7th Annual Pennsylvania Institutional Forum Philadelphia | November 4, 2021 Request Agenda

The 7th Annual Pennsylvania Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Pennsylvania institutional investment community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.

Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.





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.

Key Discussion Topics

Macro Outlook and Global Asset Allocation 
The 2008 global financial crisis decided the socioeconomic race to the bottom, crowning one winner—anti-globalism—and exposing neoliberalism as its dirtiest cheater.  Now, on the eve of another contentious presidential election, the novel coronavirus has infected America with a triple crisis, exposing its public health, ecological integration and economic order as fragile and the opposite of life-affirming.  


Gold as a Strategic Tool to Address the Challenges Investors Face 
Investment demand for gold has grown 18% per year, on average, since 2001. Today, in an environment of increasing market volatility and geopolitical risks, gold is more relevant than ever for institutional investors seeking returns, low correlations, liquidity, and diversification opportunities. 


An Evolving World for Alternative Credit 
Following the global financial crisis, a low-rate environment has forced investors to rethink asset allocation in order to meet their portfolio objectives. This prolonged market condition has put stress on traditional credit and fixed income instruments that have historically played a critical role in portfolios. 


Real Assets – Investments in Real Estate, Energy and Infrastructure 
Ownership of commercial real estate and privatized infrastructure is ubiquitous to institutional asset allocation, offering long-term, stable return, uncorrelated to public market performance.  But COVID-19 has made force majeure a portfolio risk, while restricted travel has grounded public-private airport revenue in Australia, the U.K. and Puerto Rico. 


Fixed Income Risks
For a global asset class totaling more than $100 trillion, fixed income is a capital market instrument often neglected.  The historic stock surge of 2010-2019 overshadowed solid but unspectacular bond performance.  


Volatility in 2020 - What’s Working, What’s Not 
The panelists will discuss the current options market environment, the different offerings and strategies in client’s portfolios as well as the impact volatility plays in all of this. Is liquidity an issue, are there barriers to entering this market that often produces enhanced returns and reduced drawdowns. 


Alternatives - Private Markets Investing at the End of the Economic Cycle  
The collapse of the housing bubble and corrective Wall Street reform led to not just the “golden age” of private equity, but turned the business of lending to the middle market into what has in 2020 become a lucrative $1 trillion global asset class--private debt.


Evolution of Emerging Market Equities

Before the novel coronavirus could spread to the developing world, the historic March 15 3,000-point loss on the Dow Jones Industrial Average had started a domino effect in Argentina, Brazil, India and South Africa, initiating a financial crisis in each nation to compound the impending humanitarian disaster.  


Recent Developments in Opportunistic High Yield Bonds
Last year, despite being deep into this extended credit cycle, high yield once again led the fixed income asset class in performance, with low quality credits once again outperforming high quality.  How long can this credit cycle persist and is there still opportunity within the asset class at these spread levels?


A Conversation with the Region’s Leading Chief Investment Officers
Being the chief investment officer of a pension has never been a cake-walk.  But the stress and complex risk profile of the CIO role have both turned monumental in the wake of COVID-19.  In addition to asset allocation and portfolio management, stakeholder demand, member anxiety and staff wellbeing all take on renewed significance. 


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.


Union League of Philadelphia
140 S Broad St
Philadelphia, PA


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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