The 10th 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.
Carlos Gutierrez, 35th United States Secretary of Commerce, 2005 - 2009
Carlos Gutierrez is the co-founder and CEO of Empath, Inc., a SaaS technology platform that uses
machine learning to transform the way talent is managed and grown inside a company.
Previously, Secretary Gutierrez served as Chair of the Albright Stonebridge Group, a global strategic
advisory firm. Secretary Gutierrez served as U.S. Secretary of Commerce from 2005 to 2009 under
President George W. Bush, where he worked with foreign government and business leaders to advance
economic relationships, enhance trade, and promote U.S. exports. Secretary Gutierrez played a key role
in the passage of landmark free trade agreements that remove trade barriers, expand export
opportunities, and boost global investment.
Secretary Gutierrez spent nearly thirty years with Kellogg Company, a global manufacturer and marketer
of well-known food brands. After assignments in Latin America, Canada, Asia, and the United States, he
became President and Chief Executive Officer of Kellogg in 1999 − the youngest CEO in the company's
hundred-year history. In April 2000, he was named Chairman of the Board of Kellogg Company.
Secretary Gutierrez joined ASG from Citi, where he was Vice Chairman of the Institutional Clients Group
and a member of the Senior Strategic Advisory Group.
He currently serves on the boards of the U.S. Chamber of Commerce’s U.S.-India Business Council, the
Boao Forum for Asia, Occidental Petroleum Corporation, MetLife and Exelon.
Secretary Gutierrez was born in Havana, Cuba. He is married to Edilia and has three grown children.
He is based in Washington, DC.
Derek Bills Chief Investment Officer International Monetary Fund (IMF)
Jeanne Shen Chief Investment Officer GAVI Alliance
John Greenberg Chief Investment Officer Pension Benefit Guaranty Corporation
Pascal Farahmand Senior Investment Officer International Monetary Fund
Scott Schaefer Senior Investment Officer US Small Business Administration
Christopher Gill Director of Public Markets Georgetown University Investment Office
Ratna Kota Senior Portfolio Manager Maryland State Retirement and Pension System
Michael Sinoway Director of Investments The Pennsylvania State University
Joshua Burge Director, Investments & Financial Strategy AARP
Anthony Calhoun Executive Director Baltimore Fire & Police Employees' Retirement System
Ashu Pal Senior Portfolio Manager Maryland State Retirement and Pension System
Sharcus Steen Interim Chief Investment Officer University System of Maryland Foundation
Katherine Molnar Chief Investment Officer Fairfax County Employees' Retirement System
Lis Lang Assistant Treasurer, Senior Director The NPR Foundation
Charles Mansfield Senior Director, Client Portfolio Manager MissionSquare Retirement
Ben VanGelder Director, Private Markets Georgetown University Investment Office
Jason Chang Managing Director - Head of External Equities Lockheed Martin
Daniel Hennessy Senior Consultant NEPC
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Opening Bell – Macro and Market Outlook
In a time of macroeconomic uncertainty, geopolitical conflict, higher interest rates, chronic inflation, and market volatility, hear how strategists and investors are viewing the next 12 months.
Alternatives & Private Market Investments – Time to Shine
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.
Emerging Markets in a Time of Profound Global Change
In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios?
The Great Equity Debate: Institutional Views on Stock Markets
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
Solutions for Getting to Net Zero: Transformational Technologies
Net zero commitments in place today indicate that billions of dollars will be spent on innovations and technologies to reduce emissions. Panelists will address how we can allocate capital most efficiently to achieve these net zero targets and drive investment growth while remaining aware of the challenges and opportunities within the just transition.
Fixed Income: Reassessing the Asset Class in Uncertain Times
Inflationary pressures and rising rates are causing investors to consider how they are allocating to traditional fixed income. Are investors increasing their risk tolerance? Where are risks being most compensated? What are the dominant forces driving yield in the sub-asset classes?
Addressing Inflationary Pressures in 2023
Economic growth is like an aircraft carrier that has enormous momentum but is difficult to turn or stabilize if it starts to list. Persistent inflation and a looming recession, at opposite ends of the spectrum, may become tail risk events that keep the Fed and politicians awake at night. Awareness of key indicators could sharpen an investor’s edge, increase investment readiness and reduce their risks ahead.
Finding Alpha Across Private Credit Strategies
Credit strategies are changing and driving more profit within portfolios as LPs have sought greater diversifiers within the private credit space. Learn where investors are finding alpha across the ever-increasing range of specialty, niche, and bespoke strategies.
Institutional Leadership Roundtable: Decision-Making in Disruptive Times
Leading institutional investors and asset owners shed light on the most pressing investment and management issues facing their organizations. Under Chatham House Rules, they will vet tactics on global, social, market and environmental disruptions within the current environment. They will discuss topics that are strategically important to boards in today’s climate. They will explore how global, social, market and environmental priorities have shifted. They will debate reasonable expectations for investment returns this year, and relay how they are streamlining governance practices. This is an opportunity to hear best practices from institutional leadership, develop strategies to maximize opportunities, and explore solutions for challenges to come.
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.
|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.|