12th Annual Texas Institutional Forum

Allocating in a World of Net Zero, Energy Poverty, and Inflation Decarbonizing the world’s energy systems is an extraordinarily complex and capital-intensive undertaking. Moreover, many allocators are charged with the dual mandate of doing well (generating appropriate risk-adjusted returns) and doing good (assisting and participating in low-carbon endeavors). Thus far, realized returns have been mixed in many areas of clean tech and decarbonization progress more limited than expected. One area that has not seen a flood of decarbonization capital is the natural resource sector, despite the material intensity of many low- and no-carbon energy solutions.

A Systematic Approach to High Yield Systematic fixed income strategies have entered the mainstream, having seen their assets more than double over the last year. They are poised to grow further as innovative trading techniques and abundance of structured data provide opportunities to lower transaction costs and generate diversified alpha streams in less liquid asset classes such as high yield.

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and marketvolatility. The panel will shed light on the current macroeconomic landscape, providing insights into global economic trends and their potential impact on various asset classes.

Portfolio Construction: Opportunities Within the Current Markets In this unique economic environment, the status quo is continually being tested and challenged. Markets, the denominator effect, geopolitics, DEI, ESG and revised globalization have all created unique investment opportunities for investors who go beyond the traditional 60/40 portfolio construct. What will a “diversified” portfolio look like in 2025? And what will it look like over the next 5-10 years?

Tailoring Leveraged Finance to Investor Portfolios Relative value opportunities abound in leveraged finance, and we discuss the different drivers, duration profiles, and alpha levers across CLOs, high yield, leveraged loans, and private credit. We also discuss multi-asset credit strategies with flexible structures that allow investors to efficiently add risk or derisk through market uncertainty, providing a versatile solution for institutional investors.

Private Equity's Resilience During Major Crises of the Last 25 Years Private equity has consistently outperformed listed equities during the five most significant crises of the past 25 years, with outperformance being twice as high during crises compared to stable periods.

The Equity Equation: Evaluating Impact on Portfolios The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates. Will the rally continue?

Impact of Concentration on Factor Strategies This fireside chat will focus on concentration risk and its impact on the two pillars of diversified factor strategies, namely rewarded factors and diversification. The concentration of performance in the largest cap affects both the performance of diversified strategies and the performance of rewarded factors.

Private Market Investments – Time to Shine As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities. The panel brings together leading alternatives investors andallocators to share the role private equity, private debt, venture capital and commodities plays in their portfolios and what they look for in managers to meet their objectives in these asset classes

Emerging Markets: An Overview of Equity and Debt Few would argue with the attractiveness of emerging markets investments from economic growth, demographic and socioeconomic standpoints. However, the volatility of emerging market stocks over the past two decades may have sparked questions regarding the perceived risks of this important asset class.

Alternatives – Time to Shine In 2023, interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

Leadership Roundtable: Decision-Making in Disruptive Times Leading institutional investors shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions in the current environment.

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