2017-02-22T08:00:00-0500

2017-02-22T17:00:00-0500

5th Annual Tri-State Institutional Investor Forum New York, NY | February 22, 2017 Request Agenda


The 5th Annual Tri-State Institutional Investor Forum will cover smart beta, private equity, real assets, global equity, hedge funds, asset recovery, interest rates and the credit cycle, and fiduciary responsibility. The forum is specially designed to bring together 100+ executives, investment officers, board members and trustees representing New York, New Jersey and Connecticut.

CPAs can receive CPE credits towards their continuing education obligations. 


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Key Discussion Topics

Despite encouraging domestic data, some say that further rate hikes are still difficult moves for the Fed, given factors such as the value of USD, a near-zero neutral rate U.S. economy, and troubles overseas at foreign central banks. 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?


With major markets like Brazil and Russia sliding into recession and China significantly slowing down, emerging markets as a group seems to be struggling, just like the rest of the world. Coupled with strength in USD, capital outflows become inevitable, which in turn contributed to underperformance in many EM portfolios. But markets like India and Indonesia are still showing promise; some even point to evidence that the recent EM decline has already bottomed or nearing a turning point, marked by the encouraging rebound lately. Do our panelists agree or disagree?


A seven-year bull market in U.S. public equities, coupled with relative weakness overseas, puts the idea of global diversification on the back burner for many investors. But as markets continuously cycle, is now the time to start reducing domestic equity exposure and actively search for international growth? If so, where should we look? Is the global slowdown really leaving us nowhere to find good companies with solid fundamentals and great growth potentials?


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 Harvard Club
35 W 44th St
New York, NY
United States 10036
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF SALES, US INSTITUTIONAL GROUP

Kim Griffiths

Head of US Institutional Sales

+1 646-416-6214

Kim.Griffiths@marketsgroup.org

HEAD OF US & CANADA INSTITUTIONAL INVESTORS AND CREDIT & HEDGE FUND GROUPS

Camilo Tola

Head of the Institutional Investors Group

+1 347-308-7793

Camilo.Tola@marketsgroup.org

PROGRAM DIRECTOR

Shu Li

Head of Programming, US Institutional Group

+1 212-481-1745

Shu.Li@marketsgroup.org

RELATIONSHIP MANAGER

William Coba

Relationship Manager

+1 917-551-5728

William.Coba@marketsgroup.org