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.
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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. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
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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