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The Program

The 2024 annual Institutional Client Program hosted by the Franklin Templeton Institute at our headquarters in San Mateo saw participation from institutional investors and key decision makers from around the world as we explored “Investing in a new era: Navigating uncertainty with innovation and insight”.

Internal and external speakers with expertise across economics, geopolitics, technology, sustainability, and investment management discussed how to best navigate the current investment landscape and shared thought-provoking perspectives on how to successfully identify Investment opportunities in this unique environment of inflation, interest rates and geo-political uncertainty. Our leading experts shared actionable insights spanning the changing macro environment, public and private markets investing, risk management, innovation, digital assets, and sustainability.

Videos

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Speakers and sessions

Anatomy of a Recession

Jeff Schulze, CFA

Investment Strategist, ClearBridge Investments

The Infrastructure Opportunity

Matt Bushby

Managing Director, Head of Infrastructure Business Development , ClearBridge Investments

Innovating for the Future: A Solutions-based Approach

Wylie Tollette, CFA

Chief Investment Officer, Franklin Templeton Investment Solutions

Digital Transformation: Artificial Intelligence & Machine Learning

Jonathan Curtis

Director Portfolio Management, Franklin Equity Group

Technology and Innovation in Public Markets

Matt Moberg, CPA

Portfolio Manager, Franklin Equity Group

Quantitative Portfolio Construction and Risk Allocation for Corporate Credit Portfolios

Joshua Lohmeier, CFA

Portfolio Manager Investment Grade, Franklin Templeton Fixed Income

Constructing Alternatives Portfolios – What are the Building Blocks?

Tony Davidow, CIMA®

Senior Alternatives Investment Strategist, Franklin Templeton Institute