Corporate Funds & Insurance Portfolios Roundtable 2024

Mar 12th - Mar 13th 2024
The Ritz-Carlton Washington D.C.
1150 22nd Street, Washington D.C. 20037

We’re back! 

Institutional Investor is excited to return to Washington D.C. on March 12-13, 2024, for our much-anticipated Corporate Funds & Insurance Portfolios Roundtable. With a peer-devised and peer-led program, we will once again tackle issues at the top of the industry’s agenda. And the timing couldn’t be more ideal.

With significant market shifts and the post-COVID world challenging some industry ‘truths’, the investment landscape continues to be uncharted territory for many. It also begs the question: should we be thinking differently about some of the dynamics of the financial markets than we have historically?

2024 is set to be another year of ‘significant unknowns’: (yet unrealized) recession fears; possible rate changes (but which direction?); a $1 trillion wall of commercial real estate maturities coming due (a default cycle, anyone?); escalating geo-political tensions; and the Presidential election (oh my!). Questions abound….

How are CIOs navigating the current risk environment? What constitutes a resilient portfolio in this day and age? As some investment opportunities recede, what others are rising to take their place? How are CIOs starting to leverage AI and other technological advancements, and with what cautionary words?

But definitive answers remain few……And that’s where we come in….

Join your CIO industry peers as we collectively tackle such critical issues and position for robustness in the face of continued uncertainty in 2024.

We look forward to welcoming you on March 12-13, at the Ritz Carlton in Washington D.C.!

Corporate Pension Fund Advisory Board

Joshua Burge, CFA
Senior Director, Investments and Treasury

Ryan Abrams
Managing Director - Return-Seeking Investments
Constellation Energy Group

Jonathan Glidden
Managing Director, Pensions
Delta Air Lines, Inc.

Simon Hodges
Vice President - Asset Management & Chief Investment Officer
Dominion Energy

Valerie Sill
President & Chief Executive Officer
DuPont Capital Management

R. Andrew Lerardi
Managing Director, Private Markets
Exelon Corporation

Harshal Chaudhari
Chief Investment Officer - Global Pensions
GE Asset Management

Robert Ewers, CFA
Senior Specialist, Treasury and Risk
Inter-American Development Bank

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

Neil Roach
Chief Investment Officer
Johnson & Johnson

Wayne Wicker
SVP & Chief Investment Officer
MissionSquare Retirement

Jeanmarie Grisi
Chief Investment Officer, Pension Investments
Nokia Americas 

Marvin Tong
Pension & Trust Investments
Sempra Energy

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

Ernie Caballero
Chief Investment Officer
UPS Group Trust

Donald Walker
Executive Vice President and Chief Investment Officer
The Board of Pensions of the Presbyterian Church

Gabriel Petre
Lead Investment Strategist
World Bank

Insurance Fund Advisory Board

Christine Todd
Chief Investment Officer
Arch Capital Group

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

Waymond Harris
Vice President of Investments
Blue Cross Blue Shield of Michigan

Canyon Chan
Senior Portfolio Strategist
CSAA Insurance Group

Peter Oades
Chief Investment Officer
CVS Health

Sanjay Chawla
Executie Vice President - Chief Investment Officer
FM Global

Raman Srivastava
EVP, Global Chief Investment Officer
Great-West Lifeco Inc.

Anthony Grandolfo
Chief Investment Officer, GE Capital
North American Life & Health 

Denise O’Donoghue
Chief Investment Officer
Lancashire Group 

Nicholas Martowski
Chief Investment Officer
MAGMUTUAL Insurance 

Aaron Diefenthaler
Chief Investment Officer
RLI Corp. 

Mark Silverstein
Chief Investment Officer
Sompo International 

TC Wilson
Chief Investment Officer
The Doctors Company


For institutional investors looking for more information, please contact:

Julia Kufman

Director, Investor Relations

For asset managers looking for more information, please contact:

Giorgio Tupini

Head of Sales, North America