Markets Group’s Institutional Summer Retreat brought together the nation’s leading chief investment officers, senior allocators, and investment executives for three days of thought-provoking discussions, sideline conversations, and collaborative networking at the St. Regis Deer Valley in Park City, Utah.
From governance challenges to the future of artificial intelligence in asset management, conversations at the Retreat captured the rapidly changing landscape facing institutional investors today.
Video Interviews from the Sidelines
“Earth-shaking changes may be coming — and we just don’t know what they are.”
– Bob Jacksha, Chief Investment Officer, New Mexico Educational Retirement Board
🎥 Click to watch the interview with Bob.
“Infrastructure and real assets are where we’re moving — the sheer demand is immense.” – Robert “Vince” Smith, Chief Investment Officer & Deputy State Investment Officer, New Mexico State Investment Council
🎥 Click to watch the interview with Vince.
“It’s an amazing honor when peers select you — and it makes us all better.” – TJ Carlson, Chief Investment Officer, Missouri State Employees’ Retirement System
🎥 Click to watch the interview with T.J.
“It’s a great time to hear from asset managers and industry leaders… to share best ideas, build friendships, and get some moral support.” – Brent Hartman, Institutional Investment Strategist, CAPTRUST
🎥 Click to watch the interview with Brent
“These retreats are invaluable — a chance to cloister away and exchange best practices with CIOs who’ve been in the seat for decades.” – Roberto Hamilton, Chief Investment Officer, AIDS Healthcare Foundation
🎥 Click to watch the interview with Roberto
“If I think about how to spend my time as an institutional investor, I would make time for this conference every single year.” – Jill Schurtz, Chief Investment Officer, Minnesota State Board of Investment
🎥 Click to watch the interview with Jill.
“We’re launching a new private infrastructure benchmark — better aligned with volatility and risk for infra allocations.” – Frank Mihail, Chief Investment Officer, North Dakota Department of Trust Lands
🎥 Click to watch the interview with Frank.
“This conference is unique because it brings public, corporate, and endowment CIOs together — perspectives we rarely get to see side by side.” – Ellen Hung, State Investment Officer, Nebraska Investment Council
🎥 Click to watch the interview with Ellen.
“Economic growth doesn’t always equal market returns — it’s about entry and exit.” – Chuck Saunders, Chief Investment Officer, Universities of Wisconsin
🎥 Click to watch the interview with Chuck.
“Without a doubt, Robert Smith blew minds on agentic AI — many realized they need to learn fast.” – Chris Ailman, Former CIO, CalSTRS
🎥 Click to watch the interview with Chris.
“As interest rates normalize, risk budgets can be reallocated more powerfully — diversification is always an allocator’s friend.” – Ash Williams, Vice Chair, J.P. Morgan Asset Management; Former CIO, Florida SBA
🎥 Click to watch the interview with Ash.
