10th Annual Pacific Northwest Institutional Forum

Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook: The financial landscapes continue to evolve in an era marked by unprecedented global events and with the US presidential election around the corner. Investors are faced with the imperative challenge to construct 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.

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.

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?

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.

The Next Decade of Artificial Intelligence for Institutional Allocators: Artificial intelligence is rapidly reshaping the investment landscape—and institutional allocators are beginning to feel both the opportunity and the pressure. This panel brings together leading CIOs, investment strategists, and consultants to explore how large, complex asset owners are integrating AI to enhance decision-making, risk management, portfolio construction, and operational efficiency.

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.

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. Join our panel of experts as they examine investment strategies, trends, and risks for the year ahead.

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.