12th Annual Ohio Institutional Forum

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Fixed Income: Reassessing the Asset Class in Uncertain Times Inflationary pressures are causing investors to consider how they are allocating to traditional fixed income.

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.

Portfolio Construction – Finding the Best Opportunities in 2026 Many are calling this a new investment era with opportunities for investors that have never been seen before.

Fixed Income: Trends Shaping Today’s Landscape Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?

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.

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

Insights From a Sound Hedge Fund Investment Strategy With more than $3 trillion in assets—and the freedom to invest opportunistically worldwide—hedge funds have become an important market-moving force of the last few decades.

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.

Alternative Investments – From Diversifier to Return-Generating Strategies With interest rates relatively high and central banks around the world working to fight inflation, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

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