The 8th Annual New England Institutional Forum is the region's leading conference for pension funds,
insurance companies, foundations & endowments, hospital plans sovereign
wealth funds and consultants from throughout the region. The forum’s content is
developed through hundreds of one-on-one meetings with the institutional
investment community and the program's speaker faculty is primarily comprised
of leaders in the sector across Massachusetts, Maine, New Hampshire, Rhode Island and Vermont .
Our
agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional private wealth community.
We're
committed to the health and safety of all of our attendees. At each of
our events the following COVID-19 related protocols will be in place to ensure
a safe and comfortable experience for all guests:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
SPEAKERS
Charles Van Vleet Assistant Treasurer, Chief Investment Officer Textron Inc.
Joseph Cullen Chief Investment Officer Pennsylvania State University
Constance Everson Member, Investment Committee Massachusetts Pension Reserves Investment Management Board
Steve Xia Senior Vice President, Head of Quantitative Research Guardian Life Insurance Company
Eric Newman Treasury Manager City of Stamford
Daniel Bergstresser Investment Committee, Associate Professor Brandeis University
Kashif Siddiqui Chief Investment Officer CRICO, Risk Management Foundation of Harvard Medical Institutions
Sheila Ryan Partner Cambridge Associates
Kevin Condy Director of Research Dahab Associates
Michael Vogelzang Chief Investment Officer Captrust
Alli Wallace Stone Principal, Consultant Meketa Investment Group
Frank Benham Managing Principal, Director of Research Meketa Investment Group
Colton Lavin Investment Director, Private Debt NEPC
Mark Wetzel Managing Partner, President Fiducient Advisors
Sarah Hoyt Edwards Senior Investment Director, Sustainable and Impact Investing Cambridge Associates
Michelle Davidson Co-Head of Americas Advisory Aksia Torrey Cove Partners
Sona Menon Partner, Head of North American Pensions and OCIO, Cambridge Associates
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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Key Discussion Topics
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.
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. |
