Fiduciary Investor East Summit

February 15th, 2024

The Fiduciary Investor East Summit is a one-day meeting of 100+ Pensions, Endowments, Foundations, Family Offices, OCIOs, and Institutional Consultants based throughout the East Coast and its surrounding states. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on asset allocation, risk mitigation, new opportunities for return as well as monetary, fiscal, and societal issues around retirement planning and outsourcing. There has never been a more important time to exchange ideas face-to-face and build community.

Portfolio Summits content is built by and for Institutional Investors and includes dedicated discussions of investment topics as well as regulation, policy, and industry trends.

Advisory Board

Steven Sandler, Senior Managing Director, Deputy Chief Investment Officer, Acansa Investment Management Group

KC Maurer, Chief Financial Officer and Treasurer, Andy Warhol Foundation for Visual Arts

Jenny Chan, Senior Vice President and Chief Investment Officer, Children’s Hospital of Philadelphia

Catherine Ulozas, Chief Investment Officer, Drexel University

Jeanne Shen, Chief Investment Officer, GAVI

Bill Miller, Chief Executive Officer, Kean University Foundation

Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System

Joseph Cullen, Chief Investment Officer, Pennsylvania State University


Venue Location

10 Avenue Of The Arts Philadelphia, PA 19102

The Ritz-Carlton, Philadelphia




Learn More About

Sponsorship Opportunities



    Steven Sandler

    Senior Managing Director, Deputy Chief Investment Officer

    Acansa Investment Management Group

    KC Maurer

    Chief Financial Officer and Treasurer

    Andy Warhol Foundation for Visual Arts

    Jenny Chan

    Senior Vice President and Chief Investment Officer

    Children’s Hospital of Philadelphia

    Frank Brochin

    Chief Investment Officer, Family Office Practice

    The Colony Group

    Will Scott

    Managing Director, Private Equity

    CPP Investment Board

    Jeanne Shen

    Chief Investment Officer


    Ian Green


    Greenlight Retirement Plan Consultants

    Bill Miller

    Chief Executive Officer

    Kean University Foundation

    Mike Fang

    Senior Portfolio Manager

    Maryland State Retirement and Pension System

    Timothy Calkins

    Co- Chief Investment Officer, Director of Fixed Income

    Nottingham Advisors

    Peter Maher

    Managing Director and Vice President

    The Board of Pensions of the Presbyterian Church

    Anne Duggan

    Managing Director

    Partners Capital

    Joseph Cullen

    Chief Investment Officer

    Pennsylvania State University

    Gino Reina

    Portfolio Manager

    SECOR Asset Management

    Benjamin Patzik

    Vice President, Head of Discretionary Investment Services

    Segal Marco Advisors

    Michael Kendall

    Manager of Public Finance

    Southeastern Pennsylvania Transportation Authority

    Aditya Bhatnagar

    Managing Director

    Westbourne Investments


    Contact Us


    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016


    tel: (347)-613-3730