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2022-12-07T00:00:00-0500

2022-12-07T00:00:00-0500


9TH ANNUAL NORTHERN CALIFORNIA INSTITUTIONAL FORUM NAPA | DECEMBER 7, 2022
REQUEST AGENDA

9TH ANNUAL NORTHERN CALIFORNIA INSTITUTIONAL FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REGISTER
 * REQUEST AGENDA








The 9th Northern Annual California Institutional Forum is the region's leading
conference for pension funds, insurance companies, foundations & endowments,
hospital plans sovereign wealth funds and consultants from throughout the
region. The forum’s content is developed through hundreds of one-on-one meetings
with the institutional investment community and the program's speaker faculty is
primarily comprised of leaders in the sector across Northern California.

Our agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional private institutional community.










KEYNOTE SPEAKERS

Betty Yee, State Controller, California

State Controller Betty T. Yee was elected in November 2014, following two terms
of service on the California Board of Equalization. As Controller, she continues
to serve the Board as its fifth voting member. Ms. Yee was first elected to the
Board of Equalization in 2006 where she represented 21 counties in northern and
central California. She was elected to her second four-year term in 2010. Now
serving as the state’s chief fiscal officer, Ms. Yee chairs the Franchise Tax
Board and serves as a member of the California Public Employees’ Retirement
System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS)
Boards. These two boards have a combined portfolio of more than $570 billion.
Ms. Yee also serves on the Ceres Board of Directors, a nonprofit organization
working to mobilize many of the world’s largest investors to advance global
sustainability and take stronger action on climate change. Ms. Yee serves on
dozens of boards and commissions with authority ranging from land management to
crime victim compensation. As chair of the State Lands Commission, she helps
provide stewardship of public-trust lands, waterways, industrial wharves, marine
terminals, pipelines, and resources through economic development, protection,
preservation, and restoration consistent with the state’s environmental needs.
The development and extraction of oil, gas, and geothermal resources are part of
the Commission’s purview, as well. Through other financing authorities, Ms. Yee
is dedicated to creating incentives that will increase the number of affordable
housing units in California, given that demand consistently outpaces supply. Ms.
Yee has 35 years of experience in public service, specializing in state and
local finance and tax policy. Ms. Yee previously served as Chief Deputy Director
for Budget with the California Department of Finance where she led the
development of the Governor’s Budget, negotiations with the Legislature and key
budget stakeholders, and fiscal analyses of legislation on behalf of the
Administration. Prior to this, she served in senior staff positions for several
fiscal and policy committees in both houses of the California State Legislature.
She also cofounded the Asian Pacific Youth Leadership Project, which exposes
California high school youth to the public service, public policy, and political
arenas. A native of San Francisco, Ms. Yee received her bachelor’s degree in
sociology from the University of California, Berkeley, and she holds a master’s
degree in public administration. 




PAST SPEAKERS

William Beck Senior Vice President Wilshire Associates

Kurt Braitberg Interim Chief Investment Officer (CIO) San Francisco Employees'
Retirement System (SFERS)



Damien Charlety Investment Officer East Bay Municipal Utility District Employees
Retirement System



David Francl Managing Director, Absolute Return San Francisco Employees’
Retirement System




Ralph Goldsticker Chief Investment Officer Alan Biller and Associates

Elmer Huh Chief Investment Officer M.J. Murdock Charitable Trust





David Hunter Executive Director, Chief Investment Officer North Dakota
Retirement & Investment Office

Daniel Ingram Vice President, Responsible Investment Wilshire Associates'




Ronald Lagnado Investment Director The California Public Employees' Retirement
System



Stacy Lewis Daher Associate Vice President for Finance and Treasury University
of San Francisco Endowment



Carl Ludwigson Director of Manager Research Bel Air Advisors

Stephen Marshall Director, Head of Asset Allocation Beacon Pointe Advisors






Mary Morris Investment Officer California State Teachers’ Retirement System

Jeffrey Nipp Senior Investment Consultant Milliman



Don Stracke Senior Consultant NEPC



Steven Wilkinson Board Trustee Oakland Police and Fire Retired Pension System




David Wong Director of Investments San Manuel Band of Mission Indians

Betty Yee State Controller California






TITLE SPONSORS




PLATINUM SPONSORS




GOLD SPONSORS





REQUEST AGENDA

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financial professional.

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Placement agent Investment bank Immigration Rating agency Energy / infra /
construction Jurisdiction Consultant Offshore services Law firm Audit
Hospitality / developer / commercial services Technology Fund administrator Real
estate Asset manager Insurance Other
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emails from Markets Group.



KEY DISCUSSION TOPICS

Macro Outlook and Global Asset Allocation

Could COVID-19 bring the long-theorized Great Reset of capitalism to bear?  Our
opening session will critique and contrast institutional asset allocation before
and after the worldwide pandemic.  

 

Global Fixed Income: Risks and Opportunities

Our panel will show how the difference between fixed income risk and opportunity
is simply a matter of tolerance.

 

ESG in Practice for Long Term Investors

The panel will examine specific strategies investors are using to address and
integrate ESG issues in systematic value and multi-factor-based frameworks.

 

Using ETFs to Build and Scale Internally Managed Portfolios

This session will cover how institutions are addressing the growing execution
needs of different asset classes and newer instruments such as ETFs.

 

Fixed Income: Evolving Opportunities in the Securitized Markets

Panelists will discuss areas their organizations are exploring including the
three primary sectors of the securitized space: (ABS), (CMBS), and (RMBS).

 

An Evolving World for Alternative Credit

The impact of COVID-19 on alternative credit was swift and severe. This panel
will discuss if  structured finance can manage novel coronavirus risk?   

 

Are the Benefits of Multi-Factor Investing Still There?

Our panel will address various aspects of this subject including what it takes
to weather the short-term troughs and deliver long term stable performance.

 

Emerging Markets: Relevancy and Value in Today's Markets?

This panel will discuss what factors should investors consider when debating
whether to allocate to or diversify within the asset class?

 

How Multi Strategy Portfolios Can Deliver on the Original Promise of
Institutional Hedge Fund Programs

This panel will explore how diversified alternative portfolios may be uniquely
positioned to deliver on what should have been the original promise of
institutional hedge fund programs: positive absolute returns that are
uncorrelated to traditional asset classes.

 

A Conversation with the Region’s Leading Chief Investment Officers



This discussion Chief Investment Officers will focus on the key investment and
management issues facing their funds, and plans to move forward post COVID-19. 


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email
IR@marketsgroup.org for more information on obtaining a complimentary ticket.




PRICING

Sponsorship is only available upon invitation and Markets Group reserves the
right to refuse sponsorship from any organization or individual deemed by
Markets Group to be incompatible with the event. Markets Group forum sessions
are closed to all media/press and video/audio recording is explicitly prohibited
within the venue.

REGISTER NOW



VENUE

Zum Verschieben drückst du die Pfeiltasten entsprechend.


Napa Valley Marriott Hotel & Spa
3425 Solano Ave

Napa, California
USA






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Satellit
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Napa Valley Marriott Hotel & Spa
3425 Solano Ave
Napa, California
USA 94558
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CONTACT

SPONSORSHIP OPPORTUNITIES & REGISTRATION

+1 212-804-6220

Sales@marketsgroup.org

ALLOCATOR ATTENDANCE

+1 347-778-2568

IR@marketsgroup.org

MEDIA PARTNERSHIPS

+1 212-600-8631

John.Zajas@marketsgroup.org




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