9th Annual Texas Institutional Forum Austin | November 16, 2022 Request Agenda

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.

THE INFRASTRUCTURE ASSET CLASS IN A PORTFOLIO

This session discusses opportunities across different sectors, such as 5G, telecoms, and renewable energy. In addition, we will discuss how infrastructure debt can be an attractive complement to a traditional fixed income allocation.

EMERGING MARKET DEBT AND EQUITY OVERVIEW

Our emerging market session will explore the impact of COVID-19 on debt and equity markets. 

NAVIGATING EQUITY MARKETS IN TURBULENT TIMES

In the face of extreme volatility, many stocks and sectors are getting whipsawed, but there are still opportunities to identify companies that can deliver consistent and sustainable earnings growth. Close consideration of absolute risk can provide downside protection, which should lead to higher compounding of returns over the long term.

FROM GOLDEN AGE TO "RETURN-FREE RISK"

The golden age of fixed income is over. This panel will examine where to find return in the midstream energy and telecommunication sector, as well as convertible issuance and junk debt. 

PRIVATE DEBT IN THE US MIDDLE MARKET: A SOURCE OF DIFFERENTIATED RETURN

Private debt is a potential solution for institutional investors searching for yield and low correlations with the public markets. This session will explore the key differences between sponsor and non-sponsor focused direct lenders and the questions that institutional investors should be asking themselves as they consider allocating to this segment of the private debt market. 

WHAT PATH TO TAKE IN CHINA?

From geopolitical risk to regulatory crackdowns to real estate issues, Chinese equities have grabbed a lot of headlines recently, but are investors truly getting the whole picture of what exactly "Chinese Equities" are and how to access them? This presentation will help institutional investors better understand the structural nuances within Chinese equity markets and how to approach asset allocation to the second largest economy and overall equity market in the world.

ALTERNATIVE AND STRUCTURED CREDIT

Our alternative credit session will point out how asset-backed securities (ABS), business development company (BDC) or collateralized loan obligation (CLO) can per-borrower generate complex, less-liquid and above-market return. Our panel will also examine commercial mortgage backed securities (CMBS), financing real estate investment trust (REIT) and music royalty. 

NAVIGATING THE AFTERMATH OF COVID-19

Being an institutional investor has never been a cakewalk. But the stress, as well as complex risk profile of each person’s investment role, have both turned monumental in the wake of COVID-19. We ask our Roundtable panelists to discuss how the coronavirus pandemic changed their job description--for better and worse.

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.