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
Venue Location
10 Avenue Of The Arts Philadelphia, PA 19102
The Ritz-Carlton, Philadelphia
Pricing
Tickets
Sponsors
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS
Steven Sandler
Senior Managing Director, Deputy Chief Investment OfficerAcansa Investment Management Group
KC Maurer
Chief Financial Officer and TreasurerAndy Warhol Foundation for Visual Arts
Jenny Chan
Senior Vice President and Chief Investment OfficerChildren’s Hospital of Philadelphia
Frank Brochin
Chief Investment Officer, Family Office PracticeThe Colony Group
Will Scott
Managing Director, Private EquityCPP Investment Board
Jeanne Shen
Chief Investment OfficerGAVI
Ian Green
PresidentGreenlight Retirement Plan Consultants
Bill Miller
Chief Executive OfficerKean University Foundation
Mike Fang
Senior Portfolio ManagerMaryland State Retirement and Pension System
Timothy Calkins
Co- Chief Investment Officer, Director of Fixed IncomeNottingham Advisors
Peter Maher
Managing Director and Vice PresidentThe Board of Pensions of the Presbyterian Church
Anne Duggan
Managing DirectorPartners Capital
Joseph Cullen
Chief Investment OfficerPennsylvania State University
Gino Reina
Portfolio ManagerSECOR Asset Management
Benjamin Patzik
Vice President, Head of Discretionary Investment ServicesSegal Marco Advisors
Michael Kendall
Manager of Public FinanceSoutheastern Pennsylvania Transportation Authority
Aditya Bhatnagar
Managing DirectorWestbourne Investments