11th Annual Mid-Atlantic Institutional Forum Washington, D.C. | May 1, 2024 Request Agenda

The 11th 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.






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Key Discussion Topics

Macro-Outlook & Asset Allocation: The Next 12 Months at a

Top thinkers and chief investment officers share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.


Alternatives & Private Market Investments – Time to Shine

In 2023, interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced?


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?


Global Equities: Fundamentals will Dominate

Volatility in markets was something we got used to in 2021 and 2022 has started the same way as investors worry about rising inflation, hikes in interest rates and more Coronavirus variants. In a market characterized by high earnings multiples, sharp market swings are likely to continue, and multiple expansion may become less of an investors’ friend. Stock picking will be at the fore, as monetary support fades and fundamentals will return to the forefront of investors’ minds. The key will be to identify quality companies that can navigate this uncertainty for the long-term.


Institutional Views on Private Credit’s Growing Portfolio Utility & Importance

An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams, which is why it’s so important for investors to understand this rich opportunity set. Having outperformed public markets in recent years, how will credit markets fare in a low-yield environment where uncertainty and inflationary pressures cloud the economic outlook? How are investors valuing opportunities across the credit spectrum? Where are they looking for and finding alpha?


Fixed Income: Reassessing the Asset Class in Uncertain Times

As the Fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities? Does the traditional 60/40 still make sense and what do fixed-income investors need to consider in this new environment?


Navigating ESG – Considerations for a Successful Institutional Investment Strategy

Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG has moved from being a niche consideration to a central component of strategic institutional investment. This panel will delve into the crucial role of ESG in shaping institutional investment strategies, offering expert insights on navigating this evolving landscape. Panelists will share how they align with sustainable goals while seeking to enhance long term financial performance. Join us as we dissect best-in-class strategies, opportunities, and key challenges.


Investments in Private Markets – How to Best Utilize Them

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. The panel brings together leading alternatives investors and allocators to share the role private equity, private debt, venture capital and commodities plays in their portfolios and what they look for in managers to meet their objectives in these asset classes. Panelists will address risks and opportunities across capital structures, expected returns across the alternatives’ spectrum and the operational requirements for managing the unique complexities in alternatives and private markets.


Institutional Leadership Roundtable: Decision-Making in Disruptive Times

In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations for example, how have global developments shifted priorities and what are reasonable expectations for investment returns this year? This panel will present an opportunity to hear best practices from private leadership peers and how they develop strategies for opportunities and 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.


District Winery
385 Water St SE
Washington, DC
United States 20003


Sponsorship Opportunities & Registration

+1 212-804-6220

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Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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