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:
*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.
Charles Van Vleet Assistant Treasurer, Chief Investment Officer Textron Inc.
Joseph Cullen Chief Investment Officer Pennsylvania State University
Constance Everson Member, Investment Committee MassPRIM
Steve Xia, Ph.D. Head of Quantitative Research, Asset Liability Management and Investment Analytics Guardian Life
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
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.|