2025-05-07T00:00:00-0400

2025-05-07T00:00:00-0400

12th Annual Mid-Atlantic Institutional Forum Washington, D.C. | May 7, 2025 Request Agenda


The 12th 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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REQUEST AGENDA

Please note only corporate email addresses will be accepted.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook 
The financial landscapes continue to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance
Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns.

The Equity Calculation: Evaluating its Effect on Portfolios
The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector bets, slowing economies and interest rates.

Fixed Income: Trends Shaping Today’s Landscape
Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs?

Evaluating CLO Equity Investments
CLO equity can provide significant benefits to various institutional investors, driven by a robust return profile combined with high current income, cash flows that often remain persistent during periods of volatility in financial markets, and active management to limit downside risk and capture upside opportunities.

Recognizing Emerging Markets’ Opportunities and Challenges
Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions.

US Small Caps: Seizing Tailwinds Amid Shifting Fundamentals
Markets adjust to the Fed’s recent dovish pivot and falling interest rates, US small-cap stocks are positioned to outperform.

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.

A ‘Future Proof’ Private Equity in 2025 and Beyond
Over the past decade, private equity has seen an increase in popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity, especially in the Healthcare sector.

Real Estate & Real Assets: Seeking the Best Prospects
Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of volatility.

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.


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.

VENUE


District Winery
385 Water St SE
Washington, DC
20003
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]