West Coast Strategic Asset Allocation Symposium 2017

Sep 26th 2017
Fairmont Claremont Hotel
Berkeley, CA

The last several years have presented an ongoing conundrum for investors: Where – in all the world with all its various investment opportunities – are they to find the assets which offer reasonable risk-adjusted returns, and which investment strategies and managers will offer them the solutions they are seeking? The solutions every investor needs to meet his/her unique investment objectives.

Building on the success of last year’s meeting, Institutional Investor is pleased to announce our 2nd Annual Strategic Asset Allocation Symposiums. These one-day events, one on June 21 in New York and the other on September 26 in San Francisco, are designed for investment decision-makers at pension funds, endowments, foundations, and selected family offices, RIA firms, and investment consultants who are looking for possible answers to those questions.

We hope to greet you in San Francisco on September 26.

  • Constructing a Resilient Portfolio for Today’s Dynamic Market Environment
  • Influencing Your Investment Committee to Invest in New Asset Classes

Please view the agenda for a full list of session topics.

View Agenda

  • Finding Suitable Returns in Today’s Global Macroeconomic Environment
  • ​Investing in the New Abnormal
  • Strategies to Help Match Payouts and Provide Liquidity
Speakers and Panelists

Mike Rosborough
Investment Director

Marty Sullivan
Head of Asset Owner Solutions, Americas
State Street Corporation

Michael Arone, CFA
Chief Investment Strategist
State Street Global Advisors

Shana Mulkerin
Managing Director
Angeles Investment Advisors LLC

Mike Rosborough
Senior Portfolio Manager

Brendan Connaughton
Chief Investment Officer
ClearPath Capital Partners

Mike Rush
Vice President, Investment Research
Wilshire Associates

Juan Carlos Artigas
Director, Investment Research
World Gold Council

Satish Swamy
Managing Director
University of California Endowment

Timothy Price
Chief Investment Officer
Contra Costa County Employees’ Retirement Association

John Meier
Managing Director

Samuel Kunz
Managing Director, Asset Allocation & Investment Strategy, Office of the Chief Investment Officer of the Regents
University of California Endowment

Eileen Neill
Managing Director and Senior Consultant

Doug MacBean
Director, Public Markets
California Institute of Technology

Gretchen Tai
SECOR Asset Management

Kristi Nyamathi
Vice President
State Street Global Advisors

Jason Rector
State of Wisconsin Investment Board

David E. Kushner, CFA
Global Asset Management Consultants

Yindeng Jiang
Quantitative Research Analyst and Risk Manager
University of Washington

Vincent Deluard
Global Macro Strategist


In 2004, the World Gold Council and State Street Global Advisors launched SPDR® Gold Shares (GLD®) helping revolutionize the way investors access the gold market and add diversification to their portfolio. The World Gold Council’s unique industry insight and leadership role combined with State Street’s commitment to delivering innovative client solutions have given investors the largest and most liquid gold-backed ETF in the world. 

World Gold Council
685 Third Avenue, 27th Floor
New York, NY 10017

State Street Global Advisors
1 Lincoln Street
Boston, MA 02111


Fairmont Claremont Hotel

41 Tunnel Road
Berkeley, CA 94705
United States

For more information, please contact:

Scott Cohen

Director, Investor Relations
+44 (0) 212 224 3647


Registration is limited to senior investment executives from larger corporate and public pension funds, endowments and foundations. There is no fee to attend. If you are interested in sponsorship opportunities, please contact Usha Bhate at ubhate@iiforums.com or +44 (0) 212 224 3429.



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