2019-09-10T00:00:00-0400

2019-09-10T00:00:00-0400

5th Annual Southwest Institutional Forum Santa Fe | September 10, 2019 Request Agenda


The 5th Annual Southwest 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 specially designed to bring together 75+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.

The program’s agenda will include global asset allocation, equity markets, fixed income, private markets, real assets, alternative beta strategies, ETFs and CIO management issues. 


REQUEST AGENDA

Key Discussion Topics

- Macro Outlook and Global Asset Allocation

- Diversifying the Passive Equity Allocation with Low Tracking Error Strategies

- How to Build a Great Core Equity Portfolio

- Fixed Income - Realistic Expectations and Ways to Enhance

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

- Evaluating Alternative Beta Strategies 

- Alternatives - Moving From Assets to Outcomes

- Investing in Today's Global Equity Markets

- ETFs as a Tool for Optimizing Institutional Portfolios

- Chief Investment Officer Management

PRICING

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.

CONTACT

INVESTOR RELATIONS

Jason Peet

Co-Head of Institutional Production & Investor Relations

+1 646-762-4993

Jason.Peet@marketsgroup.org

SALES

Cory Stavis

Client Relations Manager

+1 917-551-5542

Cory.Stavis@marketsgroup.org

SALES

Kim Griffiths

Head of Institutional Sales & Co-Head Institutional Production

+1 646-416-6214

Kim.Griffiths@marketsgroup.org