6th Annual Michigan Institutional Forum

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns.

Evaluating CLO Equity Investments CLO equity can provide significant benefits to various institutional investors, driven by a robust return profile combined with high current income, cash flows that often remain persistent during periods of volatility in financial markets, and active management to limit downside risk and capture upside opportunities.

Public and Private Opportunistic Alternative Investing In this insightful panel discussion, our experts will explore the dynamic world of alternative investments, shedding light on unconventional opportunities that lie beyond traditional asset classes. As the financial landscape evolves, investors are increasingly turning to alternative strategies to diversify their portfolios and seek enhanced returns.

ESG in a Time of Crisis: Incorporating Energy, Geopolitical and Social Long-range sustainable investing practices that incorporate new data on environmental risks, governance mismanagements and socially flawed practices are transforming portfolios.

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?

Portfolio Construction: Opportunities Within the Current Markets In this unique economic environment, the status quo is continually being tested and challenged.

Unveiling the Dynamics of Passive vs. Active Management Join the discussion on the world of investment management and explore the distinct strategies of passive and active approaches.

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?

A ‘Future Proof’ Private Equity in 2025 and Beyond Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity, especially in the Healthcare sector.

 Real Estate & Real Assets: Seeking the Best Prospects Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of volatility.

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.