Markets Group

Markets Group is the leading platform for the asset allocator community.
Content. Connect. Allocate.
🌎 Forums, interviews & insights from 30+ countries.

[Markets Group @MarketsGrp]

Markets Group is the leading platform for the asset allocator community — delivering forums, interviews, news, and research that keep conversations alive and decisions informed.

Our mission is clear ➜ to build communities of investors committed to the power of peer insight.

For CIOs, GPs & LPs, wealth managers, and institutional investors, we provide real-time insights year-round, connecting the global investment community from New York to London, Dubai to Sydney, São Paulo to Singapore.

A trusted space where relationships evolve into allocations.

✨ Content. Connect. Allocate.

[Markets Group @MarketsGrp]

IN 3 HOURS ➜ @Calamos Investments opens up the fundamental momentum playbook behind its small- and mid-cap growth strategy, from first signal to final sell.

Brandon Nelson and Scott Becker walk through it live, plus why they took it into an ETF.

🔥 REGISTER: https://t.co/an44uPY1VF

🕑 2pm ET | ⏱️ 45 minutes

#MarketsGroupWebinar

[Markets Group @MarketsGrp]

What are Canada’s leading institutional investors prioritizing next?
💥Secure the last available spots: https://t.co/fMX7z5ZFNR

📅 Only two weeks to go until the 5th Annual Canada West Institutional Forum.

Understand evolving allocator priorities and build relationships around the strategies shaping institutional portfolios on October 22, in Vancouver.

#MarketsGroupIF

[Markets Group @MarketsGrp]

Elliott Investment Management and Siris are exploring a potential sale of Gigamon that could value the infrastructure software provider at more than $2 billion, according to people familiar with the matter.

🔥Explore how private equity investors are targeting critical software infrastructure at the Private Equity New York Forum on May 12: https://t.co/KZOksaSIUB

The firms have hired Bank of America and Perella Weinberg Partners to advise on the process, which remains in its early stages. The potential sale could attract interest from both private equity firms and strategic buyers seeking to expand their capabilities in network monitoring, cybersecurity and cloud infrastructure management.

The potential sale comes as investor interest remains strong in software businesses supporting critical cloud infrastructure, cybersecurity and artificial intelligence deployments. There is no certainty that the review will result in a transaction.

Read more: https://t.co/YXA0PthVR2

#MarketsGroupNews

[Markets Group @MarketsGrp]

The British Columbia Investment Management Corp. (BCI) is expanding its stewardship focus across private markets and artificial intelligence, as the C$313.7 billion investment manager continues to engage portfolio companies on material risks.

💥Engage with institutional investors advancing active ownership strategies across private markets and AI at the Canada West Institutional Forum, October 22, in Vancouver: https://t.co/E7xn7LdOsH

BCI directly engaged 181 public and private portfolio companies on environmental, social and governance risks and opportunities in 2025, according to its latest stewardship report. It noted, among the 107 companies where those engagements involved two-way dialogue, 44% showed positive momentum and 8% fully achieved BCI’s engagement objectives.

Lauren Bailey has the details: https://t.co/h6Xx42mdN8

#MarketsGroupNews

[Markets Group @MarketsGrp]

Ontario-based Sartorial Wealth has promoted Edmun Tsang to chief investment officer, expanding his leadership of the firm’s investment strategy and portfolio management functions.

Lauren Bailey has more: https://t.co/RI3is8s04S

#MarketsGroupNews

[Markets Group @MarketsGrp]

Markets Group is proud to present the 2026 Elite Middle East Allocators list, recognizing leading institutional allocators whose leadership and investment decisions are helping shape one of the world’s most influential and rapidly evolving investment regions.

This year’s list highlights senior professionals from sovereign wealth funds, pension funds, endowments, foundations, insurance groups, public investment institutions, and family offices. These allocators oversee significant pools of capital and play an increasingly important role across global public and private markets.

💥See the full list here: https://t.co/Sp29qftBAl

#MarketsGroupEliteME

[Markets Group @MarketsGrp]

What’s next for alternative investing in Singapore and are your strategies keeping pace?
🔥 Request the agenda to join the conversation: https://t.co/B1IZKVbKXd

Explore the latest thinking across alternative strategies while learning from leading allocators at #ALTSSG on October 22, in Singapore.

ALTSSG is co-hosted by CAIA Association, CFA Society Singapore, and produced by Markets Group.

[Markets Group @MarketsGrp]

As markets grow more complex, where are Korea’s leading allocators placing their conviction next?
🔥 Request the agenda: https://t.co/IMJwcLFKTV

This was 2025 Korea Investors Forum. This year, join us for exclusive peer-to-peer discussions with leaders from pension funds, insurance firms, family offices, private banks, and the broader institutional investment community.
📅 December 3 | Seoul

#MarketsGroupSeoul

[Markets Group @MarketsGrp]

TOMORROW ➜ How an award-winning small- and mid-cap growth team spots companies mid-transformation, and knows exactly when to walk away.

Brandon Nelson and Scott Becker of @Calamos Investments, live.

🔥 REGISTER: https://t.co/MY69Jrtr1X

📅 Tomorrow, Oct 8 | 🕑 2pm ET / 11am PT | ⏱️ 45 minutes
#MarketsGroupWebinar

[Markets Group @MarketsGrp]

Brazil's interest rates went from 2% in 2021 to 15% this year.

It's very hard to invest when rates are that high, says Dennis Kac, but that's when "the opportunities and the vintages are the best."

"It's counterintuitive," he says. Investors have to be able to invest at 2% and at 15%.

Across South America, Kac sees the potential for lower inflation and interest rates to bring long-term investment flows to the region.

Kac Partner and CIO Brasil at @brainvestbrasil, joined @CourtMcQuade ahead of the Private Wealth Latin America & Caribbean Retreat, where his panel looks at the next big Latin American opportunity.

🔥 Request the agenda for the full speaker lineup and session topics at the Private Wealth Latin America & Caribbean Retreat, October 21-23 in Miami: https://t.co/jBnROhXErU

#MarketsGroupPW

[Markets Group @MarketsGrp]

"We are 51% of the population and we are the owners of the wealth."

Lindsay Brock's biggest takeaway this year: there's a need for women next-gen advisors.

Brock, wealth advisor and executive director at @HT_Signature, joined Lance Fair from the Sidelines of the Private Wealth Carolinas Forum in Charlotte, after her panel on best practices for wealth firms.

Women are going to be the inheritors, she says, from their husbands and from next-gen clients. Her message to the industry: "Don't ignore the women."

🔥 See who's speaking and what's on the program at the Private Wealth Mid-Atlantic Forum, October 21 at White Manor Country Club. Request the agenda: https://t.co/hrUkhdOiHD

#MarketsGroupPW

[Markets Group @MarketsGrp]

Is your wealth strategy keeping pace with how the next generation of investors is thinking?
🔥Request the agenda to secure the last available spots: https://t.co/tXML5XIRHy

Hear directly from leading RIAs, family offices, private banks, and wealth management experts on the strategies shaping high-net-worth investing across the Mid-Atlantic.

Join the 11th Annual Private Wealth Mid-Atlantic Forum on October 21, in Villanova.

#MarketsGroupPW

[Markets Group @MarketsGrp]

The Mountain States wealth landscape is evolving and the right conversations can shape better investment decisions.

💥Request the agenda here: https://t.co/8ItKV0M1E5

Benchmark strategies and exchange ideas with fellow wealth managers on the trends and opportunities shaping private wealth and investment portfolios across the Mountain States. Don't miss the 10th Annual Private Wealth Mountain States Forum on November 5, in Denver.

#MarketsGroupPW

[Markets Group @MarketsGrp]

A first for the Texas Stock Exchange: an active mutual fund converted into an ETF, same portfolio manager since day one.

The Calamos Timpani Active SMID Growth ETF (CTAG) brings Brandon Nelson, CFA's fundamental momentum strategy to ETF investors for the first time. On Thursday, Nelson and Scott Becker, CFA break down the process behind it.

🔥 Register here: https://t.co/Fx6PoML7ZT

📅 Thursday, Oct 8 | 🕑 2pm ET / 11am PT | ⏱️ 45 minutes

#MarketsGroupWebinar

[Markets Group @MarketsGrp]

Baylor University’s isolated location is helping shape its distinctive approach to talent development inside its $2.6 billion endowment office.

💥Connect with institutional investors developing emerging talent and strengthening internal investment capabilities at the Institutional Fall Retreat on November 18-20, in Amelia Island: https://t.co/I05HIXOaU6

Rather than continually trying to import mid-career investment professionals, the office has increasingly looked to young talent already willing to call Waco, Texas, home, finding people with the capability and curiosity to do the job and willing to take the time to develop their careers in the rural community.

Lauren Bailey has more: https://t.co/NcYbJ4nu1G

#MarketsGroupNews

[Markets Group @MarketsGrp]

Real assets are opening new avenues for income, diversification, and long-term growth.
💥Explore the agenda to find out more: https://t.co/VT2MjpkRIL

Join Serena Liegey of Palmarium as investors look to capture value across the evolving real assets landscape at the 5th Annual Private Wealth Middle East Forum, October 20, in Dubai.

#MarketsGroupDubai

[Markets Group @MarketsGrp]

What are Australia’s leading wealth managers doing to future-proof portfolios and preserve wealth?
🔥Secure the last available spots: https://t.co/TDKXMjTGYQ?

Learn from industry peers, exchange perspectives, and explore the strategies shaping the future of private wealth in Australia at the 5th Annual Private Wealth Melbourne Forum. Topics including:
▪️Private markets investments
▪️Private credit amid global high hikes
▪️Portfolio construction

And many more. Don't miss out on October 21, in Melbourne.

#MarketsGroupMelbourne

[Markets Group @MarketsGrp]

The best time to sell a winner is before the story stops being true.

This Thursday, an award-winning small- and mid-cap growth team opens up the framework it uses to find companies in genuine positive change, and the sell discipline that gets it out when momentum fades.

🔥 Register here: https://t.co/tz1JruViQu

📅 Thursday, Oct 8 | 🕑 2pm ET / 11am PT | ⏱️ 45 minutes

#MarketsGroupWebinar

[Markets Group @MarketsGrp]

Are alternative investment strategies keeping pace with a rapidly changing market?
🔥Request the agenda for attendance details: https://t.co/71XKeMDsMY

Join leading allocators at #ALTSSE as they dive into the trends reshaping alternatives. Explore what's next with the broader alternative investment community on October 20, in Charlotte.

#ALTSSE is co-hosted by CFA Society North Carolina, CFA Society South Carolina, CAIA Association and produced by Markets Group.

[Markets Group @MarketsGrp]

High yield, leveraged loans, structured credit, private lending. Credit investors have never had more choices, or more ways to take a risk they aren't being paid for.

So how much of a credit portfolio's return comes from the allocation call, and how much from picking the right securities?

On October 15, John Yovanovic and Ron Shortenhaus of MetLife Investment Management break down where durable returns in credit come from.

🔥 Register here: https://t.co/VdmesNrxqt

📅 Oct 15 | 🕚 11am ET / 8am PT | ⏱️ 45 minutes

#MarketsGroupWebinar