The Southern 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 Southern 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 wealth community.
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.
Miyuki Zeniya Head of Sustainable Finance The Dai-ichi Life Insurance Company
Wai Leng Leong Managing Director Caisse de dépôt et placement du Québec (CDPQ)
Dong Hun Jang Chief Investment Officer Korea's Public Officials Benefit Associations (POBA)
Kenichi Ota Chief Investment Officer Mitsui & Co Pension Fund
Tadasu Matsuo Head of Alternative Investment Japan Post Insurance
Kosuke Okimori Executive Investment Director Kewpie Pension Fund
Kiyoshi Iwashina Chief Executive Officer and Chief Investment Officer Noritz Corporate Pension Fund
Hiroshi Jinno Chief Investment Officer International Finance Corporation
Takeshi Ito Senior Investment Officer AISIN Employees’ Pension Fund
Natasha Shih Social Investment Officer The Sasakawa Peace Foundation
Yoshi Kiguchi Chief Investment Officer Okayama Metal and Machinery Pension Fund
Yuka Akiwa Mercer Senior Investment Consultant
Winston Ma Chief Executive Officer China Silk Road Investment
Takako Koizumi General Manager, Infrastructure Investment Group Tokio Marine
Fumi Sugeno Senior Officer Japan Social Impact Investment Foundation
Taro Ogai Head of Asia Pacific Investments Willis Towers Watson
Wakako Taniguchi Senior Consultant Russell Investments
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
- Diversifying the Passive Equity Allocation with Low Tracking Error Strategies
- How to Build a Great Core Equity Portfolio
- Fixed Income - Realistic Expectations and Ways to Enhance
- Real Assets - Investments in Real Estate, Energy and Infrastructure
- Evaluating Alternative Beta Strategies
- Alternatives - Moving From Assets to Outcomes
- Investing in Today's Global Equity Markets
- ETFs as a Tool for Optimizing Institutional Portfolios
- Chief Investment Officer Management
ALLOCATORS: Complimentary Registration for all qualified allocators. 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.|