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.
James Grossman Chief Investment Officer Pennsylvania Public School Employees' Retirement System
Bryan Lewis Chief Investment Officer Pennsylvania State Employees' Retirement System
Don Walker VP & Deputy Chief Investment Officer Board of Pensions of The Presbyterian Church
Robin Wiessman Former Treasurer, Pennsylvania Secretary, Banking & Securities for Pennsylvania
Peggy Flynn Plan Investments American Water
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
David Moore Director of Investments American Baptist Home Mission Societies
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 Co-Chief Investment Officer Investment Performance Services
Kevin McGrath Portfolio Manager New Jersey, Division of Investments
Christian Dunbar City Treasurer City of Philadelphia
Ben Baldridge Director of Manager Research Newport Group
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 Pennsylvania Treasury
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.
This session will cover allocations to non-traditional strategies where investing can allow for diversification and lower correlations to traditional asset classes.
|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.|