Markets Group

Our Ohio Institutional Forum, the region's premier gathering for the institutional investment community was packed with discussion on the latest market trends. Thank you to our speakers & attendees who have participated and shared their insights. #MarketsGroupIF

Join us in congratulating John Apruzzese of Evercore Wealth Management, LLC for being named to the 2025 Elite Private Wealth CIO—a recognition of the top Chief Investment Officers from Independent RIA firms across North America. We celebrate their dedication, strategic vision, and commitment to innovation, recognizing the profound impact they have on their clients and the private wealth community. Learn more about John Apruzzese and the full list: https://hubs.li/Q03g3NTx0 #MarketsGroupElitePWCIO

Position your firm in front of Southern California’s most influential institutional investors at the 4th Annual Southern California Institutional Forum, taking place June 12 at the Four Seasons Beverly Hills. Developed through extensive input from the allocator community, this forum is your opportunity to engage with key decision-makers shaping investment strategies in the region. Connect, collaborate, and elevate your presence in the institutional space now. Request the agenda ➡️ https://hubs.li/Q03g3Q3G0 #MarketsGroupIF

The Kansas Public Employees Retirement System ($28.4 billion) has committed up to $440 million to its real assets sleeve, including $210 million to Lyme Forest Fund VI—expanding its exposure to U.S. hardwood timber through this open-ended timberland strategy. Muskan Arora has more: https://hubs.li/Q03g3Bsl0 #MarketsGroupNews Christine Giordano Lauren Bailey

The Alberta Investment Management Corporation (AIMCo) posted a 12.3% net return for 2024, slightly trailing its 13.8% benchmark. Despite this, total AUM rose to C$179.6 billion, up from C$160.6 billion at the end of 2023. Read more: https://hubs.li/Q03g3l2P0 #MarketsGroupNews

We’re thrilled to have Baker Steel Capital Managers LLP as the Gold Sponsor for the 4th Annual Private Wealth Middle East Forum! Meet them on May 6th at The Address Sky View. Hurry – there are only a few spots left! Get in touch today! Request full agenda here==> https://lnkd.in/d-StP8da Markets Group Cosmo Sturge Isobel Digby Pooja Ramchandani Oakar Aye Aung Valerie Grisales M Sachi G.

World Gold Council has recently come on board as our Lead Sponsor for the 4th Annual Private Wealth Middle East Forum. The 4th Annual Private Wealth Middle East Forum is the leading forum for family offices, wealth managers, private banks and asset managers in the region. In this edition, we will look to take our conversations deeper and raise the level of our regional forum’s discussions. Request the agenda ➡️ https://hubs.li/Q03dBWfL0 #MarketsGroupDubai

Connect with leading institutional investors, allocators, and alternative investment managers shaping the industry. Position your firm in front of key decision-makers at ALTSCHI, the must-attend event for the alternative investment community at Radisson Blu Aqua Hotel Chicago, July 14-15. ALTSCHI is developed by CFA Society Chicago, CAIA Association, and Markets Group. Request the agenda ➡️ https://hubs.li/Q03b21490 #ALTSCHI Paul Hamann Debra Haym Katie Merch-Chammon Karly Congero Hema Ezhil Grace Fox Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer 

We are proud to share that Dhruv Maniktala, CFA, Partner and Chief Investment Officer at True North Advisors, has been named one of the nation’s Top 30 Elite Private Wealth CIOs by Markets Group This national recognition highlights Dhruv’s leadership in shaping a sophisticated investment platform, specifically designed to meet the evolving needs of our affluent families, entrepreneurs, and multigenerational clients. Please join us in congratulating Dhruv on this well-earned honor. https://lnkd.in/gxrBXmhY

In an increasingly unpredictable world taking a whole-of-risk assessment when investing is imperative. That's why considering E,S & G factors within investment strategies makes good sense. As long term investors, we need to ensure our assets are futureproof and will withstand a volatile world that, in 50 years from now, will look very different from the one we live in today. I was pleased to talk about such topics as part of the Markets Group 9th Annual UK Investor Forum alongside co-panelists Sandra Carlisle, Jennifer Bishop, CFA, Pension Insurance Corporation plc