The 7th 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.
James Grossman Chief Investment Officer Pennsylvania Public School Employees' Retirement System
Bryan Lewis Chief Investment Officer U.S. Steel
Christian Dunbar City Treasurer City of Philadelphia
Christopher McDonough 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
Harold Hughes Chair of the Investment Committee St. John's College Endowment
David Moore Director of Investments American Baptist Home Mission Societies
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Peggy Flynn Plan Investments American Water
Ian Toner Chief Investment Officer Verus
Scott Jacobson Director of Investment Strategy Hirtle, Callaghan & Co.
Margaret Belmondo Senior Consultant NEPC
Seth Almaliah Senior Vice President Segal Marco Advisors
Jason Small Managing Partner FiduciaryVest
Nathan Mains Chair of the Investment Committee Pennsylvania Public School Employees’ Retirement System
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
Macro Outlook and Global
The macro-environment and global economy conditions will set the context for all conversations taking place and setting the tone for a fruitful day of conversations.
Global Fixed Income
As specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
Global Equity Market
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
Opportunities in Alternative CreditAs specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.
Emerging Markets - Public
and Private Investments
Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
Chief Investment Officer
Chief Investment Officers will focus on the key investment and management issues facing their funds and their responsibilities to their clients.
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.|