The 8th 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 forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Arizona, Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Utah, and Wyoming.
PAST SPEAKERS
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
Amy McGarrity Chief Investment Officer Colorado Public Employees Retirement Association
Sam Masoudi Chief Investment Officer Wyoming Retirement System
Patrick Fleming Chief Investment Officer Wyoming State Treasurer's Office
Dan Slack Executive Director Colorado Fire & Police Pension Association
Peter Madsen Chief Investment Officer Utah School & Institutional Trust Funds Office
Robert Appling Managing Director Wilshire Consulting
Dale Martin Director of Illiquid Alternatives Fire and Police Pension Association of Colorado
Jim Dykstal Portfolio Manager DeMarche Associates
Richard Pugmire Managing Director LP Capital Advisors
Scott Middleton Principal, Director Innovest
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
PAST SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
Key Discussion Topics
- Investing in a World of Uncertainty
- The Risk in Risk Premium Strategies
- Fixed Income Risks
- Real Estate; Exploring Opportunities in a Competitive Core Market
- Investing in Today's Global Equity Markets
- Alternatives – Private Markets Investing at the End of the Economic Cycle
- Passive vs. Active Management Opportunities
- Factor Investing is Fundamental Investing
- Chief Investment Officer Roundtable
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
PRICING
| 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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