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 was 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.
Tom Tull Chief Investment Officer Employees Retirement System of Texas
Brian Guthrie Executive Director Teacher Retirement System of Texas
Leandro Festino Managing Principal Meketa Investment Group
Joe Ledgerwood Director of Investment Manager Research RVK Inc.
Anthony Novara Research Director DiMeo Schneider & Associates, L.L.C.
William Beck Vice President - Fixed Income Manager Reserach Wilshire Associates
Dan Parker Deputy Chief Investment Officer Texas Tech University System Endowment
Janet Becker-Wold Senior Vice President Callan
Ashley Baum Senior Investment Manager, Special Opportunities/Asset Allocation Teacher Retirement System of Texas
TJ Carlson Chief Investment Officer Texas Municipal Retirement System
Max Giolitti Chief Risk Officer Verus
John Newell Senior Portfolio Manager, Absolute Return Strategies Texas Permanent School Fund
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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.
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.
Expected returns in public markets have driven investors to continue to increase their allocations to private markets, especially private equity and real assets.
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.
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.|