The inaugural Institutional Retreat is the culmination of fifteen years of regionalized events across the US. The forum is designed to bring together 75 of the top minds in institutional 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 two 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, healthcare plans, and investment consultants.
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Key Discussion Topics
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.
Alternatives – Time to Shine
This panel will discuss what alternative strategies offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
This panel will endeavor to answer how institutional allocators can build an all-weather equity portfolio.
Portfolio Construction - Opportunities Within the Current Markets
This panel will discuss what a “diversified” portfolio look like in 2024 going into 2025? 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.
The Accelerating Pace of Change and Evolving Characteristics that Define Quality
A discussion around the varying definitions of quality within active management, indexes, and factors.
Evaluating Real Assets from Opportunistic to Niche Strategies
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.
Managing Currency Risk in a Global Portfolio
This session will cover the different approaches to currency management that create
improved risk and return outcomes for a global portfolio.
Deciphering Macro Markets in the Age of AI
This panel will discuss how best to understand the evolution of systematic market trading and how technology and data plays an important role in systematic macro investing.
Fixed Income: Reassessing the Asset Class in Uncertain Times
This panel will examine new and sometimes unexpected ways of viewing Fixed Income as a traditional asset class.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
PRICING
| 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. |
VENUE
Ritz Carlton, Amelia Island
4750 Amelia Island Pkwy
Amelia Island, Florida
32034
CLICK TO VISIT VENUE WEBSITE
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