Markets Group

What does it take to raise capital—and raise the bar—in today’s PE market? 💥 Request the agenda: https://hubs.li/Q03Pg5sN0 Join Kashif Siddiqui of Risk Management Foundation of Harvard Medical Institutions and explore the evolving dynamics of fundraising, from smart fund formation to final close, with insights on attracting LPs, navigating market headwinds, and embedding diversity into your capital raise. 👉🏻 Hear more at the Private Equity Boston Forum on November 12-13. #MarketsGroupPE #PrivateEquity #FinancialServices #CapitalRaising #DiversityInFinance

The $78B Teachers’ Retirement System (TRS) of the State of Illinois has appointed Powis Forjoe as senior investment officer, diversifying strategies. The TRS announced Forjoe’s appointment in a LinkedIn post, noting he brings more than a decade of experience managing hedge fund and liquid alternatives portfolios for large pension and retirement plans. Lsuren Bailey writes: https://hubs.li/Q03PfY8s0 #MarketsGroupNews #FinancialServices #IndustryMove #PensionFund

Ever wondered where today’s institutional capital is headed? 💥 Request the agenda: https://hubs.li/Q03NFymr0 The inaugural Institutional Fall Retreat brings together top allocators nationwide for two days of expert panels, award ceremonies, and exclusive networking opportunities. Learn from CIOs and senior investment staff who steer public and corporate pensions, endowments, and insurance plans. Don't miss out on November 17-19, in Amelia Island. #MarketsGroupIF #PensionFund #InstitutionalInvesting #FinancialServices #PortfolioConstruction #AssetAllocation William I. Coba Kim Griffiths Carolina Gomez-Lacazette Pidal Olga Gorlatova Jason Frank Sophia Pace Jeremy Tobing Stephanie Wingbermuehle Megan Bros Elena Cohen Matthew Sowinski Michael Martinez Maxime Laurent Jennifer Hughey 

Markets Group events are educational only - no sales pitches, just substance. Every agenda is shaped by investor and allocator feedback, featuring top GPs, LPs, and asset owners. The result: meaningful relationships and conversations that move assets. 🔥 Plan your 2026 fundraising schedule: https://hubs.li/Q03P2Tx30 #MarketsGroup #InstitutionalInvesting #PrivateEquity #AlternativeInvestments #AllocatorInsights #GlobalInvesting

Harvard University’s endowment reported an 11.9% return for the fiscal year ending June 30, 2025, outperforming its 8.0% benchmark, according to the Harvard Management Company (HMC) annual report. The performance lifted the endowment’s value to $56.9B, up from $53.2B the prior year. 💥 Explore how leading endowments are optimizing long-term performance and advancing institutional goals at the Institutional Fall Retreat: https://hubs.li/Q03PfY7t0 HMC CEO N.P. “Narv” Narvekar noted in his annual letter that the results highlight the endowment’s essential role in sustaining Harvard’s academic mission. Since the management overhaul eight years ago, the portfolio has delivered a 9.6% annualized return, consistently meeting or exceeding expectations. Lauren Bailey has more: https://hubs.li/Q03PfSGp0 #MarketsGroupNews #InstitutionalInvesting #Endowments #FinancialServices #AssetAllocation #PortfolioConstruction Christine Giordano Muskan Arora

Alan Lee, our Head of Investment Strategy at Blackhorn Wealth Management, was honoured to represent the Blackhorn team at the 6th Annual Hong Kong Investors Forum (Markets Group) — an unforgettable event of leading voices from pension funds, insurers, family offices, private banks, and asset managers. Alan took the stage to moderate one of the key panel discussions on challenges and opportunities in the current fixed income markets with key experts, Gordon Tsui, CFA, Geoffrey Lunt, Matthew Byer and Vincent Chung. It was truly exciting to have this close dialogue session to dive deep into the current fixed income landscape, uncovering game-changing strategies for portfolio positioning in this vital asset class.

Where are Nordic allocators steering capital in 2025? 💥 Request the agenda and secure the last remaining seats: https://hubs.li/Q03LFCw00 From navigating market volatility to exploring alternative strategies, gain insights into how leading pension funds, insurance companies, foundations, and sovereign wealth funds are approaching allocation. Learn how to tackle challenges and opportunities, such as: ▪️US political and regulatory ▪️Integrating ESG in a rapidly evolving investment landscape ▪️Private credit’s expanding role in the energy transition ...And many more. Don't miss out on November 3-4, in Stockholm. #MarketsGroupStockholm #InstitutionalInvesting #FinancialServices #PensionFund #AssetManagement #InvestmentStrategy Vanessa Orlarey Jane Popova Max Tattersall Clara Wolf Sherell Ghauharali Kirah Macleod Levitha Biji Oliver McVey Isis Gouveia Patrik Engström Ana Sousa Joanna Bidar Warman Ben Thomas 

From Laurence A. Tosi and Rich Lawson to Yann Robard and other top private equity leaders, insights came fast, candid, forward-looking, and delightfully unfiltered. Catch our sidelines interview here: https://hubs.li/Q03P376G0 💥 Request the agenda to our next #Boston forum: https://hubs.li/Q03P37_40 #MarketsGroupPE #FinancialServices #PrivateEquity #VentureCapital #AssetAllocation #PortfolioConstruction Paloma Lima-Mayland Brandon Link Meghan Hazen Becky Christmas Francine Didziakas Cabanas Talita Quirino Victoria Cepeda James Garnett Shealyn Kennedy Felix Baker Katrina K. Victor B. Sarah Berry 

Is your portfolio ready for the shifts coming in 2026? 💥 Request the agenda: https://hubs.li/Q03Pf_Mh0 Join Jiuk Choi of Korea Investment & Securities Co., Ltd to explore how institutional and private wealth investors are recalibrating their strategies in the face of Korea's market reforms, FX volatility, and shifting global rates. Don't miss the 5th Annual Korea Investors Forum on November 5, in Seoul. #MarketsGroupSeoul #InvestmentStrategy #FinancialServices #KoreanMarkets #AssetManagement #InvestmentManagement Paola Segura Orlanda Poblete Koye Sun Roger Prezens Alexa Jacob Catherine Giannoukos Jade Cosgrove Jisoo Kim Johanna C. Laura King Luke Poliszcuk Mandy Lam Nebula Karkada Oakar Aye Aung Pooja Ramchandani Rahima Nawab Sachi G. Sanam Rodrigues Shannon Wu Valerie Grisales M Wami Medina Zoey Jeong