Investments Institute

Monday, April 24 - Tuesday, April 25, 2023
Loews New Orleans Hotel, New Orleans, LA
Investments Institute

The Outlook on Investments: Lessons Learned and How to Move Forward

Concerned about reaching your investment’s full return? The Investments Institute addresses opportunities in global market trends, identifies alternative investment options and uncovers key questions that will help enhance your fund’s investments. Offering intermediate- to advanced-level education, the Investments Institute will arm you with the knowledge needed to make important decisions regarding financial longevity. 


Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday April 24, 2023
8:00-9:15 a.m. CT
Economic Update: What the Markets Have in Store for Us
8:00-9:15 a.m. CT

Tulane University’s professor of finance will share his entertaining views on the current economic trends and what they show for the future. Topics include:

  • Inflation and interest rates
  • Energy Sector outlook
  • Globalization and supply chain issues.

Category: Investments
Peter F. Ricchiuti
Speaker
Peter F. Ricchiuti
Professor of Finance
Tulane University
9:30-10:30 a.m. CT
Alphabet Soup of ESG
9:30-10:30 a.m. CT

Environmental, Social and Governance investing is nothing new in portfolios. In fact, some funds have been practicing one or all three of the areas of ESG for many years without the title of “ESG.” This session will discuss in depth:

  • History of ESG and what it is today
  • Impact investing
  • Personalization of concepts
  • Proxy voting
  • What the regulations say today
  • Fiduciary responsibility and risks.

Category: Investments
Gregory D. Wait, CEBS
Speaker
Gregory D. Wait, CEBS
Partner
Riverwater Partners, LLC
10:45-11:45 a.m. CT
The Private Side of the Market
10:45-11:45 a.m. CT

As an alternative investment asset class, private assets—including private equity, private credit and private debt—are used to find that extra return you might not find in public equity markets. This session will look at:

  • Private equity
  • Private credit/debt
  • Liquidity and contracts
    • Secondary market
  • Fee structures
  • Tax considerations.
Category: Investments
Doug Manor
Co-Speaker
Doug Manor
Managing Director
Neuberger Berman
Jason G. Mundt
Co-Speaker
Jason G. Mundt
Managing Director
Siguler Guff & Company, LP
1:00-2:00 p.m. CT
The Future of Equity Investing
1:00-2:00 p.m. CT

Achieving your fund’s investment strategies in the equity markets is no easy goal, especially from what 2022 showed us. Understanding the differences in the types of equities available and what strategies to take for each will help your fund meet its targets. Topics discussed will be:

  • Large, mid and small cap historical returns
  • Growth, value and core styles
  • Rise of concentrated portfolios
  • Understanding valuations
  • Developing and emerging markets
  • Currency.
Category: Investments
Bradford Neuman, CFA
Co-Speaker
Bradford Neuman, CFA
Senior Vice President, Director of Market Strategy
Fred Alger and Company, LLC
John C. Forelli, CFA
Co-Speaker
John C. Forelli, CFA
Director of Portfolio Research
Boston Partners
2:15-3:15 p.m. CT
Fixed Income’s Time in the Spotlight
2:15-3:15 p.m. CT

For over a decade, fixed income investing has not had the attention of investors like it once did. However, with the current volatile equity market, is fixed income back in the spotlight?

  • A look at what happened in 2022
  • What is fixed income looking like today?
  • How can funds prepare for the next cycle
Category: Investments
Steve Rixham
Speaker
Steve Rixham
Managing Director—Head of Business Development for Corporate and Municipal Credit
AllianceBernstein L.P.
3:30-4:15 p.m. CT
Day One: Open Forum
3:30-4:15 p.m. CT
Join this open discussion of the issues your funds are facing. Questions and topics may be related to any of the day one speakers.
Category: Investments
Bradford Neuman, CFA
Panelist
Bradford Neuman, CFA
Senior Vice President, Director of Market Strategy
Fred Alger and Company, LLC
Doug Manor
Panelist
Doug Manor
Managing Director
Neuberger Berman
Gregory D. Wait, CEBS
Panelist
Gregory D. Wait, CEBS
Partner
Riverwater Partners, LLC
Jason G. Mundt
Panelist
Jason G. Mundt
Managing Director
Siguler Guff & Company, LP
John C. Forelli, CFA
Panelist
John C. Forelli, CFA
Director of Portfolio Research
Boston Partners
Steve Rixham
Panelist
Steve Rixham
Managing Director—Head of Business Development for Corporate and Municipal Credit
AllianceBernstein L.P.
Tuesday April 25, 2023
8:00-9:00 a.m. CT
Asset Allocation: Planning for Future Returns
8:00-9:00 a.m. CT

What we learned from 2022 and the last decade, and how should a portfolio look today? Topics include:

  • Capital market assumptions
  • Investment policy
  • Opportunities the market has created
  • Tactics to consider.

Category: Investments
Graham Summers, M.B.A.
Speaker
Graham Summers, M.B.A.
President and Chief Market Strategist
Phoenix Capital Research
9:15-10:15 a.m. CT
Making Infrastructure Work
9:15-10:15 a.m. CT

Infrastructure has long been seen as a stable, lower-risk alternative income source. As 2022 showed everyone, rising interest rates, high inflation and historical demographic trend changes have made many investors reevaluate whether investing in infrastructure is right for them. This session will look at:

  • Varying types of infrastructure
  • What are the barriers to entry
  • Liquidity of funds
  • How to evaluate assets.
Category: Investments
Morgan K. O
Co-Speaker
Morgan K. O'Brien
Chief Executive Officer
Hearthstone Utilities
Sonia M. Axter
Co-Speaker
Sonia M. Axter
Managing Director, Head of Asset Management
Ullico Infrastructure Management Company, LLC
10:30-11:30 a.m. CT
The Risks and Rewards of Real Estate
10:30-11:30 a.m. CT

With the recent pandemic and current higher interest rates, real estate is having to adapt to the rapidly changing markets. This session will explore:

  • Types of real estate
  • Shifts in markets
  • Alternatives to core real estate
  • Growing risks
  • Investment strategies
  • Tax implications.
Category: Investments
Andrew Brett, CAIA
Speaker
Andrew Brett, CAIA
Senior Director, Consultant and Portfolio Relations
Intercontinental Real Estate Corporation
12:45-1:45 p.m. CT
The Rise of Personal Savings
12:45-1:45 p.m. CT

The concept of the three-legged stool to support participant retirement goals is seeing greater importance on personal savings. This session will look at how defined contribution plan design can help bolster one of the three legs of the stool. We will discuss:

  • Target date plans
  • Managed accounts
  • Self-directed brokerage
  • Plan design
  • Managing risk.
Category: Investments
Michael Sullivan
Speaker
Michael Sullivan
Partner
NEPC, LLC
2:00-3:00 p.m. CT
SFA Funds: What You Need to Know Now
2:00-3:00 p.m. CT

The PBGC recently released investment guidelines for plans that received Special Financial Assistance (SFA) funds. This session will cover:

  • Overview of SFA
  • Investing the funds
  • Changes in the investment rules
  • How the SFA funds will work with your plan’s current
  • investments.
Category: Investments
Emily Lucini, FSA
Co-Speaker
Emily Lucini, FSA
Consulting Actuary
The McKeogh Company
Michael Buchenholz, CFA, FSA
Co-Speaker
Michael Buchenholz, CFA, FSA
Managing Director, Head of U.S. Pension Strategy
J.P. Morgan Asset Management
3:15-4:00 p.m. CT
Day Two: Open Forum
3:15-4:00 p.m. CT
Join this open discussion of the issues your funds are facing. Questions and topics may be related to any of the day-two speakers.
Category: Investments
Andrew Brett, CAIA
Panelist
Andrew Brett, CAIA
Senior Director, Consultant and Portfolio Relations
Intercontinental Real Estate Corporation
Emily Lucini, FSA
Panelist
Emily Lucini, FSA
Consulting Actuary
The McKeogh Company
Michael Buchenholz, CFA, FSA
Panelist
Michael Buchenholz, CFA, FSA
Managing Director, Head of U.S. Pension Strategy
J.P. Morgan Asset Management
Michael Sullivan
Panelist
Michael Sullivan
Partner
NEPC, LLC
Morgan K. O
Panelist
Morgan K. O'Brien
Chief Executive Officer
Hearthstone Utilities
Sonia M. Axter
Panelist
Sonia M. Axter
Managing Director, Head of Asset Management
Ullico Infrastructure Management Company, LLC

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

James Tilling Ohio Public Employee Retirement System

​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.
 

Speakers

​​Speakers​​​​​​​​​​

Speakers for the 2020 conference will be announced shortly. Please check back soon.

Continuing Education

Continuing Education credit for professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit www.cebs.org/compliance for more information.

Policies
View our registration policies.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 3/23/2023 US $1,650.00 US $1,980.00
After 3/23/2023 US $1,950.00 US $2,280.00
 
×

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.