7th Annual Southwest Institutional Forum Santa Fe | September 20, 2022 Request Agenda

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.

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.

Key Discussion Topics

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.

Fundamentals will Dominate

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.

Multi-Sector Credit

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


Sponsorship Opportunities & Registration

+1 212-804-6220

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Allocator Attendance

+1 347-778-2568

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+1 212-600-8631

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