The inaugural Alternatives Retreat is designed to bring together 85 of the top minds in institutional and private wealth investment nationwide comprised of senior leadership such as chief investment officers and senior investment staff. This national event will take place over the course of three days, featuring engaging content, networking events, award ceremonies, high-level management discussions, and opportunities to engage with top allocators. The forum's agenda is developed through extensive local travel and feedback from eighteen regional events representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance companies, single and multi-family offices, RIAs, healthcare plans, and investment consultants. The agenda will include topics such as global asset allocation, private markets, real assets, private equity, hedge funds and more.
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Opening Bell: The Next 12 Months at a Glance
Top thinkers and chief investment officers share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
The Future of Alternatives
This panel will discuss what alternative strategies offer the most meaningful diversification and how can the best managers be sourced?
Private Markets - Time to Shine
Portfolio Construction - Opportunities Within the Current Markets
This panel will discuss what a “diversified” portfolio look like in 2025 going into 2026? And what will it look like over the next 5-10 years? It will also discuss how investors approaching portfolio construction and allocation decisions in the current landscape.
Views on Private Credit's Growing Portfolio Utility & Importance
Opportunities in Private Equity and Secondary Markets
Given the current economic backdrop, as well as the demographic, sociocultural, environmental, and technological shifts and developments that influence these
asset classes in unique ways, this panel will explore potential challenges and opportunities across different strategies.
Institutional Uses of ETFs
This session will look at the most commonly used ETF strategies for institutional investors and how these valuable tools can support portfolio construction and asset allocation.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
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. |