Meeting Overview

The past 12 months have been a period of crucial change for institutional investors. Concerns about managing risk, spending policy and inflation have come to the fore and presented new challenges. In an environment of uncertainty, Argyle Executive Forum brings together a selection of leading investors and strategists to discuss their outlook for dealing with these new issues over the next 12 months.

On September 14th Argyle Executive Forum presents its 2010 Investment Forum for Endowments, Foundations and Pension Funds, which will take place in Manhattan. The event brings together 80-100 senior investment officers from endowments, foundations, and pension funds, as well as representatives from the event's underwriters.

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:

Cristina Alesci
Private Equity / M&A Reporter
Bloomberg News

Juan Carlos Artigas
Investment Research Manager
World Gold Council

Susan Barreto
Deputy Editor
InvestHedge

John J. Burns, CFA
Managing Director
Pension Consulting Alliance, Inc

Kevin A. Edwards
Associate Vice President for Treasury Services
The University of Connecticut Foundation, Inc.

Nathan Fischer
Former Chief Investment Officer
Lumina Foundation for Education Inc

Edward F. Groden
Executive Director
New England Teamsters & Trucking Industry Pension Fund

Jeffry R. Haber, PhD, CPA
Controller
The Commonwealth Fund

Stacy-Marie Ishmael
Editor, FT Tilt
The Financial Times

Catherine M. Konicki, CFA, CAIA
Managing Partner
NEPC, LLC

Orin Kramer
Chairman
New Jersey State Investment Council

Catherine LaMarr
General Counsel
State of Connecticut Retirement Plans and Trust Funds

David Long
Vice-President, Derivatives & Fixed Income
Healthcare of Ontario Pension Plan

Biagio Manieri, Ph.D., CFA
Investment Officer
Federal Reserve System

Daisy Maxey
Special Writer
Dow Jones Newswires

Stephen McCaffrey
Senior Counsel for Plans
National Grid USA

Robert 'Toby' McDonough
Treasurer, and Trustee for the Pension, Annuity, and Welfare Funds
Theatrical Stage Employees, IATSE, Local #1

Martin Murenbeeld
Chief Economist
DundeeWealth US

Graham Rennison
Director, Head of Index Strategies, Americas
Barclays Capital

Jennifer Rossa
Editor
Bloomberg News

Sheryl Schwartz
Senior Managing Director
Perseus LLC

Alan Secter
Director
Jewish Federations of North America

Wesley Sparks
Head of US Fixed Income
Schroder Investment Management N.A. Inc

Tim Stark
Chief Investment Officer
Woods Hole Oceanographic Institution

Alix Steel
Gold Reporter
TheStreet.com

David C. Turner
Managing Director, Head of Private Equity
The Guardian Life Insurance Company of America

Kim Vaccari
Chief Financial Officer & Treasurer
New Jersey Transit Corporation

Dennis Wilber
Director of Investments
Visiting Nurse Service of NY

Past Perspectives By:

Past speakers include, but are not limited to:

Fred R. Buenrostro Jr.
Former Chief Executive Officer
CalPERS

Mary Cahill
Vice President of Investment and CIO
Emory University

Jeffrey Heil
Chief Investment Officer
Doris Duke Charitable Foundation

Donald Lindsey
Chief Investment Officer
George Washington University Endowment

Kirk Belsby
Vice President for Endowment
Kamehameha Schools

Roberta Bixhorn
Head of Retirement Benefits VP, Compensation & Benefits
Owens-Illinois, Inc. Master Retirement Trust

Nathan Fischer
Former Chief Investment Officer
Lumina Foundation for Education

Geoffrey Gerber, Ph.D.
Chair of Investment Committee and Member of Board of Directors
Burroughs Wellcome Foundation

William D. Lee
VP, Pensions & Foundation Investments & Chief Investment Officer
Kaiser Permanente

Jeff Pippin
Senior Vice President for Investments & Chief Investment Officer
Pepperdine University

Russell Read, Ph.D., C.F.A.
Former Chief Investment Officer
CalPERS

Jeffrey Bethke
Interim Treasurer
DePaul University

Matthew Cunningham
Senior Director of Investments
University of Pittsburgh Medical Center

Greg Kulka
Alternative Investments Portfolio Manager, Director of Private Equity
New Mexico State Investment Council

Patrick Mitchell
Investment Committee Chairman
University of Idaho

Caleb Sevian
Portfolio Manager
University of Colorado Foundation

Les Brun
Board of Directors
University of Buffalo Foundation

Timothy P. Cahill
State Treasurer & Receiver General
Commonwealth of Massachusetts

Susan Carson
Director of Pension Management
Consolidated Edison

Elaine Chan
Senior Investment Analyst
Robert Wood Johnson Foundation Endowment Fund

Anthony Grillo
Investment Committee Chair
Rutgers University Foundation

Rodney Lake
Senior Investment Analyst
The George Washington University

John Luthi
Investment Analyst
Bucknell University Endowment

Vanessa Melendez
Director for Investments
University System of Maryland Foundation

Joseph Paoloni
Director-Pensions, Trusts & Investments
CIBA Specialty Chemicals

John Perkins
Chairman
City of Boston Pension Fund

David Wiederecht
Trustee, GE Pension Trust and President - Investment Strategies
GE Asset Management

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

John Dysland
Chief Financial Officer
Woodrow Wilson International Center for Scholars

Kenneth J. Frier
Chief Investment Officer
Hewlett-Packard Company

Lisa Mazzocco
Chief Investment Officer
Los Angeles County Employees Retirement Association

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

Stuart Odell
Assistant Treasurer Director
Retirement Investments, Intel Corporation

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

Christine Pastore
Investment Officer Head of Private Equity
New Jersey Department of the Treasury

Sheryl Schwart
Managing Director & Head of Alternative Investments
TIAA-CREF

Charles Van Vleet
Director, Portfolio Investments
United Technologies

Brad Woolworth
Investment Officer - Private Equity
City of Philadelphia Board of Pensions & Retirement

Jeffry Haber, PhD, CPA
Controller
The Commonwealth Fund

Geoff Keegan
Investment Manager, Hedged Strategiea
DUMAC, LLC

Mary McLean
Managing Director, Investments
Kauffman Foundation

Registration is closed for this event

Date: Tuesday, September 14, 2010

Time: 8:00am – 6:25pm

Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.

Price:
Until Tue, August 17, 2010: $1975.00
After Tue, August 17, 2010: $2495.00

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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For event inquiries,
please contact:

Erin Sauter
(646) 839-0028
esauter@argyleforum.com
 











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