RISING ALLOCATION TO ALTERNATIVE INVESTMENTS

RISING ALLOCATION TO ALTERNATIVE INVESTMENTS

MID-ATLANTIC PENSION ASSET ALLOCATION

MID-ATLANTIC PENSION ASSET ALLOCATION

AVERAGE ASSET ALLOCATION FOR STATE PENSION PLANS

AVERAGE ASSET ALLOCATION FOR STATE PENSION PLANS

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Overview

The Hyatt Regency - Washington D.C. April 23, 2015

The 3rd Annual Mid-Atlantic Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. 

The program’s agenda will cover investments, fiduciary responsibilities; legal and legislative issues, healthcare benefits, actuarial assumptions, asset/liability management and best practices in fund Management. The forum is specially designed to bring together 100+ attendees representing Delaware, Virginia, West Virginia, The District of Columbia, and Maryland.

The Largest Institutional Forum in the Mid Atlantic


US Markets Center for Institutional Investors Education is a leading provider of allocator-focused national investment forums, regional summits, & streamlined market intelligence. Our content platform provides a comprehensive and fascinating perspective, developed through collaboration with academics, investors, and leading global managers.

Please join us at one of our regional closed doors Institutional Investor Forums across the country.

Past Featured Speakers

Jeff Weiler

Jeff Weiler

Executive Director

Fairfax County Employee's Retirement System

Toshie Kabuto

Toshie Kabuto

Senior Investment Officer

International Monetary Fund

Maria Kozlowski

Maria Kozlowski

Managing Director, Private Markets

Lockheed Martin Investment Management Company

Gerald  Alain Chen-Young

Gerald Alain Chen-Young

Chief Investment Officer

United Negro College Fund

Jay Chaudhuri

Jay Chaudhuri

General Counsel

North Carolina State Treasury

Catherine Ulozas

Catherine Ulozas

Chief Investment Officer

Drexel University Endowment

Don Walker

Don Walker

Director of Investments

Board of Pensions of The Presbyterian Church

Kevin Dalmut

Kevin Dalmut

Director of Private Markets

University System of Maryland Foundation

Why Attend?

Network with your institutional investor peers from Washington D.C, Virginia, Maryland, Delaware and West Virginia. Meet the executive directors, pension administrators, corporate treasurers, investment executives and trustees in the Mid Atlantic

Understand the impacts of legislation and regulatory changes. Consult with experts to understand the best course of action for your fund.

Confer with your fellow directors, investment officers and trustees in the region to tackle the issues that your plan is dealing with.

Past Sponsors