The 9th Northern Annual California Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across Northern California.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private institutional community.
Betty Yee, State Controller, California
State Controller Betty T. Yee was elected in November 2014, following two terms of service on the California Board of Equalization. As Controller, she continues to serve the Board as its fifth voting member.
Ms. Yee was first elected to the Board of Equalization in 2006 where she represented 21 counties in northern and central California. She was elected to her second four-year term in 2010.
Now serving as the state’s chief fiscal officer, Ms. Yee chairs the Franchise Tax Board and serves as a member of the California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS) Boards. These two boards have a combined portfolio of more than $570 billion. Ms. Yee also serves on the Ceres Board of Directors, a nonprofit organization working to mobilize many of the world’s largest investors to advance global sustainability and take stronger action on climate change.
Ms. Yee serves on dozens of boards and commissions with authority ranging from land management to crime victim compensation. As chair of the State Lands Commission, she helps provide stewardship of public-trust lands, waterways, industrial wharves, marine terminals, pipelines, and resources through economic development, protection, preservation, and restoration consistent with the state’s environmental needs. The development and extraction of oil, gas, and geothermal resources are part of the Commission’s purview, as well. Through other financing authorities, Ms. Yee is dedicated to creating incentives that will increase the number of affordable housing units in California, given that demand consistently outpaces supply.
Ms. Yee has 35 years of experience in public service, specializing in state and local finance and tax policy. Ms. Yee previously served as Chief Deputy Director for Budget with the California Department of Finance where she led the development of the Governor’s Budget, negotiations with the Legislature and key budget stakeholders, and fiscal analyses of legislation on behalf of the Administration. Prior to this, she served in senior staff positions for several fiscal and policy committees in both houses of the California State Legislature. She also cofounded the Asian Pacific Youth Leadership Project, which exposes California high school youth to the public service, public policy, and political arenas.
A native of San Francisco, Ms. Yee received her bachelor’s degree in sociology from the University of California, Berkeley, and she holds a master’s degree in public administration.
Howard Hodel Deputy Chief Investment Officer Employees’ Retirement System of the State of Hawaii
Prabhu Palani Chief Investment Officer City of San Jose Retirement System
Ralph Goldsticker Chief Investment Officer Alan Biller and Associates
Shifat Hasan Director, Investment Performance and Compliance CalSTRS
Travis Antoniono Investment Officer, Corporate Governance California State Teachers' Retirement System
David Francl Managing Director, Absolute Return San Francisco Employees’ Retirement System
Diego Gil Senior Investment Analyst, Fixed Income – High Yield Credit Ohio Public Employees Retirement System
Kyle Geordan Senior Investment Analyst, Risk & Asset Allocation Fire & Police Pension Association of Colorado
Charles Mansfield Senior Director, Client Portfolio Manager MissionSquare Retirement
Nick Samuels Head of Manager Research Redington Investment Consultancy
Amy Ridge Partner Mercer
Michael Krems Partner, Private Equity Portfolio Strategies Aksia
Jim Modelski Partner, Regional Director/West Fiducient Advisors
Scott Thomas Principal, Financial Advisor CAPTRUST
Tara Gillespie Head of Global Assets Redington Investment Consultancy
Donald Stracke Senior Investment Consultant NEPC
Sarah Bernstein Head of Sustainability, Managing Principal, Consultant Meketa
John Santopadre Director, Portfolio Management Verus Investments
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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.
Global Fixed Income: Risks and Opportunities
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.
Using ETFs to Build and Scale Internally Managed Portfolios
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.
A Conversation with the Region’s Leading Chief Investment Officers
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.|
Napa Valley Marriott Hotel & Spa
3425 Solano Ave
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