6th Annual Pennsylvania Institutional Forum

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 75 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.

SPEAKERS

James Grossman Chief Investment Officer Pennsylvania Public School Employees' Retirement System

Bryan Lewis Chief Investment Officer Pennsylvania State Employees' Retirement System

David Moore Director of Investments American Baptist Home Mission Societies

Christopher McDonough Co-Chief Investment Officer Investment Performance Services

Don Walker VP & Deputy Chief Investment Officer Board of Pensions of The Presbyterian Church

Harold Hughes Chair of the Investment Committee St. John's College Endowment

Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc

Peggy Flynn Plan Investments American Water

Ian Toner Chief Investment Officer Verus

TITLE SPONSORS

GOLD SPONSORS

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Key Discussion Topics

Macro Outlook and Global Asset Allocation
China Looks Outward: Making Moves Through Shifting Seas
Alternatives - Private Markets Investing at the End of the Economic Cycle
Diversify the Diversifier: Building an All Season Real Assets Portfolio
Fixed Income Risks
Evolution of Emerging Market Equities
Passive vs. Active Management Opportunities
Real Estate; Exploring Opportunities in a Competitive Core Market
A Private Equity Update
Building a Durable Equity Portfolio
A Conversation with the Region’s Leading Chief Investment Officers

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.

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