De-Dollarization Doesn’t Mean Capital Is Leaving America

The Essential

De-Dollarization Doesn’t Mean Capital Is Leaving America

Global investors are swapping Treasuries for U.S. ports, power grids, and data centers — turning financial claims into ownership of real assets.

Sponsored by Franklin Templeton

Rethinking Diversification in a New Risk Regime

Institutions face shifting correlations and heightened volatility across markets. Hear from CalPERS, the State of Connecticut and Graystone Consulting on dynamic approaches to mitigate volatility, manage drawdowns and strengthen resilience.

CIO Lab: Minnesota

July 22, 2026 | Landings Hotel

Microcaps Are Beating Large Caps — But Allocators Aren't Biting

Strong returns are drawing attention to the smallest stocks, but benchmark pressure continues to tie institutions to big tech.

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

In this episode, Cheyne’s co-founder discusses what’s prolonging the credit cycle — including payment‑in‑kind loans — and why that may be delaying, rather than preventing, a reckoning in private credit.

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September 9, 2026 | The Rewind West Des Moines, Tapestry Collection by Hilton

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