The Institutional Retreat 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 forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the California institutional investment community.
The forum's agenda is developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, 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.
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
The St. Regis Deer Valley
2300 Deer Valley Drive East
Park City, Utah
84060
CLICK TO VISIT VENUE WEBSITE
