13th Annual Mountain States Institutional Forum

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams, which is why it’s so important for investors to understand this rich opportunity set. Having outperformed public markets in recent years, how will credit markets fare in a low-yield environment where uncertainty and inflationary pressures cloud the economic outlook?

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.

ESG in a Time of Crisis: Incorporating Energy, Geopolitical and Social Long-range sustainable investing practices that incorporate new data on environmental risks, governance mismanagements and socially flawed practices are transforming portfolios.

Differentiated High Yield Amid resilient but slowing economic growth, high yield bonds offer favorable risk/reward for investors seeking attractive yields with less volatility than asset classes with similar long-term return profiles.

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Private Equity's Resilience During Major Crises of the Last 25 Years Private equity has consistently outperformed listed equities during the five most significant crises of the past 25 years, with outperformance being twice as high during crises compared to stable periods.

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.

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.

Recession, Rates, and the Role of Gold in Portfolios  The gold price has seen a period of recalibration and consolidation, while still outperforming global equities, bonds, and other alternatives.

The Equity Equation: Evaluating Impact on Portfolios The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates.

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?

Alternatives – Time to Shine 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.

Real Estate in a Higher Rate Environment Rates have risen and are beginning to create a new lending environment. As underwriting gets more conservative, institutional investors are anticipating opportunities within an increasingly constrained credit market.

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.