Exclusive Interviews from the sidelines our Institutional Tri-State Forum

Earlier this week, we convened our 11th Annual Tri-State Institutional Forum in New York City, welcoming esteemed executives from various sectors including pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from across the region. Our Co-Head of Institutional Production, Morgan Lomas, spoke to some of our guests on a wide array of topics, covering everything from allocation strategies to climate risk impact on investments, fixed income discussions, portfolio construction insights, and the imperative for equitable savings initiatives.

To watch the video interviews, click the descriptions below:

Wade O'Brien of Cambridge Associates

"There's alpha on the table... returns have been above public benchmarks." Wade shared his insights on key trends he heard at our forum.

Christopher Brockmeyer of The Broadway League

"Lots of opportunities... more complicated today than it was 10 years ago when we had a low interest rate environment. So, I think a lot of things to think about." Chris shared his key takeaways from his fixed income panel session.

Ratna Kota of Maryland State and Retirement Pension System

Ratna told us what is at the top of his research list and the impact of climate risk and ESG considerations across investment asset classes. He shared insights on exploring diverse investments and navigating challenges like underperformance and natural disasters. 

Robin Diamonte, RTX

On the sidelines of our Institutional Forum, Robin spoke to Christine Giordano about her groundbreaking research initiative, the Collaboration for Equitable Savings (CFERs), exposing disparities in retirement savings among diverse communities.

See event photo highlights on LinkedIn: