The 9th Annual New England Institutional 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 forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the New England institutional investment community.
The forum's agenda is developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
Charles Van Vleet Assistant Treasurer, Chief Investment Officer Textron Inc.
Mark Wetzel Managing Partner, President Fiducient Advisors
Kashif Siddiqui Chief Investment Officer CRICO, Risk Management Foundation of Harvard Medical Institutions
Joe Cullen Chief Investment Officer Pennsylvania State University
Constance Everson Investment Committee Member Mass. PRIM
Sheila Ryan Partner Cambridge Associates
Sona Menon Partner, Head of North American Pensions and OCIO, Cambridge Associates
Steve Xia, Ph.D. Head of Quantitative Research and Analytics Guardian Life
Sarah Hoyt Edwards Senior Investment Director, Sustainable and Impact Investing Cambridge Associates
Kevin Condy Director of Research Dahab Associates
Michelle Davidson Co-Head of Americas Advisory Aksia Torrey Cove Partners
Daniel Bergstresser Investment Committee, Associate Professor Brandeis University
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Differentiated High Yield
Against a backdrop of heightened volatility and rising interest rates, investors continue to be challenged to find attractive income options. The High Yield bond market can provide potential solutions away from traditional benchmarked strategies.
Gold: Hedging risk, not returns
Gold demand in Q1 2022 was up 34% y-o-y as investors sought shelter from the market impacts of the Ukraine invasion and surging inflation.
Private Markets Investing in a Post-Covid World
The human and economic effects of Covid-19 and the global pandemic will be felt well into the future, and businesses are having to adapt and accelerate their plans for organizational growth and change.
Private debt is a potential solution for institutional investors searching for yield and low correlations with the public markets. This session will explore the key differences between sponsor and non-sponsor focused direct lenders and the questions that institutional investors should be asking themselves as they consider allocating to this segment of the private debt market.
Opportunities in Alternative and Structured Credit
As investors search for new and differentiated alternative strategies that align with their portfolio objectives, many have explored specialized segments of the credit markets to capture yield. Often, these strategies look to take advantage of less trafficked, more complex, and sometimes less liquid opportunities
With countries and companies pledging to net zero across the globe, an increasing amount of organizations are taking the pledge to eliminate carbon emissions and report regularly on their quest. But what exactly does it mean to be “net zero”?
Emerging Market Debt and Equity Overview
Just as the novel coronavirus spread to the developing world, the historic March 15 3,000-point loss on the Dow Jones Industrial Average started a domino effect in Argentina, Brazil, India, and South Africa, initiating a financial crisis in each nation to compound the impending humanitarian disaster.
Navigating the Aftermath of COVID-19
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.|