



Beyond the
Benchmark
Innovation, Impact
& Investment Leadership
Thursday, December 4, 2025
LUXE Sunset Blvd Hotel
Los Angeles, CA
Join Toigo and leaders of top pension plans, foundations and endowments for our half-day December gathering featuring candid exchanges that focus on shifts occurring in the investment landscape, new strategies and the elevated responsibilities of the Chief Investment Officer.
We’ll dive into AI for an intel-rich conversation on ways AI can transform organizations for the future. The program concludes with an Industry Reception for additional networking opportunities.
Confirmed Speakers
To Date
Scott Chan
Chief Investment Officer
California State Teachers Retirement System
Marcie Frost
Chief Executive Officer
California Public Employees Retirement System
Jonathan Grabel
Chief Investment Officer
Los Angeles County Employees
Retirement Association
Natalie Jenkins
Chief Investment Officer
City of Dallas
Rod June
Chief Investment Officer
Los Angeles City Employees Retirement System
Tom Lee
Executive Director &
Chief Investment Officer
New York State Teachers Retirement System
Angela Miller-May
Chief Investment Officer
Illinois Municipal Retirement Fund
Apoorv Saxena
Co-Founder & Chief Executive Officer
Obin AI; Toigo Alumnus - Wharton '08
Program
Agenda
11:00 AM
Registration & Networking
Noon
Lunch Service
12:30 PM
Event Welcome
​​
Judy Chambers
Managing Principal
Private Markets Consultant, Meketa Investment Group, Inc.
Chair, Toigo Advisory Board
12:35 – 12:45 PM
A “Beyond the Benchmark” Perspective
​
Jonathan Grabel
Chief Investment Officer
Los Angeles County Employees Retirement Association
12:45 PM – 1:45 PM
The Capital Reset:
Rethinking Risk, Redefining Reward
CIOs are navigating a dramatically transformed environment—one where traditional performance benchmarks are only part of a much more complex mandate.
The role of the CIO increasingly involves aligning investment outcomes with broader institutional goals and stakeholder expectations. This conversation will explore how they are meeting the moment—and preparing for what’s next.
The daily reality now includes balancing investment discipline with institutional values, rising operational costs, and heightened calls for transparency and accountability.
1:50 – 2:20 pm
Adaptive Capital:
Aligning Innovation with Investment Discipline
The power of AI to transform industries, companies and our individual thinking is undisputed. But for many finance leaders, the enormous value of AI as a strategic asset has yet to be fully tapped.
​
Apoorv Saxena, Toigo Alumnus and AI venture investment expert, will lead a compelling “master class” offering insights from his roles within finance, tech and investing in AI innovation. He’ll lead us well beyond individual use of AI as a tool and dive instead into AI’s potential and power to drive transformational change.
Moderator
Apoorv Saxena,
Co-Founder & CEO, Obin AI;
Toigo Alumnus - Wharton '08
2:20 – 2:35 pm
Perspective on the Year Ahead
​​
Scott Chan
Chief Investment Officer
California State Teachers Retirement System

​
2:40 – 3:40 PM
New Ways, Alternative Models: How the Power of Difference & Breakthrough Thinking Can Fuel Financial Growth
The vision the CIO brings to an organization can be transformational. Listen in as leading CIOs share their view of their investment world—and how they have championed new ways of growing revenue and tackling risk (not always smoothly or quickly!).
Whether it is navigating internal headwinds or addressing pressure for fast and substantive returns, each has a story to share and wisdom to impart.
Confirmed Panelists
Natalie Jenkins
Interim Chief Investment Officer
City of Dallas
Rod June
Chief Investment Officer
Los Angeles City Employees Retirement System
​
Tom Lee
Executive Director & Chief Investment Officer
New York State Teachers Retirement System
​
Angela Miller-May
Chief Investment Officer,
Illinois Municipal Retirement Fund
3:40 pm
Closing Remarks
​
​​Marcie Frost
Chief Executive Officer
California Public Employees Retirement System
​
Toigo Industry Reception to follow.
$15,000
-
10 event tickets (full table)
-
Firm logo in prime position in event marketing and day-of materials, plus recognition and branding at Networking Event
-
Opportunity to display a branded activation (e.g., signage, photo backdrop, digital demo station) at the networking reception
-
Highlighted in post-event coverage and communications as the premier event partners
Alliance Sponsor
(1 Available)
$10,000
-
6 event tickets
-
Recognition as a Session Host with opportunity to introduce a “Perspectives” speaker
-
Firm logo featured on all event screens and signage
-
Dedicated recognition in social media promotions and on Toigo’s website event page
-
Option to provide a firm thought leadership insight for post-event sharing with attendees
Guiding Sponsor
(3 Available)
$6,500
-
4 event tickets
-
Firm logo featured in event marketing materials
-
Recognition on event signage and event program
-
Option to provide a branded item (notepad, pen, digital handout) to attendees
Supporting Sponsor
$2,500
-
2 event tickets
-
Firm logo featured in event marketing materials
-
Recognition on event signage
Contributing Sponsor

Individual Tickets
Individual
Ticket
$350
Reception
Only
$175
Plan
Sponsor
Complimentary registration; if you require an invoice, send us an email for fair market value confirmation ($75)
