Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558 Napa, CA 94558 USA

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Event Date Tue Dec 7 PST (about 1 year ago)
In your timezone (EST): Tue Dec 7 11:00am - Tue Dec 7 8:00pm
Location Napa Valley Marriott Hotel & Spa
3425 Solano Ave, Napa, CA 94558 Napa, CA 94558 USA
Region Americas

This event 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 California 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.

We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service


2021 Speakers

Damien Charlety
Investment Officer, East Bay Municipal Utility District Employees Retirement System

David Francl
Managing Director, Absolute Return, San Francisco Employees’ Retirement System

David Hunter
Executive Director, Chief Investment Officer, North Dakota Retirement & Investment Office

Daniel Ingram
Vice President, Responsible Investment, Wilshire Associates'

Carl Ludwigson
Director of Manager Research, Bel Air Advisors

Stephen Marshall
Director, Head of Asset Allocation, Beacon Pointe Advisors

Mary Morris
Investment Officer, California State Teachers’ Retirement System

Jeffrey Nipp
Senior Investment Consultant, Milliman

Stacy Lewis Daher
Associate Vice President for Finance and Treasury, University of San Francisco Endowment

Ralph Goldsticker
Chief Investment Officer, Alan Biller and Associates

Don Stracke
Senior Consultant, NEPC

William Beck
Vice President - Fixed Income Manager Research, Wilshire Associates

Sponsors & Partners

2021 Sponsors

• Allianz Global Investors

• Nuveen ATIAA Company
• ArrowMark Partners

• IFM Investors
• Vontobel
• Eaton Vance
• Fisher Investments Institutional Group
• Nikko Asset Management
• VITA Investment Management