2012 Investment Forum for Endowments, Foundations and Pension Funds
(New York)
Thursday, September 13, 2012
New York, NY
Perspectives By:
Mike Edleson
Chief Risk Officer
The University of Chicago Office of Investments
Jon Grabel
Chief Investment Officer
Montgomery County Public Schools
Philip Larrieu
Investment Officer - Corporate Governance
CalSTRS
Nigel Lewis
Managing Director of Strategic Research and Risk Management
Teacher Retirement System of Texas
Past Speakers include, but are not limited to:
Douglas Brown
Chief Investment Officer & Senior Vice President
Exelon Corporation
Richard Charlton
Chairman & Chief Executive Officer
NEPC, LLC
Oliver Fratzscher
Executive VP, Strategic Advisor on Emerging Markets
Caisse de dépôt et placement du Québec
John Geissinger
Executive Director and Chief Investment Officer
North Dakota Retirement and Investment Office
Jonathan Grabel
Chief Investment Officer
Montgomery County Public Schools
Dhvani Shah
Managing Director of Private Equity
New York State Teachers Retirement System
Anthony Waskiewicz
Chief Investment Officer
Sisters of Mercy Health Systems
Ho Ho
Portfolio Manager
CalPERS
William Deu Lee
VP, Pension & Foundation Investments, Chief Investment Officer
Kaiser Permanente
The Honorable Bill Lockyer
Treasurer
State of California
Jeff Pippin
SVP & Chief Investment Officer
Pepperdine University
Jennifer Urdan
Managing Director
Cambridge Associates Inc
Michael E. Beblo
Director of Private Equity
Alfred I. duPont Testamentary Trust
Kevin Hanney
Director-Portfolio Investments
United Technologies Corp.
Edward F. Groden
Executive Director
New England Teamsters & Trucking Industry Pension Fund
Orin Kramer
Chairman
New Jersey State Investment Council
David Long
Vice-President, Derivatives & Fixed Income
Healthcare of Ontario Pension Plan
Biagio Manieri, Ph.D., CFA
Investment Officer
Federal Reserve System
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
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
Greg Kulka
Alternative Investments Portfolio Manager, Director of Private Equity
New Mexico State Investment Council
Caleb Sevian
Portfolio Manager
University of Colorado 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
Vanessa Melendez
Director for Investments
University System of Maryland Foundation
Kenneth J. Frier
Former Chief Investment Officer
Hewlett-Packard Company
Lisa Mazzocco
Chief Investment Officer
Los Angeles County Employees Retirement Association
Stuart Odell
Assistant Treasurer Director
Retirement Investments, Intel Corporation
Christine Pastore
Investment Officer Head of Private Equity
New Jersey Department of the Treasury
Charles Van Vleet
Director, Portfolio Investments
United Technologies
Mary McLean
Managing Director, Investments
Kauffman Foundation
Summary:
Despite some market rallying, the U.S. economic outlook for growth remains gloomy. Coupled with implications from the European debt crisis, and ongoing challenges surrounding risk management, liquidity, due diligence and governance, institutional investors need to be cautious and vigilant about the effects these macro trends have on their portfolios. In an environment that is still far from certain, Argyle Executive Forum is hosting our 6th Annual New York Investment Forum for Endowments, Foundations and Pension Funds to give our members the chance to meet and share common challenges, goals and outlooks.
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.
*(invitation code required)
Date: Thursday, September 13, 2012
Time: 8:00am – 6:00pm
Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.
- Meeting Overview
- Speaking Faculty
- Past Speakers
- Partners
- Participation Requirements
- Member Substitution Policy
- Travel and Other Information
- Support the Meeting
- Topic Imperatives
- Previous Meeting Information
Advance registration is required for all member meetings. Registration is not available onsite.
