Finding Balance: Repositioning a Pension for a New Regime

Part 2: Special Session with Ash Williams: returning to Florida SBA, with questions from CIOs

Part 2: CIO Hall of Famer Ash Williams discusses the changes he made once he returned to the Florida SBA after the Great Financial Crisis, and fields questions from CIOs in the industry.

Part 1: Exclusive: Ash Williams CIO Hall of Fame Special Session

Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advice for allocators throughout the industry.

Where investors are leaning in, with CIO Jeb Burns, Mich.MERS

Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.

Navigating Inflationary Cycles and Geopolitics with Nordic Allocators

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 [https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3]

Finding Balance: Repositioning a Pension for a New Regime

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.