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 designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Mountain States 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.
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Sam Masoudi Chief Investment Officer Wyoming Retirement System
Dominic Garcia Chief Investment Officer Public Employees Retirement Association of New Mexico
Dan Slack Executive Director Colorado Fire & Police Pension Association
Usha Sharma Treasurer Denver Water
David Hunter Executive Director, Chief Investment Officer North Dakota Retirement & Investment Office
Dale Connors Senior Consultant Ellwood Associates
Aneta Rettig Finance Manager Denver Water
Sloan Smith Principal Innovest
Alexander Browning Senior Vice President Callan
Travis Newman Consultant DeMarche Associates
Randy Norton Trustee City of Henderson Nevada Public Improvement Trust
Paul Erlendson Senior Vice President Callan LLC
Kenneth Pitman Principal Mercer
Lynne Ward Executive Director Utah Educational Savings Plan
Matt Sturdivan Director, Traditional and Long/Short Equity RVK, Inc.
Craig Chaikin Vice President and Senior Consultant Segal Marco
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.
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.
INVESTING IN TODAY'S GLOBAL EQUITY MARKETS
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
CHIEF INVESTMENT OFFICER ROUNDTABLE
Chief Investment Officers will focus on the key investment and management issues facing their funds
PRIVATE CREDIT IN THE LATE STAGE OF THE CREDIT CYCLE
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?
PRIVATE MARKETS INVESTING
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.
THE ASSET-BACKED SECURITIES MARKET
Growth in the asset-backed securities (ABS) market over the past 10 years has provided diversification and strong risk-reward characteristics. As growth in some historic sectors of the ABS market slows, the emergence of new securitization sectors has expanded the opportunities available to investors.
SYSTEMATIC INVESTMENT STRATEGIES
Big data and technology are set to have a profound impact on the world, and firms with the capability to harness these tools are well positioned to remain at the forefront of this evolution.
TECHNOLOGY INNOVATION AND DISRUPTION
As the economic and market cycle matures, finding growth in the lower-growth world could become increasingly challenging.
INVESTMENT OPPORTUNITIES IN CHINESE HEALTHCARE
As the world’s most populous nation with the second-largest economy, China offers long-term growth opportunities in its healthcare sector, driven by several dynamic trends: an aging population, an increasing prevalence of chronic diseases, growing wealth to afford medical care, regulatory reform, and an influx of capital and talent.
PRIVATE CREDIT IN THE LATE STAGE OF THE CREDIT CYCLE
The proliferation of private credit managers offers investors new ways to generate returns, but across which geographies and sectors present the most attractive investment opportunities?
ACTIVE CURRENCY MANAGEMENT IN A GLOBAL PORTFOLIO
This session will describe through a case study, the implementation of active currency program done by a U.S. institutional investor to reduce currency risk associated with foreign-denominated investments.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] 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.|