The 4th Annual Texas 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, trustees, and the institutional community representing the state of Texas.
CPAs can receiveCPE credits towards their continuing education obligations.
Brian Guthrie Executive Director Teacher Retirement System of Texas
Rohan Pandit Investment Director Cook Children's Healthcare System
Adam Levine Chief Strategist Texas Treasury Safekeeping Trust Company
Uzi Yoeli Managing Director, Risk Management University of Texas Investment Management Company (UTIMCO)
Robert Hulme Deputy Director, Investments & Operations Fort Worth Employees' Retirement Fund
Greg Dowell Director of Investment Services Lamar University
Jim Beck Vice-Chair City of Austin Police Retirement System
John Toohey Vice President, Head of Equities United Services Automobile Association
James Walsh Head of Portfolio Group Albourne
Christopher Schelling Director, Private Equity Texas Municipal Retirement System
Misti Preziosi Assistant State Treasurer, Chief Investment Officer Mississippi Office of State Treasurer
Timothy Nest Strategy Head of Private Credit Aksia
David Gavia Executive Director Texas Municipal Retirement System
Art Alfaro Treasurer City of Austin, Texas
Chris Noak Chair, Investment Committee City of Austin Employees' Retirement System
Elizabeth Sexworth Chief Investment Officer RGK Foundation
Susan Chen Managing Director, Public Markets University of Texas Investment Management Company
Ben Bowman Head of External Credit Employees Retirement System of Texas
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