Alternative Investments for Pension Funds: Balancing Return and Transparency in Volatile Markets

Boston, MA
May 12, 2016

Public pension funds in the United States continue to struggle with balancing a desire for transparency with the use of relatively opaque alternative vehicles to achieve investment goals. At this invitation-only event, representatives from prominent public pension plans in the United States and top hedge and mutual fund managers will meet to explore ways forward during this period of market volatility.


  • Jeffrey Padwa, Chief of Staff/General Counsel, Office of the Rhode Island General Treasurer
  • Joseph Morgart, Vice President of Alternative Investments, Pioneer Investments
  • Michael G. Trotsky, CFA, Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (PRIM) Board
  • Michael W. Stocker, Partner, Labaton Sucharow (Moderator)
For additional information, please see the full invitation below.

Educational Partner:
CAIA LogoThe Chartered Alternative Investment Analyst (CAIA) Association, a non-profit organization founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of over 8,000 alternative investment leaders located in 80+ countries, who have demonstrated a deep and thorough understanding of alternative investing. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to the core concepts of alternative investing. Having grown rapidly, the CAIA Association now supports vibrant chapters for its Charter Holder members located in financial centers around the world, produces world class research publications, and sponsors educational and networking events to help the CAIA community keep pace with the industry. CAIA is considered a leading authority and trusted voice for providing perspective on industry trends and developments worldwide. For more information, please visit

Alternative Investments for Pension Funds Invite
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Alternative Investments for Pension Funds Details