The 8th 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, global equity markets, fixed income and credit, emerging markets, Chinese markets, sovereign debt, commodities, alternative beta, ESG trends, and alternative investments, 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 Massachusetts Pension Reserves Investment Management Board
Alec Stais Chief Investment Officer Employees' Retirement System of Rhode Island
Deborah B. Goldberg State Treasurer Commonwealth of Massachusetts
Peter Gerlings Senior Vice President, Head of Private Equity Research Segal Marcos Advisors
Peggy Flynn Plan Investments American Water
Sarah Samuels Director of Traditional Research, Partner NEPC
Constance Everson Investment Committee Member Mass. PRIM
David Eisenberg Principal Meketa Investment Group
Steve Skancke Chief Investment Strategist Keel Point Advisors
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
Kate Murtagh COO, Managing Director for Sustainable Investing Harvard Management Company
Frank Benham Consultant and Director of Research Meketa Investment Group
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Damian Uebelhoer Vice President, Trust Investment Manager Harvard Management Company
Chuck Brown Managing Director DHK Financial Advisors
Steve Xia, Ph.D. Head of Quantitative Research and Analytics Guardian Life
Kashif Siddiqui Chief Investment Officer CRICO, Risk Management Foundation of Harvard Medical Institutions
Andrew Russell Director of Fixed-Income Pension Boards – United Church of Christ
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
- Macro Outlook
- Understanding the Chinese Markets
- 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
- Emerging Markets: Relevancy and Value in Today's Markets
- ESG Now and Then: Recent Trends in Implementation
- Alternative Beta: Implication for Your Portfolio
- Opportunities in Alternative Investments
- Chief Investment Officer Roundtable
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.|