There’s no question that private markets have been a bright spot across asset classes over the past few years. In some cases, their performance has indeed provided the lion’s share of investment return amidst unprecedented market volatility and geopolitical instability. While their historic returns are certainly appealing, private markets are often complex and esoteric, requiring an asset allocator to seek a more holistic and transparent view into the fundamentals of the space. While access to these strategies have traditionally been limited, a confluence of factors has recently expanded access to private markets, injecting additional liquidity into the space as allocators have sought a diversification and return edge. With flows to private equity, private credit, and real assets exponentially increasing, there is enormous growth potential for this area of the market.
Institutional Investor is thrilled to invite you to a 3-day Investment Retreat, designed for both asset allocators and managers. The event takes the place of three of our previous forums - Global Real Assets Investment Forum, Emerging Markets Forum and Hedge Fund Forum. By combining these events into one, we will be able to more effectively explore the enormous diversification and return potential for private and public markets while also examining the sophistication and careful due diligence required to successfully invest in these complex strategies.
For asset allocators interested in attending, click below:
For asset managers interested in sponsorship opportunities, click below:
Join us on the night of Tuesday, July 25th for a celebratory evening recognizing distinguished allocators across a number of accomplishments including thought leadership, innovation and alpha generation.
Alpha Generation – Infrastructure Investing
Daniel Joye, Infrastructure Investments, Los Angeles County Employees Retirement Association
Petya Nikolova, Deputy Chief Investment Officer, New York City Retirement Systems
Alpha Generation – Private Equity Investing
Yup Kim, Head of Investments, Private Equity, CalPERS
Michael McGirr, Director of Private Equity, Massachusetts Pension Reserves Investment Management Board
Scott Ramsower, Head of Private Equity Funds, Teacher Retirement System of Texas
Alpha Generation – Real Assets
Caixia Ziegler, Managing Director, Real Assets and Sustainable Investments, MacArthur Foundation
Niraj Agarwal, Head of Real Assets, State of New Jersey Division of Investments
Alpha Generation – Real Estate Investing
James Mattingly, Director of Real Assets & Private Credit, Indiana Public Retirement System (INPRS)
Credit-Oriented Hedge Fund Strategies
Ryan Abrams, Managing Director, Return-Seeking Investments, Constellation Energy Group
Sophia Tsai, Managing Director, Investments, Trinity Church Wall Street
Diversifying Strategies Portfolio Construction Recognition
Mark Baumgartner, Chief Investment Officer, Carnegie Corporation of New York
Family Office of the Year
Sid Malhotra, Chief Investment Officer, Kactus Capital
Foundation of the Year
Shawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Philanthropies
Institutional Consultant of the Year
Michael Elio, Partner, Stepstone Group
Investing in Early-Stage Managers
Christine Kelleher, Chief of Investments, National Gallery of Art
Lifetime Achievement | The Alpha Generation Visionary of the Year
Susan Chung, Senior Vice President and Chief Investment Officer, Amica Insurance
LP - GP Partnerships
Paul Marcus, Chief Executive Officer, Marcus Partners
Matt Miller, Managing Director, Grey-Rock Investment Partners
Multi-Asset Investment Approach
Fred Greer, Chief Investment Officer, Carilion Clinic
S. Mitchel He, Chief Investment Officer, Chesapeake Employers’ Insurance Company
Portfolio Asset Mix & Strategic Partnership
Valbona Schwab, Deputy Chief Investment Officer, Grinnell College Investment Office
Brandon Gill New, Managing Director & Head of Multi-Strategy Investments and Digital Assets, OPTrust
Private Credit Investing – Outstanding Manager Selection Approach
Eunice McHugh, Director, Private Credit, San Francisco City & County Employees’ Retirement System (SFERS)
Private Equity – Impact Investing
Nickol R. Hackett, Chief Investment Officer, Joyce Foundation
Rising Stars | Next Generation in Alpha Generation
Yangge Seaman, Head of Private Investments, Children’s Health System of Texas
Mitchell Green, Portfolio Officer, Firefighters’ Pension Investment Fund
Michael Kakenmaster, Director of Investments, Loyola University of Chicago
Joe Rumph, Manager, Absolute Return and Fixed Income, MacArthur Foundation
Justin Young, Director of Investments, Multilateral Endowment Management Company (MEMCO) / Oklahoma State University
Ryan Johnston, Senior Analyst - Funds Alpha, State of Wisconsin Investment Board (SWIB)
For asset managers interested in participating, please contact:
Eleanor Dixson-Hobbs
Senior Executive Director
eleanor.dixsonhobbs@institutionalinvestor.com
(212) 224-3163
For asset allocators looking for further information, please contact:
Katarina Storfer
Global Head of Investor Relations
kstorfer@institutionalinvestor.com
(212) 224-3073