March 24-26, 2025
Pension Bridge
The Annual 2025
The Ritz-Carlton, Half Moon Bay, California
The Number One Investment Conference in North America
We are thrilled to be back in beautiful Half Moon Bay, bringing together North America’s investment community.
Join us alongside leading asset allocators, family offices and consultants for two and a half days of in-depth discussions, knowledge sharing and exclusive networking as we kick off the 19th edition of Pension Bridge The Annual.
Education, networking and creating business
Pension Bridge The Annual is the number one investment conference in North America. It brings allocators and managers together in an optimized environment :
● Finely balanced ratio of 2:1 investors/investment consultants to asset manager firms
● Numerous networking receptions and meeting opportunities
● Topical, curated content and industry-leading speakers
Keynote Speakers
Jeffery Sun
Director, Multi-strategy Investments, OPTrust
Jeffery Sun leads the Technology and Innovation Portfolio at OPTrust, overseeing investments across a diverse range of strategies, including liquid technology investments and venture capital. He has also managed systematic strategies and portfolio construction.
Jeffery holds a Master of Computer Science from Georgia Tech and a Master of Mathematical Finance from the University of Toronto. In his free time, he is active on GitHub and Substack, contributing to the development of volunteer projects that leverage emerging technologies.
Keynote Session Mon Mar 24, 3:20 PM - 3:50 PM: Stomaching Volatility: How Conservative Pension Funds Should Allocate to Technology Assets |
Andrew Cotton
Andrew Cotton is a world-renowned big wave surfer, best known for his fearless pursuit of some of the largest waves ever ridden.
From the towering peaks of Nazaré, Portugal, to the wild and unpredictable slabs off the west coast of Ireland, Andrew continues to push the boundaries of what’s possible in one of the most extreme sports on the planet.
Here’s what our 2024 attendees had to say about their experience.
Topical and knowledge building
The programme will take a whole-portfolio approach to the major issues facing portfolio construction and investment execution today and in the future: Higher-for-longer rates, liquidity solutions for LPs, the move toward private markets, China and more.
Why you should be there
Attendance at our conference is sought after. Regularly attracting institutional investors and family offices with combined assets in excess of $11trn, attendees know that when they walk through the door business will be done, deals done, and future relationships built.
Headline Sponsors


Platinum Sponsors









JP Morgan








Platinum Breakout Sponsors





TT International
Gold Sponsors


Bonaccord Capital
Boston Partners



Glazer Capital




Los Angeles Capital Management





Networking Sponsors

Invesco




Connecting you with the right people
Pension Bridge The Annual 2025
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