13th Annual Tri-State Institutional Forum

Global Macro Outlook 2026-Strategies for an Evolving Market: The global investment environment in 2026 is defined by shifting monetary policies, moderating inflation, and uneven growth across regions. Investors face the dual challenge of identifying opportunities in a slower but more stable cycle while preparing for potential shocks from geopolitics, trade, and currency volatility.

Fixed Income: Strategies for a Shifting Market: With Federal Reserve rate cuts now in effect, what lies ahead for fixed income investors?

Equity Strategies in Transition: Positioning Portfolios for What’s Next: Equities remain heavily influenced by earnings, expectations, sector rotations and shifting macro conditions. With growth uncertainty and valuations in flux, allocators must balance risk and opportunity.

Unlocking Private Markets: Diversification, Returns & Resilience: As investors search for additional sources of revenue and new methods of diversification in today’s volatile environment, private markets stand out as a core area of opportunity.

Emerging Markets: Opportunities, Risks & the Next Growth Frontier: The dynamic landscape of emerging markets presents both opportunities and challenges for today’s allocators. With global economic tides constantly shifting, a disciplined allocation strategy is essential.

Alternative in Focus: Resilience, Yield and Downside Protection: As central banks began cutting rates, investors are reevaluating alternatives as a component to traditional fixed income.

Active vs. Passive: Finding the Edge: Passive strategies provide cost-efficient diversification, while active managers may capture alpha in a more dynamic environment.

Private Credit’s Expanding Role in Portfolios: Private Credit has cemented itself as a critical component of institutional portfolios, offering diversification and attractive yields, but also new challenges. As the market matures, investors face questions around credit risk, borrower resilience, and geopolitical threats.

Real Estate & Real Assets: Seeking the Next Opportunities: Shifts in demographics, inflation and capital flows are reshaping the real estate and real assets landscape. Investors are weighing long-term themes such as urbanization, infrastructure needs, and technology driven efficiencies against short-term volatility.

Leadership Roundtable: Leading and Clarity Amid Complexity: Business leaders today are navigating a mix of geopolitical risk, cultural shifts, and rapid technological transformation. The ability to make clear, confident decisions in the midst of disruption is critical for the organizational resilience and growth.