The 10th Annual Tri-State Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across the region.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional institutional community.
Sanford Rich Executive Director New York City Board of Education Retirement System
Michael Lombardi Michael Lombardi, Director of Credit, Pension Investments & Cash Management New York State Common Retirement Fund
Christopher Brockmeyer Director Employee Benefit Funds The Broadway League
Antonio Rodriguez Director of Investment Strategy New York City Board of Education Retirement System
Constance Everson Member, Investment Committee Massachusetts Pension Reserves Investment Management Board
Tina Suo Head of Alternative Credit Office of the New York City Comptroller
Nishant Upahyay Principal Investment Officer, Head of Global Fixed Income State of Connecticut Retirement Plans
Elyse Vilinsky Director, Direct Private Investments MassMutual
Steve Xia Senior Vice President, Head of Quantitative Research Guardian Life Insurance Company
Ratna Kota Senior Portfolio Manager Maryland State Retirement and Pension System
Joyce Zhang Senior Investment Officer The Wallace Foundation
Jedaiah “Jay” Chambers Senior Investment Officer New York State Common Retirement Fund
Allen Cheng Associate Partner - Alternative Investments, ESG Asset Class Lead Aon
Peggy Flynn Director of Pension Management Consolidated Edison
Scott Stone Chief Investment Officer Pentegra
Julian Regan Senior Vice President & Public Sector Market Leader Segal Marco Advisors
Billy Welsh Area Vice President, Institutional Investment Consultant Gallagher Fiduciary Advisors LLC
Matt McDaniel Partner, US Pension Strategy Group Leader Mercer
Please note only corporate email addresses will be accepted only.
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Opening Bell – Macro and Market Outlook
In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.
Alternatives & Private Market Investments – Time to Shine
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.
Emerging Markets in a Time of Profound Global Change
In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?
The Great Equity Debate: Institutional Views on Stock Markets
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
Solutions for Getting to Net Zero: Transformational Technologies
Net zero commitments in place today indicate that billions of dollars will be spent on innovations and technologies to reduce emissions. Panelists will address how we can allocate capital most efficiently to achieve these net zero targets and drive investment growth while remaining aware of the challenges and opportunities within the just transition.
Fixed Income: Reassessing the Asset Class in Uncertain Times
Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?
Addressing Inflationary Pressures in 2023
Economic growth is like an aircraft carrier that has enormous momentum but is difficult to turn or stabilize if it starts to list. Persistent inflation and a looming recession, at opposite ends of the spectrum, may become tail risk events that keep the Fed and politicians awake at night. Awareness of key indicators could sharpen an investor’s edge, increase investment readiness and reduce their risks ahead.
Finding Alpha Across Private Credit Strategies
Credit strategies are changing and driving more profit within portfolios as LPs have sought greater diversifiers within the private credit space. Learn where investors are finding alpha across the ever-increasing range of specialty, niche, and bespoke strategies.
Institutional Leadership Roundtable: Decision-Making in Disruptive Times
Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.
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.|
The University Club NYC
1 W 54th St
New York, New York
United States 10019
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