Institutional Retreat 2024 - Park City | Markets Group | 15 July 2024 | The St. Regis Deer Valley, 2300 Deer Valley Dr E, Park City, UT 84060, USA

The forum is designed to bring together 75 of the top fund selectors nationwide comprised of senior leadership such as chief investment officers and senior investment staff. This destination event will take place over the course of two days, featuring engaging content, networking events, award ceremonies, high-level management discussions, and opportunities to engage with top allocators. The forum's agenda is developed through extensive local travel and feedback from eighteen regional events representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance companies, healthcare plans, and investment consultants.

Key Discussion Topics
Opening Bell: The Next 12 Months at a Glance:
• Top thinkers and chief investment officers share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
Alternatives – Time to Shine:
• This panel will discuss what alternative strategies offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios:
• This panel will endeavor to answer how institutional allocators can build an all-weather equity portfolio
Portfolio Construction - Opportunities Within the Current Markets:
• This panel will discuss what a “diversified” portfolio look like in 2024 going into 2025? And what will it look like over the next 5-10 years? It will also discuss how investors approaching portfolio construction and allocation decisions in the current landscape.
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.
Evaluating Real Assets from Opportunistic to Niche Strategies:
• Given the current economic backdrop, as well as the demographic, sociocultural, environmental, and technological shifts and developments that influence these asset classes in unique ways, this panel will explore potential challenges and opportunities across different strategies.
Institutional Uses of ETFs:
• 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.
Managing Currency Risk in a Global Portfolio:
• This session will cover the different approaches to currency management that create improved risk and return outcomes for a global portfolio.
Deciphering Macro Markets in the Age of AI:
• This panel will discuss how best to understand the evolution of systematic market trading and how technology and data plays an important role in systematic macro investing.
Fixed Income: Reassessing the Asset Class in Uncertain Times:
• This panel will examine new and sometimes unexpected ways of viewing Fixed Income as a traditional asset class.

2024 Sponsors

TITLE SPONSORS:
• Manulife Investment Management
• SLC Management

PLATINUM SPONSORS:
• Builders
• CFM
• Federated Hermes
• Invesco QQQ
• Keystone National Group
• Longview Partners
• MetLife Investment Management
• Ninety One
• T.Rowe Price
• Vista Equity Partners
• Wastach Global Investors

GOLD SPONSORS:
• Adrian Lee & Partners
• Anchorage Capital Advisors
• Aristotle
• Builders
• First Sentier Investors
• Insight Investment
• Insight Partners
• Jane Street
• LSV Asset Management
• Moody's
• Nomura
• Orix
• Principal Asset Management
• State Street Global Advisors