The 12th 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.
Please note only corporate email addresses will be accepted.
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.
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 market
volatility. 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 and
allocators 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.
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. |
Omni Austin Hotel Downtown
700 San Jacinto At, E 8th St
Austin, TX
United States 78701
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