The 6th 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 80 staff members, investment officers, board members and trustees representing the institutional community throughout Pennsylvania.
We have extensive coverage bringing local investor communities a prime platform to discuss, learn from and network with industry thought leaders and professional peers. Our coverage is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
The program’s agenda will cover pension fund management, macro outlook and global asset allocation, fund operational issues, the global equity market landscape, as well as a Roundtable discussion from the region's leading Chief Investment Officers and more.
James Grossman Chief Investment Officer Pennsylvania Public School Employees' Retirement System
Christian Dunbar City Treasurer City of Philadelphia
Thomas Clancy Chief Investment Officer Pennsylvania Treasury
Christopher McDonough Co-Chief Investment Officer Investment Performance Services
Don Walker VP & Deputy Chief Investment Officer Board of Pensions of The Presbyterian Church
Kevin Higgins Alternative Investment Portfolio Manager New Jersey Division of Investments
Sonali Dalal Deputy Chief Investment Officer The Pennsylvania State University
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
Harold Hughes Chair of the Investment Committee St. John's College Endowment
N. Anthony Calhoun Executive Director Baltimore Fire & Police Employees' Retirement System
David Moore Director of Investments American Baptist Home Mission Societies
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Peggy Flynn Plan Investments American Water
Scott Jacobson Director of Investment Strategy Hirtle, Callaghan & Co.
Margaret Belmondo Senior Consultant NEPC
Seth Almaliah Senior Vice President Segal Marco Advisors
Robert Eberley Investment Officer Hirtle Callaghan & Co.
Jason Small Managing Partner FiduciaryVest
Nathan Mains Chair of the Investment Committee Pennsylvania Public School Employees’ Retirement System
Joanna Bewick Vice President Wilshire
Seth Yablonovitz Managing Director Windmark Partners
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
ALLOCATORS: Complimentary Registration for all qualified allocators. 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.|