3RD ANNUAL MID-ATLANTIC INSTITUTIONAL INVESTOR FORUM

Washington, D.C. - April 23, 2015

SPEAKERS

Gerald Alain Chen-Young Chief Investment Officer United Negro College Fund
Catherine Ulozas Chief Investment Officer Drexel University Endowment
Tim Barron Chief Investment Officer Segal Rogercasey
Gary Amelio Chief Executive Officer San Bernardino County Employees’ Retirement Association
Mary G. Morris Chief Executive Officer, Virginia 529 Plan Former State Treasurer, Virginia
Al Samper Former Chairman Virginia Retirement System
Velma Hart Chief Financial Officer Thurgood Marshall College Fund
Monte Tarbox Executive Director, Investments National Electrical Benefit Funds
Robin Wiessman Former Treasurer, Pennsylvania Secretary, Banking & Securities for Pennsylvania
Jean Pierre Lacombe Chief Global Markets & Strategy World Bank (IFC)
Timothy Cahill Former State Treasurer Massachusetts
Thurman Zollicoffer Trustee Maryland State Retirement System
Joe Bress Chairman District of Columbia Retirement Board
Shilpa Patel Principal Advisor World Resources Institute
Lis Lang Treasury and Risk Management National Public Radio
Jerry Sanders Trustee Baltimore City Employees Retirement System
Joe Semo Chairman City of Annapolis Police and Fire Retirement Plan
M. Kent Krabbe Executive Director Maryland State Insurance Fund

REQUEST AGENDA

Our event team will be sending you the agenda momentarily.

Key Discussion Topics Include:

  • investments
  • fiduciary responsibilities
  • legal and legislative issues
  • healthcare benefits
  • actuarial assumptions
  • asset/liability management
  • best practices in fund management.

OVERVIEW

The 3rd Annual Mid-Atlantic 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 program’s agenda will cover investments, fiduciary responsibilities, legal and legislative issues, healthcare benefits, actuarial assumptions, asset/liability management, and best practices in fund management. The forum is specially designed to bring together 100+ directors, investment officers, and trustees representing Washington D.C., Maryland, Virginia, Delaware, and West Virginia.

Markets Group Center for Institutional Investors Education is a leading provider of national closed door, allocator-focused investment forums, regional summits, and streamlined market intelligence. Our content platform provides a comprehensive and fascinating perspective, developed through collaboration with academics, investors, and leading global managers.

CPAs can receive CPE credits towards their continuing education obligations. 

WHY ATTEND

Network with your institutional investor peers from The District of Columbia, Virginia, Maryland, Delaware, and West Virginia. Meet executive directors, pension administrators, corporate treasurers, investment executives, and trustees in the Mid-Atlantic.

Understand the impacts of legislation and regulatory changes. Consult with experts to understand the best course of action for your fund.

Gain deep insight into the future of public pensions, corporate pensions, foundations, endowments, Taft Hartley, investment consulting, fiduciary responsibilities, insurance, hospital operating pools, securities litigation, ESG/responsible investing, smart beta, private equity, secondaries, and real assets.


VENUE

Capital Hilton

1001 16th St. NW

Washington, D.C.

United States


+1 202-393-1000

capitolhilton.com

Please be aware of frequent fraudulent attempts to reach our speakers and guests by groups claiming to represent ourselves and our hotel partners. Markets Group does NOT work with third party hotel vendors – if contacted by third party selling travel and hotel for this event please contact Markets Group directly.

CONTACT

INVESTOR RELATIONS

Percell Watson

Production Associate

+1 646-216-9794

percell.watson@marketsgroup.org

MARKETING

Trey Smith

Marketing Associate

+1 347-308-7796

trey.smith@marketsgroup.org

SPONSORSHIP

Kim Griffiths

Head of US Institutional Group

+1 646-416-6214

kim.griffiths@marketsgroup.org

William Coba

Sponsorship Sales Associate

+1 917-551-5728

william.coba@marketsgroup.org

PLATINUM SPONSORS

 
 

GOLD SPONSORS

 
 
 
 

EDUCATIONAL PARTNERS

 
 

REGISTER

  • Registration is open to qualified plan sponsors and institutional investors only.