The inaugural Institutional Summer 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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Institutional Uses of ETFs
Institutional investors use Exchange Traded Funds in a variety of different investment strategies. In fact, ETFs are among the fastest growing vehicles in institutional portfolios.
Opening Bell: Asset Allocation in 2025 and Beyond
Inflation and interest rates, technology, and market movements are all significant factors that will shape the year ahead.
Fixed Income: Reassessing the Asset Class in Uncertain Times
Inflationary pressures are causing investors to consider how they are allocating to fixed income.
Alternative Investments – From Diversifier to Return-Generating Strategies
With interest rates relatively high and central banks around the world working to fight inflation, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Calculation: Evaluating its Effect on Portfolios
The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates. Will the rally continue?
Fixed Income: Trends Shaping Today’s Landscape
Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?
Institutional Views on Private Credit’s Growing Portfolio Utility & Importance
Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.
Portfolio Construction - Finding the Best Opportunities in 2025
Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.
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.
Recognizing Emerging Markets’ Opportunities and Challenges
Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.
Diversity, Equity & Inclusion: Investing in the Future
Identifying strategies that consistently outperform the market continues to be an imperative for allocators and managers. Finding investment partners that incorporate inclusive and equitable practices in their operations and strategies has also become critical.
Leadership Roundtable: Decision-Making in Disruptive Times
In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations.
How to Have a Comprehensive Approach to Infrastructure Investments
Inflation and interest rate shifts have led investors to look at infrastructure to help generate returns and diversify their portfolios in times of volatility.
Differentiated High Yield
In the current interest rate environment, the leveraged credit markets present both risks and opportunities for investors seeking to build durable income solutions into their portfolios.
Recession, Rates, and the Role of Gold in Portfolios
The gold price has seen a period of recalibration and consolidation, while still outperforming global equities, bonds, and other alternatives.
Managing Currency Risk in a Global Portfolio
International exposure in investment portfolios has significantly increased since 2000 and currency risk cannot be ignored as part of the investment decision process.
Leadership Roundtable: Life after CIO – Master Class with Legends
This is a rare chance to hear from legends of the industry on what not to forget when creating effective teams, working with boards, creating intelligent succession plans, managing risks, choosing managers, diversifying portfolios, becoming board members, and enjoying the next chapter of their lives.
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
United States of America 84060
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