December 10, 2024 | The Lighthouse Pier 61, Chelsea Piers

Unlock the full potential of technology in your investment decisions and gain insight into the tools that can help your team thrive in the digital age while keeping data safe.

One in five people worldwide will develop cancer before age 75. In the U.S., nearly $7 billion per year is spent on cancer research, and that total is expected to rise. Investment opportunities exist in immunotherapy, cell therapy, vaccines and other technologies. Private sector and government investment together will lead to world-changing therapies, meaning there is definite upside for investors. How can institutional asset owners capitalize on these opportunities? Asset owners, managers and advisers will discuss where to watch for investible insights.

Listen as experts discuss the institutional investment opportunities in the global transition away from carbon-intensive energy sources and toward new sources, including hydrogen, LNG, solar, wind, hydro and geothermal. Additionally, they will review ways to realize returns from energy storage, carbon capture and other industrial changes, and they will cover divestiture and the concept of “orphaned by accident” segments of energy markets. Countries and companies are going to be spending money to invest in new industries that could attract global resources for a century or more. What kinds of trends, research and global developments should investors be watching as change happens?

With developed market central banks pausing interest rate hikes and certain developing markets already starting to cut, what does monetary policy mean for portfolio returns in 2024? If alpha is found in the interplay between public and private markets, what investments, asset classes or currencies are the likely winners and where should investors be underweight for 2024? Hear from asset owners, OCIOs and asset managers about what to watch for this year.

With more frequent and extreme volatility over the past decade, we have witnessed a profound transformation in the investment landscape which has challenged the resilience of popular indices. The dynamic shifts of indices may have far-reaching implications on asset allocation and diversification strategies, with the potential to wreak havoc on institutional portfolios. Join Michael Hunstad, CIO of Global Equities at Northern Trust Asset Management, as he uncovers the driving forces behind index investment performance, and how to position your portfolio for the years to come.

December 5, 2023 | The Lighthouse Pier 61, Chelsea Piers

Join CIO and members of its 2023 Class of NextGens as they share how they are thinking about alternative investments. They’ll discuss what role they and their organizations believe alts have in institutional investor portfolios now and in the future. The discussion will address the balance between traditional investments (stocks and bonds) and alternatives in different kinds of portfolios with different goals and objectives—i.e., pension funds, foundations and endowments, etc. Members of CIO’s 2023 Class of NextGens will share their views—positive or negative—of alts' benefits and risks.

Join pension experts from Coalition Greenwich, Mercer, Sterling Capital and Franklin Templeton as they explore the new fully-funded landscape for corporate defined benefit plans. Key Topics: • Greenwich reveals the top findings from their new 2023 LDI investor study. • Mercer discusses why other pension plans believe this is a critical time to evolve LDI allocations to be more diversified and defensively structured. • Sterling Capital discusses the practical approaches they are taking to lower funded status volatility, protect gains, and reposition for endgame scenarios for their clients. Each attendee will be sent a complimentary copy of the NEW Coalition Greenwich LDI study.

November 8, 2023 | Livestream