The 11th Annual 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 institutional community.
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Macro-Outlook & Asset Allocation: The Next 12 Months at a Glance
Top thinkers and chief investment officers share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
Fixed Income - Reassessing the Asset Class in Uncertain Times
As the Fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities? Does the traditional 60/40 still make sense and what do fixed-income investors need to consider in this new environment?
Portfolio Construction: Opportunities Within the Current Markets
In this unique economic environment, the status quo is continually being tested and challenged. Markets, the denominator effect, geopolitics, DEI, ESG and revised globalization have all created unique investment opportunities for investors who go beyond the traditional 60/40 portfolio construct.
Emerging Markets in a Time of Profound Global Change
In a time of profound global change how has the sentiment towards emerging markets been impacted? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?
Investments in Private Markets – How to Best Utilize Them
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities. The panel brings together leading alternatives investors and allocators to share the role private equity, private debt, venture capital and commodities plays in their portfolios and what they look for in managers to meet their objectives in these asset classes. Panelists will address risks and opportunities across capital structures, expected returns across the alternatives’ spectrum and the operational requirements for managing the unique complexities in alternatives and private markets.
Leadership Roundtable: Decision-Making in Disruptive Times
In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations for example, how have global developments shifted priorities and what are reasonable expectations for investment returns this year? This panel will present an opportunity to hear best practices from private leadership peers and how they develop strategies for opportunities and challenges to come.
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.
|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.