Courtney McQuade

Three allocators, one quiet through-line: the crowd is chasing AI and America, so the edge is everywhere else. Norway’s biggest institutional names gathered at Lily Country Club in June. The Norwegian Government Pension Fund. KLP. Folksam. The Nobel Foundation. Nordea, SEB and Länsförsäkringar. This is a closed-door, invitation-only event. The sessions stay in the room, however, our Sidelines team was on the ground, capturing candid, unscripted insights straight from the sidelines.

Five of the Midwest’s top allocators told Lauren Bailey what they’re really thinking about small caps, liquidity, catastrophe risk and the portfolio they’re quietly fortifying. The Midwest Institutional Forum brings the regional allocator community together for two days each spring. This 12th Annual edition saw pension funds, endowments, foundations and consultants pack the room at the University Club of Chicago. The talent was deep, the conversations candid and the day was closed-door.

Nine of the region’s top CIOs and allocators told me what they’re really thinking about AI hiding in your index, private credit’s first real test and about the portfolio they’re quietly rebuilding. The Private Wealth Northern California Forum holds a special place for me. Of all the Markets Group forums I cover across the country, this 10th Annual edition was in my own backyard. It took place at the private Round Hill Country Club in Alamo, just outside Walnut Creek.