The 8th Annual Midwest 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. Midwest.
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 private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events, the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Angela Miller-May Chief Investment Officer Illinois Municipal Retirement Fund (IMRF)
Matthew Rice Chief Investment Officer Fiducient Advisors
Carlton Lenoir Executive Director Chicago Teachers’ Pension Fund (CTPF)
Jerry Allen Executive Director City of Milwaukee Employees' Retirement System
Dennis White Executive Director Municipal Employees' Annuity and Benefit Fund of Chicago
Steve Swanson Executive Director Chicago Park Employees’ Annuity and Benefit Fund
William Beck Senior Vice President Wilshire Advisors
Timothy McEnery Managing Director, Senior Consultant Verus Investments
Nat Kellogg President and Director of Manager Search Marquette Associates
David Hernandez Senior Research Analyst, International Equity Marquette Associates
Sarah Hinman Senior Investment Consultant, Co-Chair of Mission-Aligned Investing Committee Fiducient Advisors
John Gray Senior Fund Manager, Equities MissionSquare Retirement
Joe Grandis Associate Partner - Retirement and Investment Aon
Nicholas Conant Investment Research Specialist Mercer
Gregory Leonberger Director of Research, Managing Partner Marquette Associates
Phineas Troy Vice President Asset Consulting Group
Jeff Marschke Senior Associate - Climate and Resilience Hub Willis Towers Watson
Kimberly DuBuclet Trustee and Commissioner Metropolitan Water Reclamation District of Greater Chicago
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.
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.|