Pension, Endowment & Foundation East Summit

7 February, 2023

The Pension, Endowment and Foundation East Summit is a live gathering of 100+ Institutional Investors including Public and Private Pension Funds, University Endowments, School Endowments, Foundations, Health Plans, OCIOs and Institutional Consultants. Join leading Pension and E&F managers for panel discussions and presentations on asset allocation, risk mitigation, monetary, fiscal and societal issues, governance and more. 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.


Venue Location

1331 Pennsylvania Avenue NW, Washington, DC 20004

J.W. Marriott Washington D.C.




Manulife Investment Management


Learn More About

Sponsorship Opportunities



    Rennie Zhang

    Director, Investments


    Andrew Busa

    Manager of Financial Planning

    Adviser Investments

    Eric Hsueh

    Senior Vice President

    Bivium Capital Partners

    Elizabeth Hiss

    Principal, Investment Analyst

    Brown Advisory

    Daniel Walker

    Board Member

    California Endowment

    Robert Shaw

    Consultant and Director of Technology

    Carolinas Investment Consulting

    Kevin Keeney

    Chief Technology Officer

    CornerCap Investment Counsel

    John Roby

    Chief Executive Officer and Board Member

    CPX Energy

    Lode Devlaminck

    Member of the Trust Committee, DuPont Savings Plan Investment Oversight Committee

    Dupont Capital

    Philip Chao


    Experiential Wealth

    Mike Bailey

    Director of Research, Investment Committee Chair

    FBB Capital Partners

    Joseph Stevens, CFA

    Area Vice President and Area Assistant Director

    Gallagher Fiduciary Advisors

    Jeanne Shen

    Chief Investment Officer

    GAVI, The Vaccine Alliance

    Ian Green


    Greenlight Retirement Plan Consultants

    Marc Murray

    Senior Portfolio Manager

    Hobbs Group Advisors

    Pascal Farahmand

    Senior Investment Officer

    International Monetary Fund

    Jacky L. Petit-Homme

    Wealth Advisor and Founding Partner

    Liberty One Wealth Advisors

    Jeff Hammer

    Global Co-Head of Secondaries


    Mike Fang

    Senior Portfolio Manager

    Maryland State Retirement and Pension System

    Amanda Wirth

    Alternative Investments Specialist


    Terry Gottberg

    Chairman, President & CEO

    Merit Energy

    Scott Shepard

    Director of Free Enterprise Project

    National Center for Public Policy Research

    Timothy Calkins, CFA

    Co-Chief Investment Officer and Director of Fixed Income

    Nottingham Advisors

    Lis Lang

    Assistant Treasurer, Sr. Director

    NPR and NPR Foundation

    Anne Duggen

    Managing Director

    Partners Capital

    Erika Karp

    Chief Impact Officer


    Michael Sinoway

    Director, Investments

    Pennsylvania State University

    Christopher Reynolds

    Managing Director, Institutional Services

    Riskbridge Advisors

    Robert Johnson

    Managing Partner

    Solomon Group

    Attila Hornok

    Head of Private Markets Risk Management

    United Nations Joint Staff Pension Fund

    Joseph Mera

    Associate Director of Finance, UCF Foundation

    The University of Central Florida

    Ziad Sarkis

    Director of Financial Research and Alternative Investments Program at The Wharton School

    The University of Pennsylvania

    Eric Henry

    Chief Investment Officer

    The State of Vermont

    Gabriel Petre

    Lead Investment Strategist

    The World Bank

    Jason Ray

    Founder and Investment Officer

    Zenith Wealth Partners


    Contact Us


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