Markets Group: Southwest Institutional Investor Forum 2018 | Markets Group | 20 September 2018 | Hilton Santa Fe Historic Plaza, 100 Sandoval St, Santa Fe, NM 87501, USA

The Southwest Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 100+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.

The program’s agenda will cover global asset allocation, alternative beta strategies, global equity markets, infrastructure investments, today's emerging markets, alternative investments, fixed income strategies, listed private equity and CIO management issues.

Key Discussion Topics:
- Macro Outlook and Global Asset Allocation
- The Global Convertible Market: Positive Asymmetry and Structural Alpha
- Harvesting Trends in Asset Class Returns for Improved Diversification and Return Potential
- Evaluating Alternative Beta Strategies
- Investing in Today's Global Equity Markets
- How to Create Value in a Competitive Infrastructure Environment
- Emerging Markets: Relevancy and Value in Today's Markets?
- Alternative Investments
- Fixed Income: Realistic Expectations and Ways to Enhance
- Investing in Listed vs. Direct Private Equity
- Chief Investment Officer Roundtable

2018 Speakers

Ian Toner
Chief Investment Officer, Verus Investments

Richard Mundinger
Investment Committee Member, Community Foundation of Southern Arizona

Robert "Vince" Smith
Chief Investment Officer, New Mexico State Investment Council

Bill Thatcher
Portfolio Manager, Arizona Public Safety Personnel Retirement System

David Damschen
State Treasurer, Utah State Treasure's Office

Bob Jacksha
Chief Investment Officer, New Mexico Educational Retirement Board

Mark Waite
Investment Manager, University of Utah Endowment

Kristin Varela
Deputy Chief Investment Officer, Public Employees Retirement Association of New Mexico

Stephen Marshall
Director, Head of Asset Allocation, Beacon Pointe Advisors

Richard Pugmire
Managing Director, LP Capital Advisors

Dominic Garcia
Chief Investment Officer, Public Employees Retirement Association of New Mexico

Vikki Hanges
Chief Investment Officer, New Mexico State Treasurer's Office

Edmond Jeung
Chief Investment Officer, PNM Resources Inc.

Paul Chapman
Director, Real Return and Real Estate, New Mexico State Investment Council

Joaquin Lujan
Director of Rates and Credit, Public Employees Retirement Association of New Mexico

Eileen Neill
Managing Director, Senior Consultant, Verus

Christopher Daniel
Chief Investment Officer, City of Albuquerque

Jefferson Moss
Executive Director & Chief Operating Officer, Utah Valley University

2018 Sponsors

TITLE:
• Allianz Global Investors

PLATINUM:
• Nuveen Asset Management
• ScientificBeta
• J.P.Morgan Asset Management
• Thornburg Investment Management

GOLD:
• Hsbc
• Eaton Vance
• Windhaven Investment Management
• BlackRock
• Ryan Labs Asset Management
• Advent Capital Management
• Manulife Asset Management