Institutional Investor Institute

Institutional Investor Institute: Winter Investment Roundtable Orlando 2023

Mar 14th 2023
Waldorf Astoria Orlando
Orlando, FL

Join us for the 2023 Winter Investment Roundtable.

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.

Allocator Advisory Board

Peggy Gartin
Chief Investment Officer
AAA-The Auto Club Group

Jeff Pearson
Executive Director of Investments

Peter Oades
Senior Vice President, Chief Investment Officer, Investment Management
Aetna Inc.

Todd Hedtke
Chief Executive Officer
Allianz Investment Management

Nate Molinari
Vice President Investments, Group & US
Aspen Insurance

Cameron Black
Chief Investment Officer, Treasurer
Blue Cross Blue Shield of Arizona, Inc.

Canyon Chan
Senior Portfolio Strategist
CSAA Insurance Group

Valerie J. Sill
President & Chief Executive Officer
DuPont Capital Management

Brian Curran
Regional Chief Investment Officer
Enstar Group 

Ricky E. Lines
Chief Investment Officer
Everen Group 

Sanjay Chawla
Executive Vice President - Chief Investment Officer
FM Global

Geeta Kapadia
Chief Investment Officer
Fordham University

Derek L. Bills
Head and Chief Investment Officer, Investment Office
International Monetary Fund

Dhvani Shah
Chief Investment Officer
JM Family Enterprises, Inc. 

Neil W. Roache
Assistant Treasurer, Chief Investment Officer
Johnson & Johnson 

Nick Martowski
Chief Investment Officer

Michael Sinoway
Director, Investments
Pennsylvania State University

Aaron P. Diefenthaler
Chief Investment Officer
RLI Corp.

Ming Zhang
Chief Investment Officer

Mark Silverstein
Chief Investment Officer
Sompo International 

Jason Rector
Managing Analyst 
State of Wisconsin Investment Board

Charles Van Vleet
Assistant Treasurer, Chief Investment Officer, Pension Investments
Textron Inc. 

Donald Walker
Executive Vice President, Chief Investment Officer
The Board of Pensions of the Presbyterian Church (U.S.A.) 

T.C. Wilson
Chief Investment Officer
The Doctors Company 

Mike Huff
Senior Director, Portfolio Management & Asset Allocation

Ernie Caballero
Chief Investment Officer

Jim Dunn
CEO/Co-Chief Investment Officer
Wake Forest / Verger Capital Management LLC

Advisory Board

Ted Noon
Senior Vice President, Director, Americas Client Group
Acadian Asset Management LLC 

Susan Raynes
Head of Institutional Client Group
Allspring Global Investments 

Bret Young
Head of North American Institutional Sales
American Century Investments 

Bonnie Orlowski
Senior Vice President
Ariel Investments 

Brad Thomas
Head of Liquid and Private Credit Investor Relations
Bain Capital Credit

John Creswell
Executive Managing Director
Duff & Phelps Investment Management Co. 

Casey Condron
Head of Institutional Client Group
Fidelity Investments 

Michael Foley
Head of U.S. institutional Services
Franklin Templeton 

Stephanie Ivy Sanford
Co-Head of Americas Institutional Client Business
Goldman Sachs 

John Galateria
Head of North America Institutional
Invesco US

Keith Wosneski
Head of U.S. Institutional & Global Consultant Relations
Mackenzie Investments 

Chris Crevier
Managing Director - Institutional Client Group
Neuberger Berman 

Seema Dala
Partner and Co-Head of U.S. Institutional Client Services
Orbis Investment Management 

Joseph Carieri
Group Managing Director - Head of Marketing
The TCW Group 

Molly K. Shannon
Senior Managing Director
Wellington Management Company LLP


For institutional investors looking for more information, please contact:

Katarina Storfer

Managing Director, Global Head of Investor Relations

For asset managers looking for more information, please contact:

Raina Bedard

Director, Client Services & Operations