The Pacific Northwest Institutional Investor Forum is an educational initiative designed 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 major economic trends, asset allocation and risk management, opportunities and pitfalls in the Asia-Pacific region, ESG integration, emerging markets, fixed income and rate hikes, private equity allocation trends, and so on. The forum will bring together 100+ investment officers, board members, finance professionals from the great States of Washington, Oregon, Alaska, and Hawaii, as well as our friends from British Columbia, Canada.
CPAs can receive NASBA CPE credits towards their continuing education obligations.
Hon. James L. McIntire State Treasurer State of Washington
Angela Rodell Chief Executive Officer Alaska Permanent Fund Corporation
Vijoy Paul Chattergy Chief Investment Officer State of Hawaii Employees’ Retirement System
Jason Malinowski Chief Investment Officer Seattle City Employees Retirement System
Jill Johnson Investment Strategic Advisor Seattle City Employees' Retirement System
Karl Cheng Investment Officer, Portfolio Risk & Research Oregon State Treasury
Alison Schneider Director, Responsible Investment Alberta Investment Management Corporation
Alex Bernhardt Principal, Head of Responsible Investment Mercer
Mary Jane McQuillen Mary Jane McQuillen, Head of ESG Program ClearBridge
Michael Moy Managing Director Pension Consulting Alliance (US)
Marianne Feeley Director, Traditional Assets Verus
Carol Geremia President MFS Institutional Advisors Inc.
Ralph Goldsticker Chief Investment Officer Alan Biller and Associates
Amy Hsiang Manager Research Consultant R.V. Kuhns
Eng-Teck Tan Senior Portfolio Manager Nikko Asset Management
Mika Malone Managing Principal Meketa Investment Group
Charlie Waibel Managing Director Sellwood Consulting
Susan Freese Investment Officer Washington State Investment Board
Opportunities and Pitfalls in the Asia-Pacific Region
The signing of the Trans-Pacific Partnership has ignited new excitement in the growth potential of many Asia-Pacific economies. Where do we see real opportunities in the next few years to a decade?
The Silent Move from Fund Investing to More Co-Investing, and the Implications
Co-investing has become more and more popular among shrewd institutional LPs, with generally more favorable terms, lower fees and most importantly, better performance (potential and realized). What should LPs consider as they get into these partnerships?
Searching for Growth in a Low Growth Environment–Global Equity Opportunities & Risks
2016 looks to be a year of falling GDP on a worldwide level due to low commodity prices and general lack of demand. So where does an investor find high quality companies that, despite economic headwinds, can still deliver positive earnings growth?
|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
Head of Programming, US Institutional Group