In the morning, Evan will be moderating a panel, “The Equity Calculation: Evaluating its Effect on Portfolios,” described as follows: The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector institutional bets, slowing economies and interest rates. Will the rally continue? This panel will endeavor to answer how allocators can build an all-weather equity portfolio and answer the following questions:

• Do cap-weighted indices cause us to buy high and sell low, or worse buy the winners and sell the cheap stocks?
• Will macro conditions continue to drive Value vs Growth?
• What is the best play for deciding Active vs. passive management?
• Will large caps hold up better than small cap? Should investors pay more attention to economic conditions or start valuation?
• Does US exceptionalism still apply or are international stocks (and currencies) too cheap to ignore?

That afternoon, Chris will be moderating the “Alternatives: Time to Shine” panel with several investment professionals described as follows: Interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced? This panel will aim to answer several key questions including:

• How are institutional investors eyeing expected returns across the alternatives spectrum?
• Which alternatives will generate meaningful risk-adjusted returns?
• How are investors instilling crisis management and downside risk?

Now in its twelfth year, the forum will bring together regional institutional investors and consultants with topics including asset allocation and protection, equity markets, fixed income, alternative investments, as well as an outlook of the financial markets and the global economy. For more information, visit the event webpage.