2025-04-09T00:00:00-0400

2025-04-10T00:00:00-0400

11th Annual Midwest Institutional Forum Chicago | April 9 & 10, 2025 Request Agenda


The 11th Annual Midwest Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans 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 institutional community. 


banner


REQUEST AGENDA

Please note only corporate email addresses will be accepted.

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.

Key Discussion Topics

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 2025: 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 2025
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 2025 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. 


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.

PRICING

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.

VENUE


University Club of Chicago 
76 E Monroe St
Chicago, IL
60603
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]