8th Annual California Institutional Forum Santa Rosa | December 9, 2020 Request Agenda

The 8th Annual California Institutional Forum is designed to address the informational and educational needs of institutional investors, including public and corporate pension plans, university endowments, charitable foundations, healthcare organizations, insurance companies, consultants, board members and trustees from California. It is the 8th installment of the series, formerly known as the Pacific States Institutional Investor Forum.


Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

Key Discussion Topics

- Fixed Income Risks

As specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.

- Alternatives with Global Diversification Can Offer a Different Type of Performance in a Late Cycle

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.

- An Evolving World for Alternative Credit

As specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.

- Strategic Asset Allocation

The macro-environment and global economic conditions will set the context for all conversations taking place and setting the tone for a fruitful day of conversations. 

- Commodities in Your Alternative Bucket

- Evolution of Emerging Market Equities

Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.

- Managed Futures: The End of the Trend? 

- Trends in Private Equity: Selectively Deploying Capital

As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.

- ESG Now and Then: Recent Trends in ESG Implementation

Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.

- Chief Investment Officer Roundtable

Chief Investment Officers will focus on the key investment and management issues facing their funds and their responsibilities to their clients. 


INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.


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.


Sponsorship Opportunities & Registration

+1 212-804-6220


Allocator Attendance

+1 347-778-2568


Media Partnerships

+1 212-600-8631