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.
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SPEAKERS
Eric Henry Chief Investment Officer State of Vermont
Justin Maistrow Deputy Chief Investment Officer State of Rhode Island
Sanford Rich Executive Director New York City Board of Education Retirement System
Sona Menon Partner, Head of North American Pensions and OCIO, Cambridge Associates
Heather Myers Partner Aon
Elyse Vilinsky Director, Direct Private Investments MassMutual
Constance Everson Member, Investment Committee Massachusetts Pension Reserves Investment Management Board
Michael Patalsky Managing Director, Senior Consultant Verus
Julian Regan Senior Vice President & Public Sector Market Leader Segal Marco Advisors
Steve Xia Senior Vice President, Head of Quantitative Research Guardian Life Insurance Company
Colton Lavin Investment Director, Private Debt NEPC
Alex Dauria Senior Portfolio Advisor Aksia
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
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Key Discussion Topics
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 in the U.S. Middle Market: A Source of Differentiated Returns
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
What
exactly does it mean to be “net zero”?
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
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REGISTRATION
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.
PRICING
| 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. |
