The 8th Annual Texas 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 Texas institutional investment community.
The forum's agenda is 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:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*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.
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SPEAKERS
Brian Guthrie Executive Director Teacher Retirement System of Texas
Leighton Shantz Senior Managing Director Employees Retirement System of Texas
Mark Telschow Director, Investment Management Division Teacher Retirement System of Texas
Richard Inzunza Director of External Credit Employees Retirement System of Texas
Alex Ambroz Director of Risk Cleveland Clinic Investment Office
Premal Amin Pension Officer Austin Firefighters Pension Fund
Ian Toner Chief Investment Officer Verus Investments
Ryan Lobdell Consultant Meketa
Jon McCarry Senior Director University of North Texas
TITLE SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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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
MACRO OUTLOOK & STRATEGIC ASSET ALLOCATION
A low-growth, high-volatility environment gives more power to an argument for diversification among wide arrays of asset classes. The panelists will discuss how they are thinking (and what they are doing) regarding their strategic asset allocation and portfolio positioning.
ESG IMPLEMENTATION
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
GLOBAL EQUITY MARKET LANDSCAPE
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
EMERGING MARKETS - PUBLIC AND PRIVATE INVESTMENTS
Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.
BUILDING AN ALL-SEASON REAL ASSETS PORTFOLIO
In the face of volatile equity markets and inadequate bond yields, the investment management industry is seeing a spike in investor interest towards real assets.
PRIVATE MARKETS
Expected returns in public markets have driven investors to continue to increase their allocations to private markets, especially private equity and real assets.
MULTI-FACTOR INVESTING
Many commentators have concluded that the factor crowding phenomena could be eroding the returns associated with traditional long-term rewarded factors.
THE EVOLUTION OF THE ASSET-BACKED SECURITIES MARKET
Panelists will focus on the evolution of the ABS market and the emergence of new offerings over the past several years in response to the changing market environment since the 2008 Financial Crisis.
REGISTRATION
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.
PRICING
| 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. |
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