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 contact Robby Resendez at pge@informais.com for more information on membership.

 

Current Members

Current Officers

 

President

Carol Chan
Associate Director
Ernst & Young

Vice President

Audrey Kent
Strategic Consultant
Nationalgrid

Treasurer

Mark Lindell
Director, Investments and Foreign Exchange
Ashland Inc.

Secretary

Robert Rinaldi
Senior Director Corporate Treasury
S&P Global Inc.

   

Current Members

 

January 2018

ABB
Advance Publications
Alcatel-Lucent
Altria
Comcast
Con Edison
Ernst & Young
Estée Lauder Companies
Federal Reserve EBS
Graybar Electric
FMC Corporation
Hess Corporation
Hoffmann-La Roche
Honeywell International
IBM Retirement Funds
International Paper Company
Interpublic Group
Johnson & Johnson
Joint Industry Board of Electrical Industry
Marsh & McLennan

MetLife Inc.
National Grid
Pentegra Retirement Services
PepsiCo, Inc.
Pfizer Inc.
Philips Lighting
PricewaterhouseCoopers
PSE&G Service Corp.
S&P Global Inc.
Siemens Corporation
Sony Corporation of America
Teachers’ Retirement of New York City
Thomson Reuters
United Technologies
Valvoline
Verizon Investment Mgmt.
Visiting Nurse Service of New York
William Penn Foundation
Xerox Corporation
Yale-New Haven Health System