10th Annual Midwest Institutional Forum Chicago | May 14-15, 2024 Request Agenda

Macro-Outlook & Asset Allocation: The Next 12 Months at a Glance

In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.

Private debt is a potential solution for institutional investors searching for yield and low correlations with the public markets. This session will explore the key differences between sponsor and non-sponsor focused direct lenders and the questions that institutional investors should be asking themselves as they consider allocating to this segment of the private debt market.

Emerging Markets in a Time of Profound Global Change

In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?

The Great Equity Debate:  Institutional Views on Stock Markets

Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.

Recession, Rates, and the Role of Gold in Portfolios

After surging to $2070/oz in Q1 2022, the gold price has seen a period of recalibration and consolidation, while still

outperforming global equities, bonds, and other alternatives. Looking ahead, investors will likely continue to seek

gold to protect against economic uncertainty, tighter monetary policies to control record inflation, and ongoing

geopolitical uncertainty. This discussion will focus on diversification risk management attributes gold can deliver to

help navigate existing and emerging market challenges.

Fixed Income: Reassessing the Asset Class in Uncertain Times

Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?

Opportunities in Securitized Credit

Securitized credit provides more opportunities to achieve higher credit quality while maintaining a yield advantage, as compared to those invested in government or corporate credit-focused strategies. Panelists discuss how this strategy can allow investors an opportunity to diversify credit risk by moving to an asset class that has not been as distorted by capital flows driven by QE, and focuses on collateral backed by consumer, housing, or real estate related assets.

The Importance of Process in Equity Factor Investing

Focus on the importance of using a properly designed investment process when building equity factor portfolios. In particular, it will address the benefits of using economically intuitive factors, large and varied data sets, and robust model validation. This discussion is intended to provide asset owner with a practical set of criteria that they can apply when evaluating providers of equity factor strategies..

Institutional Leadership Roundtable: Decision-Making in Disruptive Times

Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.

REGISTRATION

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.