The 9th Annual Central States Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans sovereign wealth funds and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across the U.S. Central States.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional institutional community.
Scott Fitzpatrick, State Treasurer, State of Missouri
Scott Fitzpatrick is Missouri’s 47th Treasurer. As the state’s Chief Financial Officer, he directs the state’s banking services and oversees its $10.2 investment portfolio. Scott’s record as Treasurer reflects his commitment to fiscally conservative values as well as his support for small businesses and Missouri families.
A lifelong Missourian, Scott graduated from Cassville High School and the University of Missouri. He and his wife Mallory have three sons, Luke, Carson, and Noah.
Abby Spieler Deputy Executive Director Missouri State Employees' Retirement System
Thomas Richards Chief Investment Officer University of Missouri System Endowment
Ian Toner Chief Investment Officer Verus
Benjamin Frede Senior Portfolio Manager - Private Equity and Private Credit Public School and Education Employee Retirement System of Missouri
Charles Mansfield Senior Director, Client Portfolio Manager MissionSquare Retirement
Thomas Latzke Senior Vice President Marquette Associates
Tim Howald Investment Manager Columbia Insurance Group
Roger Willis Director of Research Asset Consulting Group
Joe Libbra Principal, Senior Investment Consultant Mercer
DeAnna Jones Consultant NEPC
Craig Coleman Vice President Asset Consulting Group
Kevin Fieldman Director - Investment Research CAPTRUST
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.
MACRO OUTLOOK & STRATEGIC ASSET ALLOCATION
A low-growth, high-volatility environment gives more power to an argument for diversification among wide arrays of asset classes. The panelists will discuss how they are thinking (and what they are doing) regarding their strategic asset allocation and portfolio positioning.
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
GLOBAL EQUITY MARKET LANDSCAPE
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
EMERGING MARKETS - PUBLIC AND PRIVATE INVESTMENTS
Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.
BUILDING AN ALL-SEASON REAL ASSETS PORTFOLIO
In the face of volatile equity markets and inadequate bond yields, the investment management industry is seeing a spike in investor interest towards real assets.
Expected returns in public markets have driven investors to continue to increase their allocations to private markets, especially private equity and real assets.
Many commentators have concluded that the factor crowding phenomena could be eroding the returns associated with traditional long-term rewarded factors.
THE EVOLUTION OF THE ASSET-BACKED SECURITIES MARKET
Panelists will focus on the evolution of the ABS market and the emergence of new offerings over the past several years in response to the changing market environment since the 2008 Financial Crisis.
CHIEF INVESTMENT OFFICER ROUNDTABLE
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.|