Colonial Consulting’s Andrew Siwo to Moderate Private Equity Panel at the Tri-State Institutional Forum

Colonial Consulting’s Andrew Siwo to Moderate Private Equity Panel at the Tri-State Institutional Forum


New York, NY, March 22, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Research Analyst Andrew Siwo will be moderating a panel at the 6th Annual Tri-State Institutional Forum. The forum is organized by Markets Group and will be held April 5, 2018 at the Harmonie Club in New York. An annual meeting of the tri-state region’s institutional investor community, the forum will be attended by professionals in pensions, endowments, foundations, hospital plans, insurance companies and investment consulting.

Mr. Siwo’s panel is entitled “Trends in Private Equity and Real Estate: Selectively Deploying Capital.” Private equity and real estate managers have been quite selective in deploying the capital they have at their disposal lately, characterized by smaller deal or cap sizes. The panel will cover topics including possible implications on valuations, what industry sectors could be desirable in light of the economic outlook, and for institutional investors still looking to commit more, any changes in their expectations. On the panel will be Dana Johns, Senior Portfolio Manager at Maryland State Retirement and Pension, Warren Tye, Investment Officer at Helmsley Charitable Trust, and Tony Charles, Managing Director, Head of Global Research and Strategy at Morgan Stanley Real Estate Investing.

About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm’s experience, expertise, and in-depth research, Colonial Consulting provides valuable investment advice and full service consulting to help its clients meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial Consulting’s efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.

About Markets Group
Markets Group is an executive forum organizer with a track record of 300+ conferences in over 20 countries. Founded in 2009 in New York, Markets Group has grown into one of the largest and most successful conference organizers in the financial services sector, with over 75 professionals operating out of the US and Europe. We have successfully executed events in North America, South America, Europe, the Middle East, and Asia. Additionally, Markets Group was recently named one of America’s 500 fastest-growing private companies by Inc. Magazine and distinguished us as the #1 conference organizer and #1 financial services firm based in NYC.

Please direct all press inquiries to:

Charles Georgalas
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New York, NY 10017