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.
Guthrie has an extensive background in state government, legislative relations, budgeting and finance. He holds a master's degree in public affairs from The University of Texas at Austin's LBJ School of Public Affairs and bachelor's degrees from Franklin and Marshall College, Lancaster, PA. He began his public service career at the Legislative Budget Board. He has also served with the Texas Governor's Office of Budget, Planning and Policy and was budget advisor to two lieutenant governors. Welch is a certified public accountant and has served the state in various roles for more than 30 years. Prior to joining TRS, he was the director of enterprise budget and fiscal policy for the state's Health and Human Services Commission. He also served at the Office of the Comptroller for more than 12 years, five as the director of fiscal management.
Sherry Mose Chairman Houston Municipal Employees Pension System
Mark Ruloff Director of Asset Allocation Towers Watson Investment Services
Rohan Pandit Investment Director Cook Children's Healthcare System
Daniel O'Grady Executive Director AT&T Inc.
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
Michael Howe Chief Financial Officer Medical Benevolence Foundation
Porter Wilson Executive Director Employees Retirement System of Texas
John Toohey Vice President, Head of Equities United Services Automobile Association
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