Influential Investors Forum
| CURRENT at Pier 59, Chelsea Piers, New York City
2025 CIO Influential Investors Forum and Industry Innovation Awards Dinner
Thursday, October 16, 2025
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NextGen Idea Exchange
CIO’s 2025 NextGens are invited to a private session where they will hear insights from and ask questions of seasoned CIOs.
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Lunch and Registration
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Opening Remarks
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The New Portfolio Theories: Integrating Active, Passive, Public and Private
Panelists will examine how all types of institutional allocators are thinking about these investment segments and using barbelled portfolios to get the best performance out of their risk and fee budgets.
Moderator
Walter Kress, CIO, EY AmericasPanelist
Laura Tuttle, Family Office Adviser
Shawn Pope, Senior Director- Investments, Cox Enterprises Inc
Gene Podkaminer, Senior Asset Allocation Strategist, Capital Group -
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SEC Regulation Update
Nationally recognized attorney, Lauren Ormsbee, a partner in the New York office of Labaton Keller Sucharow LLP, will discuss the changes at the Securities Exchange Commission under new SEC Chair Paul S. Atkins and U.S. President Donald J. Trump—proxy voting rules, mandatory arbitration policy, earnings reporting frequency and what they mean for investors.
Presenter
Lauren A. Ormsbee, Partner, Labaton Keller Sucharow LLP -
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Break
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Building and Managing an Investment Team
Investment leaders will share experiences and suggestions for how to recruit, develop and motivate staff amid the changing landscape for institutional investors—across OCIOs, foundations and endowments, and retirement and pension funds.
Moderator
Andrew Palmer, CIO, Maryland State Retirement and Pension SystemPanelist
Adam Berk, Principal, Ernst & Young LLP
Brenna Noble, Portfolio Manager, Public School and Education Employees Retirement Systems of Missouri -
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Operational Due Diligence
Experts will explore diligence best practices in day-to-day operations—including manager selection and monitoring; systems review; and regulatory compliance—and the use of technology and artificial intelligence to support these initiatives.
Moderator
Robin Diamonte, CIO, RTXPanelist
Michael Ashmore, Founder, Rondeivu
Christine Wilson, Principal, People Consulting, EY -
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Break
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Human Capital: More Material Than Ever in the Age of AI
Hear about how, in the AI era, the materiality of human capital management to business outcomes may be greater than ever, as shown by recent academic research.
Presenter
Hernando Cortina, Managing Director, ISS Sustainability Solutions -
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Portfolio Complexity
Panelists will discuss, for different types of institutional portfolios, the benefits and risks of including in portfolios assets from a wide range of sectors, such as digital assets, post-pandemic real estate and infrastructure.
Moderator
Amy Resnick, Executive Editor, Chief Investment Officer
Panelist
Steven R. Meier, Deputy Comptroller-Asset Management & Chief Investment Officer, Office of the NYC Comptroller
Jennifer Neppel, Vice President and CIO, Pinnacol Assurance
Joe Siprut, CEO & CIO, Kerberos Capital Management -
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Cocktail Reception
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Dinner and Awards
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