Influential CIOs and Executive Directors to Speak about Various Market Landscapes and the State of the Pension Fund Industry at the April 2016 Pension Bridge Annual

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Industry Leaders will gather to discuss key industry topics that will impact asset allocation, pension risks and sustainability.

Several of the most influential governing and head investors from the institutional investment industry will be providing their valued insights at The Pension Bridge Annual Conference in San Francisco. The industry's only controlled attendance structured event will be held on April 5th and 6th at The Four Seasons Hotel, San Francisco. The exclusive conference will attract over 225 pension plan, corporate, endowment, foundation and union investors.

Tom Tull of Employees Retirement System of Texas, William Lee of Kaiser Permanente, Scott Evans of New York City Office of the Comptroller and John Skjervem from Oregon State Treasury will be participating on the CIO Roundtable Panel. The panelists’ pension plans have nearly $350 billion in assets under management combined. Dick Charlton, Founder of one of the industry’s leading consulting firms, NEPC; will be facilitating the discussion as the moderator. Charlton’s firm currently advises on 347 full retainer relationships with some $925 billion in overall assets.

Among the topics for discussion on the CIO Roundtable are risk, allocation and macro-based decisions. Current and future state of the markets will be covered from various sectors as the conference group will learn about the different concerns, issues and trends within the investment decision making process. The CIOs will also discuss their alignment of interest with investment managers. Bargaining power, fee structures, terms and conditions will be in focus.

Participation from Chief Investment Officers at the conference is not limited to the CIO Roundtable. Heading the program will be keynote speaker David Villa, CIO of the State of Wisconsin Investment Board, with assets over $103 billion. Mr. Villa will be discussing how risk parity can diversify away from the equity risk premium. Giving his quarterly state of the markets overview on the macroeconomic session will be CIO William Coaker from the $20 billion San Francisco Employees' Retirement System. Discussing their pension plan’s risk allocation framework will be CIOs Vijoy Chattergy from the State of Hawaii Employees' Retirement System with assets over $14 billion and Girard Miller of Orange County Employees Retirement System with assets totaling over $12 billion.

Other industry leaders speaking at The Pension Bridge Annual will be from the governance side of pension plans. Executive Directors will be discussing issues of concern such as fiscal health and sustainability for the future of the industry. Attendees will learn how demographics are affecting retirement systems and the best approaches for lowering all-in costs for managing pension plans. Hybrid defined benefit and defined contribution plans will be assessed by the group. Gregory Smith of Colorado Public Employees’ Retirement Association, Dean Kenderdine from Maryland State Retirement and Pension System, Steve Yoakum with Public School and Education Employee Retirement Systems of Missouri and Brian Guthrie from Teacher Retirement System of Texas will be speaking on the Executive Director/CEO Roundtable Panel. Their pension plans control a combined $260 billion in assets under management. Leading the discussion is moderator Gary Amelio, who serves as the CEO for the $8.4 billion San Bernardino County Employees’ Retirement Association. Amelio is an industry veteran with over 34 years of experience which includes having served as Executive Director of the Federal Retirement Thrift Investment Board, the largest retirement plan in the U.S. with over $450 billion in assets.

Many attending pension plans will be accompanied by their investment consultants. Several leaders from their pension advisory firms will be speaking on conference panels. CEO of Aon Hewitt Investment Consulting Stephen Cummings, Co-CEO of Meketa Investment Group Stephen McCourt, Founder of Pension Consulting Alliance Allan Emkin, President and CEO of Torrey Cove David Fann, Chairman and CEO of Callan Associates Ronald Peyton, Chief Investment Officer of Wilshire Consulting Steve Foresti, CEO of Albourne America John Claisse and CEO, CIO of Cliffwater Steve Nesbitt will headline the industry’s consulting leaders on various panel topics.

The Pension Bridge is an innovative company offering educational conferences of the highest quality to the institutional investment community. The Pension Bridge provides an impressive and influential speaker faculty in a controlled attendance setting. For more information, visit

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Bret Semel
The Pension Bridge
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