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.
PAST SPEAKERS
Ian Toner Chief Investment Officer Verus Investments
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
David Damschen State Treasurer Utah State Treasure's Office
Bob Jacksha Chief Investment Officer New Mexico Educational Retirement Board
Mark Waite Investment Manager University of Utah Endowment
Kristin Varela Deputy Chief Investment Officer Public Employees Retirement Association of New Mexico
Richard Pugmire Managing Director LP Capital Advisors
Dominic Garcia Chief Investment Officer Public Employees Retirement Association of New Mexico
Vikki Hanges Chief Investment Officer New Mexico State Treasurer's Office
Edmond Jeung Chief Investment Officer PNM Resources Inc.
Paul Chapman Director, Real Return and Real Estate New Mexico State Investment Council
Joaquin Lujan Director of Rates and Credit Public Employees Retirement Association of New Mexico
Christopher Daniel Chief Investment Officer City of Albuquerque
James Walsh Head of Portfolio Advisory Albourne Partners
Max Giolitti Chief Risk Officer Verus
Dale Connors Senior Consultant Ellwood Associates
PAST SPONSORS
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. |
VENUE
La Fonda on the Plaza
100 E San Francisco St
Santa Fe, NM
United States 87501
CLICK TO VISIT VENUE WEBSITE
CONTACT
INVESTOR RELATIONS
Jason Peet
Co-Head of Institutional Production & Investor Relations
+1 646-762-4993
SALES
Kim Griffiths
Head of North America Institutional Sales
+1 646-416-6214
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