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Harrisburg Sponsored Luncheon:  The Current Challenges Facing Asset Owners

Event Description

Special Pricing for Public Employees!

Pension funds are restructuring for a new investment climate. They are becoming more hands-on in the way they manage their investment portfolios. This proactive approach extends to all aspects of their operations and governance. 

Research reveals key trends that are radically reshaping almost every aspect of how pension funds manage their investments and deliver long-term value to their members. Funds are re-evaluating their attitude toward risk as they seek to deliver value to their members in a difficult investment climate. Many expect their institutions' investment risk appetite to increase over the next three years. 

The rise in risk appetite is driven by pension funds' need to boost lackluster returns. Interest rates have remained at historically low levels. Traditionally popular asset classes such as equities and fixed income may look pricey.  Research shows that pension funds are making a major shift in allocations to less-familiar asset classes such as alternatives to drive growth and meet long-term liabilities.

Plan to attend this informative panel discussion on the challenges facing asset owners of both public and private funds.

Panelists include:

Jennifer Sassani, Vice President, Investment Officer, Real Assets at Hershey Trust Company

Ms. Sassani has been an investment officer at Hershey Trust since March of 2017.  Hershey Trust Company is a state-chartered trust company founded in 1905. It serves as the trustee for the Milton Hershey School Trust, The M.S. Hershey Foundation Trust and the Hershey Cemetery Trust.  

Prior to her role at Hershey, she was Director of Alternative Investments at Lehigh University Investment/Endowment, where she functioned as the investment office's COO.  Sassani was responsible for the build out of the firm's private markets portfolios. Over nine years the fund grew the private equity program from 4% to 18% and the real estate portfolio from 2% to 4%. 

Sassani began her career at PSER's as co-head of Alternative Investments, where she one of four investment professionals responsible for SERS' $10 billion diversified private equity program.

Sassani holds an undergraduate degree in finance from Shippensburg University of Pennsylvania, and an MSBA in finance from Bucknell University.​

Tom Bauer, CFA, Deputy CIO (Traditional Investments)
Pennsylvania Public School Employees' Retirement System (PSERS)

Tom joined PSERS in 2016 as Deputy CIO.  In his role at PSERS, Tom is responsible for investments in public equities, public fixed income, risk parity, commodities, MLPs, and derivatives. Half of these assets are managed internally and half are managed externally by a roster of external managers.  Tom is Chair of the PSERS Asset Allocation Committee.

Prior to PSERS, Tom was a Co-Founder, Portfolio Manager and Chief Operating Officer at Stux Capital Management, a boutique, quantitatively-oriented, public equities manager. Along with president/CIO, Tom managed all investment- and business-related areas of the firm and led growth from start-up to peak $950 million in assets under management from institutional clients.  The firm was majority-owned by employees and minority-owned by CalPERS (Sacramento, California) and Strategic Investment Group (Arlington, Virginia).

Tom is a graduate of Notre Dame University.

John Pomeroy II, CFA,  
Chief Investment Officer     
Penn State University Office of Investment Management

Mr. Pomeroy became the Chief Investment Officer, Office of Investment Management at Penn State University in 2001. Previously, he was portfolio and product manager for Trinity Investment Management Corporation since 1989. Prior to that he was Vice President and Trust Investment Officer for Mellon Bank Corporation. John has been associated with the investment industry since 1972 and is a CFA Charterholder. He holds a B.S. in Industrial Psychology from Bowling Green State University and an M.A. in Urban Economics from the University of Akron.

Our moderator for the panel is Aniket Shah.  Aniket Shah is Head of Sustainable Investing at OppenheimerFunds, responsible for building and integrating sustainable investment principles throughout the firm's operations. Previously, he was a Program Leader at the UN Sustainable Development Solutions Network. He is a graduate of Yale University and is completing his doctorate at the University of Oxford's Smith School of Enterprise and the Environment.

Registration is free of charge for professionals interested in institutional asset investing.

For public employees who are prohibited from accepting or soliciting any gifts, meals etc., we have created a paid registration category of $15.00.  You will have the ability to print a receipt upon registration.

Click here to register.

Thank you to the sponsors of our luncheon:




Event Type

Society; Social

Education Topic


Start Time

10/25/2018 12:00 PM

End Time

10/25/2018 1:30 PM

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Location Info

Hilton Hotel Harrisburg
One North Second Street
Harrisburg, PA

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Content Type: MyCFA Calendar
Created at 10/5/2018 4:44 PM by
Last modified at 10/12/2018 4:42 PM by