Titan Investors

Incredible week of meetings for our clients in Chicago for another successful Titan #InvestorsWeek! The biggest minds in the Midwest across the #InstitutionalInvestor & #RIA space came out in numbers to support a few days of networking, education & manager #duediligence. ? We "classed up" our world class operation this week & investment discussions including chats on Crypto, Small-Caps, Fixed Income, Energy, Direct Lending, Private Credit, Real Estate, Private Markets, Public Markets & many other themes covered over a packed day of panels, breakouts & networking opportunities. With some packed houses & 2 more sold out events...we are confident that many new relationships were developed due to this weeks’ events! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! We love Chicago and cannot wait to come back! Sponsor Firms: Partners Group | Invesco US | Golub Capital | Bitwise Asset Management | Harbor Capital Advisors, Inc. | Brandywine Global Investment Management | Manulife Investment Management | MetLife Investment Management | Allspring Global Investments | Principal Asset Management | Prospect Capital Management | Macquarie Group Speaker Firms: Aon | Brownson, Rehmus & Foxworth | Marquette Associates | Chicago Teachers' Pension Fund | Gresham Partners | Altair Advisers | Exelon | Teachers' Retirement System of the State of Illinois | Midland Bank | Allstate | IHT Wealth Management | MacArthur Foundation | University of Illinois Foundation | University of Chicago ... and many more that we have too many to tag ?? Titan Investors #education #thoughtleadership #networking #results #conference #TitanInvestorsExchange #TitanInvestorsWeek

Gregory Leonberger, FSA, EA, MAAA, and?Frank Valle, CFA, CAIA will be speaking at Titan Investors’ Chicago Institutional Exchange tomorrow. Greg will be moderating the Asset Allocation Panel – Institutional Portfolio Construction in a Dynamic Market Environment and Frank will be moderating the Economic Outlook Panel – Megatrends in a Transforming World & Investing for Resiliency at the event, which will bring together leading institutional asset allocators from the region for a full day of educational panels and roundtable discussions. https://lnkd.in/gijFYcW4

The Bitwise team was in Brooklyn last week for the Titan Investors Active Exchange, discussing the latest crypto trends and the role that digital assets play in investment portfolios. Thank you to Titan Investors for convening a great forum for networking and knowledge sharing. #TitanInvestorsExchange

Titan #InvestorsWeek was BACK this week in Brooklyn (w/ a bonus event in Austin)! The biggest & brightest minds across the #InstitutionalInvestor & #RIA world came together for a couple of days of networking, education & #duediligence. ? The discussions spanned around opportunities in AI, Private Credit, Direct Lending, Real Estate, Equities, Private Markets, Public Markets & many other themes covered over a packed day of panels, breakouts & networking opportunities. ? Your Titan Investors #dreamteam worked extremely hard to put together 3 excellent events this week with the focus of “quality” over “quantity”… it was truly amazing to see this first-class group of attendees come together at each program! So many conversations were started as well as relationships built & furthered due to this weeks’ events! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! Sponsor Firms: Dimensional Fund Advisors | T. Rowe Price | CIM Group | Manulife Investment Management | Voya Investment Management | Monroe Capital LLC | Bitwise Asset Management | Brandywine Global Investment Management | MetLife Investment Management | Sprott | Stockbridge | Orbis Investments | World Gold Council | Prospect Capital Management | Aristotle | Newton Investment Management | O'Shaughnessy Asset Management | Reaves Asset Management | Locust Point Capital, Inc. | Clear Haven Capital Management, LLC | Clough Capital | Third Avenue Management Speakers (RIA): Avantax | Sanctuary Wealth | F.L.Putnam Investment Management Company | Bridgewater Advisors Inc. | Bryn Mawr Trust | Ballentine Partners, LLC | Seven Bridges Advisors LLC | Traphagen CPAs & Wealth Advisors | Per Stirling Capital Management, LLC + many more (too many to tag & thank you all??) Speakers (Institutional): U.S. Department of the Treasury | Teachers' Retirement System of the City of New York | Columbia University | The Board of Pensions of the Presbyterian Church (U.S.A.) | Norges Bank Investment Management | Connecticut Retirement Plans & Trust Funds | NEW YORK STATE COMMON RETIREMENT FUND | Lockheed Martin + many more (too many to tag & thank you all??) #education #thoughtleadership #networking #results #conference #TitanInvestorsExchange #TitanInvestorsWeek

We’re excited to announce that Dr. Frank Clark Spencer, President of the Board of Pensions, will join peers at Titan Investors’ NYC Institutional Exchange on March 19. He will participate in a panel discussion on dynamic asset allocation with investment management leaders from Verizon Investment Management Corporation and Norges Bank Investment Management.

Titan #InvestorsWeek continued onward & upward yesterday with our Advisor day back-to-back in Boston, Philadelphia as well as Salt Lake City! We followed up to our Institutional day by hosting the biggest #RIAs #FamilyOffices & Regional Banks in the area for a big day of networking, education & #duediligence.?The setting provided a truly unique opportunity for the largest investment officers to thoughtfully grill our fund managers about why their strategy??Why now? The discussions spanned around opportunities in Fixed Income, Commodities, ETFs, Crypto, Real Estate, Evergreen Investments, Private Markets, Public Markets & many other themes covered over a packed day of panels, breakouts & networking opportunities. ? The dream team worked extremely hard to put together 5 excellent events this week that achieved their goals, packed the houses & we cannot wait to come back to these cities again for?larger events next year! So many conversations were started, relationships were built & furthered due to this weeks’ 5 events! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! Sponsor Firms: Invesco US | PGIM | Franklin Templeton | FS Investments | Brandywine Global Investment Management | Bitwise Asset Management | Harbor Capital Advisors, Inc.| Calamos Investments | Artisan Partners | Vontobel | Prospect Capital Management | Stockbridge | Thorofare Capital | Gladstone Management Speakers: Cerity Partners | Mill Creek Capital Advisors | Moneta | Pitcairn | The Haverford Trust Company | F.L.Putnam Investment Management Company | Ballentine Partners, LLC | Xponance, Inc.| Greenwich Wealth Management, LLC | Glenmede | NEPC, LLC | Twenty Four Wealth | Wealth Enhancement | Mariner | Montis Financial | Shepherd Financial, LLC | Crestwood Advisors | TwinFocus | Corient | Greycourt & Co., Inc. | Crewe Advisors ... and many more! #education #thoughtleadership #networking #results #conference #TitanInvestorsExchange #TitanInvestorsWeek Thomas Mallon William McArdle Francesca Mecca Riley Kindley Harrison Lane

Titan #InvestorsWeek kicked off yesterday with one of the biggest of the year for us, as we hosted 2 of the 5 events planned this week in Boston & Philadelphia! Yesterday was our #Institutional Investor day were we hosted many #pensions, #endowments, #foundations & other institutional investment officers in the Northeast.?We brought them together to casually connect with peers and meet our sponsors to learn about some timely fund products they are offering. The discussions spanned around opportunities in Gold, International Investments, Private Credit, AI, Asset Backed Lending & many other themes covered over a packed day of panels, breakouts & networking opportunities. Proud of the team for organizing some amazing events this week & we cannot wait to come back to these cities again for?larger events next year! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! P.S. – stay tuned for more updates from our Titan #InvestorsWeek as we start up our Advisor day today in Boston, Philly & Salt Lake City! Institutional Sponsor Firms: Brandywine Global Investment Management | BNP Paribas Asset Management | Janus Henderson Investors | Nuveen, a TIAA company | Capital Fund Management (CFM) | Eastspring Investments | Golub Capital | Axonic Capital | Clear Haven Capital Management, LLC | Locust Point Capital, Inc. | Orbis Investments Speakers: State of Vermont | Textron | University of Illinois Foundation | Liberty Mutual Insurance | Harvard University | Brandeis University | MIT Investment Management Company | CRICO | FM | CareQuest Institute for Oral Health CJP - Combined Jewish Philanthropies | City of Quincy | Cambridge Associates |Aksia | Prime Buchholz LLC } TIFF Investment Management | Brown University | Swarthmore College | The Board of Pensions of the Presbyterian Church (U.S.A.) | Penn State University | U.S. Department of the Treasury | Marquette Associates | Drexel University | Southeastern Pennsylvania Transportation Authority (SEPTA) #education #thoughtleadership #networking #results #conference #TitanInvestorsExchange Thomas Mallon William McArdle Raena Zakhary Layla Hasan Harrison Lane Francesca Mecca

ACG Private Markets team member Anna Westhoff, CAIA recently moderated a panel at the Titan Investors St. Louis Institutional Investor Exchange.?Thank you to Titan Investors for inviting us to participate in this insightful gathering! #TitanInvestorsExchange

Austin ?? St. Louis back-to-back! ?? The Titan Investors team (& a few of our sponsors) packed up from our Austin event and flew immediately to St. Louis for our signature Institutional Active Exchange yesterday! The meeting was designed as a way for local #pensions, #endowments, #foundations & other institutional investment officers in the Midwest to connect casually with peers and meet our fund managers to learn about possible ways to collaborate on various asset allocation strategies. We had a heavy focus for this STL event on energy, fixed income, emerging markets, equity exposure (domestic & int'l) & public/private credit opportunities & these conversations were highlighted across a robust day of panels, breakouts & networking opportunities. Proud of the team for organizing some events this week with truly amazing turnouts & a jam packed week of content! We cannot wait to come back to these cities again! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! Sponsor Firms: ArrowMark Partners | Axonic Capital | Brandywine Global Investment Management | Macquarie Group | Nomura Capital Management | Stewart Investors | Westwood Holdings Group, Inc. | Voya Investment Management Speakers: The LCMS Foundation | Illinois Police Officers' Pension Investment Fund | DeMarche Associates, Inc., Research Division | ASSET CONSULTING GROUP | Reinsurance Group of America, Incorporated | Public School and Education Employee Retirement System of Missouri | BJC HealthCare | Indiana Public Retirement System | SSM Health | City of St. Louis | Wichita State University Wells Fargo | Commerce Trust | Mercer | Enterprise Bank & Trust #education #thoughtleadership #networking #results #conference #TitanInvestorsExchange Thomas Mallon William McArdle Fabiana Matiz Crystelle Tape' Daniel Rohrbach

The Titan Investors team started off a massive February event calendar with a very productive Institutional Active Exchange this week in Austin! The biggest #pensions, #endowments, #foundations, insurance companies, hospital systems, consultants & family offices in TX came out in huge numbers to help us run a packed event from start to finish! The room dynamic all day was exactly what we were seeking as organizers, lively & energetic, as investors challenged our fund managers about their strategies & why now?! Additionally, the day was filled with many captivating panel discussions & robust breakouts.?We achieved our goal as many new relationships were started or furthered as a result of the conference! Thank you to all of our sponsors, speakers, attendees & staff that helped to make this event such a huge success for us! Sponsor Firms: Brandywine Global Investment Management | Crestline Investors, Inc. | Hildene Capital Management, LLC | Lord, Abbett & Co. LLC | MetLife Investment Management | Newton Investment Management | Voya Investment Management | Westwood Holdings Group, Inc. Speakers: Dallas Police & Fire Pension System | Employees Retirement System of Texas | Travis County | Teacher Retirement System of Texas | UTIMCO | Texas Municipal Retirement System (TMRS) | Texas Tech University | Texas Permanent School Fund Corporation | Caprock | Paradigm Institutional Investors | Sage Advisory #TitanInvestorsExchange #education #thoughtleadership #networking #results #conference Thomas Mallon William McArdle Jason Peet Riley Kindley Brandon Davicsin