NEWS

Earlier this week, we convened our 11th Annual Tri-State Institutional Forum in New York City, welcoming esteemed executives from various sectors including pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from across the region. Our Co-Head of Institutional Production, Morgan Lomas, spoke to some of our guests on a wide array of topics, covering everything from allocation strategies to climate risk impact on investments, fixed income discussions, portfolio construction insights, and the imperative for equitable savings initiatives.

To watch the video interviews, click the descriptions below:

Wade O'Brien of Cambridge Associates

"There's alpha on the table... returns have been above public benchmarks." Wade shared his insights on key trends he heard at our forum.

Christopher Brockmeyer of The Broadway League

"Lots of opportunities... more complicated today than it was 10 years ago when we had a low interest rate environment. So, I think a lot of things to think about." Chris shared his key takeaways from his fixed income panel session.

Ratna Kota of Maryland State and Retirement Pension System

Ratna told us what is at the top of his research list and the impact of climate risk and ESG considerations across investment asset classes. He shared insights on exploring diverse investments and navigating challenges like underperformance and natural disasters. 

Robin Diamonte, RTX

On the sidelines of our Institutional Forum, Robin spoke to Christine Giordano about her groundbreaking research initiative, the Collaboration for Equitable Savings (CFERs), exposing disparities in retirement savings among diverse communities.

See event photo highlights on LinkedIn:

• Pedro Guazo, Representative of the Secretary General (RSG), Investment of United Nations Joint Staff Pension Fund (UNJSPF) assets has kicked off our Institutional Forum sharing valuable insights with our audience.
• Maco-Outlook & Asset Allocation: The Next 12 Months at a Glance
• 2024 Credit Markets - Trends, Risks and Opportunities 
• Fixed Income - Reassessing the Asset Class in Uncertain Times
  
• Emerging Markets in a time of Profound Global Change
• Institutional Views on Private Credit's Growing Portfolio Utility & Importance
• Navigating ESG - Considerations for a Successful Institutional Investment Strategy
• Portfolio Construction: Opportunities Within the Current Markets
• Global Equities: Fundamentals will Dominate
• Real Estate in a Higher Rate Environment
• Panel Discussion: Alternatives - Time to Shine
• Recession, Rates and the Role of Gold in Portfolios
• Leadership Roundtable: Decision-Making
• Fireside Chat with Robin Diamonte of RTX