The 4th Annual Mountain States Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.
The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, real assets, fund operational issues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and fraud protection. The forum is specially designed to bring together 100+ staff members, investment officers, board members, and trustees representing Arizona, Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Utah, and Wyoming.
CPAs can receive CPE credits towards their continuing education obligations.
Style investing the smart way: Actively combining risk premiums to achieve stable out-performance. An actively managed approach to harvesting risk premiums, known as style investing, offers stable, relative risk-adjusted return potential, and provides diversification and low-correlation. Our speaker will review three key aspects of style investing.
Major Forces and Trends in 2016: As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods? Further rate increases by the Fed? Will they have a strong enough US economy to back it up? The shockwaves from a struggling Chinese economy? How much longer can energy prices stay low? Most importantly, how might our investment portfolios be affected as these issues unfold?
Practical Steps towards ESG Integration: More and more investors have added Environment, Social, and Governance (ESG) as well as manager diversity considerations to their board meeting agendas. How can these be woven into the portfolio construction process? Where do we start?
Investing in Today's Global Equity Markets: Amid the dynamic nature of global equity markets, where can opportunities be found today and what are the challenges facing plan sponsors? With strong-performing U.S. equities in the last few years, the idea of global diversification has been put to test. But as markets continuously cycle, it’s important to remember what has worked for one time period may not work for the next. Join us for a conversation on how investment managers, consultants and plans can help identify the alpha opportunities to meet long-term funding obligations.
|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.|
Head of US, Canada & European Institutional Real Estate
Head of US Institutional Sales