12th Annual Ohio Institutional Forum

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook: The financial landscape continues to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge of constructing resilient portfolios in the face of economic shifts and market volatility

Fixed Income: Investment Grade Credit in Today’s Market: Tight corporate spreads are causing investors to consider how they are allocating within investment grade fixed income buckets.

The Equity Calculation: Evaluating its Effect 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?

Effectively Investing Through Private Markets, Diversification & Returns: As investors search for additional sources of return and methods for portfolio diversification in a continuously volatile and changing environment, private markets stand out as an area of opportunity.

Unveiling the Dynamics of Passive vs. Active Management: Join the discussion on the world of investment management and explore the distinct strategies of passive and active approaches.

Recognizing Emerging Markets’ Opportunities and Challenges: 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.

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. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.

The Case for Asset-backed Specialty Finance: Asset-backed specialty finance offers a unique opportunity for investors to diversify their portfolios. Unlike traditional cash-flow lending, which relies heavily on a borrower’s ability to generate income, asset-backed finance is secured by tangible assets where in the event of a default, investors have a claim on the underlying assets and the accompanying cash flow.

Alternatives – Time to Shine: Interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

Real Estate & Real Assets: Seeking the Best Prospects: Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of volatility.

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.