12th Annual Midwest Institutional Forum

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance

Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns.

Insurance-Linked Securities – Continued Growth of a Fundamentally Uncorrelated Asset Class

This fireside chat will focus on the increased interest in insurance-linked securities as a key allocation for diversified portfolios.

Recession, Rates, and the Role of Gold in Portfolios

After surging to almost US $2,500/oz in Q2 2024, the gold price has seen a period of recalibration and consolidation, while still outperforming global equities, bonds and other alternatives.

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook

Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

The New Face of Active Quant

Active quantitative approaches to public equity investing continue to evolve and encroach on methods formerly reserved for fundamental qualitative analysis.

Fixed Income: Trends Shaping Today’s Landscape

Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?

The Equity Calculation: Evaluating its Effect on Portfolios

The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates. Will the rally continue?

Portfolio Construction - Finding the Best Opportunities in 2026

Many are calling this a new investment era with opportunities for investors that have never been seen before.

Navigating ESG - Considerations for a Successful Institutional Investment Strategy

Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG has moved from being a niche consideration to a central component of strategic institutional investment.

Effectively Investing Through Private Markets; Diversification & Returns

As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance

Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns.

A ‘Future Proof’ Private Equity in 2026 and Beyond

Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors.

Recognizing Emerging Markets’ Opportunities and Challenges

Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.