6th Annual Southwest Institutional Forum Santa Fe | September 24, 2020 Request Agenda

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. 


Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

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


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.


Sponsorship Opportunities & Registration

+1 212-804-6220


Allocator Attendance

+1 347-778-2568


Media Partnerships

+1 212-600-8631