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.
SECTION 1
A CHANGING LANDSCAPE
1.1 ROUNDTABLE: Efficient Methods to Aggregate and Analyze Investment Data
- Scott Stone, Chief Investment Officer, Pentegra
- Josh Smith, Chief Executive Officer, Solovis
- Susan Chung, Managing Director of Investment Management, Wespath
1.2 INTERVIEW: Managing risk in today’s economic climate
- Peter Madsen, Chief Investment Officer, Utah School & Institutional Trust Funds Office
SECTION 2
ECONOMY & MARKETS
2.1 ROUNDTABLE: The impact of global trade wars on emerging market investments
- Jerry Davis, Chief Investment Officer, Piedmont Family Office
- Donald Lindsay, Chief Investment Officer, American Institutes for Research
2.2 INTERVIEW: What recession? Is the economy still just bumping along the bottom?
- Ron Knecht, Former-Controller, State of Nevada
2.3 WHITE PAPER: The only IBOR an asset owner or allocator will ever need
- Marlena Fitts, Director of Product Marketing, Solovis
SECTION 3
ASSET CLASS PERFORMANCE
3.1 INTERVIEW: Real asset investing in a slowing economic climate
- John Ritter, Managing Director of Real Assets, University of California
3.2 INTERVIEW: Are fixed income indexes overexposing investors to high risk bonds?
- Tom Heck, Chief Investment Officer, Ball State University
3.3 INTERVIEW: Looking for the sweet spot in real estate investments
- Adi Divgi, Head of Alternative Investments, Catalina Re
Chief Investment Officer, Pentegra
Chief Executive Officer, Solovis
Managing Director of Investment Management, Wespath
Chief Investment Officer, Utah School & Institutional Trust Funds Office
Chief Investment Officer, Piedmont Family Office
Chief Investment Officer, American Institutes for Research
Former-Controller, State of Nevada
Director of Product Marketing, Solovis
Managing Director of Real Assets, University of California
Chief Investment Officer, Ball State University
Head of Alternative Investments, Catalina Re
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based multi-asset class platform – uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to aggregate investment data, analyse portfolio performance, model and predict future outcomes and share portfolio insights with key stakeholders. Visit www.solovis.com.
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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.
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
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