We began 2016 in a low-return environment, but the situation became increasingly complex as elections in the United States, Europe, and Asia toppled paradigms and cast doubt on long-held assumptions and beliefs. Those unprecedented developments left in their wake disruption and a high degree of uncertainty. In response to these changing conditions, we adjusted the roundtable themes and refocused the conversations to meet the needs of the PPI Community.

PPI’s leaders—our global Board of Directors and Advisory Council, and the management team based in San Francisco—are dedicated to fostering the powerful perspective that is gained when PPI members gather to discuss and debate the most relevant and pressing issues for institutional investors. We recognize that the PPI membership represents a powerful force in the global economy, and we understand that it is our duty to support the work of our members who are assessing investment opportunities and risks every day.

In 2016, we were also fortunate to have worked with PPI Fellow Takashi Endo, who worked with the management team on the 2016 Summer Roundtable and Asia programs, and Bob Burlingame, an attorney with Pillsbury Winthrop Shaw Pittman who helped us to secure the trademarks and certificates for PPI’s name and logo. We are also enormously grateful our Advisory Council, to Jonathan Kaufman, co-founder and principal at Third Plateau, Dr. Martha Summerville, president, Summerville Consulting, and Gabe Ross, senior counsel, Global Policy Initiatives, for their many contributions to PPI’s programs and institutional development in 2016.



PPI Leadership Teams on December 31, 2016: (*new in 2016)



Theresa J. WhitmarshChair
Executive Director
Washington State Investment Board

Wayne KozunVice Chair
Senior Vice President, Public Equities
Ontario Teachers’ Pension Plan Board

Henry JonesSecretary
Vice President/Chair, Investment Committee
CalPERS Board of Administration

Bryan Thomson, Treasurer
Senior Vice President, Public Equities
British Columbia Investment Management Corporation


Oliver Bolitho
Old Peak Limited

Else Bos
Chief Executive Officer

Jeb Burns
Chief Investment Officer
Municipal Employees’ Retirement System of Michigan

Susan J. Carter
Former President & CEO
Commonfund Capital, Inc.

Howard Chao
Private Investor
Doon Capital

Ajit Dayal
Founder and Director
Quantum Advisory Private Limited

Gordon J. Fyfe
British Columbia Investment Management Corporation

Takajiro Ishikawa
Senior Vice President Industrial Finance, Logistics & Development Group
Mitsubishi Corporation

Melissa J. Ma
Co-Founder and Managing Partner
Asia Alternatives Management

*Robert Maynard
Chief Investment Officer
Public Employee Retirement System of Idaho

Adrian Orr
Chief Executive Officer
New Zealand Super Fund

Sheila Patel
CEO, International
Goldman Sachs Asset Management

John Skjervem
Chief Investment Officer
Oregon State Treasury

Ambassador Paul W. Speltz
Chairman and CEO
Global Strategic Associates

Frank K. Tang
Chief Executive Officer & Managing Partner
FountainVest Partners

Leslie Teo
Chief Economist/Director
Economics & Investment Strategy
GIC Private Limited

*Conrad Yan
Campbell Lutyens & Co., Ltd.


Larry Hull, Founder & Chair Emeritus


Doug Pearce, Chair

Teresa C. Barger

Christopher K. B. Brotchie

Roy Doumani

Larry Hull

Takeshi Kadota

Herb Meiberger

James R. Timmins

Ambassador Linda Tsao Yang


Lionel C. Johnson

Kris Greenville
Vice President

Gwen Bough
Executive Assistant

Sabina Ong Gotuaco
Finance & Human Resources/Administration Director

*Piin Fen-Kok
Senior Program & Knowledge Director

Nicholas Sramek
Program & Knowledge Director

Evie Fong
Programs & Logistics Coordinator

Mark Mancao
Communications and Technology Director