Meeting Overview

Institutional investors have taken a hit over the last year, with university endowments and pension funds seeing their assets drastically reduced. Risk management and due diligence have subsequently gained in importance as concerns about the safety of assets have made investors more cautious. New approaches to asset allocation strategies and concerns over maintaining liquidity have also come to the fore. Hear from investors at leading Endowments, Foundations and Pension Funds talk about their outlook on the coming year and how they are navigating these issues and managing their investments.

On March 18th Argyle Executive Forum presents its 2010 Investment Forum for Endowments, Foundations and Pension Funds, which will take place in Los Angeles. The event brings together a select group of 80-100 senior investment officers from the endowments, foundations, and pension funds, as well as the CEOs and Board members of public and private large cap and mid cap corporations and select advisors.

Please note that the limited seating for members of the advisory community is offered first to those that are supporting the event as sponsors. Participation by partnership organizations (advisory firms, vendors, etc) is limited to clients of Argyle Executive Forum. Argyle meetings are by invitation only. If you did not receive an invitation but would like to inquire about attendance, please click here.

*Press policies for member meetings are set at the individual session level. Some sessions may be on the record, while others are off. Please consult the meeting agenda, which will indicate which sessions are off the record. To inquire about media presence, please click here.

Perspectives By:

Juan Carlos Artigas
Investment Research Manager
World Gold Council

Michael Beblo
Director of Private Equity
Alfred I. duPont Testamentary Trust

John Dysland
Chief Financial Officer
Woodrow Wilson International Center for Scholars

Nathan Fischer
Former Chief Investment Officer
The Lumina Foundation

Kenneth J. Frier
Chief Investment Officer 
Hewlett-Packard Company

Timothy J. Gramatovich CFA
Chief Investment Officer
Peritus Asset Management

John Gruber 
Managing Director, Head of Global Product Management, Performance & Risk Analytics 
BNY Mellon Asset Servicing

Jorge Mariscal
Partner and Director of Investment Research
The Rohatyn Group

Lisa Mazzocco
Chief Investment Officer
Los Angeles County Employees Retirement Association

Allen C. Meadors, Ph.D. FACHE
President
The University of Central Arkansas

Dr. Martin Murenbeeld, BSc., MSc., PhD
Chief Economist 
DundeeWealth Inc.

Robert Neal
Associate Professor of Finance - Kelley School of Business
Indiana University

Stuart Odell
Assistant Treasurer Director, Retirement Investments
Intel Corporation

Chris Palmeri
Reporter 
Bloomberg News

Jeffrey Scott
Chief Investment Officer
Alaska Permanent Fund

Geetha Thomas
Chief Financial Officer
Cal State Northridge Foundation

Lincoln K. Walworth
Director - Investments
AAA Northern California, Nevada & Utah

Johnny Wu
Managing Director, Head of Institutional Coverage Group, Investor Solutions Americas 
Barclays Capital

Mark W. Yusko
Chief Executive Officer & Chief Investment Officer
Morgan Creek Capital Management, LLC

Betsy Zeidman
Director, Center for Emerging Domestic Markets Research Fellow 
Milken Institute

Registration is closed for this event

Date: Thursday, March 18, 2010

Time: 8:15am – 5:10pm

Location: Los Angeles, CA
*Event location will be disclosed to attendees upon completion of the registration process.

Price:
Until Thu, February 18, 2010: $2495.00
After Thu, February 18, 2010: $1975.00

Advance registration is required for all member meetings. Registration is not available onsite.

To download the program from this member meeting please fill out the form below:

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