The 11th 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 institutional community.
Please note only corporate email addresses will be accepted.
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.
Opening Bell – Macro and Market Outlook
In a time of macroeconomic uncertainty, geopolitical
conflict, higher interest rates, chronic inflation, and market volatility, hear
how strategists and investors are viewing the next 12 months.
Alternatives & Private Market Investments – Time to
Shine
As investors search for additional sources of revenue and
methods for portfolio diversification in the volatile and changing environment,
alternatives stand out as an area of opportunities.
Emerging Markets in a Time of Profound Global Change
In a time of profound global change, how has investor
sentiment changed towards emerging markets? Which factors should long-term
investors consider when debating how and whether to allocate to the asset
class? Which regions, strategies and approaches will provide the best results
for the objectives and needs of institutional portfolios?
The Great Equity Debate: Institutional Views on
Stock Markets
Amidst slowing global growth, margin compression, and the
challenging backdrop of high inflation and rising interest rates, hear the
different strategies investors are using to determine their equity allocations
and guide their investments.
Solutions for Getting to Net Zero: Transformational
Technologies
Net zero commitments in place today indicate that billions
of dollars will be spent on innovations and technologies to reduce emissions.
Panelists will address how we can allocate capital most efficiently to achieve
these net zero targets and drive investment growth while remaining aware of the
challenges and opportunities within the just transition.
Fixed Income: Reassessing the Asset Class in Uncertain
Times
Inflationary pressures and rising rates are causing
investors to consider how they are allocating to traditional fixed income. Are
investors increasing their risk tolerance? Where are risks being most
compensated? What are the dominant forces driving yield in the sub-asset
classes?
Addressing Inflationary Pressures in 2025
Economic growth is like an aircraft carrier that has
enormous momentum but is difficult to turn or stabilize if it starts to list.
Persistent inflation and a looming recession, at opposite ends of the spectrum,
may become tail risk events that keep the Fed and politicians awake at night.
Awareness of key indicators could sharpen an investor’s edge, increase
investment readiness and reduce their risks ahead.
Finding Alpha Across Private Credit Strategies
Credit strategies are changing and driving more profit
within portfolios as LPs have sought greater diversifiers within the private credit
space. Learn where investors are finding alpha across the ever-increasing
range of specialty, niche, and bespoke strategies.
Institutional Leadership Roundtable: Decision-Making in
Disruptive Times
Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.
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.
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. |
The Junto Hotel
77 Belle St
Columbus, OH
United States of America 43215
CLICK TO VISIT VENUE WEBSITE