5th Annual Italy Investors Forum

Opening Bell – Macro and Market Outlook

In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.

Alternatives & Private Market Investments – Time to Shine

As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.

Emerging Markets in a Time of Profound Global Change

In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?

The Great Equity Debate:  Institutional Views on Stock Markets

Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.

Solutions for Getting to Net Zero: Transformational Technologies

Net zero commitments in place today indicate that billions of dollars will be spent on innovations and technologies to reduce emissions. Panelists will address how we can allocate capital most efficiently to achieve these net zero targets and drive investment growth while remaining aware of the challenges and opportunities within the just transition.

Fixed Income: Reassessing the Asset Class in Uncertain Times

Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?

Addressing Inflationary Pressures

Economic growth is like an aircraft carrier that has enormous momentum but is difficult to turn or stabilize if it starts to list. Persistent inflation and a looming recession, at opposite ends of the spectrum, may become tail risk events that keep the Fed and the CEB and politicians awake at night. Awareness of key indicators could sharpen an investor’s edge, increase investment readiness and reduce their risks ahead.

Finding Alpha Across Private Credit Strategies

Credit strategies are changing and driving more profit within portfolios as LPs have sought greater diversifiers within the private credit space. Learn where investors are finding alpha across the ever-increasing range of specialty, niche, and bespoke strategies.

Institutional Leadership Roundtable: Decision-Making in Disruptive Times

Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted and how new tools such as shareholder advocacy, proxy voting and even litigation, can advance missional goals. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.

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