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.
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
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
Richard Pugmire Managing Director LP Capital Advisors
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
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
- 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
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|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.|