3RD ANNUAL TRI-STATE INSTITUTIONAL INVESTOR FORUM

New York, NY - March 26, 2015

SPEAKERS

Bei Saville Director of Alt. Investments Helmsley Trust
Andrew Russell Director of Fixed-Income Pension Boards-United Church of Christ
Guy Haselmann Member New Jersey State Investment Council
Seema Hingorani Former Chief Investment Officer New York City Comptroller’s Office
Tai Kamimura Director, Hedge Fund Investments Nippon Life Insurance
Adi Divgi Head of Alternative Investments Quanta US Holdings Inc
Marcela Pinilla Director, Shareholder Advocacy Mercy Investment Services
Larry Schimmel General Counsel for Investments and Operations New York City Public Advocate
Laura Campos Director of Shareholder Activities Nathan Cummings Foundation
Jeffrey Chang Senior Director, Private Equity Guardian Life Insurance Company of America
Ivan Manolov Portfolio Manager, Private Equity YMCA Retirement Fund
Ramy Sukarieh Risk Officer United Nations Joint Staff Pension Fund
Joshua Fenton Director of Public Markets Helmsley Charitable Trust
Ken Lee Associate Director of Investments Carnegie Corporation of New York
Kevin Cunningham Head of Global Capital Markets CPPIB
Michael Moy Managing Director Pension Consulting Alliance (US)
Timothy Cahill Former State Treasurer Massachusetts
Joshua Stern Senior Investment Officer Robert Wood Johnson Foundation

REQUEST AGENDA

Our event team will be sending you the agenda momentarily.

Key Discussion Topics Include:

  • 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.

OVERVIEW

The 3rd Annual Tri-State 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, asset/liability management, and best practices in fund management. The forum is specially designed to bring together 100+ attendees representing New York, New Jersey, and Connecticut.

CPAs can receive CPE credits towards their continuing education obligations. 

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

WHY ATTEND

Network with your institutional investor peers from New Jersey, New York, and Connecticut. Meet the executive directors, pension administrators, corporate treasurers, investment executives, and trustees in the Tri-State region.

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

Confer with your fellow directors, investment officers, and trustees in the region to tackle the issues that your plan is dealing with.

VENUE

The Harmonie Club

4 E 60th St

New York, NY

United States


+1 212-355-7400

www.harmonieclub.org

CONTACT

INVESTOR RELATIONS

Shu Li

Production Associate

+1 212-481-1745

shu.li@marketsgroup.org

MARKETING

Trey Smith

Marketing Associate

+1 347-308-7796

trey.smith@marketsgroup.org

SPONSORSHIP

William Coba

Sponsorship Sales Associate

+1 917-551-5728

william.coba@marketsgroup.org

Kim Griffiths

Head of US Institutional Group

+1 646-416-6214

kim.griffiths@marketsgroup.org

TITLE SPONSOR

 

PLATINUM SPONSORS

 
 
 

GOLD SPONSORS

 
 
 
 
 
 

EDUCATIONAL PARTNERS

 
 

REGISTER

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