The 5th Annual Tri-State Institutional Investor 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, bringing together 100+ investment officers, portfolio managers, consultants and trustees.
The program’s agenda will cover a wide range of topics in institutional asset management, reflecting most major asset classes commonly found in institutional investors' portfolios. For more details, please scroll down to request for the latest agenda.
Sean Crawford Chief Investment Officer New York City Metropolitan Transportation Authority
Meena Lakshman Director Strategy Research, Investments Helmsley Charitable Trust
Scott Stone Senior Vice President, Chief Investment Officer Pentegra
Andrew Russell Director of Fixed-Income Pension Boards – United Church of Christ
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Kevin Edwards Senior Investments Director Hartford HealthCare Pension & Endowments
Tim Harrison Actuarial Senior Associate Federal Reserve System
Zhuoying (Joy) Xu Director of Investment Strategy Verizon Investment Management Corp. (VIMCO)
Jeffery Snyder Vice President & Senior Consultant Cammack Retirement Group
Joshua Fenton Director of Public Markets Helmsley Charitable Trust
Kalina Berova Principal, Hedge Fund Management OMERS Capital Markets
Christopher Brockmeyer Director Employee Benefit Funds Broadway League
Manuel Lewin Head of Responsible Investment Zurich Insurance Company Ltd.
Julia Mord Director Tulane Investment Office
Allen Cheng Associate Partner, Hedge Fund Research Aon Hewitt Investment Consulting
David Cantor Director - Pension Risk Management and Investments PwC
Hyewon Kong Associate Portfolio Manager AGF Investments
Daniel Siluk Portfolio Manager, Global Macro Fixed Income Janus Capital Group
|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.|
Head of US Institutional Sales
Head of Programming, US Institutional Group