THE WEST INVESTORS ANNUAL MEETING
November 17th, 2020 I Marines' Memorial Club & Hotel, CA
The West Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers along with 120 institutional and private wealth investors from California, Washington, Idaho, Montana, Oregon, Wyoming, Nevada, Utah and Colorado. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout the day will allow for deepening relationships, developing partnerships and fostering business. This one-day conference will host 300 leading managers, investors and other professionals to discuss investment opportunities and new trends in the market.
Past Keynote Speakers
Marcie Frost | Chief Executive Officer | CalPERS
Marcie Frost joined CalPERS as chief executive officer (CEO) in October 2016. She is the ninth CEO and second woman to head the pension fund, which administers a defined benefit retirement system for more than 1.9 million California public sector workers and their families and purchases health care for more than 1.4 million lives. CalPERS oversees a global investment portfolio of approximately $350 billion, has approximately 2,800 employees, and operates on an annual budget of $1.8 billion. Marcie brings more than 17 years of pension industry leadership, information services expertise, and executive management experience to her role. She came to CalPERS from the Washington State Department of Retirement Systems (DRS), where she served as executive director and demonstrated strong leadership and innovation, an emphasis on customer satisfaction, and team collaboration.
Prior to being appointed executive director, Marcie served four years as DRS' director. Before that she served in a number of other leadership capacities at DRS in human resources, information services, and operations. Marcie began her public service career as a benefits administrator with the Washington State Department of Labor and Industries.
Robert Maynard | Chief Investment Officer | PERSI
Robert Maynard is Chief Investment Officer for the $17 billion Public Employee Retirement System of Idaho, where he is responsible for all investment activities of the organization. He has served in that position since 1992. Previously he served as Deputy Executive Director of the Alaska Permanent Fund Corporation, and as Assistant Attorney General for the State of Alaska. In addition to his duties for the Idaho Retirement System, Mr. Maynard participates or has participated as an advisor, board member, or chair of a number of investment-related and charitable organizations and has lectured frequently on investment topics at numerous conferences and institutions.
Capitalize on Opportunities Presented by New Digital Business Models...or Risk Being Left Behind
William Ribaudo | Managing Partner, Digital Risk Venture Portfolio | Deloitte & Touche LLP
William Ribaudo is a frequent international author and speaker in boardrooms and at conferences on digital business model innovation and its link to market valuation. Bill’s research has been published in the Wall Street Journal, Knowledge@Wharton, Deloitte CFO Insights, and the Strategic News Service Global Report.
He has been a featured speaker at engagements including CES 2018, Economy and Technology 4.0 Conference, The Intelligent Enterprise Conference, 2015-2017 SNS Future in Review (FiRe) conference, 2017 SNS Predictions East, BBC radio, Business Radio on Sirius XM powered by the Wharton School, The McCuistion Program on PBS, and the Dallas Annual Governance Symposium at the University of Texas. Bill is the managing partner of Deloitte Risk and Financial Advisory’s Digital Risk Venture Portfolio. He oversees investments and services designed to help clients drive the digitization and transformation of their business and is also a senior advisory partner to some of Deloitte’s most strategic clients. Bill previously led Deloitte Risk and Financial Advisory’s Technology, Media, and Telecommunications Industry practice for many years and has over 35 years of business experience, including public company executive financial management and strategy consulting.
A Few Past Participants Include
State of Nevada
Jimmy CastroDirector of Investment
Regents of the University of California
Ralph GoldstickerChief Investment Officer
Alan Biller and Associates
Alex ShenDirector of Research & Partner
The Burney Company
Michael UnderhillChief Investment Officer
Carl LudwigsonDirector of Manager Research
Bel Air Investment Advisors
David FranclManaging Director
San Francisco Employee Retirement System
Bert FeussSenior Vice President
Silicon Valley Community Foundation
Marty DirksBoard Member
City of San José Retirement System
Maeesha MerchantVP & CFO
California Institute of the Arts, CalArts
Damien CharlétyInvestment Administrator
East Bay Municipal Utility District
Karen GreeneChief of Staff
California State Controller
Wael Mohamed FawzyCEO
Susie ArdeshirInvestment Director
University of California
Erik LehrDirector of Research
Empirical Wealth Management
Nimisha SrivastavaGlobal Head of Credit Research
Willis Towers Watson
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