9th Annual Pacific Northwest Institutional Forum

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook The financial landscapes continue to evolve in an era marked by unprecedented global events and with the US presidential election around the corner. Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns.

Recognizing Emerging Markets an Overview of Equity and Debt In a time of profound global change, how has investor sentiment changed towards emerging markets? Which Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.

Alternative Investments – From Diversifier to Return-Generating Strategies With interest rates relatively high and central banks around the world working to fight inflation, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

ESG in a Time of Crisis: Incorporating Energy, Geopolitical and Social Long-range sustainable investing practices that incorporate new data on environmental risks, governance mismanagements and socially flawed practices are transforming portfolios. Meanwhile, ESG is challenged by shifts in government, energy, supply shortages and social practices within developing markets. ESG, SRI and impact investing opportunities and challenges continue to evolve on the global investor agenda at a time of great disruption to economies and markets and advances in data and technology.

Fixed Income: Trends Shaping Today’s Landscape Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?

Portfolio Construction - Finding the Best Opportunities in 2025 Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.

Recognizing Emerging Markets an Overview of Equity and Debt Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.

The Equity Equation: Evaluating Impact on Portfolios The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates. Will the rally continue?

A ‘Future Proof’ Private Equity in 2025 and Beyond Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors.

Leadership Roundtable: Decision-Making in Disruptive Times In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations.