The 9th Annual Mid-Atlantic Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans sovereign wealth funds and consultants from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the program's speaker faculty is primarily comprised of leaders in the sector across Delaware, Washington, D.C., Maryland, North Carolina, Virginia & West Virginia.
Our
agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional institutional community.
We're
committed to the health and safety of all of our attendees. At each of
our events the following COVID-19 related protocols will be in place to ensure
a safe and comfortable experience for all guests:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*Fully
vaccinated means two weeks after the second dose in two-dose vaccine or two
weeks after the first dose in a one dose vaccine.
SPEAKERS
Derek Bills Chief Investment Officer International Monetary Fund (IMF)
Christopher Gill Director of Public Markets Georgetown University Investment Office
Jeanne Shen Chief Investment Officer GAVI Alliance
Wayne Wicker Chief Investment Officer MissionSquare Retirement
Jason Chang Managing Director - Head of External Equities Lockheed Martin
Scott Schaefer Senior Investment Officer US Small Business Administration
Steven Skancke Chief Economic Advisor Keel Point
Karen Logan Vice President - Investments The Optimal Service Group of Wells Fargo Advisors
Mark Ruloff Associate Partner, Asset Liability Management Aon Hewitt
Robert Ewers Senior Specialist, Treasury and Risk Inter-American Development Bank
Tim Schantz Chair, Investment Committee The Historical Society of Pennsylvania
Howard Hodel Deputy Chief Investment Officer Employees’ Retirement System of the State of Hawaii
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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Key Discussion Topics
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
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.
This panel will discuss what factors should investors consider when debating whether to allocate to or diversify within the emerging market 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
This panel will discuss 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?
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| 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. |
