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.

We’re committed to the health and safety of all of our attendees.  At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.





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.  

Gold as a Strategic Tool to Address the Challenges Investors Face 

The 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. 

Real Assets – Investments in Real Estate, Energy, and Infrastructure 

Ownership of commercial real estate and privatized infrastructure is ubiquitous to institutional asset allocation, offering a long-term, stable return, uncorrelated to public market performance. 

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 of2010-2019 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 March15 3,000-point loss on the Dow Jones Industrial Average had started a dominoeffect in Argentina, Brazil, India and South Africa, initiating a financialcrisis in each nation to compound the impending humanitariandisaster.  

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. 

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.


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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