2022-03-29T00:00:00-0400

2022-03-30T00:00:00-0400

9th Annual Mountain States Institutional Forum Denver | March 29 - 30, 2022 Request Agenda


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.


PAST SPONSORS

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

GLOBAL FIXED INCOME

As specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.

ESG INTEGRATION

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.

MULTI-FACTOR INVESTING

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.

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.



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.

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]