The 7th Annual 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, Investments Helmsley Charitable Trust
Chris Solarz Managing Director Cliffwater
Donald Walker Managing Director Board of Pensions of The Presbyterian Church
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Christopher Brockmeyer Director Employee Benefit Funds Broadway League
Max Giolitti Chief Risk Officer Verus
Kevin McGrath Portfolio Manager New Jersey, Division of Investments
Sean Holland Director New York Life Investment Management Company
Jedaiah Chambers Special Investment Officer New York State Common Retirement Fund
Jose Guzman Investment Officer, Private Equity, Bureau of Asset Management Office of New York City Comptroller
Tim Barron Chief Investment Officer Segal Marco Advisors
Anthony O’Toole Executive Vice President and Chief Financial and Investment Officer Truth Initiative
Harold Hughes Chair of the Investment Committee St. John's College Endowment
Antonio Rodriguez Director of Investment Strategy New York City Board of Education Retirement System
John Trammell President New York Episcopalian Diocesan Investment Trust
Wayne Moore Deputy Chief Investment Officer City of Hartford Municipal Employees’ Retirement System
Adam Strumpf Senior Consultant DeMarche
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.
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.|