The 3rd Annual Ohio 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 Ohio.
CPAs can receive CPE credits towards their continuing education obligations.
Karen Carraher Executive Director Ohio Public Employees' Retirement System
Lisa Morris Executive Director SERS
John Gallagher Executive Director Ohio Police and Fire Pension Fund
Keith Overly Executive Director Ohio Deferred Compensation
Bill Beagle Senator-Chair of the Finance-Workforce Subcommittee Ohio Senate
Bradley Bond Chief Investment Officer and Treasurer University Hospitals
Karen Florez Manager of Investments The Minneapolis Foundation
Julie Deisler Investment Compliance and Governance Officer School Employees Retirement System of Ohio
Nancy Turner Senior Investment Officer-Real Assets Ohio State Employees Retirement System
Jamie Li Portfolio Manager Ohio State Teachers Retirement System
Josh Beitzel Manager of Investments Denison University
Phil Morgan Chief Investment Officer Earlham College
Thomas Heck Chief Investment Officer Ball State University
Sam Ekis Investment Officer University of Cincinnati
James Herrington Investment Officer West Virginia Investment Management Board
Gregory Dowling Managing Partner Deputy CIO/Head of Research Fund Evaluation Group LLC
Bill Bensur Managing Director Towers Watson
Michael Shebak Senior Managing Director Hartland
|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