The 5th Annual Great Plains 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 specially designed to bring together 75+ staff members, investment officers, board members and trustees representing Minnesota, Wisconsin, North Dakota, South Dakota, Nebraska and Iowa.
The program’s agenda will cover alternative beta, pension fund management, the global equity market landscape, hedge fund allocation trends, outlook for emerging market economies, currency strategies, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility and fraud protection.
Myron Frans Commissioner Minnesota Management and Budget Office
Susan Slocum Treasurer & Chief Investment Officer Children's Hospitals and Clinics of Minnesota
Richard Hrabchak Chief Investment Officer Mutual of Omaha
Wei Huang Chief Investment Officer The Auto Club Group (AAA)
John Orner Vice President, Treasurer & Chief Investment Officer Blue Cross Blue Shield Minnesota
Craig Robbins Director of Investments Children’s Hospital and Clinics of Minnesota
Susan Hammel Executive in Residence Minnesota Council on Foundations
Adam Schwab Director of Investments American Enterprise Group
John Callen Chief Investment Officer Catholic Financial Life
Nolan O'Neill Research Director, Global Fixed Income Pavilion Advisory Group
Paul Wick Chief Investment Officer Intellicents
David Bromelkamp Chief Executive Officer Allodium Investment Consultants
Jay Stoffel Deputy Executive Director Minnesota Teachers Retirement Association
Ian Toner Chief Investment Officer Verus Investments
Heather Williamson Chief Investment Officer Central Financial Services
Derek Tyus Chief Investment Officer West Bend Mutual Insurance Company
Christian Eicher Principal RVK, Inc.
John Orner Vice President, Treasurer & Chief Investment Officer Blue Cross and Blue Shield of Minnesota
ALTERNATIVE BETA: OPPORTUNITIES FOR DIVERSIFYING
Defining "Alternative Beta" and the potential diversification benefits it can bring to an investor's portfolio through persistent return streams that are uncorrelated to equity and fixed-income beta. What distinguishes these strategies from "Beta" and "Alpha."
The panel explores how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks.
EVOLUTION OF EMERGING
Over the past two decades, investment in emerging market equities has been vexing. Return patterns have oscillated, while opportunity sets and challenges have been ever-changing. The question remains: what factors should investors consider when debating whether to allocate to or diversify within the asset class?
REQUIRES LEFT AND RIGHT BRAINS
Are Volatility, Uncertainty, Complexity and Ambiguity (VUCA) threats or opportunities for investment managers seeking alpha? With the help of both the left (logical) and right (empathetic) hemispheres of one’s brain, an investor is better prepared to anticipate and deal with unexpected market fluctuations and achieve greater financial return.
|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.|