Session details
8:15 AM - 9:30 AM
Explore what the implications of a new White House administration, the Federal Reserve’s interest rate cuts and a strong job market mean for pension plans. Understand how these factors will shape the near-term strategies and opportunities for institutional investors.
9:45 AM - 10:45 AM
Examine advanced techniques in asset management—including diversification, rebalancing and liquidity management—to meet your plan objectives. This session will also explore the roles of different asset classes in optimizing portfolio performance. Understand where your plan is achieving expected returns and how to mitigate risk from market volatility and regulatory uncertainties.
11:00 AM - 12:00 PM
This session will review the historical transitions of fixed income markets and their implications for today’s investors. Understand the impact of interest rates on portfolios and explore the different sectors, including credit quality and duration, on bond prices and yields. Learn how to compare your beginning-year model to your end-of-year model and discover advanced bond trading strategies to improve liquidity and efficiency.
1:15 PM - 2:15 PM
With rising leverage costs and development expenses, real estate investments are under threat. This panel discussion will examine the long-term prospects of real estate within pension portfolios and explore whether investors need to reassess the risk/return profile of this asset class.
2:30 PM - 3:30 PM
Engage in three 20-minute, thought-provoking roundtable discussions with attendees about issues important to you and your plans. This session will allow you to interact with and learn from attendees across the country.
8:30 AM - 9:30 AM
Public equity funds have been placed under the microscope recently. This session will dive into how to analyze and identify undervalued and overvalued stocks, and how to manage beta risk. Additionally, it will explore the merits of growth, value and international equity for your portfolios.
9:45 AM - 10:45 AM
See how artificial intelligence (AI) is transforming asset pricing, trading and portfolio management. Understand the opportunities and challenges of investing in AI-driven companies and technologies. Gain insights into how AI innovations are expected to disrupt markets and reshape the financial industry.
11:00 AM - 12:00 PM
Learn how to design a DC plan that aligns with both employer and employee goals and expectations. Understand the importance of choice, education and default options in plan design. Discover strategies to overcome behavioral biases and financial illiteracy among DC plan participants.
1:15 PM - 2:15 PM
This session will dive into the intricate world of private equity and explore why companies choose to go private, how to evaluate funds and how funds can mitigate risk while investing in these funds.
2:30 PM - 3:30 PM
This session will examine private credit markets, exploring each market’s growth to its current size. It will offer insights for investors on how to identify and analyze opportunities across the capital structure, as well as examine recent performance trends and consider future market outlooks.