The 3rd Annual Midwest 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.
The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, real assets, fund operational issues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and fraud protection. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Illinois, Michigan, and Indiana.
CPAs can receive CPE credits towards their continuing education obligations.
Kurt Summers Treasurer City of Chicago
Charles Burbridge Executive Director Chicago Teacher's Pension Fund
Carrie Thome Director of Investments Wisconsin Alumni Research Foundation
Chirag Gandhi Senior Portfolio Manager, Global Fixed Income State of Wisconsin Investment Board
Kenyatta Matheny Senior Investment Officer Illinois Teachers’
James Maloney Chairman of the Investment Committee Chicago Police Pension
Michael Barzyk Associate Director - Private Equity Allstate
Angela Miller-May Director of Investments Chicago Teachers' Pension Plan
Susan Slocum Treasurer & Investment Officer Children's Hospitals and Clinics of Minnesota
Andria Canel Senior Director, Fixed Income, Fund Operations NorthShore University HealthSystem
Daniel Lomelino Director, Head of North American Fixed Income Manager Research Willis Towers Watson
Heath Bray Portfolio Manager Kemper Corporation
Tim Barron Chief Investment Officer Segal Rogercasey
Derek Casteel Managing Director General Board of Pension & Health Benefits of The United Methodist Church
Waymond Harris Director Investments Blue Cross Blue Shield of Michigan
Kevin Hrad Senior Consultant, Hedge Fund Research Aon Hewitt
Kweku Obed Senior Vice President Marquette Associates
Graham Sinclair Principal SinCoESG - Sustainable Investment Consulting LLC
|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