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
Bob Jacksha Chief Investment Officer New Mexico Educational Retirement Board
Dominic Garcia Chief Investment Officer Public Employees Retirement Association of New Mexico
Vikki Hanges Chief Investment Officer New Mexico State Treasurer's Office
Jonathan Shear Chief Investment Officer University of Utah
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
Steve Neel Deputy Chief Investment Officer New Mexico Educational Retirement Board
William Smith President & CEO Santa Fe Community Foundation
Richard Pugmire Managing Director LP Capital Advisors
Adam Levine Chief Strategist Texas Treasury Safekeeping Trust Company
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
Mark Hill Council Member, Fixed Income Portfolio Manager Utah Office of the State Treasurer
Joe Ledgerwood Director of Investment Manager Research RVK Inc.
Randy Norton Trustee City of Henderson Nevada Public Improvement Trust
Matt Sturdivan Director, Traditional and Long/Short Equity RVK, Inc.
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 aPassive 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
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators
MANAGERS & SERVICE PROVIDERS: This event event is closed to all managers and service providers unless a sponsorship is purchased. Please contact sales@marketsgroup.org for additional information.
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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