The 4th Annual New England 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 private equity allocation trends, global equity market landscapes, hedge fund allocation trends, asset recovery and securities litigation, interest rates and the credit cycles, real assets and non-traditional asset classes, fiduciary responsibilities and much more. The forum is especially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Maine, Vermont, New Hampshire, Massachusetts, Rhode Island and Connecticut.
CPAs can receive NASBA CPE credits towards their continuing education obligations.
Erik Carleton Director of Pension Investments Textron
Diane Mulcahy Senior Fellow and Head of Private Equity Ewing Marion Kauffman Foundation
Meena Lakshman Director Strategy Research, Investments Helmsley Charitable Trust
Kamal Suppal Senior Research Consultant, Hedge Funds NEPC
Brian Hunter Chief Executive Officer Strategic Capital Allocation Group
Russ Kamp Managing Partner Kamp Consulting Solutions
Adam Perez Senior Investment Director Cambridge Associates
Brian Vahey Chairman of Investment Board Town of Fairfield, CT
David Himmelreich Council Member State of Connecticut Investment Advisory Council
Stan Fung Investment Committee Member UMass Foundation
Mark Ruloff Director of Asset Allocation Towers Watson Investment Services
Elizabeth Lewis Head of Sustainable Investing World Resources Institute
Dean Crombie CIO New Hampshire Police Association
Avi Cohen CFO & CIO Rappaport Family Office & Foundation
Kristine Butler Senior Consultant NEPC
Don Friel Executive Vice President Holy Redeemer Health System
Graham Sinclair Principal SinCoESG - Sustainable Investment Consulting LLC
Adam Newton Senior Investment Consultant Aon Hewitt Investment Consulting
Style Investing the Smart Way
Actively combining risk premiums to achieve stable out-performance.
Major Forces and Trends in 2016
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?
Practical Steps Towards ESG Integration
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?
Investing in Today's Global Equity Markets
Amid the dynamic nature of global equity markets, where can opportunities be found today, and what are the challenges facing plan sponsors?
|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 the Institutional Investors Group