The 7th Annual Ohio 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 Ohio 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.
Farouki Majeed Chief Investment Officer School Employees Retirement System of Ohio
Paul Greff Chief Investment Officer Ohio Public Employees Retirement System
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
David Barcus Director of Investments Denison University
Jason Morton Senior Manager, Pension Investments Alcoa
Rich Robben Investment Consultant AndCo Consulting
Richard Stensrud Executive Director School Employees Retirement System of Ohio
Barbara Myers Senior Consultant, Strategy Research Highland Consulting Associates
Rob Kochis Principal The Townsend Group
David Lindberg Managing Director Wilshire
Kathryn Mawer Vice President, OCIO Advisor FEG Investment Advisors
Stephen Ewen Deputy Chief Investment Officer, Hedge Funds Mercer
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.
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?
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.|