The 7th Annual Midwest Institutional Forum is an educational initiative designed through close coordination with the regions 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 Midwest 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.
Angela Miller-May Chief Investment Officer Illinois Municipal Retirement Fund (IMRF)
Johara Farhadieh Executive Director and Chief Investment Officer Illinois State Board of Investment
John Freihammer Portfolio Manager Chicago Teacher’s Pension Fund
Nat Kellogg President and Director of Manager Search Marquette Associates
Francois Otieno Director of Fixed Income Segal Marco Advisors
Ralph Goldsticker Chief Investment Officer Alan Biller and Associates
David Warn Director of Risk Management University of Chicago
Craig Slack Chief Investment Officer City of Chicago
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THE U.S. MIDDLE MARKET, A SOURCE OF DIFFERENTIATED RETURNS
This session will explore opportunities across the capital structure – from senior debt to junior debt to equity – and identify the favorable conditions driving interest in this sector.
ESG NOW AND THEN: RECENT TRENDS IN ESG IMPLEMENTATION
This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks.
FIXED INCOME: IT'S IMPORTANT TO VIEW THE MARKET GLOBALLY
The onset of COVID-19 and subsequent panic stricken selloff challenged the perception of the bond market as a safe haven, but offered exceptional opportunistic merchandise in corporate credit, government debt, even exchange traded fixed income. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
THE CHALLENGES AND OPPORTUNITIES OF NAVIGATING VOLATILITY
With depressed fixed-income yields and rich equity valuations, where do investors go for diversification and risk hedging? This panel seeks to uncover potential solutions that generate alpha and provide downside protection during turbulent times.
INVESTING IN TODAY'S GLOBAL EQUITY MARKETS
Our equity panel will measure the true cost of the 2020 stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.
BENEFITS OF CONTROLLING VOLATILITY FOR EQUITY FACTOR STRATEGIES
This panel presentation will show that the recent under performance of multi-factor strategies is not necessarily related to factors, but is instead linked to non-explicit risks embedded in multi-factor indices or funds.
STRATEGIES TO MITIGATE THE PORTFOLIO IMPACT OF THE NEXT RECESSION
There will be another recession, not if, but when. What can institutional investors do to better prepare for the inevitable?
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: Asset-Backed Securities (ABS), Commercial Mortgage-Backed Securities (CMBS), and Residential Mortgage-Backed Securities (RMBS). Combined, these sectors account for approximately 25% of fixed income issuance and independently, each sector offers unique opportunities with distinct value propositions.
EVOLUTION OF EMERGING MARKET EQUITIES
Before the novel coronavirus could spread to the developing world, the historic March 15 3,000-point loss on the Dow Jones Industrial Average had started a domino effect in countries like Argentina, Brazil, India and South Africa. What factors should investors consider when debating whether to allocate to or diversify within the asset class?
MAN AND MACHINE: AN INTRODUCTION TO THE SYSTEMATIC INVESTMENT STRATEGIES
What role should a quantitative strategy serve within an investor’s portfolio? And what should investors look for when evaluating quantitative investment managers? Join us as we explore the past, present, and future of systematic investment strategies – man and machine.
CHIEF INVESTMENT OFFICER ROUNDTABLE
Chief investment officers will discuss their investment outlooks, stories of success and even lessons from failure. What are the best investment ideas looking forward and what level of returns are expected?
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|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.|