The 7th Annual California Institutional Forum is designed to address the informational and educational needs of institutional investors, including public and corporate pension plans, university endowments, charitable foundations, healthcare organizations, insurance companies, consultants, board members and trustees from California. It is the 7th installment of the series, formerly known as the Pacific States Institutional Investor Forum.
Betty Yee State Controller California
Marc Gauthier University Treasurer and Investment Officer Concordia University
Gary Dokes Chief Investment Officer Arizona Community Foundation
Mary Morris Investment Officer California State Teachers’ Retirement System
Daniel Ingram Vice President, Responsible Investment Wilshire Associates'
Stephen Marshall Director, Head of Asset Allocation Beacon Pointe Advisors
Stacy Lewis Daher Associate Vice President for Finance and Treasury University of San Francisco Endowment
Don Stracke Senior Consultant NEPC
Bob Maynard Chief Investment Officer Public Employee Retirement System of Idaho
James Walsh Head of Portfolio Advisory Albourne Partners
Elmer Huh Chief Investment Officer M.J. Murdock Charitable Trust
Jonathan Shear Chief Investment Officer University of Utah
John Meier Managing Director | Senior Consultant Verus
Greg DeForrest Senior Vice President, Manager Callan
Bill Bracamontes Managing Director, Private Markets Wilshire Associates
Damien Charlety Investment Officer East Bay Municipal Utility District Employees Retirement System
Tim Barron Chief Investment Officer Segal Rogercasey
Ronald Lagnado Investment Director The California Public Employees' Retirement System
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
- Fixed Income Risks
- Alternatives with Global Diversification Can Offer a Different Type of Performance in a Late Cycle
- Presentation: Understanding the Chinese Markets
- Commodities in Your Alternative Bucket
- Strategic Asset Allocation
- An Evolving World for Alternative Credit
- Managed Futures: The End of the Trend?
- Trends in Private Equity: Selectively Deploying Capital
- ESG Now and Then: Recent Trends in ESG Implementation
- Evolution of Emerging Market Equities
- Chief Investment Officer Roundtable
ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|