Public Funds: Culture & Comp
The biggest challenge for a chief investment officer and executive directors isn’t always achieving risk adjusted return expectations. It’s often recruitment and retention – and both your institution’s culture and compensation structure are big pieces of that puzzle.
Join this private conversation for asset allocators and investment consultants only to discuss the cultural and incentive components of keeping, growing, and empowering your team.
Risk Mitigation through Culture
An organization’s ability to nimbly manage risks – both inside and outside the portfolio – is a cultural effort as much as it is a tactical one.
Hear how building a culture of empowerment, transparent risk awareness, and integrated structures can increase your ability to mitigate risk from all angles.
Is It Time to Take Equity Exposure off the Table – And If You So, Where Do You Put it?
Problem Statement: Despite positive economic indicators in the U.S., global growth has slowed, volatility has returned, and many asset allocators are more wary than any time in the past decade about what’s to come in the public markets.
Is it time to reduce public equity exposure in your portfolio? And if so, where should risk be put on? Are there areas of the market where you can earn a return premium that is not pure equity beta?
Engage with a discussion of various approaches to navigating the current – and imminent -- market environment from experts and peers.
II Braintrust: Your Risk Framework, Your Portfolio, Your Team
In small breakout discussion groups, delegates will have the opportunity to share their views on the prior presentations and conversations. To what extent do you agree – or disagree – with the views espoused? What approach are asset allocators taking – and what insights can their partners share?
Delegates are also invited to discuss other topical areas of concern and collaborate on shared challenges, guided by table discussion leaders who have set the agenda.
Fear and Loathing in Private Credit
Limited opportunity is causing some credit investors to push the boundaries of the asset class – and some allocators argue that underwriting standards have meaningfully deteriorated. Has the time come for a more defensive strategy?
Many others look to growth within private markets to have a meaningful positive impact on their risk-adjusted return – but is it too late to continue to allocate?
Hear experts and peers discuss the issues surrounding credit quality, sourcing, and the credit cycle.
For Whom the (Risk Premia) Bell Tolls
The search for maximum diversification has led asset allocators, consultants, and the managers who serve them on a journey through Smart Beta, Risk Premia, and other forms of factor based approaches.
As investors consider repositioning their portfolios across asset classes, what should they consider? Whatever flavor of factor based approach is your cup of tea, what are the implications on your alternatives portfolio as we approach the next market cycle?
Hear experts and peers question current approaches.
Brave New Energy Sector
Do current energy valuations take into consideration the geopolitical and competitive risks to the industry as a whole? How can investor’s best diversify their energy exposure? What will the universe of energy opportunities look like in the future? Can – or should – climate risk be integrated into the investment process for the energy sector?
Hear experts and peers as they address these questions and discuss the future of the energy sector – and its impact on your portfolio.
Real Estate Masterclass
Where are we in the real estate market cycle – on the public and private side? What will be the impact of rising interest rates? Which real estate opportunities will withstand the next downturn?
Hear from experts and peers on the latest market developments that are impacting your real estate portfolio from all angles – direct, private, and public.
The Reality of the Private Equity Secondaries Market
Given dry powder pressures and high multiples, questions have been raised as to the future of private equity as an asset class. Is the historical driver of private equity growth – namely, cheap multiples – sustainable going forward? What implications are in store for the growing private equity secondaries market?
Hear experts and peers question and defend the raison d’etre of the asset class – and draw your own conclusions.
The science of decision-making in both leadership and portfolio management is arguably your largest untapped asset. What behavioral tools can asset allocators leverage to maximize decision-making outcomes – and save time and cost while doing so?
Hear a wide-ranging discussion of the latest insights from the behavioral field. Learn what the application of base rates, use of pre-mortems, and minimization of variance in decision-making – to name a few – mean for your portfolio and your team.