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 70+ 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.
Valerie Bannon Chief Investment Officer New York Metropolitan Transportation Authority
Jedaiah Chambers Special Investment Officer New York State Common Retirement Fund
Donald Walker Managing Director Board of Pensions of The Presbyterian Church
Michael Angelini Treasurer Yale New Haven Health
Daniel Miller Deputy Executive Director, Deputy Chief Investment Officer New York City Board of Education Retirement System
Dan Stapkowski Defined Benefit / Defined Contribution / OCIO Investment Management & Risk Oversight General Electric
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
Sanford Rich Executive Director New York City Board of Education Retirement System
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
JoAnn Hanson President Church Investment Group
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Steve Beckett Director, Private Markets Aksia
Harold Hughes Chair of the Investment Committee St. John's College Endowment
James Veneruso Senior Vice President Callan Associates
Max Giolitti Chief Risk Officer Verus
Christopher Rapcewicz Director of Risk and Operations Helmsley Charitable Trust
Nate Molinari Senior Investment/Treasury Analyst AEGIS Insurance Services
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2020 MACRO OUTLOOK AND GLOBAL ASSET ALLOCATION
The biggest uncertainty seems to be in political factors, such as the extent of policy shifts under the current administration and the looming 2020 election cycle, the direction of interest rates, as well as more referendums and elections in the Euro zone. How do our panelists accounts for these and other factors that could affect their global asset allocation decisions?
GLOBAL FIXED INCOME: RISKS AND OPPORTUNITIES
While economic activity has rebounded since the lows of mid-2016, we have yet to escape the modest-global-growth envelope in which the financial markets have been operating since the end of the financial crisis. This panel will discuss the key risks and opportunities for institutional asset owners within global fixed-income markets in this environment.
WHAT'S NEXT FOR GLOBAL EQUITY MARKETS
2019 was a strong year for many equity investors, however a peek under the hood reveals a narrow market and the likelihood of future volatility. This session will discuss the opportunities and risks for global equity investors amid this evolving backdrop.
AN EVOLVING WORLD FOR ALTERNATIVE CREDIT
Following the global financial crisis, a low-rate environment has forced investors to rethink asset allocation in order to meet their portfolio objectives. The panelists will seek to define the various segments within alternative credit, to highlight several key characteristics of these strategies, and to discuss real-time examples of opportunities in today’s market.
PASSIVE VS. ACTIVE MANAGEMENT OPPORTUNITIES
In the past year we have seen passive fund assets overtake active for the first time in history. With the quality being a key component of a successful operation, panelists will discuss the areas of opportunity as it relates to passive management vs. active management.
ESG NOW AND THEN: RECENT TRENDS IN IMPLEMENTATION
The ESG discussion is evolving rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks.
EMERGING MARKETS: RELEVANCY AND VALUE IN TODAY'S MARKETS?
Attractive relative valuations, manageable debt levels and solid earnings growth with high profitability should continue to fuel emerging market stocks, which also exhibit about half their past volatility. The opportunity set and challenges seem to be ever-changing, however.
DIVERSIFY THE DIVERSIFIER: BUILDING AN ALL SEASON REAL ASSETS PORTFOLIO
In the face of volatile equity markets and inadequate bond yields, the investment management industry is seeing investor interest in real assets spike. In this session, we build a broader income-oriented real assets allocation designed to deliver high yield with downside protection.
CONVERSATION WITH THE REGION'S LEADING CHIEF INVESTMENT OFFICERS
Chief Investment Officers constantly face unique sets of challenges and investing environments. Panelists will focus on key investment and management issues.
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.|