The Essential

Former Hershey Trust Chief Leslie Lenzo Launches Advisory Firm

L-Squared offers services to mission-driven organizations with “large portfolios but small investment teams that don’t have the bandwidth.”

Sponsored by Franklin Templeton

Expanding Global Opportunities Beyond US Portfolios

As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

Consultants & Institutional Investors Roundtable

October 7-8, 2026 | Four Seasons Hotel

A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’

The fair value of these loans declined by 17 percent during the first quarter, according to 9fin.

Sponsored

Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market

Opinion: When Workers’ Capital Funds Their Own Displacement

Union pension funds have explicit mandates to act in employees' interests. Their AI investments may say otherwise.

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Inside Greg Fleming’s Partnership with Viking Global and the Rockefeller Family

Ted Seides

Job Board – For Investors Only

Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector
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City and County of San Francisco

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Investment Officer (Private Equity), P3
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United Nations Joint Staff Pension Fund (UNJSPF)

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Director, Pension Accounting and Reporting-Hybrid Schedule
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Columbia University

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Institutional Investment Consulting Associate
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Mercer

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5th Annual Sub-Advisory Central Roundtable

November 3-4, 2026 | Park Hyatt Chicago

1270 Avenue of the Americas, Suite 1100

New York, NY 10020

 

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