The 3rd Annual Pennsylvania 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, 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, trustees, and the institutional community representing Pennsylvania.
CPAs can receive CPE credits towards their continuing education obligations.
Timothy Reese State Treasurer Pennsylvania
Catherine Ulozas Chief Investment Officer Drexel University Endowment
Larisa Mueller Senior Investment Manager Ministers and Missionaries Benefit Board
Mark Ruloff Director of Asset Allocation Towers Watson Investment Services
Robin Wiessman Former Treasurer, Pennsylvania Secretary, Banking & Securities for Pennsylvania
Don Friel Executive Vice President Holy Redeemer Health System
Guy Haselmann Member New Jersey State Investment Council
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
David Moore Director of Investments American Baptist Home Mission Societies
Don Walker Director of Investments Board of Pensions of The Presbyterian Church
Hilary Wiek VP, Head of Global Equity Segal Rogerscasey
David LeKites Senior Director, Treasury Services Reading Health System
Frank Grunseich Director of Investments Swarthmore College Endowment
Benjamin Holland Controller, Butler County Butler County Retirement System
Anthony Novara Senior Research Analyst DiMeo Schneider & Associates, L.L.C.
Aaron Jamieson Principal Meketa Fiduciary Management
Angelique Sellers Senior Director, Portfolio Management Pennsylvania State University
Patrick Kelly Investment Officer City of Pittsburgh
Style Investing the Smart Way
Actively combining risk premiums to achieve stable out-performance.
Major Forces and Trends in 2017
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?
Head of US Institutional Sales