Venue
Scottsdale, AZ, United States

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Event Date Wed Sep 27 EDT (about 7 years ago)
Location Scottsdale, AZ, United States
Region Americas
Details

The Southwest Institutional Investor 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 specially designed to bring together 100+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.

The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, fund operational issues, the global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, the distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility and fraud protection.

Speakers

Gary Dokes
Chief Investment Officer
Arizona Community Foundation

Mark Steed
Deputy Chief Investment Officer
Arizona Public Safety Personnel Retirement System Trust

Shan Chen
Lead Portfolio Manager
Arizona Public Safety Personnel Retirement System

John Linder
Consultant, Principal
Pension Consulting Alliance

Scott Miller
Retirement Program Administrator
City of Phoenix Employees' Retirement System

Ron Knecht
State Controller
The State of Nevada

Ian Toner
Managing Director
Verus Investments

Jason Riggs
Assistant Treasurer
Salt River Project

Richard Mundinger
Investment Committee Member
Community Foundation of Southern Arizona

Jonathan Shear
Chief Investment Officer and Associate Vice President
The University of Utah

Daniel LeBeau
Consultant
NEPC

Michael Moy
Managing Director
Pension Consulting Alliance (US)

Robert Smith
Deputy State Investment Officer & Chief Investment Officer
New Mexico State Investment Council

John B. Carroll
Treasurer
Salt River Pima-Maricopa Indian Community

Chad Welborn
Chief Investment Officer
CopperPoint Insurance

Cameron Black
Chief Investment Officer and Treasurer
Blue Cross Blue Shield or Arizona, Inc

Derek Granger
Investment Consultant, Pension & Trust Investments
Pinnacle West Corporation

Blair Richards
Chief Executive Officer
Halifax Port ILA/HEA

Sponsors & Partners

Platinum Sponsors:
ScientificBeta

Gold Sponsors:
Eaton Vance
ADVENT
CBRE
WINDHAVEN
DUPONT CAPITAL