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The siloed approach of institutional portfolio management is a relic of the past. The plethora of market and performance data have shifted investors towards a method of portfolio management which considers various factors when making capital allocation decisions.

This report delves into the many factors impacting investment management decisions, as well as the relationship between different asset classes through a series of interviews and roundtable discussions.

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SECTION 1


A CHANGING LANDSCAPE

1.1 ROUNDTABLE: Efficient Methods to Aggregate and Analyze Investment Data
- Confirmed: Scott Stone, Chief Investment Officer, Pentegra
- Confirmed: Josh Smith, Chief Executive Officer, Solovis
- Confirmed: Susan Chung, Managing Director of Investment Management, Wespath

1.2 INTERVIEW: How ESG investments are making their mark on institutional portfolios
- Proposed: Catherine Simard, Director, Investment Stewardship, Caisse de Depot et Placement du Quebec (CDPQ)

SECTION 2


ECONOMY & MARKETS

2.1 ROUNDTABLE: The impact of global trade wars on emerging market investments
- Confirmed: Jerry Davis, Chief Investment Officer, Piedmont Family Office
- Confirmed: Donald Lindsay, Chief Investment Officer, American Institutes for Research

2.2 INTERVIEW: What recession? Is the economy still just bumping along the bottom?
- Confirmed: Ron Knecht, Former-Controller, State of Nevada

SECTION 3


ASSET CLASS PERFORMANCE

3.1 INTERVIEW: Real asset investing in a slowing economic climate
- Confirmed: John Ritter, Managing Director of Real Assets, University of California

3.2 INTERVIEW: Finding yield in today’s fixed income market
- Proposed: Joaquin Lujan, Director of Rates & Credit, New Mexico Public Employees Retirement Association

3.3 INTERVIEW: Looking for the sweet spot in real estate investments
- Proposed: Adi Divgi, Head of Alternative Investments, Catalina Re

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message