The 6th Annual Texas 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 75+ staff members, investment officers, board members, trustees, and the institutional community representing the state of Texas.
The program’s agenda will include global asset allocation, equity markets, fixed income, private markets, real assets, alternative beta strategies, ETFs and CIO management issues.
Dan Parker Deputy Chief Investment Officer Texas Tech University System Endowment
David Verghese Treasurer Sam Houston State University
Christopher Schelling Director of Private Equity Texas Municipal Retirement System
Ruchit Shah Portfolio Manager, Alternative Fixed Income & Private Credit Texas Treasury Safekeeping Trust Company
Amanda Hopper Senior Director, Public Markets Investments UTIMCO
Susan Chen Managind Director - Public Markets Investments University of Texas Investment Management Company ('UTIMCO')
Shayne McGuire Emerging Markets & Gold Fund Teacher Retirement System of Texas, Portfolio Manager
Ashley Baum Senior Investment Manager, Special Opportunities/Asset Allocation Teacher Retirement System of Texas
Joe Ledgerwood Director of Investment Manager Research RVK Inc.
Adam Levine Chief Risk Strategist Texas Treasury Safekeeping Trust Company
Jeffrey Barrow Regional Director, Senior Consultant DiMeo Schneider and Associates
Kathleen Pabla Vice President and Director of Research Segal Marco Advisors
William Beck Vice President - Fixed Income Manager Reserach Wilshire Associates
Bruce Swanson Sr. Managing Director & Chief Investment Officer Sentinel Trust Company
William Prather Director of Natural Resources University of Texas Investment Management Company ('UTIMCO')
Alexander Browning Senior Vice President Callan
Sylvia Owens Senior Portfolio Advisor Aksia
Max Giolitti Chief Risk Officer Verus
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
- Macro Outlook and Global Asset Allocation
- Obligation-Based Decision Making for Pension Plans
- Evolving Opportunities in the Securitized Markets
- Evolution of Emerging Markets Equities
- An Evolving World for Alternative Credit
- Commodities in Your Alternative Bucket
- Trends in Private Equity: Selectively Deploying Capital
- Volatility as an Asset Class
|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.|