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
Venue Location
1331 Pennsylvania Avenue NW, Washington, DC 20004
J.W. Marriott Washington D.C.
pricing
Tickets
Sponsors
Manulife Investment Management
PRESENTING PARTNER
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SPEAKERS
SPEAKERS

Rennie Zhang
Director, InvestmentsAARP

Andrew Busa
Manager of Financial PlanningAdviser Investments

Eric Hsueh
Senior Vice PresidentBivium Capital Partners

Elizabeth Hiss
Principal, Investment AnalystBrown Advisory

Daniel Walker
Board MemberCalifornia Endowment

Robert Shaw
Consultant and Director of TechnologyCarolinas Investment Consulting

Kevin Keeney
Chief Technology OfficerCornerCap Investment Counsel

John Roby
Chief Executive Officer and Board MemberCPX Energy

Lode Devlaminck
Member of the Trust Committee, DuPont Savings Plan Investment Oversight CommitteeDupont Capital

Philip Chao
FounderExperiential Wealth

Mike Bailey
Director of Research, Investment Committee ChairFBB Capital Partners

Joseph Stevens, CFA
Area Vice President and Area Assistant DirectorGallagher Fiduciary Advisors

Jeanne Shen
Chief Investment OfficerGAVI, The Vaccine Alliance

Ian Green
PresidentGreenlight Retirement Plan Consultants

Marc Murray
Senior Portfolio ManagerHobbs Group Advisors

Pascal Farahmand
Senior Investment OfficerInternational Monetary Fund

Jacky L. Petit-Homme
Wealth Advisor and Founding PartnerLiberty One Wealth Advisors

Jeff Hammer
Global Co-Head of SecondariesManulife

Mike Fang
Senior Portfolio ManagerMaryland State Retirement and Pension System

Amanda Wirth
Alternative Investments SpecialistMercer

Terry Gottberg
Chairman, President & CEOMerit Energy

Scott Shepard
Director of Free Enterprise ProjectNational Center for Public Policy Research

Timothy Calkins, CFA
Co-Chief Investment Officer and Director of Fixed IncomeNottingham Advisors

Lis Lang
Assistant Treasurer, Sr. DirectorNPR and NPR Foundation

Anne Duggen
Managing DirectorPartners Capital

Erika Karp
Chief Impact OfficerPathstone

Michael Sinoway
Director, InvestmentsPennsylvania State University

Christopher Reynolds
Managing Director, Institutional ServicesRiskbridge Advisors

Robert Johnson
Managing PartnerSolomon Group

Attila Hornok
Head of Private Markets Risk ManagementUnited Nations Joint Staff Pension Fund

Joseph Mera
Associate Director of Finance, UCF FoundationThe University of Central Florida

Ziad Sarkis
Director of Financial Research and Alternative Investments Program at The Wharton SchoolThe University of Pennsylvania

Eric Henry
Chief Investment OfficerThe State of Vermont

Gabriel Petre
Lead Investment StrategistThe World Bank

Jason Ray
Founder and Investment OfficerZenith Wealth Partners