The Tri-State Institutional Forum is a local peer to peer educational meeting exclusively for the Tri-State's institutional investor community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
In a closed door and non-salesy environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
Meena Lakshman Director Strategy Research, Investments Helmsley Charitable Trust
Waleed Shoukry Portfolio Manager, Emerging Markets United Nations Joint Staff Pension Fund
Chris Solarz Managing Director Cliffwater
Mo Jalajel Senior Manager, Pension Investment Pfizer
Larisa Mueller Senior Investment Manager Ministers and Missionaries Benefit Board
Eric Newman Treasury Manager City of Stamford
Warren Tye Investment Officer Helmsley Charitable Trust
Jeffrey Snyder Vice President, Senior Consultant Cammack Retirement Group
Scott Stone Senior Vice President, Chief Investment Officer Pentegra Services
Tim Harrison Actuarial Senior Associate Federal Reserve System
Zhuoying (Joy) Xu Director of Investment Strategy Verizon Investment Management Corp. (VIMCO)
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
David Enriquez Senior Investment Officer, Private Equity Office of New York City Comptroller
Guy Haselmann Member New Jersey State Investment Council
Donald Walker Managing Director Board of Pensions of The Presbyterian Church
Andrew Russell Director of Fixed-Income Pension Boards – United Church of Christ
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Isaac Carmignani Board Member, Investment Committee New York City Board of Education Retirement System
|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.|