The 7th Annual 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. The forum is designed to bring together70+ fund leadership teams, investment officers, board members, trustees, and their consultants representing the Ohio institutional investment community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
Paul Greff Chief Investment Officer Ohio Public Employees Retirement System
Farouki Majeed Chief Investment Officer School Employees Retirement System of Ohio
Rich Robben Chief Investment Officer & Director of Fixed Income Kentucky Retirement Systems
Bryan Lewis Chief Investment Officer U.S. Steel
Jason Morton Senior Manager, Pension Investments Alcoa
Kevin Kenneally Deputy Chief Investment Officer City of Detroit General Retirement System
Elizabeth Jourdan Deputy Chief Investment Officer Mercy Health Systems
James Mahoney System Director of Investments Mercy Health
Richard Stensrud Executive Director School Employees Retirement System of Ohio
Barbara Myers Senior Consultant, Strategy Research Highland Consulting Associates
Ben Mohr Director of Fixed Income Marquette Associates
James Awad Senior Managing Director Clearstead
Rob Kochis Principal The Townsend Group
Joanna Bewick Senior Vice President Wilshire
David Lindberg Managing Director Wilshire Associates
Kathryn Mawer Vice President, OCIO Advisor FEG Investment Advisors
Jonathan Azoff Chief of Finance & Senior Counsel Ohio State Treasurer's Office
Stephen Ewen Deputy Chief Investment Officer, Hedge Funds Mercer
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MACRO OUTLOOK AND GLOBAL ASSET ALLOCATION
UNDERSTANDING CHINESE MARKETS
EMERGING MARKETS: AN OVERVIEW OF EQUITIES AND DEBT
EVALUATING ALTERNATIVE BETA STRATEGIES
PRIVATE MARKETS INVESTING AT THE END OF THE ECONOMIC CYCLE
RECENT DEVELOPMENTS IN OPPORTUNISTIC HIGH YIELD BONDS
REAL ESTATE - FINDING OPPORTUNITIES IN A COMPETITIVE CORE MARKET
FIXED INCOME: REALISTIC EXPECTATIONS AND WAYS TO ENHANCE
ANATOMY OF A RECESSION - PREPARING FOR RISK WHEN THE MARKETS ARE HIGH
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.|