7th Annual Ohio Institutional Forum Columbus | March 10th, 2021 Request Agenda

MACRO OUTLOOK AND THE SEARCH FOR YIELD

Could COVID-19 bring the long-theorized Great Reset of capitalism to bear?  Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.

SYSTEMATIC INVESTING TECHNIQUES

This breakfast workshop will outline the latest techniques it applies in systematic, factor-based strategies, elaborate on the benefits of such a systematic approach, and outline how factor-based strategies and Sustainable Development Goals (SDG) investing can contribute to risk-return advantages.

GOLD AS A STRATEGIC TOOL TO ADDRESS THE CHALLENGES INVESTORS FACE

This discussion will explore factors that influence gold’s performance and analyze portfolio impacts relative to other asset classes.

EMERGING MARKETS: AN OVERVIEW OF EQUITY AND DEBT 

What factors should investors consider when debating whether to allocate to or diversify within the asset class?

ESG IN PRACTICE FOR LONG TERM INVESTORS

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. 

TECHNOLOGY INNOVATION AND DISRUPTION

This session will focus on the latest innovative trends in technology – from machine learning to the digitalization of finance to automotive evolution - and explore how increasing widespread adoption of these new technologies is creating both disruption and opportunity.

AN EVOLVING WORLD FOR ALTERNATIVE CREDIT

The panelists will seek to define the various segments within alternative credit, to highlight several key characteristics of these strategies, and to discuss real-time examples of opportunities in today’s market.

DIVERSIFY THE DIVERSIFIER: BUILDING AN ALL SEASON REAL ASSETS PORTFOLIO

The novel coronavirus is a sign of real asset risk to come:  In this session, we build a broader income-oriented real assets allocation designed to deliver high yield with downside protection.

GLOBAL FIXED INCOME: RISKS AND OPPORTUNITIES

The onset of COVID-19 has challenged the perception of the bond market as a safe haven, but offered exceptional opportunistic merchandise in corporate credit, government debt, even exchange traded fixed income. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.

BUILDING A DURABLE EQUITY PORTFOLIO

Our equity panel will measure the true cost of the 2020 stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.

CHIEF INVESTMENT OFFICER ROUNDTABLE

Chief investment officers will discuss their investment outlooks, stories of success and even lessons from failure. What are the best investment ideas looking forward and what levels of return are expected?

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.