2017-10-25T00:00:00-0400

2017-10-25T00:00:00-0400

Southwest Institutional Investor Forum Scottsdale, AZ | October 25, 2017 Request Agenda


The SouthwestInstitutional 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, the global equity market landscape,hedge fund allocation trends, asset recovery, securities litigation, the 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, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.

CPAs can receive CPE credits towards their continuing education obligations.

FEATURED SPEAKER

Bob Jacksha , Chief Investment Officer, New Mexico Educational Retirement Board

Bob Jacksha is the chief investment officer for New Mexico Educational Retirement Board, a pension fund with $11 billion assets under management. Prior to being appointed as CIO of New Mexico Educational Retirement Board, he was the deputy CIO at the New Mexico State Investment Council. Jacksha received an MBA from the University of St. Thomas and a Bachelor's degree in Business Administration from Bemidji State University. Jacksha was recently named to Trusted Insight’s ranked list of the Top 30 Pension Chief Investment Officers.


TITLE SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

WHY SPONSOR

Key Discussion Topics

Style Investing the Smart Way
Actively combining risk premiums to achieve stable out-performance.

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?

Practical Steps Towards ESG Integration
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?

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?

SPONSORSHIP ONLY

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.

VENUE


The Scottsdale Resort at McCormick Ranch
7700 East McCormick Parkway
Scottsdale, AZ
United States 85258
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF INSTITUTIONAL

Camilo Tola

Head of the Institutional Investors Group

+1 347-308-7793

Camilo.Tola@marketsgroup.org

INVESTOR RELATIONS

Jason Peet

Program Manager

+1 646-762-4993

Jason.Peet@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Kim Griffiths

Head of US Institutional Sales

+1 646-416-6214

Kim.Griffiths@marketsgroup.org

SPONSORSHIP

William Coba

Relationship Manager

+1 917-551-5728

William.Coba@marketsgroup.org