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Investments Institute

Wednesday, March 06-Thursday, March 07, 2024

The Westin Rancho Mirage Golf Resort & Spa,
Rancho Mirage, CA

8:15 AM - 9:30 AM

Economic Outlook

This session will provide a current economic update, including a historical perspective, a broad look at the economy, and a discussion of how geopolitical conflicts factor into the markets and shape the future for investors.

9:45 AM - 10:45 AM

Protecting Your Plan From Inflation

Inflation is still on the rise, and its impact is not only hurting individuals but also institutional investors. What exactly is inflation, and how has it changed over time? What factors are contributing to the current inflationary environment, and what will be the impact of the Fed’s interest rate hikes on investors?

11:00 AM - 12:00 PM

Exploring the Alternatives

Learn the benefits and drawbacks of alternative investments including private equity, credit and debt, and hedge funds. This session will address misconceptions like lock-up periods, fees and liquidity as well as arm trustees with the questions they need to be asking managers.

1:00 PM - 2:00 PM

Using Fixed Income to De-Risk Decumulation

Can strategies used for special financial assistance (SFA) funds also be used for your plan? Explore fixed income techniques that can help ensure stable and secure returns for your portfolios.

2:15 PM - 3:15 PM

A Look at the Legal and Regulatory Issues of ESG

This panel discussion will address current trends and developments in ESG, including:

  • Legislative and regulatory activity
  • History and current guidance
  • Investment opportunities.

3:30 PM - 4:30 PM

Fireside Chat: Trends in Real Estate

This discussion will provide an honest assessment of today's real estate market, including:

  • Interest rates
  • Office values
  • Liquidity
  • Demographic migration
  • Areas of opportunity.

8:30 AM - 9:30 AM

Investing With Artificial Intelligence

Artificial intelligence (AI) is no longer just a buzzword. The technology has entered almost every industry, including investments. This session will explore how AI has made its way into investing, how technology can help your fund’s performance, investment opportunities and the associated risks.

9:45 AM - 10:45 AM

Investing in America’s Future Infrastructure

The Infrastructure Investment and Jobs Act of 2021 has far-reaching implications not only for jobs but also for investment opportunities. Learn how your plan can capitalize on these projects through investing in the organizations tasked to build the infrastructure as well as the projects themselves.

11:00 AM - 12:00 PM

The Role of Demographics in Investing

The United States has had major demographic shifts, including population growth, geographic migrations, homeownership rates and changing labor markets. What does this all mean when looking to invest in America? This session will look at key issues investors need to be aware of and how to position your plan to capitalize on these opportunities.

1:00 PM - 2:00 PM

Advanced Asset Allocation

This session will explore:

  • Return assumptions and why you need to review them now
  • How assumptions are selected
  • Strategies in the current interest rate environment
  • Preparing for the future
  • Risk and return scenarios.

2:15 PM - 3:15 PM

Designing a Better Defined Contribution Plan

Over the last two decades, there has been a trend away from defined benefit (DB) plans and toward defined contribution plans (DC). Although DC plans may migrate some of the risks associated with DB plans, they come with their own challenges. This session will focus on the planning and design of DC plans and the importance of participant education.

3:30 PM - 4:30 PM

Open Forum

Have your questions answered by speakers from the last two days.

Benefits of Attending
  • Learn from highly regarded experts in the field of investing.
  • Network with peers who are facing similar challenges​.
  • Hear current perspectives on the global economy.
  • Discuss your fund's strategies with trustees from other funds.
  • Take advantage of the intimate learning environment and get your specific questions answered.
Who Should Attend

The Investments Institute is designed for experienced individuals involved in setting investment policy for both defined benefit and defined contribution retirement plans, including:

  • Trustees
  • Administrators and staff
  • Corporate officers and executives
  • Finance personnel.


The educational content provided at this conference was excellent and timely.

James Tilling

Ohio Public Employee Retirement System


Until January 29, 2024


US Member


US Non-member

After January 29, 2024


US Member


US Non-member

Add On To Your Education

If you oversee a health fund, join us early to attend the Health Care Management Conference, held right before the Investments Institute, March 4-5, 2024 at The Westin Rancho Mirage Golf Resort & Spa. The Health Care Management Conference addresses the conundrum of designing coverage that attains the highest health outcomes while being equitable and cost-effective. Gain strategies to meet this evolving goal by creating sustainable coverage in a rapidly changing environment. Use code Invest24 to save $400 when registering for both programs.




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Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at

Our registration policies have changed. Learn more.