The 9th Annual Tri-State 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 New York, New Jersey and Connecticut.
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.
Brian Schuman Principal, Strategic Investments PepsiCo
Kaylon McInelly Associate Vice President, Investments WVU Foundation
Scott Stone Chief Investment Officer Pentegra
Ratna Kota Senior Portfolio Manager Maryland State Retirement and Pension System
Christopher Brockmeyer Director of Employee Benefit Funds The Broadway League
William Kennedy CEO, Chief Investment Officer RiskBridge Advisors
Adam Barsky Executive Vice President, Chief Financial Officer New York Power Authority
Jessica Nicosia Vice President Wilshire
Matt McDaniel Partner, US Pension Strategy Group Leader Mercer
Melissa Grant Portfolio Advisor Aksia
Zhuoying (Joy) Xu Vice President of Strategic Asset Allocation & Fixed Income Verizon Investment Management
Eric Newman Treasury Manager City of Stamford
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.
GROWTH VS. VALUE: WHY IT'S TIME TO THINK OUTSIDE THE STYLE BOX
Value stocks have massively underperformed growth over the past decade. While the trend may be poised to reverse, long droughts and sharp reversals in individual styles raise the question: Might equity portfolios be more robust if they were not entirely beholden to swings in growth and value returns?
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.
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.
OPPORTUNITIES IN SENIOR LOANS
Decades of “easy money” have pushed yields for most traditional fixed income asset classes to all-time lows and, as companies have refinanced, reduced bond coupons and increased the bond market's average duration. This panel will discuss senior loans within current asset allocation structures that may be worth considering especially in a market environment marked by volatility and inflation.
DIFFERENTIATED HIGH YIELD
Against a backdrop of heightened volatility and rising interest rates, investors continue to be challenged to find attractive income options. The High Yield bond market can provide potential solutions away from traditional benchmarked strategies.
ESG IN PRACTICE FOR LONG TERM INVESTORS
This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks. The panel will also examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.
RECENT DEVELOPMENTS AND POST PANDEMIC TRENDS IN SECURITIES LITIGATION
During this fireside chat we will address recent trends and developments including significant securities litigation decisions over the past year, SPAC litigation, and what to anticipate for the coming year.
THE SEARCH FOR "REAL" YIELD AND EM FIXED INCOME
As the investment world evolves in the face of new trends encompassing economic, financial, geopolitical and ESG dimensions, new challenges emerge for investors. All this means investors have to reconsider their asset allocation around the four elements – risk, return (in real terms), liquidity and ESG. The critical dimension to consider will be the purchasing power of a portfolio per unit of risk. In this context, EM fixed income deserves undivided attention today, having experienced a marked transformation over the past years, providing a diverse and exciting opportunity set, with strong risk-adjusted long-term returns.
RISE OF THE SECONDARY STRATEGIES IN REAL ESTATE
Volatility is today super critical. But certain players in real estate have paused before deploying capital for direct—but still hot—real estate secondaries funds. Despite the panic and subsequent selloff around global impact of COVID-19, a direct strategy in the U.S. and U.K. has remained crucial. However, once the long-term impact of the novel coronavirus is fully stated, will the focus on real estate property still be overstated?
DID COVID-19 HELP OR HURT THE ACTIVE VS. PASSIVE MANAGEMENT DEBATE?
Our global equity panel will discuss the S&P 500 finishing at 18 percent and join the industry debate between passive investing versus active management, as well as sector fund selection and rotation.
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.
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.|