The 9th Annual Texas 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 Texas.
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 private wealth community.
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:
*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.
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 Senior Vice President Wilshire Advisors
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 Missouri State Employees' Retirement System
Max Giolitti Chief Risk Officer Verus
John Newell Senior Portfolio Manager, Absolute Return Strategies Texas Permanent School Fund
Please note only corporate email addresses will be accepted only.
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.
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.|