Institutional Fall Retreat

Opening Bell: Asset Allocation in 2025 and Beyond Inflation and interest rates, technology, and market movements are all significant factors that will shape the year ahead. In this opening session, thought leaders and chief investment officers will set the stage by sharing their views on risks and opportunities that lie ahead, geopolitics and the impact on portfolios, and how to cut through the noise to navigate challenging markets.

The Equity Calculation: Evaluating its Effect 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?

Fixed Income: Reassessing the Asset Class in Uncertain Times Inflationary pressures are causing investors to consider how they are allocating to fixed income. Are investors looking at riskier areas of the asset class? Where is that risk being compensated? What are the dominant forces driving yield in the sub asset classes?

Institutional Uses of ETFs Institutional investors use Exchange Traded Funds in a variety of different investment strategies. In fact, ETFs are among the fastest growing vehicles in institutional portfolios. This session will look at the most commonly used ETF strategies for institutional investors and how these valuable tools can support portfolio construction and asset allocation.

Recession, Rates, and the Role of Gold in Portfolios The gold price has seen a period of recalibration and consolidation, while still outperforming global equities, bonds, and other alternatives. Looking ahead, investors will likely continue to seek gold to protect against economic uncertainty, tighter monetary policies to control record inflation, and ongoing geopolitical uncertainty.

Portfolio Construction - Finding the Best Opportunities in 2025 Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct.

How to Have a Comprehensive Approach to Infrastructure Investments Inflation and interest rate shifts have led investors to look at infrastructure to help generate returns and diversify their portfolios in times of volatility. Join our panel of experts as they examine investment strategies, trends, and risks for the year ahead.

The Accelerating Pace of Change and Evolving Characteristics that Define Quality A discussion around the varying definitions of quality within active management, indexes, and factors. We will discuss whether quality is persistent and whether it matters how much you are willing to pay for quality.

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?

Differentiated High Yield In the current interest rate environment, the leveraged credit markets present both risks and opportunities for investors seeking to build durable income solutions into their portfolios. The potential for greater single name credit dispersion in the high yield and leveraged loan markets can offer opportunities for skilled managers to generate excess return through actively managed portfolios in tradable credit.

Recognizing Emerging Markets’ Opportunities and Challenges Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions. With global economic tides constantly shifting it's important to have a sound asset allocation strategy that includes emerging markets.

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. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.

Recognizing Emerging Markets an Overview of Equity and Debt Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions. With global economic tides constantly shifting it's important to have a sound asset allocation strategy that includes emerging markets.

Leadership Roundtable: Life after CIO – Master Class with Legends This is a rare chance to hear from legends of the industry on what not to forget when creating effective teams, working with boards, creating intelligent succession plans, managing risks, choosing managers, diversifying portfolios, becoming board members, and enjoying the next chapter of their lives.