The 7th Annual Southeast 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 program’s agenda will cover pension fund management, smart beta, private equity, global equity, hedge funds, securities litigation, interest rates and the credit cycles, real assets and more. The forum is specially designed to bring together 75+ senior staffs, investment officers, board members and trustees representing Georgia, Alabama, Florida, Kentucky, Mississippi, North Carolina, South Carolina, Tennessee, Louisiana, Maryland, Virginia, and West Virginia.
L. C. (Buster) Evans Executive Director Teachers Retirement System of Georgia
Shoaib Khan Senior Portfolio Manager Florida State Board of Administration
Roxton McNeal Senior Portfolio Manager UPS Pension Plan
Wayne Wicker Chief Investment Officer ICMA-Retirement Corporation
Dekia Scott Director, Public Market Investments Southern Company
William Eckman Vice President LCG
Jeffrey Boucek SE Region Practice Leader, National Director of Public Fund Consulting Segal Marco Advisors
Allison Yager Partner, Global Leader - Real Estate Mercer
Adrian Cronje Chief Executive Officer & Chief Investment Officer Balentine
Dana Sugar Director, Outsourced Chief Investment Officer (OCIO) Solutions PNC Institutional
Max Giolitti Chief Risk Officer Verus
Ric Mayfield Managing Director, Manager Research SunTrust
David Hinks Fixed Income Portfolio Manager Chesapeake Employers' Insurance Company
Greta Tinaglia Executive Director Fulton County School Employees' Fund Pension Board
Meredith Jones Partner, Head of Emerging Manager Research Aon Hewitt
David Barnett EVP & CFO Brenau University Endowment
STYLE INVESTING THE SMART WAY
Actively combining risk premiums to achieve stable out-performance.
MAJOR FORCES AND TRENDS IN 2018
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?
PRACTICAL STEPS TOWARDS ESG INTEGRATION
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?
INVESTING IN TODAY'S GLOBAL EQUITY MARKETS
Amid the dynamic nature of global equity markets, where can opportunities be found today, and what are the challenges facing plan sponsors?
|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.|