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

Manulife Investment Management

PRESENTING PARTNER

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Sponsorship Opportunities

SPEAKERS

Rennie Zhang

Director, Investments

AARP

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

Founder

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

President

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

Manulife

Mike Fang

Senior Portfolio Manager

Maryland State Retirement and Pension System

Amanda Wirth

Alternative Investments Specialist

Mercer

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

Pathstone

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