The 8th 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.
Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.
Richard Dahab Chief Executive Officer Dahab Associates
Steve Xia, Ph.D. Head of Quantitative Research and Analytics Guardian Life
Chuck Brown Managing Director DHK Financial Advisors
Constance Everson Investment Committee Member Mass. PRIM
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GLOBAL MARKET OUTLOOK
Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.
GLOBAL EQUITY AFTER COVID-19
Our equity panel will measure the true cost of the stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.
FIXED INCOME RISK
The onset of COVID-19 has challenged the perception of the bond market as a safe-haven. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
PRIVATE MARKET IMMUNITY
The novel coronavirus will be a Rorscharch test for the "golden age" private equity and the now $1 trillion private debt asset class. Will criticism of value extraction in private equity and unease with limited partner default deepen amid COVID-19?
EMERGING MARKET CRISIS
The panel will discuss the current challenges across emerging markets with the onset of the corona virus.
ALPHA, ABSOLUTE AND RISK ADJUSTED RETURN
Our panel will evaluate hedge fund performance versus indexation and replication in the wake of COVID-19.
REAL ESTATE, ENERGY AND INFRASTRUCTURE
Ownership of commercial real estate and privatized infrastructure has become ubiquitous to institutional asset allocation. But the novel coronavirus is a sign of real asset risk to come.
SECURITIZATION AND STRUCTURED FINANCE
Joblessness, social distancing and shelter-in-place have ground commercial demand and consumer spending to a halt. How can structured finance manage unprecedented default risk in the aftermath of COVID-19?
THE WARTIME CIO
The novel coronavirus has impacted not just asset allocation and portfolio management as well as staff well-being. Our CIO Roundtable will discuss how the global pandemic has altered the chief executive officer job description--for better and worse.
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.|