The 10th 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.
Portfolio Construction - Finding the Best Opportunities in 2025
Many are calling this a new investment era with opportunities for investors that have never been seen before. Market
movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities
for investors who go well beyond the traditional 60/40 portfolio construct.
Opportunities in Securitized Credit
Securitized credit provides more opportunities to achieve higher credit quality while maintaining a yield advantage, as
compared to those invested in government or corporate credit-focused strategies. Panelists discuss how this strategy
can allow investors an opportunity to diversify credit risk by moving to an asset class that has not been as distorted by
capital flows driven by QE, and focuses on collateral backed by consumer, housing, or real estate related assets.
Diversity, Equity & Inclusion: Investing in the Future
Identifying strategies that consistently outperform the market continues to be an imperative for allocators and
managers. Finding investment partners that incorporate inclusive and equitable practices in their operations and
strategies has also become critical. Recent studies have found that companies with greater diversity in leadership ranks
are more likely than those with less diverse leadership to perform better than industry average on margin growth.
Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook
The financial landscapes continue to evolve in an era marked by unprecedented global events and with the US
presidential election around the corner. Investors are faced with the imperative challenge to construct resilient portfolios
in the face of economic shifts and market volatility.
Fixed Income: Trends Shaping Today’s Landscape
Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S.
Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds
should play within their portfolios.
The Equity Calculation: Evaluating its Effect on Portfolios
The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector
bets, slowing economies and interest rates. Will the rally continue?
Institutional Views on Private Credit’s Growing Portfolio Utility & Importance
Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive
returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs
and a slower economy weighing on the margins of portfolio companies. How are investors cutting through the
challenges facing private credit?
Recognizing Emerging Markets’ Opportunities and Challenges
Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique
opportunities and challenges that come with investing in these regions. With global economic tides constantly shifting
it's important to have a sound asset allocation strategy that includes emerging markets.
Sustainability-Considerations for a Successful Institutional Investment Strategy
Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG
has moved from being a niche consideration to a central component of strategic institutional investment.
Alternatives – Time to Shine
With interest rates relatively high and central banks around the world continuing to fight inflation, which
alternatives offer the most meaningful diversification and how can the best managers be sourced?
Effectively Investing Through Private Markets; Diversification & Returns
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and
changing environment, private markets stand out as an area of opportunities. The panel brings together leading
alternatives investors and allocators to share the role private equity, private debt, venture capital and more play in
their portfolios and what they look for in managers to meet their objectives in these asset classes.
Real Assets: Agriculture, Infrastructure, Natural Resources & Energy
In this session we focus on the world of tangible investments, where real assets play a crucial role in building long-term
investment returns. The discussion will involve both allocators and managers who have hands-on experience in sectors
such as transportation, energy, and telecommunications.
Leadership Roundtable: Decision-Making in Disruptive Times
In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how
to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing
investment and management issues facing their organizations.
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, New Mexico
United States of America 87506
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