Markets Group’s Institutional Southern California Forum gathered leading investment executives in Beverly Hills for a full day of dialogue on portfolio resilience, private markets, and the global forces shaping institutional investing in 2025.
From market volatility and climate finance to the future of endowment strategy, allocators shared perspectives on how they’re balancing risk and opportunity in an uncertain environment. Conversations extended beyond the stage, as Markets Group captured insights straight from the sidelines.
Video interviews from the sidelines
“We’re all contending with risk — both the knowns and the unknown unknowns.”
– Elmer Huh, chief investment officer at the M.J. Murdock Charitable Trust
🎥 Watch the full interview with Elmer
Celebrating a career of impact: Scott Richland, retired CIO of Caltech.
Over 14 years, Richland helped grow Caltech’s endowment from $1.6B to $4.2B. His advice to peers? Be patient, think independently, and lean into less-followed, inefficient markets. Richland was honored with Markets Group’s Lifetime Achievement Award at the Forum.
🎥 Watch the full interview
“It’s not a death knell for climate finance — but the emphasis is shifting.”
Peter Lindner, who recently retired from the International Monetary Fund, brought a global lens to the discussion on climate finance and sustainable investing.
🎥 Watch the full interview
Looking ahead
💥 Find out what the conversations will be at our next Institutional Fall Retreat — request the agenda.
