2021-03-16T00:00:00-0400

2021-03-16T00:00:00-0400

8th Annual Tri-State Institutional Forum New York | March 16, 2021 Request Agenda


The 8th Annual Tri-State Institutional Forum is an educational initiative designed through close coordination with the region's leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Tri-State institutional investment community.

The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants. 

Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.


ACCREDITORS

TITLE SPONSORS

PLATINUM SPONSORS

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REQUEST AGENDA

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.

Key Discussion Topics

2020 MACRO OUTLOOK AND GLOBAL ASSET ALLOCATION

Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.

 

INVESTING IN RENEWABLE ENERGY

This panel will identify compelling opportunities in green infrastructure and whether or not these new  markets will offer attractive returns and satisfy growing investor demand.

 

GLOBAL FIXED INCOME: RISKS AND OPPORTUNITIES

The onset of COVID-19 and subsequent panic-stricken selloff challenged the perception of the bond market as a safe haven. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.

 

WHAT'S NEXT FOR GLOBAL EQUITY MARKETS

Our equity panel will measure the true cost of the 2020 stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.

 

AN EVOLVING WORLD FOR ALTERNATIVE CREDIT

This panel will define the various segments within alternative credit, to highlight several key characteristics and to discuss real-time examples of opportunities in today’s market.

 

PASSIVE VS. ACTIVE MANAGEMENT OPPORTUNITIES

The debate around active vs. passive investment strategies continues unabated. This panel will discuss the areas of opportunity as it relates to passive management vs. active management.

 

ESG NOW AND THEN: RECENT TRENDS IN IMPLEMENTATION

This panel will examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.

 

DIVERSIFY THE DIVERSIFIER: BUILDING AN ALL SEASON REAL ASSETS PORTFOLIO

In this session, we discuss how to build a broader income-oriented real assets allocation designed to deliver high yield with downside protection. 

 

GLOBAL MULTI-SECTOR CREDIT FUNDS TO NAVIGATE LATE CYCLE OPPORTUNITIES AND RISKS

In this session, an allocator interviews a multi-sector PM on his experiences investing across the breadth of global asset classes through various market cycles.

 

 

CONVERSATION WITH THE REGION'S LEADING CHIEF INVESTMENT OFFICERS

Chief Investment Officers constantly face unique sets of challenges and investing environments. Panelists will focus on key investment and management issues.


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.

VENUE


New York Athletic Club
180 Central Park S
New York, NY
10019
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]