The 8th Annual Tri-State 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 designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Tri-State institutional investment community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
Michael Angelini Treasurer Yale New Haven Health
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
Marcia Peters Financial Advisor CAPTRUST
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Antonio Rodriguez Director of Investment Strategy New York City Board of Education Retirement System
James Veneruso Senior Vice President Callan Associates
Don Walker Executive Vice President and Chief Investment Officer Board of Pensions of The Presbyterian Church
Zhuoying (Joy) Xu Vice President of Strategic Asset Allocation & Fixed Income Verizon Investment Management
Peggy Flynn Pension and Post-Retirement Investment Manager American Water
Ben Mohr Director of Fixed Income Marquette Associates
Seth Yablonovitz Managing Director Windmark Partners
Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
MACRO-ECONOMIC OUTLOOK: CAPITAL ALLOCATION AND THE GREAT RESET
Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.
INFRASTRUCTURE ASSET CLASS IN A PORTFOLIO
This session discusses opportunities across different sectors, such as 5G, telecoms, and renewable energy. In addition, we will discuss how infrastructure debt can be an attractive complement to a traditional fixed income allocation.
FIXED INCOME: NEAR OR NEXT TO ZERO
For a global asset class totaling more than $100 trillion, fixed income is a capital market instrument often neglected. Our panel will show how fixed income is fairing in a near-zero interest rate environment.
ESG IN PRACTICE FOR LONG TERM INVESTORS
The panel will examine specific strategies investors are using to address and integrate ESG issues through active ownership, systematic value and multi-factor-based frameworks.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] 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.|