Six years of developing this meeting has proved at least one thing: Addressing the issues of risk and liquidity effectively necessitates taking a step back from the trenches and examining these issues from the asset allocation and portfolio level.
On January 24-25 in San Francisco, we will present the latest, best thinking on the ways that North American pension funds and US endowments and foundations can meet the challenges of — and take advantage of the opportunities presented by — a volatile global investment landscape, one in which the opportunities are present but possibly more segmented, harder to find than before but one in which the risks are dramatic and pervasive.
Through panel sessions, discussion groups, and real-world case studies this year’s Forum will focus on how the investment landscape we are confronting today is altering the way institutions allocate assets, construct portfolios, and identify and select the managers they need to reach their investment objectives. Should institutional allocators buckle in and stand pat until the investment landscape clarifies? Or is today’s environment a chance to leverage the significant opportunities which certainly exist?
Is 2017 the year to become more aggressive in seeking returns and reconstructing your portfolio to do exactly that? Or is the best way forward this year a defensive posture?