ALTSTX Dallas | October 15, 2019 Request Agenda

The Tri-State Institutional Forum is a local peer to peer educational meeting exclusively for the Tri-State's institutional investor community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.

In a closed door and non-salesy environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities. 



Key Discussion Topics

  • 2018 Macro Outlook and Fixed Income Opportunities 
  • Growing Opportunities in Debt
  • Evaluating Alternative Beta Strategies
  • De-Risking Now: Liability-Driven Investing (LDI) or Pension Risk Transfer
  • Asset Allocation and Risk Budgeting
  • Seeking Alpha Requires Left and Right Brains
  • Emerging Markets Equities: Balancing the Risk/Reward Tradeoff
  • ESG Now and Then: Recent Trends in ESG Implementation
  • Trends in Private Equity and Real Estate: Selectively Deploying Capital
  • Conversation with the Region's Leading Chief Investment Officers


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.



Paul Hamann

Head of Alternatives and Strategic Partnerships

+1 347-308-7792