Membership

Membership Criteria

Pension Group East membership is limited to individuals whose professional responsibilities directly relate to the investment management of assets of employment benefit funds or similar institutional funds, such as endowments or foundations. Consultants, members of the press, money managers, etc., must be excluded although they may occasionally be welcomed as guest speakers. In recognition of the fact that potential conflicts of interest may arise due to the increasingly diversified nature of corporate structures, it is expected that each member will conduct himself/herself in such a way as to not inhibit the free flow of information at Pension Group East meetings. Thus, members are prohibited from marketing any product or should refrain from using any information obtained from Pension Group East, its meeting or individual associations, for any purpose other than pertains to the investment of assets of the plan he/she represents.

All current members will be deemed to have the following membership criteria

  • Member must represent a plan sponsor.
  • Membership related to the corporate entity (not the individual).
  • Member must attend at least one meeting annually. (Although primary members are encouraged to send a substitute if they cannot attend, it is intended that the group be composed of senior level individuals who have primary responsibility for the investment of plan assets.)
  • Membership is not confined to plan sponsors of a specific geographic area.
  • Membership Eligibility and Bylaws. (PDF)

Dues

Members pay an annual fee of $500. This includes the cost of the quarterly luncheons for up to three delegates per member organization. Exceptions to any of the above are subject to the approval of the general membership.


After approval from PGE Officers, prospective members may attend their first meeting for free. Please email pge@informais.com for more information on membership.

 

Current Members

Current Officers

  

President

Zhuoying (Joy) Xu
VP of Strategic Asset Allocation & Fixed Income
Verizon

Vice President

Brian Moran
Sr. Financial Analyst
IBM

Vice President

Audrey Kent
Principal
Nationalgrid

Vice President

Diana K. Winalski
Deputy Chief Investment Officer
International paper

Vice President

Mary Strauch
Sr. Manager, Retirement Finance
Signify North America

Treasurer

Kyle Norwood
Sr. Mgr. Pension & Investment Officer
Siemens

Member Relations

Yijing Robertson
IBM

   

Current Members

  

2024

Altria
Church Pension Fund
Comcast
Con Edison
Credit Suisse
EY
Estée Lauder Companies
General Motors
Graybar Electric
Hess Corporation
Hoffmann-La Roche
Honeywell International
IBM Retirement Funds
International Paper Company
Johnson & Johnson
Joint Industry Board of Electrical Industry
Marsh & McLennan Companies

MetLife Inc.
National Grid
Nokia
Pension Boards United Church of Christ
Pentegra Retirement Services
Pfizer Inc.
PricewaterhouseCoopers
PSE&G Service Corp.
S&P Global Inc.
Siemens Corporation
Signify North America
Sony Corporation of America
Teachers' Retirement of New York City
Verizon Investment Mgmt.
William Penn Foundation
Xerox Corporation
XPOLogistics