The 8th Annual Ohio 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 Ohio.
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:
Jonathan Azoff Chief of Finance & Senior Counsel Ohio State Treasurer's Office
Vishnu Srinivasan Chief Investment Officer Ohio State University
Richard Stensrud Executive Director School Employees Retirement System of Ohio
Carrie Schaaf Investment Portfolio Manager Kentucky Farm Bureau Insurance
Timothy Gorrell Executive Director Ohio Tuition Trust Authority
Rob Kochis Principal The Townsend Group
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.|