, USA

There’s no question that private markets have been a bright spot across asset classes over the past few years. In some cases, their performance has indeed provided the lion’s share of investment return amidst unprecedented market volatility and geopolitical instability. While their historic returns are certainly appealing, private markets are often complex and esoteric, requiring an asset allocator to seek a more holistic and transparent view into the fundamentals of the space. While access to these strategies have traditionally been limited, a confluence of factors has recently expanded access to private markets, injecting additional liquidity into the space as allocators have sought a diversification and return edge. With flows to private equity, private credit, and real assets exponentially increasing, there is enormous growth potential for this area of the market.

It is thrilled to invite you to a 3-day Investment Retreat, designed for both asset allocators and managers. The event takes the place of three of our previous forums - Global Real Assets Investment Forum, Emerging Markets Forum and Hedge Fund Forum. By combining these events into one, we will be able to more effectively explore the enormous diversification and return potential for private and public markets while also examining the sophistication and careful due diligence required to successfully invest in these complex strategies.

2023 Speakers

KEYNOTE SPEAKERS:

Van Jones
CNN host, political commentator & author

Peter Leyden
Futurist, tech expert & foresight advisor

John Sitilides
Government affairs specialist & Department of State consultant

EVENT CHAIRS:

Niraj Agarwal
Head of Real Assets, State of New Jersey Division of Investments, Real Assets Edge Chair

Elizabeth Caldas
Senior Investment Officer, Credit & OARS, New York State Common Retirement Fund, Credit Edge Chair

Michael Elio
Partner, Stepstone Group, Private Equity Edge Chair

SPEAKERS:

Geoffrey Abrahams
Investment Manager, The Harry and Jeanette Weinberg Foundation

Ryan Abrams
Managing Director, Return-Seeking Investments, Constellation Energy Group

Joshua Adler
Senior Manager of Hedge Funds & Portable Alpha, Raytheon Technologies

Asad Ali
President, Alan Biller and Associates

Mark Baumgartner
Chief Investment Officer, Carnegie Corporation of New York

Keith R. Brittain
Vice President, Hamilton Lane Advisors

Matt Burdett
Portfolio Manager and Managing Director, Thornburg Investment Management

Gregory Cass
Principal, PGIM

Anna Dreyer
Portfolio Manager and Head of Fixed Income Quantitative Risk and Portfolio Construction Research, Fixed Income Division, T. Rowe Price

Pierre Drolet
Portfolio Manager, Private assets, Canadian Medical Protective Association

Elias Erickson
Portfolio Manager - Quality Equities, Ninety One N.A., Inc.

Mohamed Farid
Principal Portfolio Manager, Absolute Return, World Bank

Ron Fu
Senior Investment Officer, JIB

David Gaito
Portfolio Manager, Fidelity Diversifying Solutions

Brandon Gill New
Managing Director & Head of Multi-Strategy Investing and Digital Assets, OPTrust

Fred Greear
Chief Investment Officer, Carilion Clinic

Alejandra Grindal
Chief Economist, Ned Davis Research Group

Jeremy Heer
Managing Director, Investment Research & Engagement, University of Illinois Foundation

Brett Hickey
Founder & CEO, Star Mountain Capital

Todd Howard
Portfolio Manager, Emerging Market Debt, MetLife Investment Management

Taylor Jackson
Investment Officer, Verger Capital

Ryan Johnston
Senior Analyst - Funds Alpha Team, State of Wisconsin Investment Board

Jason Josephiac
Senior Vice President, Research Consultant, Meketa Investment Group

Daniel Joye
Infrastructure Investments, Los Angeles County Employees Retirement Association

Christine Kelleher
Chief of Investments, National Gallery of Art

Justin Kohley
Vice President, BlackRock (iShares)

Paul Kreiselmaier
Director | Hedge Funds, Verus

Joshua Kutin
Head of Asset Allocation, North America, Columbia Threadneedle Investments

Bill Li
Director, Senior Investment Officer (Absolute Return. Real Asset. Strategy), Massachusetts Pension Reserves Investment Management Board (Mass PRIM)

Jeff Li
Chief Investment Officer of International Equity, E Fund Management Co., Ltd

Paul Marcus
Chief Executive Officer, Marcus Partners

James Mattingly
Director of Real Assets & Private Credit, Indiana Public Retirement System

Michael McGirr
Director of Private Equity, Massachusetts Pension Reserves Investment Management Board (Mass PRIM)

Eunice McHugh
Director, Private Credit, San Francisco City & County Employees' Retirement System

Rip Mecherle
Chief Investment Officer, University of Tennessee

Matthew Miller
Co-Founder & Managing Director, Grey Rock Investment Partners

Bryan W. Moore
Managing Director of Public Markets, South Carolina Retirement System Investment Commission

Aiyu Nicholson
Partner, StepStone Group

Jessica Nicosia
Senior Vice President, Wilshire

Petya Nikolova
Deputy Chief Investment Officer and Head of Infrastructure Investments, New York City Retirement Systems

Lars Pace
Principal, Hamilton Lane

Poorvi Parekh
Managing Director, Canterbury Consulting

Nedelina (Nina) Petkova
Senior Investment Director, NEPC, LLC

Vincent Prabis
Managing Principal, Hiscox ILS

Scott Ramsower
Head of Private Equity Funds, Teacher Retirement System of Texas (TRS)

Dan Revers
Founder, ArcLight Capital Partners

Robert Robis
Chief Strategist, Global Fixed Income Strategy, BCA Research

Michael Rosen
Principal & Chief Investment Officer, Angeles Investment Advisors LLC

Alexandre Roy
Senior Managing Director, Total Fund Management, PSP Investments

Sara Rutledge
Managing Director, Real Estate, StepStone Group

Sarah Samuels
Partner, NEPC

Paul Sanabria
Senior Managing Director, Manulife

Randy Schwimmer
Senior Managing Director, Co-Head of Senior Lending, Churchill Asset Management, an investment specialist of Nuveen

Yangge Seaman
Head of Private Investments - Real Assets, Buyout, Venture, Oil/Gas (Emerging Managers Program), Children's Health System of Texas

Angelique Sellers
Managing Director, Investments, Penn State University

Ajit Singh
Chief Investment Officer, Houston Firefighters' Relief and Retirement Fund

Kanwar Singh
Senior Manager, Investment Strategy, Alberta Investment Management Corporation

Alex Smith
Portfolio Strategist, Bridgewater Associates, LP

James Snevily
Managing Director, Investment Operations & Risk Management, Trinity Wall Street

Phillip Titolo
Head of Direct Private Investments, MassMutual

Alex Torrens
Investment Manager, Co-Head of Research, Walter Scott & Partners Limited

Sophia Tsai
Managing Director, Trinity Church Wall Street

Charles Van Vleet
Chief Investment Officer, Textron

Noah Wise
Senior Portfolio Manager, Allspring Global Investments

Caixia Ziegler
Managing Director, Real Assets and Sustainable Investments, John D. and Catherine T. MacArthur Foundation

2023 Sponsors

• Columbia Threadneedle Investment Management
• Eastspring Investments
• Fidelity Investments
• Hiscox
• iShares
• Manulife
• MetLife Investment Management
• Nuveen
• Star Mountain Capital
• T.Rowe Price
• Walter Scott