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.
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.
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.
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?
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. |