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 institutional community.
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SPEAKERS
Britt Harris CEO Texas Permanent School Fund
Rich Hall Chief Investment Officer UTIMCO
Brian Guthrie Executive Director Teacher Retirement System of Texas
David Hunter Chief Investment Officer Texas Municipal Retirement System
Greg Dowell Director of Investments Texas State University System
Gareth Williams Fixed Income Portfolio Managet Texas Permanent School Fund
Ian Toner Chief Investment Officer Verus
Shayne McGuire Portfolio Manager, Emerging Markets & Gold Fund Teacher Retirement System of Texas
Tim McEnery Managing Director, Senior Consultant Verus
Christian Ledoux Director, Investment Research CAPTRUST
Charles Mansfield Senior Director, Client Portfolio Manager MissionSquare Retirement
Lisa Ivie Miller Principal and Financial Advisor CAPTRUST
TITLE SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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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.
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.
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. |
