9th Annual Global Real Assets Investment Forum

Feb 27th - Feb 28th 2018
Four Seasons Hotel
Austin
About

Fear of Loss or Potential for Returns, Which Is Going to Drive Your Real Assets Strategy Now?

Interest by allocators in real assets investments has typically fluctuated significantly over time, often depending upon volatility in other markets, opportunities for better risk-adjusted returns in other assets, the specter of inflation, etc. But what is especially profound this year when it comes to real asset investing are two themes: 1) the rush by institutions toward all things in the private markets; and 2) the dominance of energy investments as the subset of real assets many investors are interested in exploring.

Topics Under Discussion

We hope you will be able to join us in February 2018 as we learn about the decisions North American pension funds and US endowments and foundations are making as they address the new global investment landscape and what this means for their portfolios of real assets. Topics under discussion for the 2018 program include:

  • Is the energy market due for a correction soon? What are the possible right responses?
  • There are other opportunities in real assets outside of energy investments…aren’t there?
  • Using a dynamic approach with real assets investments to support your plan’s strategic asset allocation
  • Diversifying within real assets: Are you overlooking something important?
  • How does it make sense to allocate long-term capital to real assets investments (eg, private equity ones) which are so cyclical?
  • Ins and outs, ups and downs of investing co-investing alongside managers
  • Can you get equity-like returns from real assets in the current environment?
  • Choosing your priority: Income, diversification, or inflation hedge?
  • What might derail the current recovery in real estate assets?
  • Capitalizing on the latest trend in agriculture assets: Bundling technology, shipping, and storage investment opportunities
  • Where are the opportunities anymore in minerals and mining?

Please find below the latest edition of the preliminary agenda

Preliminary Agenda

Advisory Board
  • James Tyler Blickhan, Senior Investment Analyst, Ascension Investment Management
  • Catherine Ulozas, Chief Investment Officer, Drexel University
  • Kenneth J. Libert, Portfolio Manager, Asset Allocation, DuPont Capital Management
  • Kirstine Damkjaer, Manager, Global Infrastructure and Natural Resources, International Finance Corporation
  • Caixia Ziegler, Managing Director, Real Assets, John D. and Catherine T. MacArthur Foundation
  • William Proom, Managing Director, Maine Public Employees Retirement System
  • Edward Mikolay, Director of Private Markets, Municipal Employees Retirement System of Michigan
  • Petya Nikolova, Head of Infrastructure Investments, New York City Retirement Systems
  • Mike Mueller, Investment Officer, Oregon State Treasury

 

  • Ying T. Hosler, Director, Portfolio Management, Pennsylvania State University
  • JR Pearce, Real Assets Investment Officer, Sacramento County Employees' Retirement System (SCERS)
  • Robert Feinstein, Managing Director of Public and Private Markets, South Carolina Public Employee Benefit Authority (PEBA)
  • Jared Morris, Investment Manager, Real Assets, Teacher Retirement System of Texas (TRS)
  • JP Rachmaninoff, Director of Real Estate, Tennessee Consolidated Retirement System
  • Tom Masthay, Director of Real Assets, Texas Municipal Retirement System
  • John Ritter, Managing Director of Real Assets, University of California
  • Chris Culbertson, Investment Director, Verger Capital Management
  • Bilal M. Choksi, Manager of Private Markets, Washington University
  • Greg Rozolsky, Portfolio Manager - Real Estate & Natural Resources, YMCA Retirement Fund
Sponsors
ABERDEEN STANDARD INVESTMENTS
BROOKFIELD INVESTMENT MANAGEMENT
COHEN & STEERS CAPITAL MANAGEMENT
COLUMBIA THREADNEEDLE INVESTMENTS
 
MERIT ENERGY COMPANY
RIDGEWOOD ENERGY CORPORATION
VAN ECK GLOBAL

 

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701
Tel: (512) 478-4500 
Fax: (512) 478-3117 
www.fourseasons.com/austin

A resort-like haven just steps from Austin's central business and entertainment districts, Four Seasons Hotel in downtown Austin boasts an unrivalled setting on the banks of Lady Bird Lake.  

Register


Registration is limited to senior investment executives from the real asset investment space. There is no fee to attend. If you are interested in sponsorship opportunities, please contact Randy Klein at randy.klein@institutionalinvestor.com.


Registration

Contact
Assistant
Contact

QUESTIONS?

For more information, please contact:

Katarina Storfer

kstorfer@institutionalinvestor.com
+1 212 224 3073