The 5th Annual Mountain States Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.
The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, fund operational issues, global equity market landscape, hedge fund allocation trends, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and ESG Integration. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Arizona, Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Utah, and Wyoming.
CPAs can receive CPE credits towards their continuing education obligations.
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert Smith Chief Investment Officer New Mexico State Investment Council
Patrick Fleming Chief Investment Officer Wyoming State Treasurer's Office
Greg Smith Executive Director Colorado Public Employees' Retirement Association
Dan Slack Chief Executive Officer Colorado Fire & Police Pension
Sam Masoudi Chief Investment Officer Wyoming Retirement System
Joe Cullen Chief Investment Officer Montana Board of Investments
Truman Bradley Manager, Strategy/Asset Allocation CenturyLink Investment Management
Jack Blumenthal Vice-Chairman Fire & Police Pension Association of Colorado
Sam Troge Portfolio Manager, Global Equities Colorado Public Employees' Retirement Association
Richard Pugmire Managing Director LP Capital Advisors
Dale Martin Director of Illiquid Alternatives Fire and Police Pension Association of Colorado
Ian Toner Managing Director Verus Investments
Jonny Lach Partner, Portfolio Analyst Albourne America
Tim Barron Chief Investment Officer Segal Rogercasey
Robert Appling Managing Director Wilshire Consulting
Jude Pérez Interim Chief Investment Officer New Mexico Public Employees Retirement Association
Alexander Browning Vice President Callan Associates
FROM FUND INVESTING TO DIRECT/CO-INVESTING:
Direct and/or Co-Investing have become more and more popular among shrewd institutional LPs, with generally more favorable terms, lower fees and most importantly, better performance (potential and realized). Our panelists will discuss what should LPs consider as they get into these partnerships, among other considerations.
ASSET ALLOCATION & RISK MANAGEMENT:
Some argue that traditional asset allocation has already been proven inadequate in the 08’ crisis and there has been a paradigm shift since then which requires more sophisticated understanding of correlations among assets. Some organizations have moved to a risk-centric allocation model, some now allocate to strategies rather than assets, and there are also others that focus more on liability matching. Let’s hear more about the innovations in this area from our panelists.
ABSOLUTE RETURN FIXED INCOME:
Absolute Return strategies, once the domain of hedge funds and niche investors, now sit comfortably with many traditional asset managers and their clients. This session will introduce Absolute Return Fixed Income strategies in general, explain what they are and how they differ from traditional strategies, and discuss the role they play in an investor’s portfolio.
GLOBAL EQUITY PORTFOLIO:
Global growth expectations and major equity market conditions could have big implications for the performance of your global equity portfolio. For the next few quarters and beyond, how much should we invest in U.S. stocks vs. international stocks? What are the geographical regions, sectors and styles to overweight and underweight? How to properly evaluate foreign company fundamentals?
|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.|
Head of US Institutional Sales