The 7th 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 designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Great Plains 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.
Shannon O’Leary Chief Investment Officer Saint Paul & Minnesota Foundations
Craig Robbins Director of Investments Children’s Hospital & Clinics of Minnesota
Ryan Flanagan Head of Alternative Investments General Mills Retirement Plan
Ryan Johnston Analyst – Funds Alpha State of Wisconsin Investment Board
Susanna Gibbons Managing Director Carlson Funds Enterprise, University of Minnesota
Greg Zick Director, Pensions & Investments Xcel Energy
David Bromelkamp Chief Executive Officer Allodium Investment Consultants
Jim Dykstal Portfolio Manager DeMarche Associates
Paul Wick Chief Investment Officer Intellicents
Greg Neumeyer Member, Investment Committee Greater Cedar Rapids Community Foundation
David Smith Managing Partner Marquette Associates
Ben Mohr Director of Fixed Income Marquette Associates
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 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.
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.
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
This session will discuss areas 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
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.
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. regard to investment strategy.
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.|