The 8th Annual Mid-Atlantic Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Mid-Atlantic institutional investment community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.
Steven Skancke Chief Investment Strategist Keel Point
Rich Robben Chief Investment Officer & Director of Fixed Income Kentucky Retirement Systems
Tim Barron Chief Investment Officer Segal Marco Advisors
Neil Boege Chief Investment Officer Virginia Department of the Treasury
Christopher Gill Director, Public Markets Georgetown University
David Moore Director of Investments American Baptist Home Mission Societies
Don Friel Executive Vice President Holy Redeemer Health System
Peggy Flynn Pension and Post-Retirement Investment Manager American Water
Katherine Molnar Senior Investment Officer Fairfax County Employees' Retirement System
Harold Hughes Chair of the Investment Committee St. John's College Endowment
Scott Schaefer Senior Investment Officer US Small Business Administration
Mark Ruloff Associate Partner, Asset Liability Management Aon Hewitt
Eileen Neill Managing Director | Senior Consultant Verus
Adam Downs Fund Administrator Laborers' National Pension & Retirement Funds
Brad Creel Director of Real Estate Investments Lockheed Martin Investment Management Company
Lauren Cellucci Vice President Marquette Associates
Josephine Gilbert Investment Manager Fairfax County Government
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WHAT'S NEXT FOR GLOBAL EQUITY MARKETS
Our equity panel will measure the true cost of the 2020 stock market crash and ask if COVID-19 reduced the indexing revolution to another too-big-to-fail enterprise.
INVESTING IN RENEWABLE ENERGY
Green infrastructure has become a major investment theme with increasing importance for both the short and long term. This presentation will identify compelling opportunities in these growth markets that should offer attractive returns and satisfy growing investor demand.
INSURANCE LINKED STRATEGIES - THE EVOLUTION OF A NICHE ASSET CLASS
Insurance linked strategies (ILS) is an innovative niche asset class that allows investors to take on reinsurance catastrophe risks in exchange for a premium thereby providing return potential largely uncorrelated to traditional and alternative asset classes. This discussion will outline the evolution of the ILS market from its early days and will discuss the market’s key drivers, opportunities and challenges today.
EVALUATING THE REAL RISKS IN A FIXED INCOME PORTFOLIO HAS ALWAYS BEEN A CHALLENGING ENDEAVOR
The onset of COVID-19 and subsequent panic-stricken selloff challenged the perception of the bond market as a safe haven, but offered exceptional opportunistic merchandise in corporate credit, government debt, even exchange traded fixed income. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
ESG IN PRACTICE FOR LONG TERM INVESTORS
This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks. The panel will also examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks.
EVOLUTION OF EMERGING MARKET EQUITIES
Before the novel coronavirus could spread to the developing world, the historic March 15 3,000-point loss on the Dow Jones Industrial Average had started a domino effect in Argentina, Brazil, India and South Africa, initiating a financial crisis in each nation to compound the impending humanitarian disaster. This panel will discuss what factors should investors consider when debating whether to allocate to or diversify within the asset class?
OPPORTUNITIES IN ALTERNATIVE AND STRUCTURED CREDIT
The impact of COVID-19 on alternative credit was swift and severe. Commercial demand and consumer spending ground to a halt, closing the restaurant and foodservice sector, in turn raising default risk for senior secured debt. Can structured finance manage novel coronavirus risk?
REAL ESTATE - FINDING OPPORTUNITIES IN TODAY AND TOMORROW'S GLOBAL REAL ESTATE MARKET
What are the regions and sectors that institutional investors seeing income, diversification and capital growth should focus on? What are the most resilient, and which offer opportunity for enhanced returns from identifying mispricing and cyclical opportunities?
PASSIVE VS. ACTIVE MANAGEMENT OPPORTUNITIES
The debate around active vs. passive investment strategies continues unabated. With the quality being a key component of a successful operation, panelists will discuss the areas of opportunity as it relates to passive management vs. active management.
A CONVERSATION WITH THE REGION'S LEADING CHIEF INVESTMENT OFFICERS
Chief Investment Officers constantly face unique sets of challenges and investing environments. Panelists will focus on key investment and management issues including, how to invest efficiently in today’s market. What are reasonable expectation levels for investment returns this year? What are some approaches to and challenges of “good” governance?
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|