The 7th Annual Southwest Institutional Forum is the region's leading conference for pension funds,
insurance companies, foundations & endowments, hospital plans sovereign
wealth funds and consultants from throughout the region. The forum’s content is
developed through hundreds of one-on-one meetings with the institutional
investment community and the program's speaker faculty is primarily comprised
of leaders in the sector across Arizona, New Mexico, Utah and Nevada.
Our
agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional institutional community.
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.
Strengthen Your Core:
The Off-Benchmark Benefit
The core bond
universe is massive—approximately $50.0 trillion. However, the widely used
Bloomberg Barclays Aggregate Bond Index represented just $25.1 trillion. Why
the discrepancy? The index follows specific rules and limitations to control
inclusion and for rebalancing purposes.
Fixed Income: All the
Ways it Always Matters
With global issuance
topping $100 trillion, fixed income is a vast asset class to say the least. The
historic equity market surge of 2010-2019 overshadowed solid bond performance.
Volatility in markets
was something we got used to in 2021 and 2022 has started the same way as
investors worry about rising inflation, hikes in interest rates and more
Coronavirus variants. In a market characterized by high earnings multiples,
sharp market swings are likely to continue, and multiple expansion may become
less of an investors’ friend.
Gold: Hedging risk,
not returns
Gold demand in Q1
2022 was up 34% y-o-y as investors sought shelter from the market impacts of
the Ukraine invasion and surging inflation. As economic and geopolitical
volatility continues, this timely discussion will cover key themes.
ESG in Practice for
Long Term Investors
The ESG discussion is
evolving rapidly, as are techniques for incorporating ESG analytics and factors
into the portfolio construction process. 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.
Macro Outlook &
Global Asset Allocation
Currently
we find ourselves in an uneven economic growth environment, with decreasing
central bank intervention, uncertain trade outlook, interest rate headwinds and
volatile commodity prices.
With interest rates and credit spreads experiencing
heightened volatility, investors are seeking stability, diversification, and
enhanced returns in their fixed income portfolios through multi-sector credit strategies.
This panel will focus on the opportunities in multi-sector credit investing and
the reasonable range of expected returns a diversified portfolio can deliver
over a cycle.
Testing Boundaries: Augmenting
Traditional Investment Approaches for the Current Environment
We are approaching
some significant boundary conditions which could influence economic conditions,
market returns and correlations going forward relative to historic norms. This
creates a challenging backdrop for investors in pursuit of reaching return
targets, finding uncorrelated alpha sources, and applying robust risk
management techniques.
Private Markets
Investing in a Post-Covid World
The human and
economic effects of Covid-19 and the global pandemic will be felt well into the
future, and businesses are having to adapt and accelerate their plans for
organizational growth and change.
What Path to Take in
China?
As China’s weight
within key global equity indices increases and as financial markets there
mature and become more accessible, US institutional investors face a dilemma:
Should they consider a dedicated China allocation or should they continue
gaining their exposure to Chinese equities as they currently do, typically via
international or emerging market (EM) allocations?
The Future of Energy
Production and Why Renewables Matter
Renewable energy is a
multi-trillion-dollar global asset class and is expected to grow by more than
$100 billion annually as part of the largest economic modal shift since the
industrial revolution.
Southwest
Institutional Leadership Roundtable
The novel coronavirus
outbreak expunged $100 billion in corporate pension funding in 2020, while the
value of the U.S. public pension system fell $1 trillion. Saving, investing,
and funding retirement have long been under threat, COVID-19 has brought our
fear about exactly what the future might hold into sharp focus. For our
closing asset liability management session, talk is cheap, and failure to act
is lethal.
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. |
Four Seasons Resort Rancho Encantado Santa Fe
198 NM-592
Santa Fe, NM
USA 87506
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