The 6th Annual New England 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 75+ staff members, investment officers, board members, trustees and investment consultants representing Maine, Vermont, New Hampshire, Massachusetts, Rhode Island and Connecticut.
The program’s agenda will include global asset allocation, equity markets, fixed income, private markets, real assets, alternative beta strategies, ETFs and CIO management issues.
Deborah B. Goldberg State Treasurer Commonwealth of Massachusetts
Alec Stais Chief Investment Officer Employees' Retirement System of Rhode Island
Andrew Gromer Investment Analyst Massachusetts Pension Reserves Investment Management Board
Kashif Siddiqui Chief Investment Officer CRICO, Risk Management Foundation of Harvard Medical Institutions
Kenneth Shimberg CIO - Endowments & Foundations Mercer
Constance Everson Investment Committee Member Mass. PRIM
Andrew Russell Director of Fixed-Income Pension Boards – United Church of Christ
Frank Benham Consultant and Director of Research Meketa Investment Group
Michael Cappucci Senior Vice President, Compliance Harvard Management Company
Peter Gerlings Senior Vice President, Head of Private Equity Research Segal Marcos Advisors
Andrew Brett Director of Real Assets Research NEPC
Eric Newman Treasury Manager City of Stamford
Keith Hocter Partner, Investment Consultant Bellwether Consulting
Steve Skancke Chief Investment Strategist Keel Point Advisors
Matthew Kaminski Partner, Director of Manager Research Fiduciary Investment Advisors
Sebastian Grzejka Senior Consultant NEPC
Thomas Shevlin Managing Director - Asset Allocation & Investment Strategy Liberty Mutual Investments
Benoit Anne Head of Public Markets Strategy & Analytics Liberty Mutual 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
- Emerging Markets: An Overview of Equity and Debt
- How to Build a Great Core Equity Portfolio
- Fixed Income: Realistic Expectations and Ways to Enhance
- Investing in Today's Global Equity Markets
- Seeking Alpha Requires Left and Right Brains
- ESG Now and Then: Recent Trends in Implementation
- Evolving Infrastructure Environment
- Strategic Asset Allocation
- Volatility as an Asset Class
- Passive vs. Active Management Opportunities
- Chief Investment Officer Management
|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.|