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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

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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

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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.

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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

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Scott Chan
Chief Investment Officer

California State Teachers Retirement System


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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

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Tom Lee

Executive Director & Chief Investment Officer

New York State Teachers Retirement System

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Angela Miller-May

Chief Investment Officer,

Illinois Municipal Retirement Fund


3:40 pm

Closing Remarks

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​​Marcie Frost

Chief Executive Officer

California Public Employees Retirement System

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Toigo Industry Reception to follow.

Sponsorship Levels & Benefits

Note: Space is Limited

We encourage you to confirm sponsorship or your individual ticket purchases early.

$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

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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)

Need A Hotel Room?

We've got you covered.

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Additional Questions?

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Contact Us

Robert A. Toigo Foundation

555 12th Street, Suite 275

Oakland, CA, 94607

events@toigofoundation.org

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Advancing Inclusive Leadership in Finance

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