The 7th 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 80+ 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 panels on macro outlook and asset allocation, global equity markets, fixed income and credit strategies, emerging market debt, investing in renewable energy, sovereign debt, commodities, alternative beta, and preferred stocks, all leading up to the day's the final discussion: the Chief Investment Officer Roundtable.
David Gurtz Deputy Chief Investment Officer - Director of Public Markets Mass PRIM
Alec Stais Chief Investment Officer Providence Health & Services
Steve Xia, Ph.D. Head of Quantitative Research, Asset Liability Management and Investment Analytics Guardian Life
Thomas Shevlin Managing Director - Asset Allocation & Investment Strategy Liberty Mutual Investments
Richard O’Neill Managing Principal/Institutional Investment Consultant Meketa Investment Group
David Eisenberg Principal Meketa Investment Group
Don Sheridan Director and Fixed Income Portfolio Manager Segal Marco Advisors
Daniel Bergstresser Investment Committee, Associate Professor Brandeis University
Constance Everson Member, Investment Committee MassPRIM
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
Peggy Flynn Pension and Post-Retirement Investment Manager American Water
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Chuck Brown Managing Director DHK Financial Advisors
John Moore Investment Committee, Partner Maine Medical Center, Harpswell Advisors
Michael Robbins Lecturer - Asset Allocation Columbia University
John Bailey Chairman, Investment Committee Fairfield County Community Foundation
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 & Global Asset Allocation
- Investing in Renewable Energy
- Commodities in Your Alternative Bucket
- Investing in Today's Global Equity Markets
- Fixed Income: Opportunity in Multi-Sector Credit Strategies
- Sovereign Debt Around the World
- Casting the Widest Net in Emerging Market Debt
- Demystifying Preferred Stock
- Alternative Beta: Implication for Your Portfolio
- Chief Investment Officer Roundtable
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.|