11th Annual Pennsylvania Institutional Forum

Portfolio Construction

Many are calling this a new investment era with opportunities for investors that have never been seen before. Markets, elections, the denominator effect, geopolitics, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.

Managing Economic Risks in Factor Portfolios

This presentation will focus on a robust portfolio construction approach that can help mitigate economic risks of diversified multi-factor strategies, while preserving their benefits, namely attractive expected returns, via exposure to rewarded factors, and diversification of idiosyncratic risks.

Fixed Income: Trends Shaping Today’s Landscape

Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios.

The Equity Equation: Evaluating Impact on Portfolios

The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates. Will the rally continue?

The Best Upcoming Private Credit Opportunities Since ‘08

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.

Navigating ESG - Considerations for a Successful Institutional Investment Strategy

Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG has moved from being a niche consideration to a central component of strategic institutional investment. This panel will delve into the crucial role of ESG in shaping institutional investment strategies, offering expert insights on navigating this evolving landscape.

Real Estate in a Higher Rate Environment

What role does Real Estate play in your portfolio today? As a return enhancer / alpha generator, a hedge against inflation, or both? Given the role, is there a distinction between public and private market real estate/assets? Equity or Debt? Between Real Estate and other Real Assets?

Alternatives – Time to Shine

In 2024, interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

Private Equity and Secondary Markets

Private equity affords very unusual rates of return, given the world’s current parameters. The rise of interest rates and private equity’s promise of double-digit annual returns are fueling ever-greater investor allocations to the asset class. Investors are increasingly turning to the secondary market to find value opportunities as LPs work to boost liquidity, with portfolios containing exposure to sectors such as hospitality, consumer related, energy and transportation needing to be sold at heavy discounts.

Chief Investment Officer Cross Conversation

Join top CIO’s as they share insights into their career journeys, investment philosophies, management approach and the strategies that have led to their success. They will discuss key challenges, market trends, and the evolving role of CIOs in ensuring long-term stability.

Institutional Leadership Roundtable: Decision-Making in Disruptive Times

In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations for example, how have global developments shifted priorities and what are reasonable expectations for investment returns this year?