The 8th Annual California Institutional 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 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 is 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:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
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 Senior Vice President Wilshire Advisors
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Macro Outlook and Global Asset Allocation
Could COVID-19 bring the long-theorized Great Reset of capitalism to bear? Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.
Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
ESG in Practice for Long Term Investors
The panel will examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.
This session will cover how institutions are addressing the growing execution needs of different asset classes and newer instruments such as ETFs.
Fixed Income: Evolving Opportunities in the Securitized Markets
Panelists will discuss areas their organizations are exploring including the three primary sectors of the securitized space: (ABS), (CMBS), and (RMBS).
An Evolving World for Alternative Credit
The impact of COVID-19 on alternative credit was swift and severe. This panel will discuss if structured finance can manage novel coronavirus risk?
Are the Benefits of Multi-Factor Investing Still There?
Our panel will address various aspects of this subject including what it takes to weather the short-term troughs and deliver long term stable performance.
Emerging Markets: Relevancy and Value in Today's Markets?
This panel will discuss what factors should investors consider when debating whether to allocate to or diversify within the asset class?
How Multi Strategy Portfolios Can Deliver on the Original Promise of Institutional Hedge Fund Programs
This panel will explore how diversified alternative portfolios may be uniquely positioned to deliver on what should have been the original promise of institutional hedge fund programs: positive absolute returns that are uncorrelated to traditional asset classes.
This discussion Chief Investment Officers will focus on the key investment and management issues facing their funds, and plans to move forward post COVID-19.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
|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.|