The 8th Annual Mountain States Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Arizona, Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Utah, and Wyoming.
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Joe Cullen Chief Investment Officer Montana Board of Investments
Amy McGarrity Chief Investment Officer Colorado Public Employees Retirement Association
Sam Masoudi Chief Investment Officer Wyoming Retirement System
Patrick Fleming Chief Investment Officer Wyoming State Treasurer's Office
Dan Slack Executive Director Colorado Fire & Police Pension Association
Peter Madsen Chief Investment Officer Utah School & Institutional Trust Funds Office
Robert Appling Managing Director Wilshire Consulting
Dale Martin Director of Illiquid Alternatives Fire and Police Pension Association of Colorado
Jim Dykstal Portfolio Manager DeMarche Associates
Richard Pugmire Managing Director LP Capital Advisors
Scott Middleton Principal, Director Innovest
Bob Byerhof Treasury Manager City of Westminster, CO
Robin Preston Senior Investment Officer Wyoming State Treasurer's Office
Usha Sharma Treasurer Denver Water
Paul Erlendson Senior Vice President Callan LLC
Todd Bower Trustee Fire & Police Pension Association of Colorado
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
Global Fixed Income
As specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
Global Equity Market Landscape
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
Opportunities in Alternative Credit
Alternative credit provides a breadth of diversity that can help investors create better risk-adjusted portfolios for outperformance in a tough market.
Emerging Markets - Public and Private Investments
Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.
Chief Investment Officer Roundtable
Chief Investment Officers will focus on the key investment and management issues facing their funds.
Private Credit Investing
The proliferation of private credit managers offers investors new ways to generate returns, but which sectors present the most attractive investment opportunities and where in the capital structure should investors focus their attention?
Expected returns in
public markets have driven investors to continue to increase their allocations
to private markets, especially private equity and real assets.
Many commentators have concluded that the factor crowding phenomena could be eroding the returns associated with traditional long-term rewarded factors.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
|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.|