Assets stretched to cover over 2.1 million members

Assets stretched to cover over 2.1 million members

Region has combined pension assets of over 420 billion

Region has combined pension assets of over 420 billion

Diversity in Allocation of Alternative Assets

Diversity in Allocation of Alternative Assets

Tri-State Institutional Investor Forum

Tri-State Institutional Investor Forum


The Harmonie Club - New York, NY - March 26, 2015

The 3rd Annual Tri State 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 New York, New Jersey, and Connecticut 

The Tri-State's Leading Institutional Investor Forum

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

David  Ourlicht

David Ourlicht


New York State Insurance Fund

Reginald  Tucker

Reginald Tucker

Special Investment Officer

New York State Common Retirement Fund

Andrew  Russell

Andrew Russell

Director of Fixed-Income

Pension Boards-United Church of Christ

Matthew Stroud

Matthew Stroud

Head of Strategy

Towers Watson Investment

Louise A.  Howard

Louise A. Howard

Vice President, Fixed Income and Performance Analytics

YMCA Retirement Fund

Susan  Mangiero

Susan Mangiero

Managing Director

Fiduciary Leadership

Annoesjka  T. West

Annoesjka T. West

Vice President of Fund Sponsor Consulting

Callan Associates

Adam  Cloud

Adam Cloud


City of Hartford, Connecticut

Why Attend?

Network with your institutional investor peers from New Jersey, New York and Connecticut. Meet the executive directors, pension administrators, corporate treasurers, investment executives and trustees in the Tri State region.

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.