The SouthwestInstitutional 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, fund operational issues, the global equity market landscape,hedge fund allocation trends, asset recovery, securities litigation, the 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 investment consultants representing Arizona, New Mexico, Utah and Nevada.
CPAs can receive CPE credits towards their continuing education obligations.
Mark Steed Deputy Chief Investment Officer Arizona Public Safety Personnel Retirement System Trust
Shan Chen Lead Portfolio Manager Arizona Public Safety Personnel Retirement System
John Linder Consultant, Principal Pension Consulting Alliance
Scott Miller Retirement Program Administrator City of Phoenix Employees' Retirement System
Ron Knecht State Controller The State of Nevada
Ian Toner Managing Director Verus Investments
Jason Riggs Assistant Treasurer Salt River Project
Richard Mundinger Investment Committee Member Community Foundation of Southern Arizona
Jonathan Shear Chief Investment Officer and Associate Vice President The University of Utah
Daniel LeBeau Consultant NEPC
Michael Moy Managing Director Pension Consulting Alliance (US)
Robert Smith Deputy State Investment Officer & Chief Investment Officer New Mexico State Investment Council
John B. Carroll Treasurer Salt River Pima-Maricopa Indian Community
Chad Welborn Chief Investment Officer CopperPoint Insurance
Cameron Black Chief Investment Officer and Treasurer Blue Cross Blue Shield or Arizona, Inc
Derek Granger Investment Consultant, Pension & Trust Investments Pinnacle West Corporation
Blair Richards Chief Executive Officer Halifax Port ILA/HEA
Gary Dokes Chief Investment Officer Arizona Community Foundation
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 the Institutional Investors Group
Head of US Institutional Sales