The Southwest 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 100+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.
The program’s agenda will cover global asset allocation, alternative beta strategies, global equity markets, infrastructure investments, today's emerging markets, alternative investments, fixed income strategies, listed private equity and CIO management issues.
Scott Miller Retirement Program Administrator City of Phoenix Employees' Retirement System
Ian Toner Chief Investment Officer Verus Investments
Richard Mundinger Investment Committee Member Community Foundation of Southern Arizona
Lynne Ward Executive Director Utah Educational Savings Plan
Jeff DeWit Treasurer The State of Arizona
Ron Knecht State Controller The State of Nevada
Cameron Black Chief Investment Officer and Treasurer Blue Cross Blue Shield or Arizona, Inc
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Shan Chen Lead Portfolio Manager Arizona Public Safety Personnel Retirement System
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
Pete Werner Fixed Income Portfolio Manager New Mexico Educational Retirement System
Dan Schwartz State Treasurer Nevada State Treasure's Office
Philip Godfrey Senior Managing Director Cliffwater
Harry Papp Board Member Arizona State Retirement System
David Damschen State Treasurer Utah State Treasure's Office
Bob Mitchell Chief Investment Officer Alaska Retirement Management Board
Jim Lane Mayor City of Scottsdale
Sean Ealy Director, Investment Manager Research RVK Inc.
- Macro Outlook and Global Asset Allocation
- The Global Convertible Market: Positive Asymmetry and Structural Alpha
- Harvesting Trends in Asset Class Returns for Improved Diversification and Return Potential
- Evaluating Alternative Beta Strategies
- Investing in Today's Global Equity Markets
- How to Create Value in a Competitive Infrastructure Environment
- Emerging Markets: Relevancy and Value in Today's Markets?
- Alternative Investments
- Fixed Income: Realistic Expectations and Ways to Enhance
- Investing in Listed vs. Direct Private Equity
- Chief Investment Officer Roundtable
|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.|