The 4th Annual Tri-State Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.
The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, real assets, fund operational isues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and fraud protection. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing New Jersey, New York, and Connecticut.
CPAs can receive CPE credits towards their continuing education obligations.
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Style
investing the smart way: Actively combining risk premiums to achieve stable
out-performance. An actively managed approach to harvesting risk premiums,
known as style investing, offers stable, relative risk-adjusted return
potential, and provides diversification and low-correlation. Our speaker will
review three key aspects of style investing.
Major
Forces and Trends in 2016: As we enter into a new calendar year, what are
some of the big issues that will likely see continuations from the previous
periods? Further rate increases by the Fed? Will they have a strong enough US
economy to back it up? The shockwaves from a struggling Chinese economy? How
much longer can energy prices stay low? Most importantly, how might our
investment portfolios be affected as these issues unfold?
Practical
Steps towards ESG Integration: More and more investors have added
Environment, Social, and Governance (ESG) as well as manager diversity considerations
to their board meeting agendas. How can these be woven into the portfolio
construction process? Where do we start?
Investing
in Today's Global Equity Markets: Amid the dynamic nature of global equity
markets, where can opportunities be found today and what are the challenges
facing plan sponsors? With strong-performing U.S. equities in the last few
years, the idea of global diversification has been put to test. But as markets
continuously cycle, it’s important to remember what has worked for one time
period may not work for the next. Join us for a conversation on how investment
managers, consultants and plans can help identify the alpha opportunities to
meet long-term funding obligations.
Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue. |
The Harvard Club
35 W 44th St
New York, NY
United States 10036
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