Risk & Liquidity Forum

Jan 28th - Jan 29th 2020
The Ritz-Carlton
San Francisco

All Bets Are Off: Risk and Liquidity in 2020

Historically, this meeting has always strived to be about both risk AND liquidity. So far, 2020 is shaping up to be the year of focusing on liquidity. Not entirely so, but definitely predominantly. There are several reasons for this, including the massive shift by institutional allocators to all sorts of private markets strategies. 

On January 28-29, we will present the latest, best thinking on the ways that North American pension funds, endowments, and foundations can respond to a volatile global investment landscape. And we promise you that the 2020 Risk & Liquidity Forum will again focus on both sides of the risk and liquidity coin.

2020 Agenda

Advisory Board

Patricia L. McKenna, Vice President, Investments and Assistant Treasurer, AEGIS Insurance Services

Michael Griswold, Senior Director, Risk Management and Asset Allocation, Ascension Investment Management

Samir Ben Tekaya, Vice President & Head of Investment Risk, British Columbia Investment Management Corporation (bcIMC)

Mike Negussie, Director – Investment Analytics, Children’s Healthcare of Atlanta

Alex Ambroz, Director of Risk, Cleveland Clinic

Scott Bryant, Risk Manager, Fire & Police Pension Association of Colorado

Angela Millard, Manager of Performance & Risk Analytics, Florida State Board of Administration

Howard Mark Hodel, Investment Officer – Risk Management, Hawaii Employees Retirement System

John Crist, Senior Investment Analyst – Risk, Georgia Tech Foundation, Inc.

Chris Rapcewicz, Director of Risk & Operations, Helmsley Trust 

Vlad Barbalat, Managing Director, Head of Investment Strategy, Liberty Mutual

Amy Jensen, Investment Director, Northwest Area foundation

Karl Cheng, Senior Investment Officer, Portfolio Risk & Research, Oregon State Treasury

Joseph Sheva, Risk Manager, Pennsylvania Public School Employees' Retirement System

Jean-Francois Bureau, Senior Vice President and Chief Risk Officer, PSP Investments

Anna Langs, Managing Director, Asset Allocation, Risk Management, Innovative Solutions, San Francisco City & County Employees' Retirement System

James Nield, Chief Risk Officer, Teacher Retirement System of Texas (TRS)

Roxton McNeal, Senior Portfolio Manager- Multi-Asset Investment Strategy and Risk, UPS Group Trust

Tim Jones, Director of Risk, UTIMCO

Ryan Abrams, Investment Director, Wisconsin Alumni Research Foundation

  • The intersection of leverage and liquidity – What allocators need to know
  • How would private credit behave in a crisis?
  • Is there really a lack of liquidity lurking in the bond markets?
  • What are investors’ options for a true portfolio hedge, one which will pay off when markets go south?
  • Risk modeling for private markets strategies
  • Managing investment risk – The operational perspective
  • Increasing returns by reducing overall volatility in your portfolio
  • Considering the value of strategies which automatically rebalance
  • How AI can benefit plans from a risk management perspective
  • Putting all the modelling and the analysis into action – What investment actions will you take?
  • Investors’ Panel: Battle plans for the next market crisis
  • Manager selection for illiquid asset



Lead Sponsors:


The Ritz-Carlton

600 Stockton Street
San Francisco, CA 94108



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For more information, please contact:

Scott Cohen

Executive Director, Investor Relations
212 224 3647

Randy Klein

Executive Director, Business Development
212 224 3629