The 5th 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, fund operational issues, global equity market landscape, hedge fund allocation trends, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility, and ESG Integration. 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.
Scott Simon Chief Investment Officer Fire & Police Pension Association of Colorado
Robert Smith Chief Investment Officer New Mexico State Investment Council
Patrick Fleming Chief Investment Officer Wyoming State Treasurer's Office
Greg Smith Executive Director Colorado Public Employees' Retirement Association
Dan Slack Chief Executive Officer Colorado Fire & Police Pension
Sam Masoudi Chief Investment Officer Wyoming Retirement System
Truman Bradley Manager, Strategy/Asset Allocation CenturyLink Investment Management
Elmer Brinkman Chairman South Dakota Retirement System
Jack Blumenthal Vice-Chairman Fire & Police Pension Association of Colorado
Ted Benedict Managing Principal Meketa Investment Group
Janet Becker-Wold Senior Vice President Callan Associates
Richard Pugmire Managing Director LP Capital Advisors
Move from Fund Investing to Direct/Co-Investing: Direct and/or Co-Investing have become more and more popular among shrewd institutional LPs, with generally more favorable terms, lower fees and most importantly, better performance (potential and realized). Our panelists will discuss what should LPs consider as they get into these partnerships, among other considerations.
ESG Integration: Environment, Social and Governance (ESG) is becoming main stream in the institutional asset management industry. For early adopters, it is no longer a question of whether or not, but how to do it better. For those who are thinking about getting involved or have only just started, our panelists will discuss their best practices and advice.
Fixed Income: Despite encouraging domestic data, some say that further rate hikes are still very difficult moves for the Fed. At the same time, there is now between $10-11 trillion government debt around the world with negative yields, which makes U.S. Treasuries still relatively attractive. What is a reasonable yield range to expect out of a balanced fixed income portfolio in the near to mid-term? Are there any ways to improve on that? What are the risks?
Global Equity Portfolio: Global growth expectations and major equity market conditions could have big implications for the performance of your global equity portfolio. Investors will discuss allocation to U.S. stocks vs. international stocks, what are the geographical regions, sectors and styles to overweight and underweight, as well as how to properly evaluate foreign company fundamentals.
|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 Institutional Sales