2020-12-08T00:00:00-0500

2020-12-08T00:00:00-0500

8th Annual California Institutional Forum Napa | December 8, 2020 Request Agenda


The 8th Annual California Institutional Forum 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 was 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.

Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.


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Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

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, among other ideas.

 

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. Bank and local government assistance will mitigate publicly traded asset-, commercial- and residential mortgage-backed borrowing--but for how long? Can structured finance 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?

For America, the risk of losing not just a diverse asset class, but a pillar of globalization, is real.  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, along with what they consider to be their plans' "best ideas" with regard to investment strategy. 

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 Meritage Resort and Spa
875 Bordeaux Way
Napa, CA
94558
CLICK FOR DISCOUNTED HOTEL ROOMS

CONTACT

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]