The 6th 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 designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Southwest institutional investment community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Robert "Vince" Smith Chief Investment Officer New Mexico State Investment Council
Bill Thatcher Portfolio Manager Arizona Public Safety Personnel Retirement System
Nathan Sax Senior Portfolio Manager, Fixed Income New Mexico Educational Retirement Board
Lynn Hoffman Investment Committee Member New Mexico Investment Council
Rich Robben Investment Consultant AndCo Consulting
Connor Ridgeway Senior Strategic Research Analyst Verus
Ken Scott Deputy Treasurer Bernalillo County
Stephen Neel Deputy Chief Investment Officer New Mexico Educational Retirement Board
Lee Munson Chief Investment Officer Portfolio Wealth Advisors
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
STRATEGIES TO MITIGATE THE PORTFOLIO IMPACT OF THE NEXT RECESSION
There will be another recession, not if, but when. What can institutional investors do to better prepare for the inevitable?
GLOBAL FIXED INCOME: RISKS AND OPPORTUNITIES
The onset of COVID-19 challenged the perception of the bond market as a safe haven, but offered exceptional opportunistic merchandise in corporate credit, government debt, even exchange traded fixed income. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
UNDERSTANDING THE CHINESE MARKETS
This session offers insight on the past and present Chinese equity markets, the unique role of the Chinese government, and other considerations investors in the A-share market should understand in order to best capture this new market opportunity.
AGRIBUSINESS INVESTING: EXPLORING DEVELOPED AND EMERGING MARKETS, ACROSS THE FOOD VALUE CHAIN AND CAPITAL STRUCTURE
The global food/ag value chain is undergoing significant change driven by two major themes: 1) shifting consumer preferences; and 2) rapidly changing supply chains to respond to surplus/shortages. We'll explore theses opportunities and challenges.
ALTERNATIVE BETA: IMPLICATIONS FOR YOUR PORTFOLIO
As alternative beta/risk premia strategies become more defined, it has become increasingly important for investors to understand the role these strategies play within their portfolios and what to look for when evaluating such strategies.
FIXED INCOME: EVOLVING OPPORTUNITIES IN THE SECURITIZED MARKETS
In this session, panelists will discuss areas their organizations are exploring including the three primary sectors of the securitized space: Asset-Backed Securities (ABS), Commercial Mortgage-Backed Securities (CMBS), and Residential Mortgage-Backed Securities (RMBS).
MANAGED FUTURES: THE END OF TREND?
Interest in Managed Futures grew steadily during the years following the Global Financial Crisis in 2008. However, managed futures strategies that leverage a trend-following approach have struggled over the past few years. Is there still alpha to be found?
ESG NOW AND THEN: RECENT TRENDS IN ESG IMPLEMENTATION
This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks.
DIVERSIFY THE DIVERSIFIER: BUILDING AN ALL SEASON REAL ASSETS PORTFOLIO
The novel coronavirus is a sign of real asset risk to come: In this session, we build a broader income-oriented real assets allocation designed to deliver high yield with downside protection.
PRIVATE MARKETS INVESTING AT THE END OF THE ECONOMIC CYCLE
How are private market investors addressing this new environment? Could there be new opportunities in this space?
CHIEF INVESTMENT OFFICER ROUNDTABLE
Chief investment officers will discuss their investment outlooks, stories of success and even lessons from failure. What are the best investment ideas looking forward and what levels of return are expected?
INVESTORS: Complimentary Registration for all qualified investors. 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.
|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.|