The 10th 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.
Betty Yee State Controller California
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
Please note only corporate email addresses will be accepted only.
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Opening Bell – Macro and Market Outlook
In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.
Alternatives & Private Market Investments – Time to Shine
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.
Emerging Markets in a Time of Profound Global Change
In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?
The Great Equity Debate: Institutional Views on Stock Markets
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
Solutions for Getting to Net Zero: Transformational Technologies
Net zero commitments in place today indicate that billions of dollars will be spent on innovations and technologies to reduce emissions. Panelists will address how we can allocate capital most efficiently to achieve these net zero targets and drive investment growth while remaining aware of the challenges and opportunities within the just transition.
Fixed Income: Reassessing the Asset Class in Uncertain Times
Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?
Addressing Inflationary Pressures in 2023
Economic growth is like an aircraft carrier that has enormous momentum but is difficult to turn or stabilize if it starts to list. Persistent inflation and a looming recession, at opposite ends of the spectrum, may become tail risk events that keep the Fed and politicians awake at night. Awareness of key indicators could sharpen an investor’s edge, increase investment readiness and reduce their risks ahead.
Finding Alpha Across Private Credit Strategies
Credit strategies are changing and driving more profit within portfolios as LPs have sought greater diversifiers within the private credit space. Learn where investors are finding alpha across the ever-increasing range of specialty, niche, and bespoke strategies.
Institutional Leadership Roundtable: Decision-Making in Disruptive Times
Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] 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.|
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3425 Solano Ave
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