The 11th 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 the region.
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.
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Key Discussion Topics
Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook
The financial landscapes continue to evolve in an era marked by unprecedented global events. Investors are faced
with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.
Fixed Income: Trends Shaping Today’s Landscape
Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the
U.S. Government’s borrowing needs?
The Equity Calculation: Evaluating its Effect on Portfolios
The equities market faces substantial influence from earnings expectations, elections and policy considerations,
sector bets, slowing economies and interest rates.
Recognizing Emerging Markets’ Opportunities and Challenges
Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique
opportunities and challenges that come with investing in these regions.
Navigating ESG - Considerations for a Successful Institutional Investment Strategy
Numerous institutional investors think asset managers should be more proactive in developing new ESG products.
ESG has moved from being a niche consideration to a central component of strategic institutional investment.
Institutional Views on Private Credit’s Growing Portfolio Utility & Importance ABF/Specialty
Finance/US Consumer
Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive
returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing
costs and a slower economy weighing on the margins of portfolio companies.
A ‘Future Proof’ Private Equity in 2025 and Beyond
Over the past decade, private equity has seen an increase in popularity and importance amongst institutional
investors.
Alternatives – Time to Shine
In 2024, 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?
Real Estate & Real Assets: Seeking the Best Prospects
Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of
volatility.
Leadership Roundtable: Decision-Making in Disruptive Times
In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations.
In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations.
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. |
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