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:

  • Smart Beta
  • Pension Fund Management
  • Private Equity Allocation Trends
  • Fund Operational Issues
  • Global Equity Market Landscape
  • Hedge Fund Allocation Trends
  • Asset Recovery and Securities Litigation
  • Distressed Cycle and Credit Market Navigation
  • Interest Rates and the Credit Cycle
  • Real Assets and Non-Traditional Asset Classes
  • Fiduciary Responsibility
  • Fraud Protection

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 smart beta, pension fund management, private equity allocation trends, real assets, fund operational isues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and fraud protection. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing New Jersey, New York, and Connecticut.

CPAs can receive CPE credits towards their continuing education obligations. 

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.

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

The Harmonie Club

4 E 60th St

New York, NY

United States


+1 212-355-7400

www.harmonieclub.org

Please be aware of frequent fraudulent attempts to reach our speakers and guests by "EHS Exhibitor Housing Services" this firm is 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

Madison Meyer

Production Associate

+1 347-308-7785

madison.meyer@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.