13th Annual Mountain States Institutional Forum

Portfolio Construction - Finding the Best Opportunities in 2026: Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.

Insights From a Sound Hedge Fund Investment Strategy: Hedge funds continue to play a critical role in diversified portfolios, offering unique strategies to generate alpha, manage risk, and navigate volatile markets.

The State of Digital Assets, Infrastructure, and a Comprehensive Approach: As digital assets continue to evolve from speculative instruments to foundational elements of the global financial system, the supporting infrastructure must keep pace.

The Future of Sustainable Investing—What Will the Path to Growth Look Like?: What is the outlook for sustainable investing (including infrastructure and energy) as it evolves amidst ongoing debates around climate, labor, and other key issues? With no unified national development plan, what are innovative ways forward?

Currency: "I see nothing, I know nothing". Why Many Ignore the Second Largest Risk in An Investment Portfolio?: In today’s interconnected global economy most U.S. pension fund portfolios have 10-25% of their assets in international exposures but don't manage their foreign exchange risks.

Building a Strong Strategy for Infrastructure Investments: In this session we focus on the world of tangible investments, where infrastructure plays a crucial role in building long-term investment returns. Our steamed panelists will offer insights into the potential for long-term growth and stable returns in these sectors.

CIO-CIO Institutional Leadership Cross-Conversation: An intimate conversation between institutional leaders on how they developed their careers, portfolios, and investment offices to manage risk, diversify investments, build effective teams, choose managers, and challenge the status quo for the sake of excellence throughout their careers.

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook: The financial landscape continues to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge of constructing resilient portfolios in the face of economic shifts and market volatility.

Fixed Income: Trends Shaping Today’s Landscape: Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?

The Equity Calculation: Evaluating its Effect on Portfolios: The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector institutional bets, slowing economies and interest rates. Will the rally continue?

A ‘Future Proof’ Private Equity in 2026 and Beyond: Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity, especially in the Healthcare sector.

Recognizing Emerging Markets’ Opportunities and Challenges: Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions. With global economic tides constantly shifting it's important to have a sound asset allocation strategy that includes emerging markets.

Alternatives – Time to Shine: Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

Unveiling the Dynamics of Passive vs. Active Management: Join the discussion on the world of investment management and explore the distinct strategies of passive and active approaches.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance: Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.

Real Estate & Real Assets: Seeking the Best Prospects: Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of volatility.

Chief Investment Officer Roundtable: Join a dynamic roundtable discussion featuring leading Chief Investment Officers from across the financial industry as they explore the evolving landscape of global markets, risk management, asset allocation strategies, and the future of institutional investing.