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Event Date | Wed Sep 27 EDT (about 7 years ago) |
Location | Scottsdale, AZ, United States |
Region | Americas |
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.
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
Platinum Sponsors:
ScientificBeta
Gold Sponsors:
Eaton Vance
ADVENT
CBRE
WINDHAVEN
DUPONT CAPITAL