INSTITUTIONAL FALL
RETREAT
Amelia Island | November 17-19, 2025
The inaugural Institutional Fall Retreat is the culmination of fifteen years of regionalized events across the US. The forum is designed to bring together 75 of the top minds in institutional investment nationwide comprised of senior leadership such as chief investment officers and senior investment staff. This national event will take place over the course of two days, featuring engaging content, networking events, award ceremonies, high-level management discussions, and opportunities to engage with top allocators. The forum's agenda is developed through extensive local travel and feedback from eighteen regional events representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance companies, healthcare plans, and investment consultants.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket or speaking opportunities.

KEY DISCUSSION TOPICS
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.
In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.
In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
Net zero commitments in place today indicate that billions of dollars will be spent on innovations and technologies to reduce emissions. Panelists will address how we can allocate capital most efficiently to achieve these net zero targets and drive investment growth while remaining aware of the challenges and opportunities within the just transition.
Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?