The Ohio 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. In a Group Live setting, the forum is designed to bring together roughly 75 staff members, investment officers, board members, and trustees representing Ohio.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
In a closed door and non-salesy environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
Program learning objectives: to come away with the latest knowledge and understanding of 9 key investment classes, including smart beta, pension fund management, multi-asset allocation trends, fund operational issues, global equity market landscapes, alternative investments, and more.
Although the program is designed for advanced level participants with education of at least a bachelor’s degree, at least 5 years of experience in finance and advanced preparation in investments, advanced preparation is not required.
CPE Credits will be offered for full day completion of the following fields of study: Economics (3 credits) and Finance (5 credits).
To register, please contact Jason Peet, Program Manager, at 1 646-762-4993, Jason.Peet@marketsgroup.org. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at +1 646-216-8581.
*Markets Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
John Morrow Chief Investment Officer State Teachers Retirement System of Ohio
Craig Slaughter Executive Director & Chief Investment Officer West Virginia Investment Management Board
Rich Robben Chief Investment Officer & Director of Fixed Income Kentucky Retirement Systems
Phil Morgan Chief Investment Officer Earlham College
Ken Chee Portfolio Manager State Teacher Retirement System of Ohio
Sam Ekis Investment Officer University of Cincinnati
Andy Kiehl Deputy Chief Investment Officer, Director of Real Estate and Real Return Kentucky Retirement Systems
James Mahoney System Director of Investments Mercy Health
Ian Toner Chief Investment Officer Verus Investments
David Barcus Director of Investments Denison University
Tom Sauvageot Fixed Income & Real Estate Investment Officer West Virginia Investment Management Board
Waymond Harris Director Investments Blue Cross Blue Shield of Michigan
Stephen Ewen Deputy Chief Investment Officer, Hedge Funds Mercer
Brian Cobb Vice President and Treasurer Charles F. Kettering Foundation
Timothy Patton Trustee Ohio Police & Fire Pension Fund
Michael Oyster Managing Principal, Chief Investment Strategist Fund Evaluation Group
David Lindberg Managing Director Wilshire Associates
Daniel Ingram Vice President, Responsible Investment Wilshire Associates'
|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.|
Head of North America Institutional Sales
Co-Head of Institutional Production & Investor Relations
Client Relationship Manager
Program Manager / Investor Relations