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.
Meena Lakshman Director, Investments Helmsley Charitable Trust
Donald Walker Managing Director Board of Pensions of The Presbyterian Church
Zhuoying (Joy) Xu Vice President of Strategic Asset Allocation & Fixed Income Verizon Investment Management
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
JoAnn Hanson President Church Investment Group
Dan Stapkowski Defined Benefit / Defined Contribution / OCIO Investment Management & Risk Oversight General Electric
Isaac Carmignani Board Member, Investment Committee New York City Board of Education Retirement System
Erik Carleton Director of Pension Investments Textron
John Trammell President New York Episcopalian Diocesan Investment Trust
Sanford Rich Executive Director New York City Board of Education Retirement System
Steve Beckett Director, Private Markets Aksia
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Harold Hughes Chair of the Investment Committee St. John's College Endowment
Max Giolitti Chief Risk Officer Verus
James Veneruso Senior Vice President Callan Associates
Eric Newman Treasury Manager City of Stamford
Kenneth Flatto Finance Director City of Bridgeport
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.|