Meeting Overview

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.

Proceed to Registration*
*(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.

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

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