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.
Michael G. Trotsky, CFA, is the Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $62 billion Massachusetts pension fund, which contains the assets of the Massachusetts Teachers’ and State Employees’ Retirement Systems as well as the assets of approximately one hundred participating municipal and county retirement systems.
Mr. Trotsky’s work at PRIM was preceded by a 25-year career in the private sector, most recently as senior vice president and portfolio manager at PAR Capital Management, a Boston-based absolute return strategy fund. Previously, he was a senior analyst at Greenberg-Summit Partners in Boston and also served as a principal and senior vice president at Independence Investment Associates (a John Hancock subsidiary), also in Boston. Mr. Trotsky began his professional career in 1985 as an engineer at Intel Corporation in California.
Mr. Trotsky currently serves as a member of the CFA Institute Board of Governors and previously served as Chairman of the CFA Institute’s Asset Manager Code of Professional Conduct Advisory Committee. Mr. Trotsky is a member of the Boston Security Analyst Society’s Board of Directors and is a member of the Boston Economics Club. Mr. Trotsky serves on the Finance Committee at the Shady Hill School in Cambridge and is a Trustee of the Woodstock (Vermont) Ski Runners Association, one of the oldest ski racing clubs in the country.
Mr. Trotsky received a BS in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.
Denise Nappier State Treasurer State of Connecticut
Deborah B. Goldberg State Treasurer Commonwealth of Massachusetts
Beth Pearce State Treasurer State of Vermont
Sarah Samuels Deputy CIO Mass. PRIM
Lou Sousa Managing Director Williams College
Megan Hammond Managing Director Dartmouth College
Erik Carleton Director of Pension Investments Textron
Avi Cohen CFO & CIO Rappaport Family Office & Foundation
Dean Crombie CIO New Hampshire Police Association
Marisa Grant Chief Investment Officer Montgomery County Public Schools
Don Friel Executive Vice President Holy Redeemer Health System
Brian Hunter Chief Executive Officer Strategic Capital Allocation Group
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