Investment Forum September 15, 2026

Tuesday, September 15, 2026
10:00 am

Event location: Embassy Suites by Hilton, Sacramento Riverfront Plaza, 100 Capitol Mall, Sacramento, CA 95814

Event time: 10:00 a.m. – 3:00 p.m.

Agenda

1. Registration 
2. Call to Order/Roll Call: 10:00 – 10:15 a.m.
3. Welcome and Introduction: 10:05 – 10:15 a.m. (Presenter: SCERS – Steve Davis, Chief Investment Officer)
4. Market Outlook and Trends: 10:15 – 11:00 a.m. (Moderator: Cerity – Brian Kwan; Panelist: Bryan Whalen, Chief Investment Officer and Generalist Portfolio Manager, TCW)
5. Real Asset Discussion: 11:00 – 11:45 a.m. (Moderator: SCERS – Omar Martin, Senior Investment Officer; Panelists: Brian Collette, Managing Director, I Squared Capital; Carolyn Arida, Partner – Infrastructure, Harrison Street Asset Management; Omri Gainsburg, Partner and Chief Operating Officer, Meridiam)
6. Lunch: 12:00 – 1:30 p.m. (Moderator: SCERS – Brian Miller, Senior Investment Officer; Panelist: David Richter, Chair of the Absolute Return Strategies Investment Committee, Co-Head of Absolute Return Strategies Research, Grosvenor)
7. Credit Discussion: 1:30 – 2:15 (Moderator: Cliffwater – Jamie Fiedler, Senior Managing Director; Panelists: Tom Banks, Managing Director, SilverPoint Capital; Carter Neild, Managing Partner, OrbiMed; Jason Park, Partner, Area Management)
8. Private Equity Discussion: 2:15 – 3:00 p.m. (Moderator: SCERS – Jim Donohue, Deputy Chief Investment Officer; Panelists: Josh Stein, Managing Partner and Co-Founder, Threshold; Carter Neild, Managing Partner, OrbiMed)
9. Closing Remarks: 3:00 – 3:05 (Presenter: SCERS – Steve Davis, Chief Investment Officer)