2020-11-10T00:00:00-0500

2020-11-10T00:00:00-0500

5th Annual Pacific Northwest Institutional Forum Seattle | November 10, 2020 Request Agenda


The 5th Annual Pacific Northwest 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 Pacific Northwest institutional investment community.

The forum's agenda was 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.


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Key Discussion Topics

Gold as a Strategic Tool to Address the Challenges Investors Face 
Investment demand for gold has grown 18% per year, on average, since 2001. Today, in an environment of increasing market volatility and geopolitical risks, gold is more relevant than ever for institutional investors seeking returns, low correlations, liquidity, and diversification opportunities.

Fixed Income: It’s Important to View the Market Globally  
For a global asset class totaling more than $100 trillion, fixed income is a capital market instrument often neglected.  The historic stock surge of 2010-2019 overshadowed solid but unspectacular bond performance.ntation

Agribusiness Investing: Exploring Developed and Emerging Markets, Across the Food Value Chain and Capital Structure 
The global food/ag value chain is undergoing significant change driven by a number of major themes: 1) growing global population and middle-class formation 2) shifting consumer preferences towards organics, plant proteins, sustainability, animal welfare, fresh/local, etc; and 3) evolving supply chains to respond to surplus/shortages caused by animal disease outbreaks, volatile weather events, and trade disruptions.

Investing in Today's Global Equity Markets  
The decade following the global financial crisis capped not just the longest-running—but the most remarkable—bull market ever recorded.  Between 2009 to 2019, the Dow Jones Industrial Average reached 28,000, Netflix posted a 4,000 percent return and—in a historic first—the U.S. ended a decade without entering economic recession. 

Evolution of Emerging Market Equities 
Over the course of the past two decades, investment in emerging market equities has been polarizing. Return patterns have been volatile, along with a seemingly ever-changing set of opportunities and challenges. While emerging market countries remain drivers of global growth and are expected to deliver higher relative returns, on average compared to developed countries, institutional investors have less than 3% of their capital dedicated to the asset class. 

Factor Investing is Fundamental Investing
The rise of factor investing in recent years has been fueled by investors’ desire for transparent, straightforward and low-cost investment solutions. Successful factor strategies can, and should, tick all of these boxes. But they should not stop there. 

ESG Now and Then: Recent Trends in ESG Implementation  
The ESG discussion is evolving rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks. 

Diversify the Diversifier: Building an All Season Real Assets Portfolio 
Ownership of commercial real estate and privatized infrastructure is ubiquitous to institutional asset allocation, offering long-term, stable return, uncorrelated to public market performance. But COVID-19 has made force majeure a portfolio risk, while restricted travel has grounded public-private airport revenue in Australia, the U.K. and Puerto Rico.

How Multi Strategy Portfolios Can Deliver on the Original Promise of Institutional Hedge Fund Programs
“Equity-like return with bond-like risk” was one of the taglines used to market hedge fund strategies in the late 1990s and early 2000s. In hindsight, that promise was too good to be true given disappointing results for most hedge fund categories over the last 10 years. 

Managed Futures: The End of Trend?
Interest in Managed Futures grew steadily during the years following the Global Financial Crisis in 2008. However, managed futures strategies that leverage a trend-following approach have struggled over the past few years to deliver returns.

A Conversation with the Region’s Leading Chief Investment Officers
Being the chief investment officer of a pension has never been a cake-walk.  But the stress and complex risk profile of the CIO role have both turned monumental in the wake of COVID-19.  


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org 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.

VENUE


Columbia Tower Club
701 5th Avenue
Seattle, WA, United States
98104
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

John.Zajas@marketsgroup.org