The 7th Annual Mountain States 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 program’s agenda will cover smart beta, pension fund management, private equity allocation trends, fund operational issues, global equity market landscape, hedge fund allocation trends, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and ESG Integration. The forum is specially designed to bring together 75+ staff members, investment officers, board members, and trustees representing Arizona, Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Utah, and Wyoming.
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Joe Cullen Chief Investment Officer Montana Board of Investments
Dan Slack Executive Director Colorado Fire & Police Pension Association
Patrick Fleming Chief Investment Officer Wyoming State Treasurer's Office
Jim Dykstal Portfolio Manager DeMarche Associates
Peter Madsen Chief Investment Officer Utah School & Institutional Trust Funds Office
Robert Appling Managing Director Wilshire Consulting
Richard Pugmire Managing Director LP Capital Advisors
Dale Martin Director of Illiquid Alternatives Fire and Police Pension Association of Colorado
Scott Middleton Principal, Director Innovest
Jared Goodman Senior Portfolio Manager Colorado Public Employees Retirement Association
Molly Goodman Investment Analyst, Liquid Strategies Fire & Police Pension Association of Colorado
Bob Byerhof Treasury Manager City of Westminster, CO
Robin Preston Senior Investment Officer Wyoming State Treasurer's Office
Usha Sharma Treasurer Denver Water
Paul Erlendson Senior Vice President Callan LLC
Todd Bower Trustee Fire & Police Pension Association of Colorado
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org 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.|