Serving this industry for over 50 years, join us April 27th - 29th at Institutional Investor's annual Public Funds Roundtable at the Beverly Hilton, Los Angeles.
CIOs and other senior investment executives from leading public plans from across North America will convene to share innovation, insights, and thought leadership - and to address common challenges - in the pursuit of investment objectives to serve beneficiaries amid an increasingly uncertain macro environment.
For institutional investors and public pensions looking for more information, please contact:
Luke Zammit
Director, Investor Relations
luke.zammit@institutionalinvestor.com
For asset managers looking for more information,
please contact:
Giorgio Tupini
Head of Sales, North America
giorgio.tupini@institutionalinvestor.com
David Kushner, Chief Investment Officer, City of Austin Employees' Retirement System
Prabhu Palani, Chief Investment Officer, City of San Jose Department of Retirement Services
Timothy Price, Chief Investment Officer, Contra Costa County Employees' Retirement Association
Ryan Wagner, Chief Investment Officer, Dallas Police & Fire Pension System
Cheryl Alston, Chief Investment Officer, Employees’ Retirement Fund of the City of Dallas
Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers' Retirement System
Lamar Taylor, Chief Investment Officer, Florida State Board of Administration
Joe Aguilar, Chief Investment Officer, Illinois State Treasury
Scott Davis, Chief Investment Officer, Indiana Public Retirement System
Mario Therrien, Head of Investment Funds and External Management, Public Markets, La Caisse
Rodney June, Chief Investment Officer, Los Angeles City Employees Retirement System
Bryan Fujita, Chief Investment Officer, Los Angeles Fire & Police Pensions
Jeremy Wolfson, Chief Investment Officer, Los Angeles Water & Power Employees' Retirement Plan
Jill Schurtz, Chief Investment Officer, Minnesota State Board of Investment
Scott Day, Chief Investment Officer, Missouri LAGERS
Jeb Burns, Chief Investment Officer, Municipal Employee's Retirement System of Michigan
Robert Jacksha, Chief Investment Officer, New Mexico Educational Retirement Board
Farouki Majeed, Chief Investment Officer, Ohio School Employees Retirement System
Molly A. Murphy, Chief Investment Officer, Orange County Employees Retirement System
Rex Kim, Chief Investment Officer, Oregon Investment Council, Oregon State Treasury
Richelle Sugiyama, Chief Investment Officer, Public Employee Retirement System of Idaho
Craig Husting, Chief Investment Officer, Public School & Education Employee Retirement Systems of Missouri
Steve Davis, Chief Investment Officer, Sacramento County Employees' Retirement System
Carina Coleman, Chief Investment Officer, San Diego City Employees' Retirement System
Alison Romano, Chief Investment Officer, San Francisco Employees' Retirement System
Jason Malinowski, Chief Investment Officer, Seattle City Employees' Retirement System
Shoaib Khan, Director & Chief Investment Officer, Division of Investment, State of New Jersey
Edwin Denson, Executive Director/Chief Investment Officer, State of Wisconsin Investment Board
Anne-Marie Fink, Chief Investment Officer, State of Wisconsin Investment Board
Michael C. Schlachter, Chief Investment Officer, State Universities Retirement System
Michael Brakebill, Chief Investment Officer, Tennessee Consolidated Retirement System
John Skjervem, Chief Investment Officer, Utah Retirement Systems
Jon Spinney, Chief Investment Officer & VP Quantitative Investing, Vestcor
Andrew Junkin, Chief Investment Officer, Virginia Retirement System
Sam Masoudi, Chief Investment Officer, Wyoming Retirement System
The training and education of investment teams, boards, and committees has rapidly become a priority for many asset management firms and allocating institutions.
With our stated goal of supporting and strengthening our community of investment professionals globally, Institutional Investor is excited to be partnering with the Allocator Training Institute on the Emerging Talent Academy (“the Academy”). The Academy offers accredited training to board and committee members as well as investment team and compliance staff at management firms and institutional investors.
The Academy’s training program aims to further equip investment professionals with the knowledge and quantitative tools they need to succeed professionally and on behalf of their organizations. Workshops and training include focus on performance calculations, measuring factor exposures, portfolio attribution, operationalizing processes, capital market assumptions, and investment due diligence.
Training Program Content
Participants will gain hands-on experience through case studies and interactive sessions. Each part of the Academy’s curriculum has been designed around the core concepts of utility and applicability, allowing participants to build the necessary knowledge base that will be useful in their role as an institutional allocator.
- Strategic vs. Tactical Asset Allocation Setting SAA targets and their impact, tactical allocation moves
- AI for allocators: examples of tools and processes that work
- Investment Policy Statements Spending policies, benchmark selection, allowable assets
- Capital Market Assumptions: building blocks approach, implementation, and uses
- Active vs. Passive SPIVA report findings, separating beta from alpha outcomes
- Evaluating Investment Managers: methods to assess probability of ex-ante alpha, memos
- Quantitative Tools: practical tools and heuristics to quickly evaluate data
- Case Studies Including: endowment troubles in ’08, Hartford Healthcare, UPS and Kodak pensions, PSERS
The program will provide frameworks, tools, and real-world insights to enhance decision-making and investment effectiveness. This two-day workshop runs alongside the Public Funds Roundtable, offering a unique opportunity for emerging professionals to learn, network, and engage with seasoned institutional investors.
Led by Alex Ambroz, CEO of the Allocator Training Institute, and featuring industry experts including Cynthia Steer, Senior Advisor at Institutional Investor.
