The 5th Annual Pennsylvania 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 roughly 75 staff members, investment officers, board members, trustees, and the institutional community representing Pennsylvania.
The program’s agenda will cover alternative investments, pension fund management, global fixed income opportunities, fund operational issues, global equity market landscape, the evolution of emerging markets, private credit and investing in the late stage of the credit cycle, as well as a Roundtable discussion from the State's leading Chief Investment Officers.
SPEAKERS
James Grossman Chief Investment Officer Pennsylvania Public School Employees' Retirement System
Bryan Lewis Chief Investment Officer U.S. Steel
Donald "Don" Walker Executive Vice President & Chief Investment Officer Board of Pensions of the Presbyterian Church
Robin Wiessman Former Treasurer, Pennsylvania Secretary, Banking & Securities for Pennsylvania
Peggy Flynn Pension and Post-Retirement Investment Manager American Water
Marcia Peters Financial Advisor CAPTRUST
Andrew Dinger Investment Officer Haverford College
Derek Varner Associate Director of Investments Bucknell University
Nimisha Srivastava Global Head of Credit Willis Towers Watson
Christopher McDonough Chief Investment Officer Investment Performance Services
Kevin McGrath Portfolio Manager New Jersey, Division of Investments
Christian Dunbar City Treasurer City of Philadelphia
Ben Baldridge Senior Research Analyst AndCo Consulting
Keith Hocter Partner, Investment Consultant Bellwether Consulting
Richard Shaffer Senior Partner, Director of Research Chartwell Consulting
Harold Hughes Chair of the Investment Committee St. John's College Endowment
Thomas Clancy Chief Investment Officer Daylo Holdings
TITLE SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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Key Discussion Topics
MAJOR
FORCES AND TRENDS IN 2019
As we enter into a new calendar year, what are some of the big issues that will
likely see continuations from the previous periods?
Tips for Resilient Decision Making in a VUCA World
This presentation will share some fundamental insights that have evolved over
25 years of quality growth investing.
Alternative Investments
This session will cover allocations to non-traditional strategies where
investing can allow for diversification and lower correlations to traditional
asset classes.
PRICING
| 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. |
