11th Annual Northern California Institutional Forum Berkeley | December 9-10, 2024 Request Agenda

The 11th 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 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
The financial landscapes continue to evolve in an era marked by unprecedented global events and with the US presidential election around the corner, investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.


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).


Institutional Views on Private Credit’s Growing Portfolio Utility & Importance
An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams, which is why it’s so important for investors to understand this rich opportunity set. Having outperformed public markets in recent years, how will credit markets fare in a low-yield environment where uncertainty and inflationary pressures cloud the economic outlook?   


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


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.


Claremont Club & Spa (Fairmont)
41 Tunnel Rd
Berkeley, CA
United States 94705


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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