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 overall market conditions 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 institutional investment community.
Jonathan Grabel Chief Investment Officer Los Angeles County Employees Retirement Association
Rodney June Chief Investment Officer Los Angeles City Employees' Retirement System
Elmer Huh Chief Investment Officer M.J. Murdock Charitable Trust
Lisa Middleton Mayor of Palm Springs CalPERS Board of Administration
Daniel Joye Investment Officer Los Angeles County Employees' Retirement Association
Laura Wirick Managing Principal, Consultant Meketa Investment Group
Alex Cochran Investment Officer Hirtle, Callaghan & Co.
Sarah Bernstein Head of Sustainability, Managing Principal, Consultant Meketa
Anna Totdahl Investment Officer Oregon State Treasury
Scott Whalen Executive Managing Director, Senior Consultant Verus Investments
Richard Grimm Managing Director, Private Credit Cambridge Associates
Carl Ludwigson Managing Director Bel Air Advisors
Ed Stahlhuth Senior Investment Consultant Mercer
Jason Samansky Consultant RVK Inc
Donald Kendig Retirement Administrator Fresno County Employees' Retirement Association
Ken Chilton Retirement Investment Manager Farmers Insurance Group
Neeraj Rama Chief Investment Officer Comprehensive Blood & Cancer Center
Kenny Pitman Director, Alternative Investments Mercer
Please note only corporate email addresses will be accepted only.
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Asset Allocation and Macroeconomic Outlook
In our opening session, panelists will discuss current market conditions and assess the macroeconomic outlook, including how an increasingly aggressive tightening program by the Fed could impact inflation, economic growth and the trajectory of markets.
What Path to Take in China?
From geopolitical risk to regulatory crackdowns to real estate issues, Chinese equities have grabbed a lot of headlines recently, but are investors truly getting the whole picture of what exactly “Chinese Equities” are and how to access them?
Public and Private Opportunistic Alternative Investing
Alternative asset investing has become mainstream. Given the role of COVID-19, investor risk appetite for both publicly traded as well as private sector debt and equity is larger than ever.
Effectively Integrating and Managing Sustainable Risks in Portfolios
This discussion will focus on how a practical application of sustainability can complement traditional fundamental analysis, ultimately helping improve stock picking and portfolio construction.
Growth vs. Value: Why It’s Time to Think Outside the Style Box
Value stocks have massively underperformed growth over the past decade. While the trend may be poised to reverse, long droughts and sharp reversals in individual styles raise the question: Might equity portfolios be more robust if they were not entirely beholden to swings in growth and value returns?
From Golden Age to ‘Return-Free Risk’
The golden age of fixed income is over. COVID-19 fueled bond divestment into a liquidity crunch, not to mention price dislocation---even for the U.S. Treasury market.
Did COVID-19 Help or Hurt Active Management?
The decade of 2009 through 2019 coincided with the longest-ever Bull Market: the Dow Jones Industrial Average reached 28,000, Netflix returned 4,000 percent and indexing outperformed active management. But the March 2020 stock market crash and COVID-19 global economic recession led to a substantial—though uneven—rebound.
Leadership Roundtable – Navigating the Aftermath of COVID-19
Being an institutional investor has never been a cakewalk. But the stress, as well as complex risk profile of each person’s investment role, have both turned monumental in the wake of COVID-19. In addition to asset allocation and portfolio management, stakeholder demand, member anxiety and staff wellbeing all take on renewed significance.
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.|