12th Annual Northern California Institutional Forum

MacroOutlook and Global Asset Allocation The financial landscapes continue to evolve in an era marked by unprecedentedglobal events and with the US presidential election around the corner,investors are faced with the imperative challenge to construct resilientportfolios in the face of economic shifts and market volatility.

 

Global Fixed Income: Risks and Opportunities Our panel will show how the difference between fixed income risk andopportunity is simply a matter of tolerance.

 

ESGin Practice for Long Term Investors The panel will examine specific strategies investors are using to address andintegrate ESG issues in systematic value and multi-factor-based frameworks.

 

Using ETFs to Build and Scale Internally ManagedPortfolios This session will cover how institutions are addressing the growing executionneeds of different asset classes and newer instruments such as ETFs.

 

FixedIncome: Evolving Opportunities in the Securitized Markets Panelists will discuss areas their organizations are exploring including thethree primary sectors of the securitized space: (ABS), (CMBS), and (RMBS).

 

InstitutionalViews on Private Credit’s Growing Portfolio Utility & Importance An allocation to credit can offer higher risk adjusted returns, boostdiversification, and provide new income streams, which is why it’s so importantfor investors to understand this rich opportunity set. Having outperformedpublic markets in recent years, how will credit markets fare in a low-yieldenvironment where uncertainty and inflationary pressures cloud the economicoutlook?   

 

Arethe Benefits of Multi-Factor Investing Still There? Our panel will address various aspects of this subject including what it takesto weather the short-term troughs and deliver long term stable performance.

 

EmergingMarkets: Relevancy and Value in Today's Markets? This panel will discuss what factors should investors consider when debatingwhether to allocate to or diversify within the asset class?

 

HowMulti Strategy Portfolios Can Deliver on the Original Promise of InstitutionalHedge Fund Programs This panel will explore how diversified alternative portfolios may be uniquelypositioned to deliver on what should have been the original promise ofinstitutional hedge fund programs: positive absolute returns that areuncorrelated to traditional asset classes.

 

A Conversation with the Region’s Leading ChiefInvestment Officers This discussion with Chief Investment Officers will focus on the key investmentand management issues facing their funds.

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.