The Mountain States 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 Mountain States.
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.
Kenneth Pitman Principal Mercer
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Ian Toner Chief Investment Officer Verus Investments
Ben Bronson Senior Portfolio Adviosor Aksia
Kyle Geordan Investment Analyst, Risk & Asset Allocation Fire & Police Pension Association of Colorado
Larry Witt Managing Principal Meketa Investment Group
Paul O'Brien Trustee, Investment Committee Member Wyoming Retirement System
Steven Fraley Vice President, Director Innovest
Rich Ciccione Principal, Senior Consultant NEPC
Kevin Lindahl Executive Director Fire and Police Pension Association of Colorado
Usha Sharma Treasurer Denver Water
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.|