An Interview With Segal Marco’s Tim Barron: Part Four

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

An Interview With Segal Marco’s Tim Barron: Part Three

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

Asset Owner Profile: Washington State’s Bruebaker Set on Securing Public Employees’ Financial Futures

Gary Bruebaker, chief investment officer of the Washington State Investment Board (WSIB), oversees $128 billion in assets, a portfolio that includes the retirement assets of over three quarters of a million current and former public employees. Having such a large pool of investments under his discretion and having booked more than 40 years in the …

IA Strategy: Pentegra Treads Path Less Risky to Fund Liabilities

Pentegra, a White Plains, New York-based provider of retirement plan, fiduciary outsourcing and institutional investment solutions to clients across the U.S., with approximately $14 billion on its platform, is generally risk-averse when it comes to managing defined benefit pension plan assets and seeks the best risk-adjusted returns it can deliver over time. “For us, this …

An Interview With Segal Marco’s Tim Barron: Part Two

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

Chief Investment Officers Fess Up on their Biggest Fears

At Markets Group’s 7th Annual Tri-State Institutional Forum, Antonio Rodriguez, director of investment strategy, NYC Board of Education Retirement System, posed the question:” What keeps you up at night, currently?” to the CIOs sitting on the Conversation with the Region’s Leading Chief Investment Officers panel.  We know there are a lot of sleep deprived CIOs …

South Carolina Seeks Shaved Fees through Co-Investments; Considers Simplified Asset Allocation

The approximately $31 billion South Carolina Retirement System Investment Commission (RSIC) is moving to embark on a private equity co-investment venture with an asset management firm to reduce the cost of its private equity portfolio. Also, the RSIC’s consultant, Meketa Investment Group, is working with the fund’s staff on an asset allocation review with the …

Democratizing Investment Research for Alpha in Changing Markets

A Guest Article By Kamal Suppal Most would probably agree that tectonic changes are sweeping across economics, politics, business and capital markets. And it is in a rapidly changing world that investment portfolios must continue fighting to bridge gaping funding shortfalls and/or meet spending targets. The new investment paradigm demands the capture of as many …

An Interview With Segal Marco’s Tim Barron: Part One

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

Institutional CIOs Opine on Governance, Asset Allocation at Tri-State Forum

At Markets Group’s 7th Annual Tri-State Institutional Forum, which took place on March 27th, Antonio Rodriguez, director of investment strategy at the New York City Board of Education Retirement System, moderated a panel entitled: Conversation with the Region’s Leading Chief Investment Officers. Rodriguez led the discussion with a trio of panelists that included: Anthony O’Toole, …