Institutional Retreat Park City | July 15-17, 2024 Request Agenda

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

Macro Outlook and Global Asset Allocation

Could COVID-19 bring the long-theorized Great Reset of capitalism to bear?  Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.  


Global Fixed Income: Risks and Opportunities

Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.


ESG in Practice for Long Term Investors

The panel will examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.


Using ETFs to Build and Scale Internally Managed Portfolios

This session will cover how institutions are addressing the growing execution needs of different asset classes and newer instruments such as ETFs.


Fixed Income: Evolving Opportunities in the Securitized Markets

Panelists will discuss areas their organizations are exploring including the three primary sectors of the securitized space: (ABS), (CMBS), and (RMBS).


An Evolving World for Alternative Credit

The impact of COVID-19 on alternative credit was swift and severe. This panel will discuss if  structured finance can manage novel coronavirus risk?   


Are the Benefits of Multi-Factor Investing Still There?

Our panel will address various aspects of this subject including what it takes to weather the short-term troughs and deliver long term stable performance.


Emerging Markets: Relevancy and Value in Today's Markets?

This panel will discuss what factors should investors consider when debating whether to allocate to or diversify within the asset class?


How Multi Strategy Portfolios Can Deliver on the Original Promise of Institutional Hedge Fund Programs

This panel will explore how diversified alternative portfolios may be uniquely positioned to deliver on what should have been the original promise of institutional hedge fund programs: positive absolute returns that are uncorrelated to traditional asset classes.


A Conversation with the Region’s Leading Chief Investment Officers

This discussion Chief Investment Officers will focus on the key investment and management issues facing their funds, and plans to move forward post COVID-19. 


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.


The St. Regis Deer Valley
2300 Deer Valley Drive East
Park City, Utah


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]