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 New Mexico, Arizona, Utah and Nevada.
The program’s agenda will include global asset allocation, risk management, equity markets, fixed income, private markets, real assets, alternative beta strategies, emerging markets, currency investing, transportation leasing and CIO management issues.
SPEAKERS
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
Bob Jacksha Chief Investment Officer New Mexico Educational Retirement Board
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
Joaquin Lujan Director of Rates and Credit Public Employees Retirement Association of New Mexico
James Walsh Head of Portfolio Advisory Albourne Partners
Clay Camper Real Estate and Real Return Analyst New Mexico State Investment Council
Lynn Hoffman Investment Committee Member New Mexico Investment Council
Francois Otieno Director of Fixed Income Segal Marco Advisors
Randy Norton Trustee City of Henderson Nevada Public Improvement Trust
Richard Mundinger Investment Committee Member Community Foundation of Southern Arizona
TITLE SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
Key Discussion Topics
- Strategies
to Mitigate the Portfolio Impact of the Next Recession
- Private
Markets Investing at the End of the Economic Cycle
- “Not Your
Father’s Emerging Markets”
- Middle
Market Direct Lending: Late-Cycle Risks and Opportunities
- Tips for
Resilient Decision Making in a VUCA World
- Currency - Should Managers be Considering a
Passive or Active Strategy
- Turning
Metal into Money; Unlocking the Value of Commodity Transportation Equipment
- Alternative
Beta: Implications for Your Portfolio
- Emerging
Markets: Relevancy and Value in Today's Markets?
- An Evolving World for Alternative Credit
- Diversify the Diversifier: Building an All Season Real Assets Portfolio
- Chief Investment Officer Roundtable
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
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