Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again.

Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again.

Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3

Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s shift from equity-heavy positioning in a low-rate environment to a more diversified mix of equities, fixed income, and absolute return strategies as rates rose and funding levels improved. He also shares his views on AI, fiscal risk in the U.S., and why relationships and perspective remain central to success in institutional investing.

OCERS CIO Molly Murphy joins Markets Group to discuss the hidden AI trade building across institutional portfolios, why OCERS favors infrastructure over private credit, and how the pension system is using technology, dynamic asset allocation and scenario testing to prepare for stagflation, geopolitical volatility and an increasingly uncertain macro environment.

How did a small Canadian pension plan outperform while others abandoned defined benefit plans?

Markets Group Lifetime Achievement Award winner Blair Richards shares the bold investment decisions, early move into alternatives, and “micro-Maple Model” strategy that delivered decades of strong returns that recently culminated in a landmark deal guaranteeing retirees a 4% annual COLA for life.

In this episode of The Allocators Playbook, Danny Popescu, founder and CEO of Harbourfront Wealth Management, shares how he transformed the firm from a founder-funded startup into a nationally recognized wealth advisory firm. Hear his insights on advisor empowerment, strategic acquisitions and expanding access to alternative investments the alchemy powering Harbourfront’s rapid growth.

How venture-backed Savvy Wealth’s CIO Sharma increased AUM 4.5x in 2025.

In this episode, Markets Group Deputy Editor sits down with Thom Williams, the recently retired Executive Director of the Hawaii Employees’ Retirement System (ERS), to reflect on a transformative decade at the helm of one of the nation’s most closely watched public pension funds. Williams shares how he rebuilt the organization by shifting investment decision-making from the board to a newly formed internal team, strengthening accountability and expertise across the fund.

He walks through ERS’ post-2008 investment evolution, including its taking a disciplined de-risking approach centered on diversification, uncorrelated assets and the philosophy of “winning by not losing.”

Beyond investments, Williams discusses his pivotal role in navigating complex legislative challenges to protect the fund’s tax status and long-term health.

Watch the video below to hear Williams’ candid reflections on leadership, team building and lessons learned from a career at the intersection of markets, policy and public service.

Join us in Ohio to hear him live during his strategy award discussion. Or, next best thing: listen here to how CIO Farouki Majeed stayed in the top 2% of earnings while being one to the top funds in Private Equity in 2025.

03:21 - Navigating Financial Crises: A Journey Through Experience

12:04 - Current Market Insights and Future Risks

17:50 - Market Outlook and Economic Risks

19:44 - Investment Strategies and Asset Allocation

21:22 - Real Estate and Infrastructure Investments

24:18 - Governance and Organizational Structure in Investment

32:35 - Private Equity and Co-Investment Strategies

33:43 - Income Generation and Funding Strategies

41:20 - Advice for Allocators and Closing Thoughts

Being awarded with a lifetime achievement award at our DACH Retreat in May, Martin Roth, CEO of Pensionskasse Manor has witnessed multiple financial cycles in his career. This conversation explores his plans for 2026, what he learnt and advice for Gen Z leaders.

How San Bernardino County Employees' Retirement Association's CIO, Don Pierce, engineered a credit strategy designed to perform in any market environment.