4th Annual Allocators’ Choice Awards & Masterclass December 1, 2020 • New York City



An afternoon of intense discussion among an exclusive group of asset allocators and managers. An evening of seven awards, exclusively for — and chosen by — asset allocators.


Join us for the most elite event in institutional investing.


View 3rd Annual Allocators' Choice Awards &
Masterclass coverage.



See 2019 highlights below.



Voting Criteria:

· Institutional asset owners only are eligible to vote in the Allocators’ Choice Awards. This includes staff members of retirement systems, endowments, foundations, sovereign funds, central banks, family offices (single and multi) consultants, but not asset managers, or other service providers.

· You can only vote once. If you submit multiple ballots, when voting closes we will accept only your most recent submission.

· All ballots will be verified



Lifetime Achievement Award Winner



We were pleased to announce Michael G. Trotsky, CFA, Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, as the recipient of the 2019 Lifetime Achievement Award. Trotsky was honored alongside the winners of the peer voted categories, announced at the 3rd Annual Allocators’ Choice Awards on December 3, in New York City.


View Lifetime Achievement Coverage




Partnership of the Year

Allocators' Choice (tie):

Brown University and Owl Rock Capital Partners

Hartford HealthCare and Eversource Energy


Government Pension Investment Fund and Sony Computer Science Laboratories

South Carolina Retirement System Investment Commission and GCM Grosvenor

United Technologies Corp. and Neuberger Berman & Wellington Management



Turnaround of the Year

Allocators' Choice:

Cornell University

Kenneth Miranda, CIO


California Institute of Technology

Scott Richland, CIO

CVS Health Corp.

Edward J. Ludwig, Chair, Investment and Finance Committee

Orange County Employees Retirement System

Molly Murphy, CIO

University of Texas/Texas A&M Investment Management Co.

Britt Harris, President, CEO, and CIO



Change Maker of the Year

Allocators' Choice:

Chicago Teachers’ Pension Fund

Angela Miller-May, CIO


Healthcare of Ontario Pension Plan

Jim Keohane, President and CEO

Pennsylvania State Employees' Retirement System

James Nolan, Acting CIO; Terri Sanchez, Executive Director; Phil Greenberg, MD, Real Estate

Railpen Investments

Richard Williams, CIO; Michelle Ostermann, Chief Fiduciary Officer



Team of the Year

Allocators' Choice:

Memorial Sloan Kettering Cancer Center

Jason Klein, SVP and CIO


AEGIS Insurance Services

Rip Reeves, CIO


Eric Kirsch, CIO

Kresge Foundation

Robert Manilla, CIO

Margaret A. Cargill Philanthropies

Shawn Wischmeier, CIO

Ontario Municipal Employees Retirement System

Satish Rai, CIO

Rice Management Co.

Allison Thacker, President and CIO

Virginia Retirement System

Ronald Schmitz, CIO



Investment Committee/Board of the Year

Allocators' Choice:

State of Wisconsin Investment Board

David Stein, Chair; Executive Vice President at Associated Banc-Corp


Cornell University

Girish Reddy, Chair; Former Co-CEO at Paamco Prisma

Teacher Retirement System of Texas

Jarvis Hollingsworth, Chair; General Counsel at Kayne Anderson Capital Advisors



Advocate of the year

Allocators' Choice:

David Holmgren

CIO at Hartford HealthCare


Ash Williams

Executive Director and CIO at Florida State Board of Administration

Charles Van Vleet

Assistant Treasurer and CIO at Textron

Christie Hamilton

Investment Director at Children’s Health

Matt Whineray

CEO at New Zealand Superannuation Fund

Robin Diamonte

CIO at United Technologies Corp.



Chief Investment Officer of the Year

Allocators' Choice:

Kim Lew

Carnegie Corp. of New York


Ana Marshall

Hewlett Foundation

Charles Kennedy

Carnegie Mellon University

Derek Brodersen

Alberta Teachers’ Retirement Fund Board

Douglas Brown

Exelon Corp.

Eric Kirsch


Fadi BouSamra

Metropolitan Government of Nashville and Davidson County

Lisa Mazzocco

University of Southern California

Marie Pillai

General Mills

Rip Reeves

AEGIS Insurance Services

Sanjay Chawla

FM Global

Scott Richland

California Institute of Technology



Success in the CIO suite creates a unique challenge: The number of people you can turn to for guidance rapidly diminishes.


The Institutional Investor Masterclass aims to mitigate this challenge.


For the afternoon before the Allocators’ Choice Awards, we will bring together an elite group of 100 asset allocators, along with a select group of asset managers, to discuss, debate, and tackle institutional investing’s intractable problems.


2019 Theme:


Three Million People Will Read Institutional Investor This Year. Only 11,000 of Them Matter. Knowing What They Consume Can Offer Allocators an Edge.


According to Institutional Investor data, there are approximately 11,000 essential institutional allocator decision makers on earth.


Can understanding how and what those 11,000 are reading provide a demonstrable edge when constructing institutional portfolios, engaging with asset managers, and guiding allocator careers?


We think so.


Members of the 3rd annual Allocators’ Masterclass will gain that edge through this year’s program, heavily influenced by Institutional Investor’s understanding of what content the world’s most important investors (and readers) are consuming.


Please click here for the preliminary agenda.



Request an invitation



Nominations were open for the seven categories through August 9. Finalists were announced September 10 as selected by the Institutional Investor editorial team. Voting, by qualified asset allocators only, began that day and continued through September 30. Winners were announced at the Allocators' Choice Awards on December 3, held at the Mandarin Oriental in New York City.






4th Annual Allocators’ Choice Awards & Masterclass December 1, 2020 • New York City

4th Annual Allocators’ Choice Awards & Masterclass December 1, 2020 • New York City


4th Annual Allocators’ Choice Awards & Masterclass December 1, 2020 • New York City

4th Annual Allocators’ Choice Awards & Masterclass December 1, 2020 • New York City