Pension, Endowment & Foundation East Summit 2023 | Portfolio Summits | 7 February 2023 | JW Marriott Washington, DC, 1331 Pennsylvania Avenue Nw, Washington, Dc 20004, USA
Venue
JW Marriott Washington, DC
JW Marriott Washington, DC, 1331 Pennsylvania Avenue Nw, Washington, Dc 20004, USA
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| Event Date | Tue Feb 7 EST (almost 2 years ago) |
| Location |
JW Marriott Washington, DC
1331 Pennsylvania Avenue Nw, Washington, Dc 20004, USA |
| Region | Americas |
Details
This Summit is a live gathering of 100+ Institutional Investors including Public and Private Pension Funds, University Endowments, School Endowments, Foundations, Health Plans, OCIOs and Institutional Consultants. Join leading Pension and E&F managers for panel discussions and presentations on asset allocation, risk mitigation, monetary, fiscal and societal issues, governance and more. There has never been a more important time to exchange ideas face-to-face and build community.
Portfolio Summits content is built by and for Institutional Investors and includes dedicated discussions of investment topics as well as regulation, policy and industry trends.
Speakers
2023 Speakers
Andrew Busa
Manager of Financial Planning, Adviser Investments
Eric Hsueh
Senior Vice President, Bivium Capital Partners
Daniel Walker
Board Member, California Endowment
Robert Shaw
Consultant and Director of Technology, Carolinas Investment Consulting
Kevin Keeney
Chief Technology Officer, CornerCap Investment Counsel
Brian Arsenault
Chief Market Strategist, Disciplina Group
Lode Devlaminck
Member of the Trust Committee, DuPont Savings Plan Investment Oversight Committee, Dupont Capital
Philip Chao
Founder, Experiential Wealth
Mike Bailey
Director of Research, Investment Committee Chair, FBB Capital Partners
Joseph Stevens, CFA
Area Vice President and Area Assistant Director, Gallagher Fiduciary Advisors
Ian Green
President, Greenlight Retirement Plan Consultants
Marc Murray
Senior Portfolio Manager, Hobbs Group Advisors
Jacky L. Petit-Homme
Wealth Advisor and Founding Partner, Liberty One Wealth Advisors
Jeff Hammer
Global Co-Head of Secondaries, Manulife
Amanda Wirth
Alternative Investments Specialist, Mercer
Scott Shepard
Director of Free Enterprise Project, National Center for Public Policy Research
Timothy Calkins, CFA
Co-Chief Investment Officer and Director of Fixed Income, Nottingham Advisors
Erika Karp
Chief Impact Officer, Pathstone
Christopher Reynolds
Managing Director, Institutional Services, Riskbridge Advisors
Ziad Sarkis
Director of Financial Research and Alternative Investments Program at The Wharton School, The University of Pennsylvania
Gabriel Petre
Lead Investment Strategist, The World Bank
Sponsors & Partners
2023 Sponsors
• Manulife
• CPX Energy
• Merit Energy Company